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Home » topics » Recordkeeping
TECHNOLOGY

6 tips for choosing legal practice management software

December 3, 2022 by

By Diane Camacho There continues to be a tremendous push in the legal community from practice management software companies. This has evolved from the use of cloud-based software. What should practice management software do for you? Keep all your client information in one place. Keep all your information available to you on the go. Allow you to enter your information one time for all applications. Provide document automation. Provide document management. Efficiently track your time and produce bills. Either produce financial reports or sync with a financial management platform like QuickBooks. From my experience in the legal community and particularly working with small firms and solo practitioners, I’ve accumulated the following tips on legal practice management software. Tip 1 Each of these programs have a sweet spot. Some do billing… . . . read more

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TECHNOLOGY

Take advantage of case management software benefits

July 27, 2020 by

By Elizabeth Miller  bio Case management software is now so popular in law firms that it is rare to hear of a firm that does not have it. The problem is that even though firms have the software, they don’t take advantage of all the benefits. Managing incoming leads and cases Give your law firm an advantage over other firms by providing potential clients with an exceptional experience without the need for face to face interaction. Offer your clients e-signature to sign retainer agreements and other documents from anywhere. Digitize your client intake with forms making it efficient and convenient to sign on with your firm. Centralized case details The great thing about case management software is that all client information, communications, time entries and notes are in one place. … . . . read more

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RISK MANAGEMENT

4 bad financial habits that may increase your policy premiums and your malpractice risk

October 4, 2019 by

Ineffective billing and collections practices affect more than the bottom line. They ultimately may determine what the firm has to…


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FINANCIAL MANAGEMENT

A guide to understanding financial data

September 13, 2019 by

Law practice owners, especially those operating smaller firms, tend not to be super-knowledgeable about…


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REDUCING MALPRACTICE SUITS

How and why you need to carefully screen cold calls from potential new clients

August 9, 2019 by

What’s your firm’s process for dealing with a potential new client? What happens when someone sends the firm an email asking for a quote for a real estate transaction or when a frantic caller leaves a…


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CONFLICT CHECKING

Nine traps to avoid when checking for conflicts

June 28, 2019 by

Before a law firm accepts any new file, it must first ensure that no conflict of interest exists. Yet, despite having stringent conflict-checking procedures…


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RECORDKEEPING

Use weekly financial reporting to keep partners aware of cash flow

May 3, 2019 by

A Vermont manager has found that running the financial reports weekly instead of monthly is an easy way for the partners to stay always aware and in control of what’s…


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MANAGING THE OFFICE

Ask the Expert: How to name documents in a document management system

March 15, 2019 by

Q: “I’m looking for a naming protocol guideline—a compilation of legal and non-legal abbreviations and acronyms for naming documents in our…


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BILLING & COLLECTIONS

Notice to Client of Increase in Hourly Rate

March 15, 2019 by

Why you need this Model Notice to Client:

Clients should be notified in writing of any fee increases 30 days in advance. This
protects both the firm and the client. Informing your client of what to expect and
when to expect it will help your client prepare for the extra expense.


. . . download here

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Model Billing Statement

March 15, 2019 by

Why you need this Model Billing Statement:

Many clients don’t like to pay their legal bills and without having measures in place to ensure payments, law firms can run into huge headaches. One best practice is to ensure that your billing statement clearly outlines what services your clients are receiving for their money.


. . . download here

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