131: A Tool for Documenting Systems

You want your practice to run better, with less involvement on your part. But there are several challenges to making this happen. One is finding the best tool to document, refine, and optimize all your workflows.

The more workflows you document the less involved you can be. The better those workflows are described (and optimized over time) the smoother your practice will run. In this episode, we will delve more into this important topic with Owen McGab Enaohwo, the creator of SweetProcess, one of the best tools for documenting systems and workflows.

Here are links to resources mentioned during the episode:

• SweetProcess (workflow documentation company run by Owen)
• Four Hour Workweek, by Tim Ferriss (2007 book that discussed the use of virtual assistance)
• Mixergy (Andrew Warner’s podcast)
•  Zapier (interconnect cloud services to automate more effectively)
• Ernie’s recipe for Christmas cookies (documented with SweetProcess)
• Ernie’s Process Consultant page on SweetProcess website.

General Resources

• The 80/20 Principle (my email newsletter)
• The 5 Pillars of a Tech-Powered Law Practice
• The Inner Circle (an online community for law firm owners)

Thanks to Our Sponsors

SweetProcess is a great way to document your important workflows. Doing so will help make your practice run more smoothly, and require less involvement on your part to keep things running smoothly.

The best way to understand how SweetProcess will help streamline your firm is to start using it. The company offers a 14-day free trial, but as a loyal listener of this podcast, you can try it for 28-days free of charge. And you don’t even have to enter a credit card to get started.

Just navigate to SweetProcess.com/ernie to start your 28-day free trial today.

And thanks to the other sponsor of this podcast…

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If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.

Plans start at just $140 a month for calls or chats. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a free trial now (and learn more) at www.smith.ai. 

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.

Find out more at EmeraldCity Pro.