The Value of Documented Procedures
Let’s be honest—many people dread the thought of creating written procedures. It can feel overwhelming to sit down and document an entire workflow from start to finish. But the reality is:
✔️ Training takes less time when there’s a procedure in place.
✔️ Fewer questions are asked when team members have a reference.
✔️ Everyone stays on the same page, reducing confusion and duplicated work.
But here’s the problem: Written procedures aren’t always the most engaging or effective way to teach. Some people learn better by reading, while others learn best by watching or listening. That’s why I encourage you to consider video procedures instead!
Why Video Procedures Work Better
Many firms stick to written procedures because it’s what they’ve always done—but video has some major advantages:
🔹 Faster to create – You don’t have to write step-by-step instructions.
🔹 Easier to understand – People can see exactly what’s being done.
🔹 More engaging – Watching a video is more intuitive than reading a manual.
🔹 Reusable – Team members can watch it as many times as needed without repeatedly asking questions.
Easy Tools for Creating Video Procedures
You don’t need fancy software or a huge budget to create great video procedures. Here are two simple ways to do it:
1. Use Loom for Screen Recording
Loom is a fantastic tool for recording on-screen tutorials. Let’s say you want to show your team how to create a bill in Clio—here’s how easy it is with Loom:
1️⃣ Open Loom and choose to record either your screen + camera or just your screen.
2️⃣ Click record, and demonstrate your process step by step.
3️⃣ Narrate your actions so your team understands why you’re doing each step.
4️⃣ Finish recording, and Loom will instantly generate a shareable link for your video.
Now, instead of answering the same billing questions repeatedly, you can share the video and let your team watch on demand!
2. Use Your Phone for Physical Tasks
If you need to document physical office procedures—like changing the toner in the printer—just grab your smartphone camera and record yourself doing it.
📲 Pro Tip: Once recorded, upload the video to Dropbox, Google Drive, or your firm’s internal system so team members can access it anytime.
Organizing & Sharing Your Video Procedures
Once you have your videos recorded, it’s essential to keep them organized and accessible. Here’s how:
✅ Create a central folder in Dropbox, Google Drive, or OneDrive.
✅ Label videos clearly (e.g., “Billing in Clio,” “Printer Maintenance”).
✅ Grant access to team members so they can find what they need.
Looking for more ways to streamline your law firm? Check out Streamlined Legal Plus, or talk to us about how Clio can transform your practice. AND Use promo code CCC-STREAMLINED to sign up for Clio and get 3 months of streamlined.legal Plus FREE! (That’s a $1,500 value!)
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