Are you looking for systems to manage your tasks better? In this episode of the Maximum Lawyer podcast, Ryan Anderson discusses the concept of task-based management in law firms. 

A lot of people run their business using calendar and email based management. It’s so easy for most because many people use their calendar and email frequently. But, Ryan shares how these methods are not efficient to manage your to do lists. He shares how using task based management systems are the way to go when it comes to staying organized and on top of all your tasks. 

Ryan shares its own platform, FileVine. FileVine is a task based management system that allows you to know what you have to get done for the day and what you have assigned to other people. So many lawyers have a million things to do from meetings to research to court. Having a system that lays everything out is ideal for this type of work. What makes FileVine and other project management systems so great is you remove the “email me” from your language. Most times, people will say “just email me”, but that can get lost in a flurry of other emails and priorities. With these systems, you can say “task me”. This allows you to task things out quickly to other people. If not, you are emailing, calling and messaging multiple people to get things done.

Ryan shares that people should be able to use case management systems with no more than their voice. He announces the creation of a voice interface that FileVine will have. With a voice interface, more tasks and communication will get onto the platform. What this feature does is allow someone to make a call to the platform where an AI bot will answer and ask what you would like to do. Let's say you realize at 10pm that you have to do something right when you get into the office, but you are worried you will forget. Call into the platform and let the AI bot know to leave a task for you and have it added to whatever case file. That way in the morning, you will get a notification that the task is waiting for you.

Listen in to learn more!

00:24 The concept of task-based management

6:31 The benefits of using a task-based management system

11:27 Using task-based management to keep track of important information

🎥 Watch the full video on YouTube here. 

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