do lawyers and legal agencies use any tools for client management and documents organizatiom?
there are lot of docs and dates to maintain for lawyers for ; just spreadsheet and gdrive is not enough for managing these; curious what they do
there are lot of docs and dates to maintain for lawyers for ; just spreadsheet and gdrive is not enough for managing these; curious what they do
We are looking for motivated and skilled Virtual Assistants to join our team.
Required Skills:
✔ Canva (basic design & editing)
✔ Microsoft Excel (data entry & management)
✔ Social Media Management (posting, engagement, scheduling)
✔ Email Marketing (campaigns, newsletters)
✔ Basic Communication Skills
💼 Work from home | you are Responsible and self managing
If you’re interested, - Must be "Upvote " and comment “VA” below and we’ll reach out to you!
ok so I've been meaning to ask this for a while. we're a 9 person agency (8 + me), 4 years in, mostly retainer clients doing branding and web stuff.
right now our stack is: clickup for projects, slack for everyone, hubspot for crm/pipeline, harvest for time tracking, quickbooks for invoicing, google drive for files, loom for client updates. and notion for internal SOPs.
the problem is its like $750/month and half my team hates clickup. we tried asana before that and it was worse imo. our PM said the other day she spends like 30% of her time just moving info between tools which isn't even real work
I keep seeing posts about "all in one" tools like bonsai or moxie or onesuite and im tempted but also burned by switching costs before. we did a clickup migration in 2023 that took 6 weeks and people are still finding old docs in the wrong projects
so what are you actually using? not the dream stack - the actual messy thing you have running today. especially curious what mid sized agencies (5-15 people) are doing bc the solo freelancer answers are usually different
also if anyone made the jump from a stitched stack to one of these all in one platforms, did it actually work or did you go back? I keep going back and forth on this
oh and pricing - what are you paying total per month for software? trying to figure out if we're way over or if this is just what it costs now