Practice Management
Client Confidentiality and the Cloud
Lawyerist.com 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 MoreHow to grow your law firm with legal practice management software
The folks at Rocket Matter were kind enough to publish my guest post where I discuss ways to grow your law firm, some which are not so obvious. The general concept is to maximize your productivity and efficiency before spending the time and money trying to obtain new clients. This will leave you with more…
Read MoreA Deep Dive into Clio 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 MoreWhat Law Firms Need to know before Choosing a Business 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 Moreemail – how it integrates with legal practice management
Email is central to most law firm communication, and one of the first things lawyers want to know when choosing practice management platform is how well it integrates with email? That’s precisely what I’m going to address in this post. The following is an overview of how three popular cloud-based, practice management programs deal with…
Read Moreit’s a classic he said, she said story – how to improve law firm document assembly
If you’re already using the document automation features that come with your general practice management software, you’re well on your way to successfully automating one part of your practice. But this is not the time to quit while you’re ahead! You’re oh so close to document assembly bliss; you should be able to taste it.…
Read Morehow do you IT?
I literally laughed out loud when I read the title “Hiring Young Lawyers is NOT an IT Solution” by Sam Glover at Lawyerist.com. 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 Morereport: small businesses seek success from ‘best of both worlds’
Today, Wakefield Research released a study (pdf) that found small businesses are embracing technology trends like cloud computing but haven’t completely given up on traditional workplace ideas. While the tone of the report implies more firms are hanging onto old technologies, I found the opposite to be true. The report claims 58% of small business’…
Read Morelaw 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