It may not seem like creating a document or calendaring an event takes much time—but those tasks add up. In this article, we’ll share how to add more automation to your document workflows by connecting Woodpecker document automation and other applications, such as Outlook, using Zapier. It’s really easy to do, and when you add more automation, you’re able to handle more work with in less time with fewer errors, without tapping into valuable human capital.
New Direct Integration Between Woodpecker and MyCase
Woodpecker is thrilled to announce its new direct integration with MyCase, the leading legal case management software. MyCase was built specifically to support the workflows of law firms, and its user-friendly design is driven by the insights and feedback from the people who use MyCase daily. This new integration gives Woodpecker customers, who are also using MyCase, the ability to create client documents right in MyCase using Woodpecker templates and MyCase client data.
How to Create a Legal Client Interview Form Template
Many lawyers liken client interviews to a first date. Using the same analogy, in today's digital first world, you could compare a client interview form to an online dating profile. The interview form gives you information about a potential client before you meet them, and forms part of your intake process. It allows you to screen leads to see if they’re a good fit for your services, and ensure there are no conflicts.
In this article, we discuss the importance of high-quality interview form templates, how you can use them to streamline your client intake process, and what questions you should ask to enhance the customer experience.
Better Together: Woodpecker + Rocket Matter
Now more than ever, it’s imperative that law firms use a reliable cloud-based legal practice management solution to enable remote work, keep matters organized, and continue with business as usual. When you can accomplish more things in less time, you have more time to spend on more important tasks related to your clients’ legal matters, things that truly require your specialized skills and expertise.