Скачать или смотреть Fix Your Estate Planning Intake & Engagement Letters

Get the free Make templates by joining our Legal Automation Community (open to all legal professionals): https://www.skool.com/automation-for-...

Drowning in manual estate planning intake forms and tired of copy-pasting client information into engagement letters? In this video, I demonstrate two powerful no-code automations using Make and Gavel to streamline your law firm's workflows.

Timestamps:
00:00 Demo #1: Estate Planning Intake Workflow
08:30 Demo #2: Automated Engagement Letters in Clio
11:50 Bonus: Custom Actions in Clio
13:29 How to Get Started (Free Templates)

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I'm Martin Kravchenko, CTO at a Law Firm Growth company dedicated to helping law firms like yours save time, increase productivity, and scale effectively using legal tech and automation.

⚖️Want to learn how to grow your law firm?
Visit: https://swans.co/

📚Join our FREE online Legal Tech community: https://www.skool.com/automation-for-... (only for law firm owners and managers)

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