In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager interviewed Casita Simpson, the founder and CEO of Simpson & Associates, a company specializing in CRM design and paralegal support.
In the previous session, Emery and Casita discussed the critical aspects of building and scaling standard operating procedures (SOPs) from the client's perspective. View that discussion here.
As firms grow and handle a diverse range of cases, the manual handling of tasks such as lead nurturing, client communication, and document management becomes time-consuming and inefficient. This presents an opportunity for firms to leverage no-code workflows to automate these processes, saving time and empowering teams to focus on more strategic tasks.