Why Lawyers Need a Daily Brief

The Modern Law Firm series delves into how AI can streamline your law firm — whether it’s by saving you time and money, eliminating mistakes and redundancies or making your workflow more efficient. 

Organization skills are one of the most important tools in a lawyer’s arsenal. Not only can it help you perform your job better, but it can also make a difference to your health.

As the National Law Review states, “Improving your organizational skills has many benefits. You’ll perform better in your day-to-day work — with lower stress levels — and have the resources to progress more in your career. You can open the opportunity to work on more projects without sacrificing your existing workload, accelerating your career development.”

One solution to your organizational woes is a daily brief. Learn more about how a breakdown of your day can keep you organized, and how Noodle keeps you more efficient.

What Is a Daily Brief?

A daily brief provides an overview of where you stand, what deadlines are imminent and what you should begin thinking about. It can help you stay organized because it can give you an eagle-eye view of your casework. 

Noodle’s AI assistant can create a list of important tasks to focus on every single day. 

4 Reasons Noodle’s Daily Digest Can Help Your Law Firm

The National Law Review states that technology can bring about more organized law firms: “Law practice management software helps your firm stay organized by keeping your information centralized and standardizing your processes. With full case management software, legal billing software, task management, and a native legal calendaring system — it’s easy to keep track of the inner workings of your firm.”

Here are four reasons Noodle’s daily digest can positively impact your firm: 

It’s a To-do List You Never Have to Update

To-do lists are great tools to keep you organized, but it’s not the most efficient process. You have to set time aside every day of every week to create a new list. You have to ensure you go back and track every item you finish. If organization doesn’t come easily to you, then a to-do list can easily devolve. Noodle does the hard work for you—and you don’t have to lift a finger to populate a new list whenever you need it. 

It Prioritizes Your Work

Not every task requires your immediate attention. If you struggle to categorize each of your tasks—for example, as urgent, needs immediate attention; important but can wait; easy and not important—it can be difficult to prioritize your duties.

Noodle does the hard work for you. It places document reviews, client engagement and deadline-driven duties at the top of your list, ensuring you don’t miss the most important tasks every day.

It Eliminates the Need for an Assistant

An assistant can create lists that keep you focused and informed on your day-to-day responsibilities. But with Noodle, you don’t need a person dedicated to this task.

It Affords You and Your Team More Time

A to-do list might seem like a simple task, but it can take time. And that’s time that you lose working on cases or other more pressing duties. Give you and your team some time back to review cases or interact with clients because writing a to-do list is no longer taking up your time. 

Other Tools To Keep You Organized

Here are a few other ways Noodle helps you remain organized:

1. Scheduling

If you (or someone on your team) and a client are exchanging emails or messages to set up a time to meet, it can be a time-consuming process. One of you may forget to write back in a timely manner. Or you realized that you gave them the wrong availability and now you have to reschedule. 

Noodle’s scheduling feature incorporates your calendar, so all a client has to do is pick a time that works best for their schedule. No back and forths needed.

2. Dashboard

Your dashboard is a record of each of your client. It includes everything you need to know about their case in one centralized location. Therefore, you can easily review your notes and case status before meeting with them. Or you can easily figure out what next steps you need to take on their case. 

3. Automatic Invoicing 

Law frms can sometimes be slow to invoice. With Noodle, clients will receive invoices in a timely manner, which can help keep your firm’s finances in order.