Law firms
Client document chaser
Asks clients for the documents their matter needs, chases what is missing and files what comes in.
Rare
For law firms
Hiring coordinator
Gathers applicants for your paralegal and staff openings and books interviews with the ones you pick.
- Google Sheets
- Gmail
- Google Calendar
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 9:00
- 1Collect new applicants from LinkedIn and your inboxLinkedIn
- 2List each one against your must-haves in a sheetGoogle Sheets
- 3Ask you first who to invite to interviewHe asks you first
- 4Send your picks a note with times that workGmail
- 5Put each interview on your calendarGoogle Calendar
- 6Send your thank-you note to the ones you pass onGmail
- 7Text you the interviews booked this week
- What you getEvery applicant logged against your must-haves, and interviews only with the people you choose.
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
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New client onboarder
Sends your engagement letter when you take a case, opens the matter and requests the retainer.
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Client intake coordinator
Answers new inquiries, sends your intake form and sets each person up in Clio for your conflict check.
Law firms
Client email assistant
Files client emails to the right matter in Clio and drafts answers to status questions for your OK.