Tag: software

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. 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

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. 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

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. 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: 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 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

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