Law firms
Social post writer
Turns your firm news and the topics you pick into weekly LinkedIn and Facebook posts.
Common
For law firms
Hearing reminder rep
Reminds clients of hearings, depositions and meetings on your Clio calendar, with the time and place.
- Clio
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 8:00
- 1Read the next 7 days of events on your Clio calendarClio
- 2Match each event to its client and matterClio
- 3Draft a reminder with the time, place and your notes
- 4Ask you first before sending the remindersHe asks you first
- 5Send each one from your GmailGmail
- 6Log the reminder on the matter in ClioClio
- 7Text you who wrote back and who has not
- What you getClients who know when and where to show up, with every reminder logged on the matter.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for law firms
Law firms
Hiring coordinator
Gathers applicants for your paralegal and staff openings and books interviews with the ones you pick.
Law firms
Client document chaser
Asks clients for the documents their matter needs, chases what is missing and files what comes in.
Law firms
New client onboarder
Sends your engagement letter when you take a case, opens the matter and requests the retainer.