Melanie Leonard is the founder of Streamlined Legal, which provides consulting services, education, and training to law firms looking to get the most out of practice management software and their workflow. We talk about the relationship between policies and producers and your project management platform, and which one should fit in first.
Resources:
- Learn more: www.streamlined.legal
- Facebook: www.facebook.com/streamlined.legal
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Get in touch with Sam:
- MLA Website
- LawyerClub
- Purchase Sam’s book
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- Juris Diction – Next Level Law Practice is Juris Diction’s new training program for estate planning attorneys that want to start or grow profitable and streamlined businesses. Use code TLE150 for $150 off of your course registration at thrivejd.com.
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