#64: Utilizing AI to keep track of clients with Tracy Troyer

Welcome to a captivating episode of our podcast, where we embark on a thrilling journey with Tracy Troyer, a trailblazing attorney and automation enthusiast.

Tracy Troyer is an accomplished attorney with three decades of experience practicing law. As the owner of her law firm, she partners with one other attorney to provide personalized legal services. Specializing in estate planning, trust administration, and asset protection for family legacies, Tracy works closely with individuals and families to ensure their long-term financial security. Join Tracy and me as we talk about how she uses her innovative AI programs to help keep track of her clients and more!

Enjoy!

Join Tracy and me as we discuss the following three questions and more!

1. What are Tracey's top three favorite automation tools or processes?

2. What are the three automation tasks that individuals can easily accomplish today?

3. What are the three critical lessons from transitioning from a pen-and-paper workflow to a more digital work life?

In our conversation, we cover the following:

[00:08] Embracing Technology: Tracy's Current Tech Setup

[12:35] Harnessing Automation: From Client Intake Forms to Payroll Efficiency

[23:04] Unlocking Efficiency: Three Automation Tools for Streamlining Workflows

[35:22] Lessons Learned: Navigating the Transition from Pen and Paper to a Digital Work Life

[46:23] Connecting Attorneys and Automation: Exploring AccessioDocs and more.

Resources:

Connect with Tracy:

LinkedIn: linkedin.com/in/tracy-troyer

Website: troyergood.com/

Software & Cloud Services mentioned in the conversation:

• Acuity: acuityscheduling.com/#gref

• AnyDesk: anydesk.com

• Clio: clio.com/features/legal-crm-software/

• Fluxus: fluxteam.net/

• Gavel: gavel.io/

• Hazel: macupdate.com/app/mac/22694/hazel

• Macro Scheduler: mjtnet.com/

• Parallels Access: parallels.com/products/access/

• QuickBooks: quickbooks.intuit.com/online/

• Rocket Matter: rocketmatter.com/features/rocketmatter-legal-crm/

• Smokeball: smokeball.com/blog/law-practice-management-software-an-ultimate-guide

• Text Expander:textexpander.com

• Zapier: zapier.com/

• Zelle: zellepay.com/