Law Practice Management

Workflow Optimization in the Law Office

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Georgia CLE Approved 1.5 Total
Idaho CLE Upon Request 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 0 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 28 minutes
Rachel Rose
With Rachel V. Rose from Rachel V. Rose Attorney at Law, PLLC
Recorded April 11, 2024
Product ID 98453

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Overview

Discover the Benefits of Switching to a Client-Centered Workflow

What are the benefits of designing a client-centered workflow? Do you know the top tools that law firms are using right now to enhance productivity? Why should you consider using a virtual receptionist? This condensed overview teaches you ways to level up your law office's operations. Don't miss this opportunity to streamline your processes - register today!

  • Discover which of your everyday tasks could be automated.
  • Identify the benefits of converting to a paperless practice.
  • Uncover practical guidance for integrating new technology into the law firm.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Identifying Inefficiencies in Your Law Firm's Current Processes and Practices
  2. Designing a Client-Centered Workflow: Why It Matters
  3. Pros and Cons of Transitioning to a Paperless Practice
  4. From Client Intake to Billing: Top Tools and Software to Help Law Firms Boost Productivity
  5. Using Virtual Receptionists: How to Do It Right
  6. Top Considerations When Onboarding New Legal Technology
  7. Tips for Evaluating Newly Implemented Software and Procedures - and Making Adjustments Where Needed

Related Topics

Product ID 98453

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Georgia CLE Approved 1.5 Total
Idaho CLE Upon Request 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 0 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Workflow Optimization in the Law Office

    1. Identifying Inefficiencies in Your Law Firm's Current Processes and Practices
    2. Designing a Client-Centered Workflow: Why It Matters
    3. Pros and Cons of Transitioning to a Paperless Practice
    4. From Client Intake to Billing: Top Tools and Software to Help Law Firms Boost Productivity
    5. Using Virtual Receptionists: How to Do It Right
    6. Top Considerations When Onboarding New Legal Technology
    7. Tips for Evaluating Newly Implemented Software and Procedures - and Making Adjustments Where Needed

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Rachel V Rose
Rachel V.
Rose
Rachel V. Rose Attorney at Law, PLLC
Speaker bio
Rachel V Rose

Rachel V. Rose

Rachel V. Rose Attorney at Law, PLLC
Rachel Rose

, JD, MBA, successfully advises and represents clients on healthcare, cybersecurity, securities, qui tam compliance, transactional litigation, and government enforcement matters. She is an affiliated member with the Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics. Ms. Rose is often quoted as an expert. In addition to being extensively published and a sought-after presenter and quoted expert, she holds an M.B.A. degree, with minors in healthcare and entrepreneurship, from Vanderbilt University; and a law degree from Stetson University College of Law, where she graduated with various honors, including the National Scribes Award. Ms. Rose also attained a certificate in negotiation and leadership from Harvard University. She is licensed in Texas, and is a fellow of the Federal Bar Association. Currently, Ms. Rose serves as a director on the FBA's National Board. She is a member of and the immediate past chair of the Federal Bar Association's Government Relations Committee, member of the Advisory Board of the Federal Bar Association's Qui Tam Section, co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), and a co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations? Ms. Rose is extensively published and presents on a variety of matters related to her practice. She has been named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare law), National Trial Lawyers Association's Top 100 and The Nation's Top One Percent. Ms. Rose was awarded 1st Healthcare Compliance's 2019 and 2022 Top Presenter Award. In 2023, she was selected for Super Lawyers (healthcare). Ms. Rose may be reached through her website www.rvrose.com.

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