The Highly Automated Firm

What it looks like in practice and how to achieve it.
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Your firm is brimming with data. It moves in all directions, in all kinds of formats, from sources ranging from paper to email, software applications and beyond. And it probably takes you and your employees hours to manage all of it.

Firms of all sizes have found a compelling model for how automation can help them simplify, streamline and standardize their workflows and interactions, while expanding revenue margins. But many firm leaders struggle to know how to move everyday processes to automated workflows.

Bill and partnered to create a blueprint to help you understand what highly automated firms look like, and how to achieve automation in your firm. In this article, you’ll learn:

  • What it takes to create a highly automated firm
  • The 3 steps to follow to achieve automation
  • How to change on your terms