In this pop-up episode, Jim interviews Tyler Blair, an account executive with Apptoto; an online scheduling software. Jim’s have been using this software in his Firm and they’re really happy with it. Listen as they go over its different features and advantages.

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Topics:

  • About Tyler
    • 2 and a half years in Apptoto
    • Answering emails and phone calls; problem solving and troubleshooting
    • Support
  • What Apptoto is
    • Reminders for anyone who needs it
    • Automated solutions
    • Persistent communication with client
    • Flexible service: customizable
    • Rules
    • Robust platform
  • Booking pages
    • Most popular feature
    • Eliminate back and forth communication
    • It looks directly at your calendars and it’s able to present availability to your clients
  • Multiple schedules
    • Individual booking pages
    • Set up single calendar or multiple calendars
    • Flexibility and customizability
  • User friendly
    • Straight forward configuration
  • Calendar integration
    • Integration with a lot of calendars
    • Automation
    • Google integration
  • Reminders
    • Text, voice calls and email
  • Voice calls
    • Robo voice
    • Upload recorded MP3
    • Respond directly
  • Zapier integration
  • No show tracking
    • Mark appointments
  • GIFT: Anybody who signs up by the end of the year gets 50% off for the first three months.

 

The Maximum Lawyer Conference 2019 is coming!

 

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Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment!

You can also go to MaximumLawyer.com or, if you’d prefer, email us at: [email protected]

 

Do you want to get on the show? Shoot us an email or message us!

 

The Maximum Lawyer Podcast. Partner up, and maximize your firm.

In this Pop-Up episode, Tyson interviews Ryan Anderson, Co-Founder & CEO of Filevine; a case management software for the modern law firm.

[smart_track_player url="http://traffic.libsyn.com/maximumlawyer/118_Popup.mp3" social_linkedin="true" ]

Topics:

  • Introduction: what is Filevine?
    • Conversations: Filevine relies on conversational case management
    • All different channels brought to a centralized location
    • An easy answer to: “What’s going on with my case?”
    • If you use email, you know how to use Filevine. Very easy to use.
  • Integration:
    • Filevine is the only case management software on the market that integrates email on local and mobile device
    • Reduction of intra office email
  • Popular features:
    • Text messaging
    • Communication: easy media transfer
    • Reduction of inbound calls
  • Reports:
    • Every single field on Filevine is reportable
    • Custom fields
    • Partnership with Domo
  • Results & Analytics
  • Check out the Demo on the Facebook group
  • NEW FEATURE: Fax direct from case files: IMMINENT RELEASE
  • Go to Filevine and get in touch!
  • Support team: Chat support

 

//

 

Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment!

You can also go to MaximumLawyer.com or, if you’d prefer, email us at: [email protected]

 

Do you want to get on the show? Shoot us an email or message us!

 

The Maximum Lawyer Podcast. Partner up, and maximize your firm.

In this pop-up episode, Tyson interviews Diana Stepleton, VP Partner Engagement at Ruby Receptionists. Good news! Ruby Receptionists is launching a new product specifically designed for solo lawyers, and Diana will tell us everything about it.

[smart_track_player url="http://traffic.libsyn.com/maximumlawyer/Popup_115_episode.mp3" social_linkedin="true" ]

That caller is so much more likely to become a client when a nice friendly person answers the phone.”

The Solo Product

Designed trully for a solo, it provides a phone number and it provides Ruby’s app; with 30 minutes of receptionist time. If most of the time you are available and you are taking your own calls, but sometimes you are in court or busy and you don’t want to miss that potential new client call, and you wanna make sure that someone live, friendly and helpful captures that, this product is for you.

The Website:

Ruby Receptionists

The plans:

https://www.ruby.com/

Maximum Lawyer listeners receive $75 off the first full month! Simply mention promo code

MAXLAW.

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Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment!

You can also go to MaximumLawyer.com or, if you’d prefer, email us at: [email protected]

Do you want to get on the show? Shoot us an email or message us!

The Maximum Lawyer Podcast. Partner up, and maximize your firm.

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