Episode 146:
Implementing New Software with Attorneys
Welcome to episode 146 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode Ken sits down with Ashley O’Neil and they talk about implementing new software and establishing patterns of growth.
As Director of Customer Success, Ashley is responsible for ensuring that our users reach their productivity and growth goals with GrowPath. She spends her day-to-day working with customers and keeping them informed about underutilized, new, and upcoming features to help them boost their bottom line.
Prior to joining GrowPath, Ashley worked as a paralegal for a large law firm, handling intakes and her own caseload. She helped develop new procedures for her department when the firm transitioned to GrowPath as their case management system (and saw immediate results).
Ashley builds professional and personal relationships with her clients and leverages creative technological processes to help firms maximize their efficiency
What you’ll learn about in this episode:
- Implementing case management software and training staff to use it.
- The details of keeping case information organized and easily searchable.
- Organization of tasks making it easier for all members of staff to complete tasks.
- How to avoid the mistake of “too many cooks in the kitchen” when dealing with case management.
- Give yourself and staff the grace to learn and increase productivity.
Resources:
Additional Resources:
- The Mastermind Effect: https://www.pilmma.org/the-mastermind-effect/
- PILMMA’s Free Resources: https://www.pilmma.org/resources/
- PILMMA Join Page: https://www.pilmma.org/mastermind/