Workflow Checklist for Personal Injury Matters
Streamline & Scale Your Processes, Button-Up Legal Team Collaboration
For personal injury firms, the stakes are high, and the cases are complex. We've created this templated checklist to help personal injury firms streamline their workflows and get the most out of their time and resources. Whether new to personal injury law or have been practicing for years, this guide will provide valuable insights and tips on creating a smooth and efficient workflow. Once you’ve mapped out your repeatable process, you’ll be ready to scale.
In this templated checklist, we’ll guide you through forming the following workflows to::
- Nurture new leads
- Onboard new clients
- Set statute of limitation reminders
- Complete the full investigation process
- Draft and send the demand
- Move through settlement
Additionally, we’ll address ad-hoc workflows like deposition, document production requests, and pre-suit or pre-trial.
When you have your workflows mapped out, training new members of your legal team, increasing efficiency and improving the quality of your work becomes easier. Start running your best firm and building your best life.
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Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity.
Learn how to Run Your Best Firm and book a demo at smokeball.com.
