Everything You Need to Work Smarter—From Templates and Real Practice Examples to Tools That Streamline Your Legal Operations
Automation is the unsung hero behind modern legal operations. In 2025, mid-size law firms are aggressively automating repetitive, time-consuming tasks, from document generation to task
O’Connell Law, a firm specializing in estate, probate, and elder law, sought to synthesize tasks housed in Clio and visual board software and an automation
Mid-size law firms juggle many competing tasks — from client communication to high-volume document reviews. As an operations manager or paralegal manager, you know how
The legal industry is evolving rapidly, and law firms are under increasing pressure to enhance efficiency, reduce administrative burdens, and improve client service. However, despite
The Importance of a Legal Workflow Refresh Spring is quickly approaching, which means a season of new clients, new opportunities, and, inevitably, new challenges. Suppose
Simmons & Schiavo, an estate planning law firm, faced challenges in automating Clio tasks as the firm’s workflow rapidly increased. To improve efficiency and streamline
