Published article: Web Conferencing Services for the New Normal Originally published in GPSolo, Volume 37, Number 5, September/October 2020. © 2020 by the American Bar Association.
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Web Conferencing Services for the New Normal
You Don’t Want Practice Management Software—You Want a Practice Management Software Platform
Published article: You Don’t Want Practice Management Originally published in GPSolo, Volume 35, Number 1, 2018. © 2018 by the American Bar Association. You Don’t Want Practice Management Software—You Want a Practice Management Software Platform Looking at the title to this
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Published article: Law Office Technology Prognostication for 2017170307 Originally published in GPSolo, Volume 34, Number 1, 2017. © 2017 by the American Bar Association. Law Office Technology Prognostication for 2017 I am a prognosticator. I come from a long line of
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Published article: Awesome Databases: Capture, Track, Share Originally published in GPSolo, Volume 33, Number 5, 2016. © 2016 by the American Bar Association. Awesome Databases: Capture, Track, Share The approach to acquiring law practice software and technology often starts with questions
Read more18,000 emails? No problem!
12 months and an empty inbox at the end of most days. How? Emails were filed with my Cases. Attachments were filed in my document management system. And yes about half of the emails were deleted. But what you probably
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One database to rule them all – over the last 20 years I have been looking for that single software program that would meet the needs of a law firm in a single database. Starting with intake or CRM, Contact
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As a software consultant, I work with a lot of different providers of software and services. Some good, some not so good. And then there is Clio—head and shoulders above the rest. I am now in my 7th year working
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Training works. I have seen it work. I have been training the legal industry for quite a few years now and the investment pays off—many times over. I know software companies love to sell you stuff and tell you that it’s
Read moreSet your workflow and “fahgettaboutit”
Here is an example of creating workflow for a case using a template. Clio has a Task Template feature that makes this super easy. Set it up one time, assign it to your case and move on. https://youtu.be/9nTUr-hp80Y?list=PLzw5yjTAQGHpYhDnIcZoB-shW8D41GsTF
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In your awesome database, it had better be a snap to keep track of your time. Whether you are hourly, flat fee or both, logging your time accurately adds value to your firm’s bottom line. Here is a view of
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