Automate your Law Firm and Terminate Your Bottlenecks!
Автор: Firm Overwatch
Загружено: 2026-01-05
Просмотров: 5
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Automate your Law Firm and Terminate Your Bottlenecks.
This video shows how to create custom automations inside Firm Overwatch so your firm can run the way you actually work.
You will see how to build your own case paths step by step. Each task is assigned to the right role, given a clear timeline, and automatically handed off to the next person when it is complete.
Firm Overwatch allows you to turn your real workflow into a repeatable system. Client onboarding, pre litigation, litigation, appeals, and post judgment work can all be automated based on how your firm operates.
The walkthrough demonstrates how to add custom steps, define deadlines, attach training, and start a case at any point in the process. Once built, the automation runs every time without needing to be recreated.
This approach keeps everyone aligned, prevents work from getting lost, and removes the need to manually manage cases as volume grows.
If you want to build automations that match your practice and eliminate bottlenecks before they form, this video shows exactly how to do it.
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