078: The Twelve Automation Essentials

There are 3 levels of automation. You need to progress through these levels to fully harness the power of the 12 most essential tools that will transform your practice.

Episode Show notes:

There are 12 Automation Essentials (see my YouTube video if you want a visual refresher), and here are links to the topics discussed in the episode

• Styles; in Word Processing - Training by LawTech Partners (Adriana Linares)
• [Templates in Word Processing](https://en.wikipedia.org/wiki/Template_(word_processing)); - Typography for Lawyers, by Matthew Butterick
• Email Filtering - Sanebox; software
• Email Templates - Spark Email iPhone app (There is a Google version)
• Password Managers - 1Password; or Lastpass; are both good
• Text Macros - TextExpander; software
• Appointment Scheduling - Acuity; is Ernie’s top recommendation
• Email Broadcasting - ConvertKit; is Ernie’s top recommendation
• Watched Folders - Hazel; is a Mac-based tool and David Sparks’ online course is incredibly helpful for learning how to leverage it (and check out MacPower Users podcast if you are a Mac user)
• Online API connections - Zapier; is the best service. Check out this event for lawyers who want to use Zapier better. It’s organized by the folks who do the Maximum Lawyer podcast (which I highly recommend)
• Keyboard scripting - Ernie is learning to use Keyboard Maestro by taking David Sparks’ online course (well worth the $29).

General Resources

• Learn to use technology to reduce friction & gain freedom with this resource: https://www.the8020lawyer.com/
• Focus on these essential tech tools for maximum traction in your practice.
• Take this short law practice assessment to identify your main strengths & weaknesses.

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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 https://emeraldcitypro.com