There are 3 levels of automation. You need to progress through these levels to fully harness the power of the 12 most essential tools that will transform your practice.

Episode Show notes:

There are 12 Automation Essentials (see my YouTube video if you want a visual refresher), and here are links to the topics discussed in the episode

Styles; in Word Processing - Training by LawTech Partners (Adriana Linares)
[Templates in Word Processing](https://en.wikipedia.org/wiki/Template_(word_processing)); - Typography for Lawyers, by Matthew Butterick
Email Filtering - Sanebox; software
Email Templates - Spark Email iPhone app (There is a Google version)
Password Managers - 1Password; or Lastpass; are both good
Text Macros - TextExpander; software
Appointment Scheduling - Acuity; is Ernie’s top recommendation
Email Broadcasting - ConvertKit; is Ernie’s top recommendation
Watched Folders - Hazel; is a Mac-based tool and David Sparks’ online course is incredibly helpful for learning how to leverage it (and check out MacPower Users podcast if you are a Mac user)
Online API connections - Zapier; is the best service. Check out this event for lawyers who want to use Zapier better. It’s organized by the folks who do the Maximum Lawyer podcast (which I highly recommend)
Keyboard scripting - Ernie is learning to use Keyboard Maestro by taking David Sparks’ online course (well worth the $29).

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.

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

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, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.

Find out more at https://emeraldcitypro.com

078: The Twelve Automation Essentials 35:14 Share

The 80/20 Principle

Shownotes Transcript

078: The Twelve Automation Essentials