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Practice Management Technology Workflow

Manage legal technology stack including practice management, document management, and integrations.

Complexity: High | Duration: 15-30m | Category: Industry/Legal Services

Tags: legal-tech practice-management dms integrations support

Workflow Diagram​

Steps​

Step 1: Assess technology needs​

Assess technology needs

Step 2: Evaluate and select solutions​

Evaluate and select solutions

Step 3: Implement new technology​

Implement new technology

Step 4: Migrate data as needed​

Migrate data as needed

Step 5: Train users​

Train users

Step 6: Provide ongoing support​

Provide ongoing support

Step 7: Manage integrations​

Manage integrations

Step 8: Monitor system performance​

Monitor system performance

Step 9: Apply updates and patches​

Apply updates and patches

Step 10: Report on technology adoption​

Report on technology adoption

Usage​

To execute this workflow:

/workflow industry/legal-services/practice-management-technology-workflow.workflow

See other workflows in this category for related automation patterns.