How to Start Digital Transformation One Workflow at a Time (Full Transcript)

Audit strengths, invest in consolidated tools like MyCase, prioritize training, and celebrate early wins to build momentum toward a modern firm.
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[00:00:00] Speaker 1: Digital transformation sounds big, but it starts small, with one workflow at a time. First, take a look at what's working well in your firm. Audit your current processes, not to find flaws, but to uncover opportunities. Where is your team already excelling? How could better tools help them do more of what they do best? Then, invest where it matters. Solutions like 8amMyCase can consolidate your casework, billing, and client communication into one secure hub. Once you've implemented the best workflows for your firm, invest in your team's success and make training a priority. When your team feels confident, adoption soars, and so does your productivity. So celebrate early wins, share success stories, and build momentum together. Change may not happen overnight, but progress does. And with MyCase, your path to a modern, thriving firm is just a few smart steps away. Microsoft Mechanics www.microsoft.com www.microsoft.com

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Arow Summary
The speaker advises that digital transformation in a firm should be approached incrementally by improving one workflow at a time. Start by auditing current processes to identify opportunities and areas of strength, then invest in tools that matter—such as MyCase—to centralize case management, billing, and client communications. Prioritize team training to drive adoption and productivity, celebrate early wins, and build momentum through shared success stories, emphasizing steady progress toward a modern, thriving firm.
Arow Title
Incremental Digital Transformation for Firms with MyCase
Arow Keywords
digital transformation Remove
workflow improvement Remove
process audit Remove
legal practice management Remove
MyCase Remove
case management Remove
billing Remove
client communication Remove
team training Remove
change management Remove
productivity Remove
adoption Remove
momentum Remove
Arow Key Takeaways
  • Start digital transformation by improving one workflow at a time.
  • Audit current processes to find opportunities and leverage existing strengths.
  • Invest in tools that consolidate core functions like casework, billing, and client communication.
  • Make training a priority to increase confidence, adoption, and productivity.
  • Celebrate early wins and share success stories to maintain momentum.
  • Expect gradual change but consistent progress toward modernization.
Arow Sentiments
Positive: Encouraging and motivational tone focused on opportunity, confidence-building through training, celebrating wins, and optimistic progress toward a modern firm.
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