Financially Legal

Webinar Replay: Zapier 101 for Law Firms

Written by Dan Lear | Mar 28, 2021 9:17:36 PM

With our recently announced Zapier integration we at Confido Legal are excited about the power of automation - and especially automated payments - for lawyers and law firms. 

While Zapier is a technically a no-code development platform, defined in Wikipedia as a platform that "allows programmers and non-programmers to create application software through graphical user interfaces and configuration instead of traditional computer programming," it still has a modest complexity, especially for folks who have very little background in programming. 

To try and help legal professionals embrace their inner Zapier programmer, we held a 30 minute webinar called Zapier 101 on  March 25, 2021. The goal was to introduce lawyers and law firms to the Zapier platform and how Zapier workflow automation can result in serious efficiency gains for law firm processes. We recorded this 30 minute hands-on learning session and recently posted it on our YouTube channel. Find it here.

We covered:

  • Selecting Tasks to Automate
  • Triggers and Actions
  • Testing
  • Zapier's Built-In Filtering, Timing, Logic and Data Formatting

Again, you can find the replay here. We hope it's helpful!

Our excitement isn't limited to video. We just released a podcast on how to use Zapier and our ultimate guide to automating legal payments on Zapier on the Financially legal blog. Check them out!