If your firm hasn’t explored these integrations and feel they spend a lot of time with administrative tasks, its time to start making some changes. However, knowing the right integrations to use can be difficult, especially when there are so many different software programs out there. To help you learn more about legal integrations, below is the list of a few that we use and how they are helpful:
- Clio Grow: We have talked a lot about Clio Grow in past blogs because of its versatility. This integration allows us to add new leads and take notes on calls in your “Clio Grow Inbox.”
- Acuity: A great scheduling tool for Outlook and Google calendar. This user- friendly software has turned scheduling, taking payments, and completing customized legal intake forms into a simple and easy process.
- Appointment Core: A scheduling tool that integrates with InfusionSoft. This software allows our receptionists to easily schedule client appointments through booking links.
It Makes Life Easier
Integrations are here to help and make life easier, so if you haven’t hopped on the bandwagon yet, you are only making administrative tasks more difficult on yourself and your employees. We have adopted many integrations to make scheduling, billing, and payments seamless, so that we can provide the best services possible! All of the integrations we use are on our website, where you can read a more in-depth description of their functions.
Back Office Betties