Tag Archive for: organize

Integrations That Work

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.


An Organized Process: Is Your Workplace In Order?

When we become business owners, no one tells us about the number of details that we need to keep organized in regards to work flow and processes.   We start with a vision of what we want our business to be like, however, sometimes conveying that to your employees can be difficult.  So, how can you create an organized process in your workplace?

Organize Yourself

The first step is to organize yourself.  Let’s face it, if your organization is like a scattered squirrel then you will ultimately create a team of scattered squirrels!  Organizing your thought process is essential to creating methods in the workplace.

Chris Ronzio, Founder and CEO of Organize Chaos and Trainual, published 100 Hacks To Improve Your Business.  This is a quick and easy read.  It offers a multitude of resources for entrepreneurs to organize chaos and get tasks done efficiently.  Ultimately saving you time, which is a precious resource.  As he has perfected finding many resources to help business owners, he has also mastered creating a system to help you streamline workflow processes.


As we are fully present in the digital age, Chris Ronzio has also created an application to automate your onboarding and employee training.  Trainual is an interactive system that allows you to group all your content.  It allows you to assign a task by role or department within a company.  You can also eliminate using several interfaces to house documents, like Google docs or Dropbox.

Here are some of the amazing features Trainual offers:

  • Track progress on projects from start to finish
  • Automate onboarding
  • Improve training for employees with each process laid out, creating a step by step process for every role and every process
  • Eliminate confusion if someone leaves your company
  • Fully customizable to meet your needs and add company branding
  • Create discussion boards within projects
  • Create tests and accountability
  • Watch your team’s progress on tasks

To learn more about Trainual, click here!

It’s Up To You

Getting started with an organized process is truly up to you.  While the process, in the beginning, may seem grueling, the long-term vision is the focus.  If you can spend the time on the front end of creating a solid workflow organization, you will thank yourself later that you are now saving time and money with resourceful methods in place.