The document provides an overview of various tech tools and strategies for client acquisition, engagement, and efficient practice management. It emphasizes the use of social media, automation, and cloud-based collaboration to enhance productivity and client interactions. Additionally, it discusses integrating various applications and systems to streamline workflows and improve communication within legal practices.

1. Tech
Tools
Jordan L. Couch
jordan@palacelaw.com
@jordanlcouch

2. Introduction
●This is just an overview
●You don’t need all of these (fewer = better)
●There’s probably an app for that
●If there isn’t an app for that, there’s probably
an app to build that.

3. Client Acquisition
●Not advertising
●Humanizing/Branding
●Building systems to
attract clients

4. Social Media
● Find what works for you
● Be a human first
● Offer valuable content
● Be consistent
● Build systems

5. Automate It
●Control posts
●Follow feeds
●Be Notified
●Track
Analytics

6. Fremium Services
●Effortlessly attract paying clients, divert those
unwilling/unable to pay.
●Teach potential clients when and why they
need an attorney.
●Treat Q&A forums like a potential client call.

7. Examples

10. Intake
●Save time, get info up front from anywhere.
●Give clients freedom and choice
●Engage clients automatically
●Monitor the intake process

11. Adobe
● Essential document tool
● Track and sign
● Redact files
● Edit and Organize

13. Cloud Forms

14. Anytime/Anywhere
●Let potential clients schedule
●Take good calls anytime
●Engage automatically
●Virtual meetings

15. Scheduled Apts.

16. 24/7 Intake ● Receptionist asks
questions.
● Depending on
answers call is
forwarded.
● If not forwarded,
email with
potential client
info sent.

17. Auto Engagement
● All site visitors automatically
engaged
● Communications routed
directly to attorneys
● Only interested visitors routed

18. Virtual Meetings

19. Monitor Intake
●Track marketing
●Monitor
processes
●Enhance
conversion

20. Workflow
●Cloud Practice management
●Cloud kanban boards

21. Why It’s Essential
●Work from anywhere
●Seamlessly collaborate with a team
●Customize dashboards/workflow
●Link and automate

22. Clio Dashboard

23. Trello Dashboard

24. Trello Project Management

25. Communication
●Give clients options
●Go mobile
●Consolidate
●Communicate better

26. Options
●Text to email
●Fax to email
●Portal to email
●Routed Phones
●Virtual receptionists
●Instant messaging
●Video calls

27. In-house messengers ● Designed for
teamwork
● Allows work
from anywhere
● Customizable
● Adds a bit of
fun

30. Collaborate
●Cloud based programs make it easy
●Access anywhere
●Assign tasks, work simultaneously
●Slack, Trello, Dropbox, G-Suite, Office 365

31. Robotic Help
●Grammarly, Wordrake,
PerfectIt
●Advanced writing assistants

32. Track Performance
●Automate client feedback
●Organize data in a useful form
●Link KPIs to specific clients

33. Collection ● Automatic
Systems
● Client
provided
● Manual
Systems

34. Organize and View

35. Connect & Automate
●Link all of your cloud services
●Achieve more without duplication
●Enhance capabilities

36. Zapier/IFTTT
●Link cloud programs
●Set trigger events
●Automate reactions
●Complex chains

38. Ad ons
●Trello, Adobe, G-Suite, Slack
●If the tool doesn’t do it, an ad on likely does
●Calendars, Repeats, Legal Research, Order
Pizza, Random Facts

39. Trello Ad Ons

40. Tatsu.io

41. Originally created by Ansel Halliburton - https://github.com/anseljh/casebot

42. Questions?