St. Louis estate planning attorney Joe O'Keefe had some questions about optimizing his practice to be more paperless. In listening to this discussion, you'll learn about why you might want to use a digital document management system, and which one is best for lawyers. And many other aspects of being paperless are discussed as well. Show Notes Okeefe Law website (Joe's biography page) General Resources The 80/20 Principle (my email newsletter)
St. Louis estate planning attorney Joe O'Keefe had some questions about optimizing his practice to be more paperless. In listening to this discussion, you'll learn about why you might want to use a digital document management system, and which one is best for lawyers. And many other aspects of being paperless are discussed as well.
Show Notes
- Okeefe Law website (Joe's biography page)
General Resources
- The 80/20 Principle (my email newsletter)
- The 5 Pillars of a Tech-Powered Law Practice
- The Inner Circle (an online community for law firm owners)
Thanks to Our Sponsors
SweetProcess is a great way to document your important workflows. Doing so will help make your practice run more smoothly, and require less involvement on your part to keep things running smoothly.
The best way to understand how SweetProcess will help streamline your firm is to start using it. The company offers a 14-day free trial, but as a loyal listener of this podcast, you can try it for 28-days free of charge. And you don’t even have to enter a credit card to get started.
Just navigate to SweetProcess.com/ernie to start your 28-day free trial today.
And thanks to the other sponsor of this podcast…
Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai you’re actually hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.
If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.
Plans start at just $140 a month for calls or chats. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a free trial now (and learn more) at www.smith.ai.
EPISODE CREDITS:
If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.
He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.
Find out more at EmeraldCity Pro.
View more
