One of the things I am trying to do in my new, soon to launch, legal practice is to make the process of asking for help a little easier. I’ve spent a lot of time looking at tools to help that process. Like any business these days, there are a ton of tools available, so I’ve been doing lots of research to find ones that work, and then building systems, using those tools. Technology is pretty amazeballz these days for this stuff.
One of my favorites is a combination of Typeform and Zapier and my practice management app, Clio. This combo permits data to be transformed from the forms to Clio, where it then automatically generates tasks, etc., for me there. For example, someone fills out a Typeform form and, via this system, Clio checks to see if it is a new or existing client, creates a new contact if needed, and generates tasks and calendars them (like “Follow up with Bob Photo tomorrow”).
This all happens through the miracle of Zapier (I’m sure it’s pronounced “zappier” but the single p means that a should be long…drives the linguist in me nuts) which, if you don’t know it, you should. Typeform too. These tools permit integration and automation of a lot of the tasks you need to do, especially for your marketing, without effort (after setting them up, that is).
Anyway, I thought I was being all clever in having online forms right there on my website, for people to fill out and submit (user-friendly). And I was and it would have been great, except…
…the trolls found me.
Since my practice doesn’t launch until July 1, every time a form has been submitted to date (except by me or friends testing it), it has been from some troll and filled with hateful vileness. I’ve been called a psychopath, no better than a “street mugger” (I’ve never mugged a street in my life, I swear!), a delusional piece of shit, and have been told I should die several forms of horrible death, just to name a few of the goodies. Sigh.
First thing I thought was “no good deed goes unpunished,” then I got to work looking for solutions.
I’ve fixed the system now, but unfortunately it means legitimate people in need of my help will have an extra step (email) to get the links to the forms. That is frustrating for me, since I really wanted it as simple and hoop-jumping-free as possible, but it seems that wherever there is new tech, there is a troll waiting to exploit it. I trust my (potential) clients will understand.
For the rest of you, I really encourage you to explore Zapier and Textform. I think they could be great for creative pros to use to automate some of the work you have to do but hate to do.