We’re wrapping up recommendations today with firm software. These are the categories of tools you’ll need when you’re ready to start enlisting help from team members and contractors. Today’s recording is up in your podcast feed and we go over our recommendations for the following:
Practice management:
Clio – http://clio.com
Shared inbox:
FrontApp – http://frontapp.com
Workflow automation:
Zapier – http://zapier.com
Microsoft Power Automate – https://flow.microsoft.com
Document Assembly:
DocAssemble – http://docassemble.org
Documate – http://documate.org
Afterpattern – http://afterpattern.com
Document Storage:
Sharefile – http://sharefile.com
eSigngature:
Docusign – https://www.docusign.com
HR and Payroll:
Gusto – https://roseninstitute.com/gusto