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Blogautomation

Articles about: automation

7 articles in this topic.

Client Communication Automation for UK Solicitors: SRA Client Care Standards

How UK solicitors automate client communication while meeting SRA client care requirements. Status updates, costs notifications, and service standards.

Professional Services Automation for UK Solicitors: SRA-Compliant Operations

How UK solicitors automate professional services delivery while maintaining SRA compliance. From client onboarding to matter closure.

Project Kickoff Automation: Folders, Checklists, Access in 5 Minutes

A clean kickoff saves hours. Automated folder structures, checklists, and access – so projects start without manual busywork.

Client Onboarding for Service Providers: From Proposal to Productive Start

Good onboarding reduces questions and accelerates project start. A systematic process for service providers – from signature to first deliverable.

Automating Time Tracking: Less Tracking, Better Data

Time tracking is tedious – but necessary. Automated tracking reduces effort and improves data quality. Here's how it works.

Proposal Automation: From Inquiry to Proposal in 30 Minutes

Writing proposals takes time – especially when each one starts from zero. Automated templates and data transfer significantly speed up the process.

Capacity Planning for Service Providers: Utilization Without Spreadsheet Chaos

Who's available? When will it get tight? Capacity planning doesn't have to be complicated – when the data is right and the process is clear.