The Systems Edit

Stuck as you begin to design your task list for your cases?

👉 First, add the tasks in the video to the beginning of your workflow to get started.

👉 Next, include the case-type tasks.

👉 Lastly, end with the closing tasks.

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Want a free Discovery Call? Check out the link in the bio!

How to Create a Law Firm Task List (part 1) Stuck as you begin to design your task list for your cases?👉 First, add the tasks in the video to the beginning of your workflow to get started.👉 Next, inc...

You bought the tech.

You started to set it up (...maybe).

But now days...weeks...months (and maybe years...YES, I have worked with lawyers in this EXACT position) have gone by- and your firm is STILL NOT optimizing (or using) your practice management software.

If you want to know how to specifically elevate YOUR setup, schedule your 1-Hour personalized SOS MyCase Checkup today.

We will meet on Zoom to diagnose the inefficiencies in your current MyCase setup. Your CheckUp includes:

Review of your MyCase CheckUp Questionnaire

Audit of MyCase features

Insight on how to improve your MyCase system

Review of your Tech Stack

2 Plug and play letter templates

Canva Client Guide Template

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Comment CHECKUP below to get the signup link and to learn more. SPOTS ONLY OFFERED IN MAY. Limited spots available.

We’re always here for increased efficiency!

Today, we are SO EXCITED to announce the first round of revolutionary AI features for our MyCase customers.

The first set of gen AI features for MyCase will include document summaries and intelligent text editing. This is the first of many AI releases throughout 2024 that will be embedded directly within the MyCase platform. 🌐

MyCase will continue to transform how law firms operate with responsible artificial intelligence. Learn more here: https://bwnews.pr/3Sj02n0

A is a list of the tools that you use to run your business. This list may include technology for client management, project or case management, appointment scheduling, course creation, email management, eSignature, eFaxes, marketing, processing payments, and meetings.

Use the tech stack that works BEST for your firm. Just because a tool or tech stack may work well for one business does NOT mean that it is the best tool or tech stack for your business.

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👉 Ready to work with us? thesystemsedit.com

We specialize in creating customized solutions tailored to the specific needs of each law firm or business to meet the their challenges and objectives. ⚙️⚖️

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Follow us on Facebook | Subscribe to our YouTube Channel

⚙️ Here’s 3 steps to take when you’re planning to set up your MyCase workflows.

👉 Ready to work with us? thesystemsedit.com

We specialize in creating customized solutions tailored to the specific needs of each law firm to meet the firm's challenges and objectives. ⚙️⚖️

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CONNECT ON SOCIAL

Instagram: https://www.instagram.com/thesystemsedit/

LinkedIn: https://www.linkedin.com/company/the-systems-edit/

Join our user-led MyCase Facebook group here. https://www.facebook.com/groups/933323624165157/

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👉 If you are ready to work with us, schedule your Discovery Call here. https://calendly.com/crystalpotts/discovery-call

👉 If you are interested in doing a demo or signing up with MyCase, click my referral link https://mycase.grsm.io/the-systems-edit.

https://youtu.be/9JG2_pz_bMo?si=nOxNTYXx8B9VI6xG

3 Steps for MyCase Workflow Planning ⚙️ Here’s 3 steps to take when you’re planning to set up your MyCase workflows. 👉 Ready to work with us? thesystemsedit.comDefine your process. Streamline y...

📣 We’re on YouTube! 💃🕺🙌
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Subscribe to our Channel to be alerted of new content.

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We specialize in creating customized solutions tailored to the specific needs of each law firm to meet the firm's challenges and objectives. ⚙️⚖️

If you’re ready to take the first step toward transforming your law firm's productivity, schedule your Discovery Call today! 👉 https://calendly.com/crystalpotts/discovery-call



https://youtu.be/f5qAUIH99o4?si=xPwiyObjo3-lZmvW

The Systems Edit - Channel Trailer Welcome to The Systems Edit YouTube Channel! Subscribe to our channel to be alerted of new posted content about leveraging systems to streamline and maximize...

Don't just cry over non-existent systems. 😭

Actually, we don't want you to cry at all. Instead, we encourage you to TAKE ACTION. 💪

If you are beyond ready to implement systems and processes that move your law firm toward efficiency, we are beyond ready to help you!

STEP 1️⃣: Schedule your FREE Discovery Call
STEP 2️⃣: Choose how we will work together (Done-For-You; Coaching; Consultation)
STEP 3️⃣: Let's get to work
STEP 4️⃣: Enjoy your move toward efficiency

Subscribing to your legal tech is the easy part. 😬

Setting your legal tech up and implementing it is a different story. 😅

So, here’s a few tips.

👉 Create a thorough implementation plan.
👉 Get your staff onboard with using the new tech.
👉 Be comfortable with the fact that we WILL tweak your setup in the future.

If you’re looking for assistance with legal tech planning or implementation, be sure to schedule a Discovery Call.

⚙️ https://calendly.com/crystalpotts/discovery-call

Join Attorney Crystal Potts for this upcoming MyCase webinar about the benefits of using .

Register Here: https://lp.mycase.com/wbnr-your-digital-coworker

Attorney Crystal Potts is looking forward to sharing tips and insight on using legal tech to increase efficiency in law firms.

https://lp.mycase.com/wbnr-your-digital-coworker/

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If your law firm is ready to increase its , we would love to help! ⚙️⚡️📈 Schedule your Discovery Call today.

https://calendly.com/crystalpotts/discovery-call

Upcoming MyCase Webinar Having the right tech by your side is like adding a super-efficient, always-available coworker to your team. Say hello to the era where your digital ally plays a pivotal role! Our 'Your Digital Coworker' webinar uncovers how innovative solutions, particularly MyCase, can be that trusty colleague you...

Do you automate processes?

Leveraging tools and technologies to automate tasks will improve your teams' collaboration and enhance overall efficiency in serving your clients.

Send a DM with “Discovery Call” and let’s work together to automate processes seamlessly!

A is a list of the tools that you use to run your business. This list may include technology for client management, project or case management, appointment scheduling, course creation, email management, eSignature, eFaxes, marketing, processing payments, and meetings.

Use the tech stack that works BEST for your firm. Just because a tool or tech stack may work well for one business does NOT mean that it is the best tool or tech stack for your business.

Are you tired of using tools that aren't delivering desired results when serving your clients? That's where The Systems Edit comes in.

We specialize in creating customized solutions tailored to the specific needs of each law firm to meet the firm's challenges and objectives.

We'll work closely with you to develop a streamlined process that aligns with your firm's goals.

Ready to take the first step toward transforming your firm's productivity? Send a DM with “Discovery Call” and let’s work together! Let's start working together today!

Looks like there are a few new faces/followers! 😊

Ok, let’s do a little re-introduction.

Hi everyone. I'm Crystal, an attorney by trade. But that's not all – through I help lawyers leverage systems to streamline their law firms.

The System Edit was birthed from my journey in legal practice. I've witnessed the hurdles that firms face in operational efficiency, and you know what? Those challenges ignited something within me. Armed with a passion for technology and operational know-how, I help make law firm processes more streamlined, faster, and more effective for lawyers like you.

I live and breathe processes and procedures.

So what's my goal for The Systems Edit? It's to bring you solutions that don't just solve problems but also boost your firm's efficiency.

Let's chat, shall we?

Send a DM with “Discovery Call” and let’s work together to learn about your firm's unique journey and explore how we can improve your processes.

Identifying areas of improvement and improving your processes results in efficient systems. How do you do this?

Step 1: Evaluate your current processes. This step requires you to check your existing processes and workflows to identify areas causing inefficiencies or delays.

Step 2: Seek team and client feedback. Getting feedback from your employees and clients on the existing processes will give you valuable insights and suggestions for improvement.

Step 3: Analyze data and metrics. In this step, perform an analysis to gain insights into performance and identify patterns or trends. Look for areas with frequent errors, delays, or repetitive tasks that could be automated.

Step 4: Map out your process/workflow. This step requires you to create visual maps or flowcharts to document the step-by-step workflows for various tasks. This will help you identify redundancies and opportunities for streamlining.

Step 5: Prioritize improvement areas. Finally, based on the evaluations, feedback, and data analysis, prioritize the areas that require the most attention and have the highest impact on efficiency and productivity. Start with the critical processes.

The Systems Edit can help your law firm identify pain points, bottlenecks, and areas for improvement within your current systems.

Send a DM with “Discovery Call” and let’s work together!

Investing valuable time without the desired results is frustrating, time-consuming, and causes unnecessary delays and manual errors.

There is a gap in your systems that you need to bridge to serve your clients better!

Consult The Systems Edit to help you identify areas of improvement.

Send a DM with “Discovery Call” and let’s work together!

Creating entire systems can be overwhelming. Start with one system zone and then move on to the next.

One system you can improve right away is your intake process and specifically...your intake forms.

Create a client intake form that asks clear, thorough questions. Increase the efficiency of these forms by creating document templates that auto populate the collected information into the forms.

Spend less time micromanaging your firm and more time actually lawyering (or relaxing...you choose).

Do you have systems setup for your law firm? Let us know in the comments.

If you're looking for assistance with increasing efficiency in your legal tech, send us a DM or click the link in our bio to schedule your Discovery Call.

Did you know that we offer Strategy Sessions? 😲

Do you have a few questions about leveraging systems to streamline your law firm? Do you just want to pick my brain to see how you can increase efficiency in your firm?

If YES, then this is for you!

What's included?
✔️ Meet on Zoom for our 1-hour Strategy Session
✔️ Discuss your questions about your practice (or project) management tool or systems
✔️ Receive a Written Strategy Session Summary with a Personalized Implementation Plan

Ready to schedule? Contact us today!

"This process has helped us be able to run our virtual firm better. With a click of a button, things can be done. It's also a good training guide for current and future employees [because] they know exactly what the next steps are in each case and what documents to use. its a real game-changer. i can now be anywhere with a internet connection and run my firm efficiently."

- Attorney Latin

Looking forward to the next time I'll be able to serve you!

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For more details about our services, feel free to book your free 20-minute Discovery Call so we can discuss how we can work together. Link in bio!

https://www.lawnext.com/2023/06/in-a-first-for-a-state-bar-florida-to-provide-all-members-with-free-trust-accounting-software-to-help-ensure-compliance-and-protect-the-public.html

In A First For A State Bar, Florida To Provide All Members With Free Trust Accounting Software To Help Ensure Compliance And Protect The Public In what appears to be a first for a state bar association, The Florida Bar is providing each of its 110,000 members with free access to legal trust accounting software – a move its new president belie...

What’s your love language? Let us know in the comments. 👇

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📧 Be sure to sign up for our newsletter to stay in the know about our services and promos. Sign up on website. Link in bio.

😉 [Hint: Look for a promo is today’s newsletter.]

❤️ Happy Valentine’s Day!

🤔 Did you know?

Systems result in consistency, efficiency, and peace of mind.

What can you do today to move the needle?

👉 Identify what zone of system (tech, onboarding, client relations, etc) you are lacking or need to improve in your law firm.

👉 Outline your plan of action if you chose to DIY or partner with a third-party for assistance.

👉 If you would like to work with me, schedule your Discovery Call today. Link in bio.

2023 is only a few days away!

Start the year on the right foot by getting your law firm processes streamlined.

We’re ready to work with you to move toward increased efficiency and to leave disorder in 2022.

👉 Schedule your Discovery Call today. Link in bio.

Can you believe it? We’re in December and it’s beginning to look a lot like Christmas! 🎄 ❄️

If you’re asking yourself where did 2022 go, I’m right there with you. As we are getting closer to closing out the year, take time to evaluate the efficiency in your law firm systems, tools, and tech. It’s not too late to make a plan to streamline in 2023.

If efficiency is your goal for 2023, schedule a Discovery Call today. Link in bio.
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We’re ready to help you move AWAY from disorder!

Snag your November VIP Day today. Limited spots available. Send us a DM for more info.

P.S. ⬇️⬇️⬇️⬇️

🥴

Law Firm Systems 🤗

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Hello November! 🙏🦃

Turkey, stuffing, thanks, and giving are in the air.

Who are you thankful for? Be sure to show and share your gratitude with those special people in your life. 🤎💛🧡❤️
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📣 It's here!! Now booking November VIP Days!!

👉 The VIP Days are for the lawyer who wants to get their MyCase set up to-do items checked off...yesterday.

👉 No long timelines with this offer. This is a micro-focused service. Let’s get things done!

👉 I will make myself available exclusively for you on your VIP Day and likewise, you will need to make yourself available for free-flowing communication to have the most effective VIP Day.

✨Book your VIP Day to get .

✨Promotional pricing for the first 2 VIP Days snagged.

DM me to learn more!

“I really enjoyed the fact that Crystal was very detailed when explaining the process to me. She was always ready to answers I had and could provide me with pertinent solutions to any issue I expressed to her. Her response time couldn’t be any better and her approach to providing the best customer service is peerless in comparison to any other provider I’ve ever worked with.”

Another great review! 💪

We ❤️ and very much appreciate our clients.

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🧩 If you ready to put the pieces of your practice management system together, send us a DM!