I am simultaneously implementing both a CRM and a new Project Management solution for my new Bankruptcy Law Firm client;
The main issue with Asana is that it requires a separate app to track time; I think they are familiar with Toggl but I’ve never used it and not familiar with it.
I am also UNFAMILIAR with how a bankruptcy attorney’s workflow looks like; I need to literally watch my client for a DAY to see how he is currently working, to see how I can replicate his current processes and further improve them;
Does anyone have a law firm client using Asana? Even better if YOU ARE an attorney yourself, maybe you can walk me through how an attorney’s workflow looks like.
Right now they are using the FREE version of Insightly to manage the contacts and also tasks/projects.
I want to tell them confidently that Asana can suffice as their long-term project management solution, but I’m not sure exactly how they use their current system.