Use Zapier to Connect Woodpecker Document Automation to Other Software Tools

 Use Zapier to Connect Woodpecker Document Automation to Other Software Tools

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.

The Beginners Guide to Starting a Solo Law Firm in 2022

The Beginners Guide to Starting a Solo Law Firm in 2022

There are many benefits to becoming your own boss. Obviously, the potential for a higher income and not answering to higher ups are top of the list. You can decide what clients you take on, choose to specify in a certain area of the law, set your prices how you want, and you can build something from the ground up based on your values.

All that said, there are some changes you can expect when starting your own law firm. Once you take the leap, you’re no longer just a lawyer. You’re a business owner first and foremost. Which means your job now comes with all the business operations and tasks that keep your doors open (yes, that means business plans, cash flow forecasts, accounting and more!). You won’t be able to “just practice the law” anymore, and the growth of your law firm lies at your feet.

New Direct Integration Between Woodpecker and MyCase

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.

The Essential Guide to Document Automation for Lawyers

The Essential Guide to Document Automation for Lawyers

Legal document automation is a system or workflow that helps create electronic documents using data already collected. It is used to speed up the drafting process, so you can focus on activities that move the needle, reduce margin for human error, and maintain/increase profit margins.

In this essential guide, we’re going to walk you through what document automation is, the benefits for law firms like yours, how to choose the right software for you, and how to ensure the implementation is a success.

How to Create a Legal Client Interview Form Template

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.

How Using a Clause Library Streamlines Your Legal Document Drafting

How Using a Clause Library Streamlines Your Legal Document Drafting

Poorly or loosely worded contracts or legal documents with outdated language can have far-reaching consequences, including negatively impacting your organization’s productivity and worse, opening up your client to risk.

If you don’t want these practices to hinder the growth and reputation of your firm, then it may be time to consider implementing the use of standardized clauses across your team, stored in a central repository, such as Woodpecker’s clause library.

5 Best Practices for Drafting Modern Legal Documents

5 Best Practices for Drafting Modern Legal Documents

Drafting legal documentation is nothing new for lawyers and attorneys. You've gone through the courses, read the books, and put it all into practice. But there are some ‘flaws’ with legal writing that often result in a low-value, low-quality document that can damage your reputation and credibility.

In order to become the go-to law firm to handle people’s legal affairs, you need to step up your document game. It’s time to unravel any bad habits and poor practices that can mean the difference between winning and losing both clients and cases.

Using Automated Law Firm Invoice Templates in Microsoft Word

Using Automated Law Firm Invoice Templates in Microsoft Word

Administrative tasks can take up 48% of an attorney’s time. Automated templates drastically reduce time spent on repetitive tasks so you can be more responsive to clients and log more billable work to increase the firm’s revenue.

The most logical place to start is a quick win to create momentum and speed up the shift from manual processes to automation. Generating invoices is one of those recurring, time-intensive, and sometimes repetitive tasks that can be quickly and can easily be automated with technology such as Woodpecker’s Word add-in.