Join Matt Lautz, Founder and CEO from Neostella, and Paul Wainright, Expert Team Solutions Engineer from Filevine for a conversation on releasing efficiency in legal teams. The two experts share best practices to boost productivity and efficiency for legal professionals. The recording also demonstrates how to use automation flows to:

• Streamline tasks
• Enhance automated legal communication with clients
• Improve Filevine document management

Why Automated Legal Communication is Essential for Law Firms

A crucial step of delivering the best client experience is maintaining timely communication with clients. Automated legal communication ensures that your firm can manage client interactions smoothly without the burden of sending manual messages and requests for information. Using automation to manage your communications ensures that your clients receive consistent and prompt information, enhancing their overall experience with your firm.

What you’ll gain from this recording:

• Learn how to eliminate manual work using automated workflows to streamline tasks, notifications, and case information collection.
• Explore strategies for automating communication with clients through automated emails, SMS, and in-app notifications, ensuring timely and effective interactions.
• Dive into the collaborative capabilities of Filevine for legal document management.
• Hear tips for enhancing document management in Filevine, including organizing document storage and sharing with File Sync.

Watch the Recording