Using Dubsado in My Law Firm
In this episode, Lauren shares how she uses Dubsado as a foundation for her systems, automation, and delegation of tasks! As entrepreneurs, this tool covers how to create seamless systems and a consistent user-friendly experience for your clients. 00:50 - Using Dubsado to manage multiple clients and services! 02:55 - 6 Features to use in Dubsado to save time and preserve the quality of services you offer your clients 03:10 - 1. The Dashboard: Give you key metrics on if you are on pace to reach your goals, notifications of tasks that require your action!03:55 - 2. The Client Portal: Gives clients the ability to access their documents, schedule a call, review and pay invoices AND MORE! 04:55 - 3. The Client Workflow feature: Allows you to create workflow project templates ahead of time! 06:00 - 4. Email Templates: templates you can customize or create your very own! 06:55 - 5. Ability to assign tasks to your team: ad-hoc basis and automatically within the workflow (mentioned above). 07:20 - 6. Invoicing with customizable payment schedules; set due dates including automatic reminders for you clients to make their payment. 09:40 How I use re-occurring and standard invoices. 10:35 - How to use Dubsado to automate or delegate tasks, stay organized, and SAVE TIME! ……………………………………….. Work with Lauren Ruiz: https://www.guidemybusiness.co/book-a-consultation Connect with Lauren on Instagram: @thelaurenruiz https://www.instagram.com/thelaurenruiz/ Join the “Guide My Community” Facebook Group: https://www.facebook.com/groups/guidemycommunity Check out Dubsado and Use Discount Code: legallyaligned https://www.dubsado.com/?c=legallyaligned