Skills › LegalTech & AI for Legal Professionals

Legal Operations & Technology

Streamline law-firm and legal-department operations with modern tech stacks.

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After this skill you can…

  • Map a legal-department tech stack
  • Evaluate practice-management software for your firm size
  • Define KPIs for legal operations

Watch (10 videos)

Automatically Assign Tasks When Matter Stage Changes in Clio Manage
Martin Kravchenko · beginner hands-on
→ Automate tasks in Clio Manage→ Create custom workflows with Make.com
Automate Daily Calendar Summaries in Clio Manage
Martin Kravchenko · beginner hands-on
→ Automate calendar summaries in Clio Manage→ Create custom workflows with Make.com
How to Email ALL Your Law Firm's Clients in Clio Manage at Once (Broadcast Email Solution)
Martin Kravchenko · beginner hands-on
→ Automate broadcast emails in Clio Manage→ Create custom workflows with Make.com
3-Minute CaseFusion Legal Hold Notification Demo
Cloudficient · intermediate hands-on
→ Create cases with CaseFusion Legal Hold→ Manage custodians with automated notifications
Legal Technology Track: Law As Code: Options for Automating What You Know About the Law
Clio · advanced · 31 min hands-on
→ Automate legal processes with Law As Code→ Implement document generation tools
How To Configure Company Tabs | LEXZUR
LEXZUR · beginner hands-on
→ Configure company tabs in law firm software→ Organize workspace for legal teams
How To Navigate The Matter View Page | LEXZUR
LEXZUR · beginner hands-on
→ Navigate Matter View Page in law firm software→ Manage matters efficiently
How To Configure The Matter Creation Form | LEXZUR
LEXZUR · beginner hands-on
→ Configure matter creation form in law firm software→ Customize workflows for legal teams
How To Configure Contra Tabs | LEXZUR
LEXZUR · beginner hands-on
→ Configure Contra tabs for contract data→ Organize contract data by relevance
How To Configure Task Forms | LEXZUR
LEXZUR · beginner hands-on
→ Customize task forms for contract management→ Capture relevant details for each process