Understanding The Twelve Automation Essentials
Starting our journey with ‘The Twelve Automation Essentials’, it is crucial to acknowledge the fact that there are three levels of automation. To completely harness the power of these essential tools, you must meticulously progress through all three stages.
Advancing with The Twelve Automation Essentials
The second aspect to remember about ‘The Twelve Automation Essentials’ is the dynamic nature of progression. Each level of automation presents unique challenges and opportunities, and understanding them is key to a successful transition.
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.
- Check out my VIP Fast-Track program —personalized, one-on-one coaching from me.
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EPISODE CREDITS:
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