In this episode, Jim & Tyson interview Conor Malloy, partner at Chi City Legal, LLC, a 2 men law firm in Chicago. Conor uses Zapier in his firm and he is kind of a magician with it. Listen as they go all over this automation software, its functions, and the way it can help you run your law firm.

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Topics:

• • About Conor
    • Conor’s firm set up
    • 2 men firm; no support staff
    • Conor has a background in tech and implementing software and coding
    • Conor’s market is self represented landlords
    • A lot of clients required good workflows and automating processes, so that’s when Zapier kicked in
  • Technology for interacting with clients
    • Practice management system: Trello
    • Communication and milestones
    • Integration with Zapier
    • Triggers and integrations
  • Useful Zaps
    • Integration with lots of apps
    • Series of triggers followed by actions
  • 137 zaps > 3000 to 5000 actions per week without any human interaction
  • Favourite Zaps
  • Mindset of automation
    • Know your processes
    • Map out workflow
    • Probable and possible workflows

• Understanding your processes and what your core technologies are in order to move things along, that’s huge

• Skill Set required
  • Low code and no code
  • If you are doing filters you can use Zapier
• Automation malfunction
  • Start collecting data
  • Baby steps
  • Debugging
• Where to start
  • Getting comfortable
  • Start with boring things that you do over and over
  • Invest time in it

The Maximum Lawyer Conference 2019 is coming!

Jim’s hack: A video marketing tip. When you do your marketing, whether it is a video or an email, always talk as if you are talking to 1 person. People want 1 on 1 interaction. If you can come up with an avatar that’s even better.

Conor’s tip: Now thy processes. That’s when you can begin to delve in, and you might find some stuff where you are banging your head against the wall when you might not ever did it.

Tyson’s tip: An iPhone tip. Whenever you are typing on your iPhone and you misspelled a word or you have to type in another letter in there, there’s a function where if you hold down the spacebar and drag it from side to side it moves your cursor and you can easily navigate through the letters.  

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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, 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!

//

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 episode, Jim & Tyson will go over a list of 6 reasons why Jim’s firm is transitioning away from Infusionsoft to another softwares.

[smart_track_player url="http://traffic.libsyn.com/maximumlawyer/Episode_116_jim_and_tyson.mp3" social_linkedin="true" ]

Topics:

• Jim and Tyson’s history with Infusionsoft
  • Maximum Lawyer wouldn’t be here if it wasn’t for Infusionsoft
  • Discussions about running a law firm

The list:

1. Infusionsoft is at the end of the day, build for Marketing; it’s really clunky when it comes to run a law firm off of it
2. The sales pipeline itself and using the sales pipeline to try to show a client’s movement (Infusionsoft opportunities) in the during unit through the process of a case is extremely difficult
3. Infusionsoft is not keeping up with it’s competitors
4. Infusionsoft is expensive
5. Immigration is not that strong as other softwares when it comes to Immigration
6. The Infusionsoft Conference (ICON) got canceled. It was the best conference we’ve ever been to

Jim’s hack: Take a look on what you are doing and all the pieces software you are using. It makes you analyze where you are spending your money and what’s most effective. And be open to looking at other things, other pieces of software that might do things a little better.

Tyson’s tip: Tyson had urgent need of an answering service and he’s been using ReceptionHQ. They really pulled through.

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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

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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.