Essential Tech, Tools, and Talent for Small Firms

A wide range of software and services are available to lawyers seeking new ways to run a more productive practice.

From time-tracking tools to case management systems, email providers to calendaring solutions, there are several heavy hitters in each major category of "firm management tools," and most come in at a surprisingly minor price, thanks to wide adoption and extensive competition. 

After trying so many herself and experiencing others through the lens of clients she works with at Smith.ai, Maddy is here to spare you the extra time that extensive research requires. She'll guide you in selecting and implementing essential resources to help you run and manage a small firm, its staff, and its systems.

Do you procrastinate on practice improvements? Have you been pushing technology matters to the end of your to-do list, and find yourself scrambling to implement tools right this minute? Not to worry. Software and services facilitate greater productivity, professionalism, and profitability, all of which are desirable qualities of any firm, whether anchored by brick-and-mortar or operating virtually. 

Maddy will identify common law-firm tasks and explain how to more easily complete them with tools that combine the best of human and machine intelligence.

Learning Objectives:

1. Review the technologies that deliver the biggest bang for your buck, with the least burden on your time, energy, and bank account balance

2. Find and recruit supplemental talent to support your firm, who you can truly rely on (think: contract and remote paralegals, law clerks, receptionists)

3. Offload thankless chores and unnecessary interruptions, including email and calendaring back-and-forth

4. Manage and assign projects and tasks efficiently

5. Monitor systems and staff using collaboration tools

6. Discuss professional conduct & ethical considerations of remote tools and talent

7. Lead a more sustainable, secure, and scalable small or solo law practice in an office, remotely, or in a hybrid setting