Confido Legal

Another proud moment for Confido! We are honored to be featured on Core Solutions Group's trusted partners page. 🙌

Over the years we’ve watched CSG help so many of our clients run financially healthy firms. They bring an incredible amount of expertise to all of the financial aspects of running a small law firm. 💼✨

Our Referral Partners — Core Solutions Group, Inc. | Accounting & Financial Planning Services for Attorneys and Law Firms Our Trusted Referral Partners We know and understand that money is a reflection of everything else that’s happening in your business. So we see it's our responsibility to stay connected with industry professionals who can help our clients beyond financial matters. We've partnered with experts cove...

Wondering how minor adjustments can lead to significant financial rewards? Join us for the live recording of the 55th episode of , where Gary Allen shares his expertise on operational changes that can double your firm's profits. Tune in today at 10:00 AM PST.

https://hubs.la/Q02yRXNm0

Ready to see big rewards from small changes? Don’t miss Gary Allen, a longtime practicing lawyer and founder of LeanLaw, on the live recording of on May 31st at 10:00 AM PST. Discover strategies to boost your firm's profitability!

Tune in here: https://hubs.la/Q02yRXlX0

Tune in live for Episode 55 of with Gary Allen, a longtime practicing lawyer and founder of LeanLaw. Learn how incremental improvements can lead to major financial gains for your firm. Join us on May 31st at 10:00 AM PST for this discussion!

Check here: https://hubs.la/Q02yRKrG0

Are your firm's operations truly prepared for scalability? Tune in live to our Legal Case Management Jam Session with Casita Simpson and Emery Wager TODAY at 10:00 AM PT. Hear practical strategies and criteria to determine if your operations are ready to scale. Don't miss this session!

Watch here: https://hubs.la/Q02x_SKg0

Assessing if your firm's operations are prepared for scalability can be a daunting task. To navigate this challenge effectively, join Casita Simpson and Emery Wager tomorrow, May 24, 2024, at 10:00 AM PT.

Watch here: https://hubs.la/Q02x_mkS0

Do you know if your firm’s operations are up to scale? Before expanding your team, identify if your firm's operational foundation can support growth.

Don't miss the Legal Case Management Jam Session on May 24, 2024, at 10:00 AM PT, featuring Casita Simpson and Emery Wager.

Register here: https://hubs.la/Q02x_ldy0

We believe there are essential functions (like payments) that should be tightly integrated into the main systems you use to run your firm.

Two other services you can integrate directly into your software are e-filing and service of process.

InfoTrack allows you to integrate these functions directly into your case management software.

Get $50 gift card for doing a demo and automate e-filing and service of process.
https://hubs.la/Q02x9S_j0

Building and scaling SOPs using case management software improves operational efficiency, enhances client relationships, and ensures you deliver a consistent experience. Confido Legal's Emery Wager & Simpson & Associates' Casita Simpson discussed how you can map the client journey and implement SOPs that ensure client consistency and clarity. Check here: https://hubs.la/Q02v14wb0

Confido Legal's Emery Wager & Simpson & Associates' Casita Simpson noted four practical steps firms can follow to build and scale an effective SOP through their case management software.

-Begin with a comprehensive audit of the client lifecycle;
-Build out the SOP like an internal handbook;
-Record the process in a video; and
-Implement the SOPs in your legal case management system.

For more details, check here: https://hubs.la/Q02tMljr0

Clients can tell when a firm has clear SOPs and when the firm is improvising. Each client interaction can be thoughtful and clear or confusing and ad-hoc. As a follow-up from their previous discussion, Confido Legal's Emery Wager & Simpson & Associates' Casita Simpson discussed how you can map the client journey and implement SOPs in your case management software. Check here: https://hubs.la/Q02tMKrK0

Setting clear expectations right from the start ensures that both colleagues and clients understand their roles and responsibilities. Confido Legal's Emery Wager & Simpson & Associates' Casita Simpson shared four practical steps that firms can follow to build and scale an effective SOP through their case management software. Watch here: https://hubs.la/Q02tBgzM0

Confido Legal’s Emery Wager and Red Cave Consulting’s Jared Correia covered the raging battle between having an all-in-one case management platform and implementing a collection of best-in-class solutions. Find out which one is the clear winner. Watch the full episode here: https://hubs.la/Q02rJBSZ0

Because it's 2024, Confido Legal’s Emery Wager and Red Cave Consulting’s Jared Correia had to dive into AI on this latest episode of . Jared covered his predictions for the near-term use and benefits of generative AI inside legal case management software. He also tossed out some predictions for a somewhat creepy future beyond generative AI. Listen here: https://hubs.la/Q02rGlHC0

Overwhelmed by the countless software options available in the legal tech market? In the latest episode of , Jared Correia of Red Cave Consulting outlines a simple, systematic approach to software selection. Listen here: https://hubs.la/Q02rFTZv0

Do you have any messy automated workflows running amok at your firm? Simplifying no-code workflows can drive productivity, enhance team collaboration, and elevate client satisfaction. Join us this morning at 10:00 - 10:30 AM PST with Confido's Emery Wager & Simpson & Associates' Casita Simpson to uncover techniques for building user-friendly, no-code workflows that yield desired outcomes. Mark your calendars here: https://hubs.la/Q02rhHRd0

Complex, error-prone processes can confuse clients and hinder team productivity. Therefore, streamlining workflows presents a chance to boost efficiency, improve client satisfaction, and reduce errors. Join us on April 5th from 10:00 - 10:30 AM PST with Confido Legal's Emery Wager & Simpson & Associates' Casita Simpson to learn principles for building simple, no-code workflows that produce desired outcomes in your legal case management system. Watch here: https://www.linkedin.com/events/7179577140907057153/comments/

New episode alert featuring Jared Correia, the CEO of Red Cave Consulting and Cofounder of Gideon Software. In this episode, Jared and Emery Wager covered:
- Strategies for selecting the right software at your firm
- Whether to use all-in-one case management systems or pull together best-in-class tools
- The future of AI in legal case management software, and
- The dangers associated with breakfast burritos and falling asleep at your desk.

Check out the full episode here: https://hubs.la/Q02rDZsN0

Struggling with 20-step workflows that produce the wrong outcomes and confuse your team and clients? Simplifying workflows can increase productivity, enhance clarity, and improve client experiences. Join us on April 5th, 10:00 - 10:30 AM PST with Confido's Emery Wager & Simpson & Associates' Casita Simpson to discover principles for building simple, easily editable no-code workflows that deliver the right results. Watch here: https://hubs.la/Q02rhHrH0

Firms encounter roadblocks in building and scaling Standard Operating Procedures (SOPs) using their case management software. To identify what these roadblocks are and how to overcome them, Confido's Emery Wager and Simpson & Associates' Casita Simpson will join us in our Friday jam session this morning at 10:00 AM PST. Don't miss this chance to refine your SOP processes. Watch here: https://hubs.la/Q02mRvSS0

Struggling to identify essential features in case management or CRM software for your law firm? Lindsey Corbin from Delegate Legal highlighted the signs indicating the need for a tech upgrade, with rising operational expenses often being the primary sign that you should upgrade. Gain insights into prioritizing what matters most to optimize your firm's efficiency. Check here: https://hubs.la/Q02n59nG0

Many firms struggle with effectively building and expanding Standard Operating Procedures (SOPs) through their case management software. Join Confido's Emery Wager and Simpson & Associates' Casita Simpson for Part II of our jam session series on March 15, 2024, at 10:00 AM PST and discover practical approaches to overcome SOP challenges and optimize your case management software for streamlined operations. Watch here: https://hubs.la/Q02nWCD00

Do you want to identify the signs that could help you decide if your firm needs a technology upgrade? Confido’s Emery Wager and Delegate Legal’s Lindsey Corbin have five strategies for you that can help you identify what you need in new case management software. Don't miss this opportunity to streamline your software selection process. Check here for more info: https://hubs.la/Q02n4PNb0

Need help with outdated systems at your law firm? Explore the signs that indicate your firm needs a tech upgrade and unlock new opportunities for efficiency and growth. Learn practical strategies to identify what matters most in case management software with Confido’s Emery Wager and Delegate Legal's Lindsey Corbin. Watch here: https://hubs.la/Q02n4T150