DubLaw: Foundations
Course Homepage
Welcome!
This page serves as ground zero for all things course related. Here you will find links to each class, the recordings for each session, general course information and the sign up form for the DubLaw One-on-One Consultation. If you need a question answered and you can’t find what you’re looking for here, please email us. I look forward to working with you over these next few weeks and helping you change your practice for the better with Dubsado!
The Details
Class Homepage
Every class features a different focus for the week and their own homepages. The classes are listed below on the Syllabus as well as links to their homepage.
Many topics build upon one another, so I recommend you watch the classes in the same order they are released.
Each class’s homepage also has Next Steps. Next Steps are suggested ideas or projects to work on that incorporates that week’s topics.
videos
Every Monday at 12 PM CST the pre-recorded instructional video for the week s posted on the class’s homepage.
Live Q&As
Every Friday from 12-1 PM CST, I will host a live Zoom question and answer session. During the session, students can ask questions about that weeks lesson, discuss how they are progressing, and share any thoughts they have.
Students who cannot attend the live Q&A are encouraged to email their questions to me by Thursday 6 PM CST. I will make sure to address all emailed questions during the following day’s Q&A.
Each Q&A session is recorded and will be posted on the corresponding class’s home page on Friday at 6 PM CST.
DubLaw One-on-One Consultations
Still having issues? I offer one-on-one consultations by phone or video for $150 an hour. That way we can address your specific needs, questions, and issues at your time and your pace. For more information, see the Consultation section below.
THE Syllabus
Class 1: Canned emails & the scheduler
In our first class, we will start with a quick top-level view of all the features Dubsado has to offer. We’ll also review the goals of the course and how we will achieve them. I’ll share which programs and applications I’ve been able to drop since switching over to Dubsado and go over some housekeeping info about Zoom, replays, Q&A sessions etc. Next, we’ll dive right into the practical applications of the software. We’ll get up and running on Dubsado immediately by learning two of the most essential components the program has to offer: canned emails and the scheduler.
class 2: forms
In this class, we will review all five of Dubsado’s different form types, highlighting when to use which form. By sharing the actual forms I currently use in my practice, I will demonstrate how to create and automate document templates. I’ll also share how you can incorporate your own branding into forms to give your templates a more professional appearance and personal touch. By the end of this class, you’ll have created a custom intake questionnaire and lead capture form for potential clients. This form will serve as the kick-off to what will eventually be your 100% human free automated consultation workflow. Get ready to kiss Clio Grow goodbye!
class 3: packages, Proposals & invoices
Building on Class 2, we’ll continue to explore Dubsado’s form types and go over the difference between contracts and sub-agreements. Then we’ll set up a consultation agreement for a potential client using a contract form complete with e-signature block. (No 3rd party e-sign program needed!) Next, I will show you how to create flat fee packages or hourly estimates in Dubsado. We’ll go over how you can use that information to create a personalized work proposal for clients to review before signing their representation agreement. Proposals are one of my favorite Dubsado features because it eliminates client confusion regarding billing when part of an onboarding workflow.
Class 4: Workflows
If the forms don’t sell you on Dubsado, the automatic workflows will! Class 4 starts with an overview of the different types of workflows; however, the best way to understand workflows is actually to set one up. So, using forms and canned emails you’ve already created as well as the scheduler, I will show you how to create a consultation workflow that is 100% automated! Potential client data is automatically entered into the system and they will be able to select a time and date for their consult from your calendar. Plus, consult payment is collected, and the consultation agreement is signed by the PC. No humans required!
Class 5:Projects, crm & the client portal
In this class, we will go through the Dubsado projects dashboard, the difference between a lead and a job, and the ways you can organize the dashboard to fit your practice needs best. I will demonstrate how you can set up a CRM program via statuses and automated emails, ensuring potential clients and leads never fall through the cracks again. I will also show you how I onboard potential clients or leads when they decide to hire Neon Esquire. Finally, we will review the Dubsado client portal. I'll show you how to set it up and share some tips on how to use it effectively with clients to reduce emails and phone calls.
Class 6: Custom Fields, Payments & Other Details
In our last class, we’ll go over all the little details that really help you customize Dubsado to fit your needs. I will show you how to set up client and job custom mapping fields for information you routinely request and use in forms. We’ll go over setting up payments, payment schedules, and how to offer discounts if you are interested in billing with Dubsado as well. Finally, we’ll review the tasks board, the reporting information Dubsado generates for you about your practice, other apps Dubsado integrates with, and how to use the time tracker feature.
The Consultation
The Shop
For more information on any of the following, please click on the button below.
An intensive six-week course specifically designed to teach legal professionals the foundations of Dubsado so they can incorporate the revolutionary program into their own practice management. A limited number of seats available for the inaugural offering of this class!