Skip to content

Loom for attorneys and legal professionals

3 mins

Learn how a law firm uses Loom to help educate their employees as well as their clients with async video.

Transcript

Show Transcript

Hi, I'm April Harris Jackson with graceful aging legal services. We are a law firm in Tennessee focusing on probate estate planning and elder law.

And we use loom for training, both our employees and getting feedback as well as providing information to our clients and potential clients.

So right now I'm going to show you how we use loom to do training with new staff members. Or we could also use this for existing staff members.

We tend to be we implement new software as we find that it would be useful for our clients. So today I'm going to be showing a new staff member, Caitlin how we use loom to or how we use decision vault, which is one of our softwares to integrate between two other softwares that we use, which is us and wealth council.

So, so Caitlin, I just wanted to show you, so I've got, this is our test matter.  I've just got a will-based plan for a single individual here.

This is Lorelei Gilmore and she wants to make an estate plan for her with the primary heir being her daughter Rory.

So what we are going to do is we are going to sync her contacts to wealth, cancel and lockers. So first if you'll sync everything to lock us.

Now, if you think that she has an existing matter, if you think that she has had contact with us in the past and maybe, you know, we already have call notes for her.

If not, you're going to create an existing, you're going to create a new matter. And what you'll do is I like to go ahead and we want to select everyone so that everyone, all of our contacts get put into Las Vegas.

And you're just going to select all, and then you're going to run the sync and it'll show you as people get added.

So you will want to wait until everyone is in the system. So once the client or potential client has added all of their contacts and then you'll go back and you'll basically do it again for wealth council.

So again, select all and then just run the sync and it's running and you'll see when it gets when it's completed.

And that's it. So now when you are Able now when you go into either of those other software's, all of these contacts and their information, their names addresses, birthdays, phone numbers, email addresses will already be in the system.

So you're not having to do dual data injury. So awesome. Katelyn, thanks so much. We're glad to have you on board.

Transcript

More than 14 million people across 200,000 companies choose Loom

My teammates and I love using Loom! It has saved us hundreds of hours by creating informative video tutorials instead of long emails or 1-on-1 trainings with customers.
Erica Goodell

Erica GoodellCustomer Success at Pearson

Loom creates an ongoing visual and audible experience across our business and enables our employees to feel part of a unified culture and company.
Tyson Quick

Tyson QuickCEO at Postclick

My new daily email habit. Begin writing an email. Get to the second paragraph and think 'what a time suck.' Record a Loom instead. Feel like 😎.
Kieran Flanagan

Kieran FlanaganVP of Marketing at HubSpot

Loom amplifies my communication with the team like nothing else has. It's a communication tool that should be in every executive's toolbox.
David Okuinev

David OkuinevCo-CEO at Typeform

My teammates and I love using Loom! It has saved us hundreds of hours by creating informative video tutorials instead of long emails or 1-on-1 trainings with customers.
Erica Goodell

Erica GoodellCustomer Success at Pearson

Loom creates an ongoing visual and audible experience across our business and enables our employees to feel part of a unified culture and company.
Tyson Quick

Tyson QuickCEO at Postclick