Managing documents is vital for lawyers, but today the documents are mostly digital. So you need a good system for doing this well.

Craig Bayer has helped hundreds of solo and small firm attorneys boost their efficiency by better managing their documents. In the past he also helped lawyers with practice management software. So he’s in a unique position to offer insight into how you should use practice management technology to streamline your law practice.

To learn more about Craig’s work visit his company website: Optiable.com.

General Resources

Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/
Focus on these essential tech tools for maximum traction in your practice.
Take this short law practice assessment to identify your main strengths & weaknesses.

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Thanks to My Sponsor

Ruby Receptionists Ruby is a virtual receptionist service that provides all of your law firm's callers with first-class service. I used them for my solo practice and they were phenomenal in helping me surprise and delight my callers. I've been enthusiastically recommending Ruby to hundreds of lawyers and they also have been amazed by the quality of service and its affordability. To learn more about Ruby Receptionists’ exceptional services (and get a special discount for podcast listeners only) click here.

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

049: Reduce Costs, Save Time and Increase Productivity by using Document Management Software with Craig Bayer 41:30 Share

The 80/20 Principle

Shownotes Transcript

049: Reduce Costs, Save Time and Increase Productivity by using Document Management Software with Craig Bayer