Systematizing Your Law Firm’s Processes: Software You Can Use

law firm processes

If you have a plan for growing your law firm (and you should)—what is your plan for accommodating that growth when it comes? How will you keep track of the needs of a growing number of clients, document your procedures and policies, set up your marketing workflow, and so on? Systematizing your law firm’s process now will help ensure you don’t implode when your client load doubles and triples. Let’s look at a few software programs you can use to begin simplifying these important tasks.


Designed to function “out of the box,” Bpm’online is one of the highest rated business process management programs available, enabling companies to streamline their marketing, sales and service workflows through a user-friendly platform. They offer a variety of packages with a 14-day free trial for each.


An excellent solution for small and large businesses alike, Nintex is a cloud-based platform that makes collaboration a breeze and helps simplify your business process through workflow automation. From operations to finance to marketing and service, this software is designed to free up your time while keeping your law firm’s processes organized. They offer two subscription tiers with a free-trial offer.


Built with small to medium-sized businesses in mind, KiSSFLOW is an excellent resource for automating your processes. Use one of their dozens of pre-installed apps or create your own workflow using their simple step-by-step procedure. One of the best features of this program is its user-friendliness, meaning you don’t need a second computer programming degree to customize a workflow perfect for your law firm. Another plus: It’s priced affordably based on the number of employees.


Here’s a software program I frequently recommend for my law firm clients because of its focus on automating your marketing and sales—the area of your business that actually gets you more clients and more money. Infusionsoft enables you to capture more leads, gather data automatically, track engagement and conversion rates, and much more. I’ve personally witnessed many law firms getting amazing results from just this program. They currently offer three pricing plans, along with three different ways to demo the program.

Richard James

As a result of his track record for achieving what most describe as “phenomenal” growth rates for his clients, Richard James, CEO of Automated Business Results, LLC, is quickly gaining a national reputation as “the Legal Systems Expert.” His secret to success is simple. Richard has devised a seven step system for designing and implementing automated marketing systems that grow your business FAST. If you’re looking to develop a practice that supports your lifestyle rather than completely undermining it, call Richard James today.

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