u/Glitchvee

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

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u/Glitchvee — 7 days ago

We’re Hiring 2 Virtual Assistants from South Asia ( 400$/m)

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!

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u/Glitchvee — 7 days ago

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

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u/Glitchvee — 16 days ago