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Practice Management Software Selection — Five Commonly Overlooked Factors

Knowing that managing a law firm presents unique challenges, it’s important that when selecting practice management software you have these challenges in mind. To help your firm select the appropriate practice management software we have compiled 5 factors that are often overlooked during the selection process. Make sure you consider all of these factors and you can be confident that your practice will be in good hands.

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Time Matters Matter Monitor

Wouldn’t it be great to know when a contact or matter has been added, changed or deleted or accessed? Or if you were alerted when an account went into collections and no further billing entries should be added? This is possible with the the Time Matters ‘Matter Monitor.

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First Look: Intake123

While there are a lot of choices for legal practice management software, there are far fewer for client intake and customer relationship management (CRM). That’s unfortunate, because attorneys, like any other client-focused profession, need to be able to track people from the moment of initial contact to the signed retainer. Intake software should allow attorneys to systematize that process with standardized forms and other tools. Additionally, good intake/CRM software should also help attorneys measure the success of their marketing efforts by being able to see what types of lead generation or marketing campaigns lead to the greatest number of retained clients. Intake123 offers a broad range of standardized forms and ways to track clients through the sign-up process.

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OneDrive for Lawyers User Guide

OneDrive is cloud file storage similar to Dropbox, Box, and Google Drive. While Dropbox and Box better known, OneDrive is starting to gain traction, mostly due to its tight integration with Microsoft Office.

Here is what you need to know about OneDrive:

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A Case Timeline is a Litigator's Best Friend

So how does a litigator manage all of this data and then use it deposition, mediation, briefs, hearings, and trials? The trick to gaining control over burgeoning case data is locking it into a timeline or chronology, like our case timeline software.

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Clio Law Practice Management Software

Clio has the features you would expect: contacts, matters, calendar, task manager, timekeeping, billing, and a secure client portal. You probably need to give Clio a try to see exaclty how all those features work, but in general, they work really well. Here are some highlights.

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Metadata, Explained

We're constantly hearing about metadata as it relates to eDiscovery, security, and ethics, but metadata remains a confusing topic for many, and there are many misconceptions about it. In this post, we'll provide some examples to help you better understand what metadata is all about, then clear up a few misconceptions.

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Accept Only Formatting Changes in Word

How to Accept Only Formatting Changes in a Word Document.

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Box For Lawyers User Guide

Box is an online file collaboration system where you can create, edit, and store documents, and it wants lawyers as users. Since 2013, it has courted the legal industry in response to Dropbox’s predominance. Here is what you need to know to use Box effectively.

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4 Alternatives to Adobe Acrobat

Whether or not you are paperless in your office, you are probably dealing with PDFs. If you are dealing with a lot of them, you need PDF-editing software.

Adobe Acrobat is the definitive PDF-editing software, by the company that created the PDF format.

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