Client growth, docs, and automation. Where is everyone at?
Been thinking about this a lot lately and figured this crowd would have the most honest takes.
On the client side, most smaller firms still run on referrals and word of mouth, and it works until it doesn't. But things are quietly shifting. Some attorneys are pulling in consistent inquiries through LinkedIn targeting corporate clients. Others built a solid book from a one-off transactional matter that snowballed into a retainer relationship. The old playbook still works for a lot of people, but it feels less reliable than it used to.
On documentation, it honestly feels like every firm is running a different system and nobody fully trusts theirs. Some are still on physical files and banker boxes, which works until you need to find something under pressure. Others are on Google Drive, SharePoint, or NetDocuments. A few have fully committed to a proper DMS. Most are somewhere in the middle and calling it good enough.
And then there's automation. Is anyone here actually using it in a meaningful way (templated drafting, automated deadline tracking, digital engagement letters, e-signatures) or does it still feel like something you'll get around to eventually?