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209: How to Automate Client Intake & Data Flows in Your Law Practice
Manage episode 365331600 series 2914144
เนื้อหาจัดทำโดย Molly McGrath เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Molly McGrath หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
In this episode, Molly McGrath and Wouter IJgosse, the founder of DecisionVault.com, talk about how to simplify and automate the intake process, which is a consistent headache for law firms. The conversation delves into the benefits of DecisionVault for estate planning law firms, including time savings, reduced errors, and the ability to push variables into document automation tools. Molly and Wouter discuss how clients have responded positively to the platform's ease of use and the automation possibilities it enables.
Key Takeaways
DecisionVault was created by Julia, the wife of Wouter, who had an estate planning practice and needed a better way to manage client information.
It is a platform designed to help law firms automate the intake process, making it more efficient for team members.
It works alongside practice management and document automation tools, allowing clients to complete questionnaires over time through the portal.
It is beneficial for legal practices beyond estate planning, and the platform is expanding into other areas of law.
It can push variables into document automation tools like Gavel, Woodpecker, Formstack, Nakli, and HotDocs.
Decision Vault won second place at the American Bar Association Techshow. .
Quote for the Show: "Sending an intake form to clients is not self evident and that doesn't work." - Wouter IJgosse
Links
Website: https://decisionvault.com/
Facebook: https://www.facebook.com/DecisionVault
Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/
Ways to Tune In:
Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N
Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599
Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH
Google Podcast - https://podcasts.google.com/feed/aHR0cDovL2ZlZWRzLmxpYnN5bi5jb20vMTc4MTM2L3Jzcw
Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions
YouTube - https://youtu.be/aiegTm-1Be4
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