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On Demand
Included in
Essentials and Plus
Essential Tech, Tools, and Talent for Small Firms
What You'll Learn AI-Generated
- 1 Stop answering your own phone and use scheduling links and live transfers to lock new leads
- 2 Assess software by affordability, flexibility, ease of use, and fit with firm workflows
- 3 Use practice management as a single source of truth for client files, tasks, and portals
- 4 Delegate routine admin to contract or remote talent, aligning tasks to role to boost efficiency
"Practical, immediately usable tech recommendations, service-provider lists, and worksheets tailored for solo and small-firm practice."
Based on transcript analysis and 61 reviews
Overview
Beginner
This course includes:
- 1 hour on-demand video
- Certificate of completion
- CLE credits and reporting (if applicable)
- Closed captions
- Desktop & mobile access
CLE Credits
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