Clickup for Lawfirms скачать в хорошем качестве

Clickup for Lawfirms

A client matter for a law firm is just a project. It has a list of tasks that need done, information that needs tracked, probably some key deadlines… these are the types of things that mature project management tools have been doing for years. ClickUp (https://clickup.com?fp_ref=1xy0e) is a mature project management tool that is highly customizable. This means it can be tweaked for the special needs of a law firm. It has a generous free plan but law firms will likely benefit from upgrading to one of the paid plans. The beauty is that the paid plans are far cheaper than most legal practice management tools. Here's a basic overview of how I've set up ClickUp for use in my firm. I also include a brief demo of FluentForms (https://wpmanageninja.com/?ref=2397) a paid plugin for Wordpress that supports Webhooks. Software Demoed: ClickUp https://clickup.com?fp_ref=1xy0e Fluent Forms https://wpmanageninja.com/?ref=2397 These are my "refer a friend" links that give me credit or perks. Thanks! 00:00 Lawfirm matters are just projects 01:22 ClickUp manages projects 02:01 Lawfirm CRM starts with a contact form 03:24 CRM leads show up in ClickUp 04:36 CRM lead details 06:17 Send emails to leads through ClickUp 08:33 Converting a lead to a client 10:31 Matters in ClickUp 12:20 Tracking status of a matter 13:25 Custom fields for matters 14:10 Subtasks for matters 16:47 Linking a client to a matter 17:30 Advanced features