Practice Management

Client Confidentiality and the Cloud takes a cursory look at cloud computing and confidentiality. Sam Glover did some investigating and the results were mixed. He says ultimately “it is still up to you to learn about the security of the systems you use and assess their suitability to your clients’ needs.” One thing lawyers need to keep in mind…

Read More

A Deep Dive into Clio Workflows

Attorney Workflows

Most practice management programs have the ability to use workflows, including Clio. Though Clio doesn’t use the term workflow, and it may not be obvious to new users. Clio has tasks and tasks can be organized into templates called Task Lists. The thing that ties it all together into a workflow is task dependencies. Why…

Read More

What Law Firms Need to know before Choosing a Business Phone System

Law Firm Phone System

RingCentral v Line2 v Grasshopper We previously discussed email as central to attorney communication. Today we’re going to look at an older form of communication, telephones. More specifically, cloud-based business phone systems that you may be interested in for your law firm. While the telephone seems relatively ancient, the industry has a few new tricks up…

Read More

how do you IT?

How lawyers use technology

I literally laughed out loud when I read the title “Hiring Young Lawyers is NOT an IT Solution” by Sam Glover at That really resonated with me because starting out as a young lawyer, I was the one people generally came to before turning to anyone IT related. But I came to really enjoy technology and…

Read More

law firm security – passwords

I’m sure you already know how important firm security is and the ethical considerations imposed by the state bars but if you need a reminder, you should contact someone from the firm Mossack Fonseca – see Panama Papers. Law Firm security is an important, large and complex issue that we will be revisiting frequently. For…

Read More