Sales order automation for legal services
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Sales Order Automation for Legal Services
Sales Order Automation for Legal Services
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FAQs online signature
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What is order processing automation?
Automated order processing is technology and systems put in place to process orders faster by eliminating manual work. With automation, order processing can help reduce human error, improve operational efficiencies, and ultimately speed up the fulfillment and shipping process.
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What is the meaning of workflow automation?
Workflow automation refers to the use of software to complete some tasks and activities, without the need for human input. It's a tool for making work faster, easier, and more consistent. By automating workflows, companies reduce the need for manual work and repetitive tasks.
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What is process Flow automation?
Workflow automation is the process of streamlining and automating a series of repeatable tasks within the software you use. It goes beyond one-off tasks, such as saving emails to your to-do list.
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How do I automate my sales?
Let's dive into how to automate the sales processes for your team. Define your sales processes. ... Automate prospecting and lead generation. ... Automate lead enrichment. ... Manage leads with CRM tools. ... Use еmail тemplates. ... Automatic outreach and call recording. ... Schedule calls automatically. ... Automate proposal and document creation.
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What is legal workflow automation?
Legal workflow automation helps law firms automate routine tasks. These processes allow lawyers and staff to focus on strategic tasks (or other areas that require their skills and expertise) and less on routine administrative tasks.
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How do you automate a sales order?
Sales order automation software uses machine learning algorithms to analyze and extract data, predict future sales trends, and auto-generate sales orders, performance reports, and dashboards, providing real-time insights into sales activities and trends.
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What is document automation in law?
Document automation means creating automated templates, using software, for legal documents (such as contracts). Once the templates are created, users of the software usually answer questionnaires. Once it has this information, the software can instantly generate the contract, and you're done.
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What is the difference between workflow automation and RPA?
Workflow automation shines in complex processes that involve many steps, decisions, approvals, or teamwork across different departments. RPA is best for straightforward tasks like repetitive or rule-based actions that don't involve complex decisions or approvals.
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your entire Law Firm could be automated you know that's the reality of it and most businesses will eventually be automated your McDonald's will be automated if you either fight it not fud about it or you can use it that power to Advantage you know get on top of it learn about it quickly implement it because these things are going to happen whether you like it or not so I'm sometimes I'm shocked because it seems to me that most people have this idea that lawyers are like ritzy and Rich and they make a lot of money so whenever I hear about like a struggling Law Firm who's able to achieve this sort of Financial Freedom that really everybody kind of wants for themselves right the security is is what we're going for when we go out into the world and try to make money I'm always shocked to hear the amount of growth that is within the realm of possibility for smaller law firms so I'll have particular clients come to me sort of like you and they'll say I'm a very small Law Firm I do less than I don't know 300 000 a year in business and I've got an associate and a paralegal and you know I'm just looking for X Y and Z and in a short amount of time as they're able to grow their firm and delegate these things they can triple or the possibilities really are endless it's it's kind of crazy to see the amount of financial possibility that there can be for law firms I want to ask you specifically what's the book about and how does it relate to you helping lawyers sort of achieve this like level of Financial Freedom and and also time Freedom right like we're talking about virtual practice how does it help lawyers achieve this freedom in three years into what I was doing mastering dealing with lawyers helping lawyers go to create these systems I was able to kind of figure out exactly what are the biggest pain points that law firm owners were having as you mentioned Nick it's staff period of time having that control the freedom of time to do what I want when I want not and then for you to be in control of your law firm and then lawful to not control yourself so the book is called virtual Law Firm Secrets how to run your Law Firm so it doesn't run you and it basically shares very practical ways for you to be able to create the systems and how to be able to hire virtual people virtual assistants to be able to take a lot of that repetitive and tedious tasks off your hands what's cool about it is you don't realize how much your Law Firm can be automated until you read this book when it comes to your clan generation obviously following up with your leads skipping your email inbox if you sit you know if you have trouble kind of controlling your email inbox that could be definitely be in control right now I only answered two percent of my entire email inbox through a very automated way how to gather a lot of Google reviews have over 3 doesn't Google reviews that I'm able to automate all these things that kind of shares those practical ways they don't have to do that so again to be able to save your time so you get more in control of your Law Firm I've noticed a trend in that when we were forced to quarantine right like over the last few years at first there was a lot of fear uncertainty um I forget what the d stands for but the fud that you were talking about before where lawyers would call us up who were customers and say like I need to decrease my overhead because things are going to shut down and so uh you know the first thing that's on the chopping block is my answering service and and then they would leave and then there was this frenzy of lawyers who were not our customers who were calling us up saying I'm gonna need you guys you know we're headed into this this uh like everybody's got to work from home and I need to make sure that my phones are answered and that it shifted more towards that as we got more knowledge and and less uncertainty about what was going on in the situation so I want to know what it was like for you over the past few years and specifically what attorneys were looking for when they approached you in trying to automate meet their practice where they're looking for more flexibility in how they could run their firms or did they feel like this was a necessary step and was there sort of this like boom for you because of the result of the last few years oh yeah totally of course the you know pandemic definitely helped my mission of helping lawyers go virtually for sure but I basically had a five-year Head Start and be able to implement these virtual kind of Concepts before the pandemic hit and by that time I kind of had the experience to be able to quickly pass on those lessons but I had to go through those same kind of again questions fuds evolutions of myself I would answer my own phone calls and I learned about you know virtual receptionist service like answering legal and I was able to delegate that out then I'm like oh I learned about calendly so I started this you know setting up those meetings and over time it was a little by little I don't think of like change doesn't happen right instantly happens over time but you do have to level up your game so it is a little by little you know Revolution that you go through to be able to implement and automate you know different parts of your Law Firm but I could give you the light at the end of the tunnel your entire Law Firm could be automated you know the real quality of it and most businesses will eventually be automated your McDonald's will be automated your you know everything you could any any service will be automated and you know a lot of people you could either fight it I thought about it or you could use it that power to your advantage you know get on top of it learn about it quickly implement it because these things are going to happen whether you like it or not so I hate you know many lawyers who like get stuck in the ways that go with the flow go with where the world's heading and look ahead to help you determine where you're heading I know particularly those who are running smaller law firms they have this mindset that and you were talking about this before right like it's it's mainly a mindset shift that we have to embrace before we can actually make the change but the mindset is is that they need to do everything themselves in order for their practice to be successful I can't automate my marketing I have to be involved in my marketing I can't automate my call answering or my intake or my calendaring How Will I Know How Will I ensure all so on and so forth right I could be here for hours explaining the examples but have you found this to be true of the lawyers that you've worked with and how have you gotten them to shift from that mindset and be more open to automating these tasks a lot of people have that fun because they don't they can't they maybe you could hear about it but you got to see it visually how it's done in practice and then that's like the layer one let's see how it's done and then how it's implemented is layer two and then seeing it in different ways that it's done is layer three therefore is seeing other people get it done that's why not kind of breaks more more of your limiting beliefs and layer five is when you implement it a little bit yourself and you see some good results from it and then that's when you kind of like okay now you build the momentum to go build it more and more but at the very least the very requirement is you got to be open to it your money you know you gotta be willing to learn from people be able to do things differently be able to be growth minded if you don't have those things it's you know nobody can convince you and nobody can show you anything so you gotta at least be open but if you're open to it the world possibilities is all out there for you let's say that that some of our listeners aren't ready to make the shift to a completely virtual practice can following your advice and certain principles of what you teach still be beneficial to them can they kind of Go a la carte to start totally and it's not uh you know black or white All or Nothing um it took me again seven years to get to this point for me to say okay and I'm running because you know automate these automated practices and it takes work and it takes time to be able to implement it but yeah totally these principles are there they're Universal principles and you apply these principles little by little to your Law Firm so even even a micro change in your Law Firm could be very game changing for you and it's not just like helps you make more money no it's about you it helps you be happier because over time that I learned is that success isn't making more money or your Law Firm to grow that's fine and all if that makes you happy by all means do that but I think over time I think my at this point at least at this point in my life my definition of success is doing what you love and what you're good at so if I can get myself to get towards that zone of all the tasks that I enjoy doing and I'm good at and I'm considered a success and that's what these automations and virtual and scalable all that does get you closer to that goal so if our audience wants to learn any anything more about you and legal funnel and they're interested in what you have to say and and they want to see this like proof of concept that we're talking about right where can they go to find more and learn more so two call to actions if you're interested in these Concepts you just have to go to legalfundel.com you'll see a page full of social proof of over 100 lawyer testimonials talking about our program so I have to go there and book a call and second is if you want to just want to learn more go on Amazon and Order virtual Law Firm secrets and grab the book I promise it will change your life it will be by far the best 9.95 you'll ever spend in your life lawyer Nation I hope you enjoyed that video if you did take them over right now to subscribe right below and turn on the Bell notification to get notified every time I post a video because right now I'm posting five videos a week providing lots of value to lawyers so click right here to subscribe and to watch the next most relevant video click right here go do it go watch it
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