Chris T.

Hi, As a licensed attorney myself (with over 7 years experience), I understand firsthand how much time and billable hours law firms lose to inefficient workflow systems, manual intake, and disconnected software. I help lawyers and firms in streamlining their operations through smart tools, workflow systems, and AI automations/integrations that align with their work routines and schedules, so they can focus on practicing law, not managing systems. I specialize in configuring, building, and fixing efficient, reliable workflow systems based on my proficiency in a wide range of legal workflow software in the following categories: • Law practice management software like Clio, Filevine, MyCase, PracticePanther, Smokeball, Casepeer, Litify, etc • CRM software like Lawmatics, Smokeball, Hubspot, etc • Document management software like Gavel, Clio, Legito, etc • E-discovery software • E-signature software • AI agents, projects, skills, and integrations • Google Workspace, Microsoft365, Power Automate, Airtable, etc I also run my service at Legal Workflows Online What I Can Help You With: • Building out, configuring, and setting up your law practice tools, with their automations and integrations • Client Intake & CRM Workflow Systems • Case Management Workflow Systems • Document Management Workflow Systems • Legal Research Workflow Systems • Workflow Integrations • AI-powered workflows and automations • Training your team to use the workflow systems that I build out for you. • And others My Approach Is Simple: (For Workflow Systems' Setup) 1. Map your current work process 2. Outline and design the workflow system that suits it best (or based on your specific preferences) 3. Implement & test the workflow system 4. Train your team to use the workflow systems (additional) (For Fixing Workflows) 1. Study your current setup, and identify inefficiencies 2. Fix the inefficiencies with the right workflow sequences and/or tools 3. Implement & test the improved workflow system 4. Train your team to use the workflow systems (additional) The result? 1. Fewer errors 2. Efficient work system 3. Better client experience If you're a solo attorney or small-to-mid-size firm looking to streamline your operations, I’d be happy to discuss how we can create or improve your workflow systems. Cheers! Chris