by Jack Schaller | Nov 5, 2015 | Document Management, NetDocuments
Many modern billing and accounting software applications offer the ability to generate PDF versions of their invoices, and send those PDF’s directly to customers/clients via an integration with Outlook. Some of these applications also offer the capability to store...
by Jack Schaller | Sep 3, 2015 | Timeslips
On the heels of its subscription-based Timeslips Premium, Sage has released version 2016 of its traditional BDE-based, permanent-license edition. Users of previous Timeslips versions will find it very familiar; in fact, they will be hard-pressed to find any...
by Jack Schaller | Aug 18, 2015 | Document Management
Client Portals are web-based storage repositories for sharing documents with clients in a secure environment. Somewhat ubiquitous in large law firms, they have begun to migrate to smaller firms over the past three years, appearing in various guises. Some portals are...
by Jack Schaller | Jul 27, 2015 | Practice Management
I often receive emails and phone calls from clients with questions such as: How many new clients have we added this year? How much revenue has our new practice group generated so far? We need help calculating bonuses. Can we allocate revenue based on who brought in...
by Jack Schaller | Jul 21, 2015 | Amicus Attorney, Clio, Practice Management
Clients want to be able to access their documents and understand the next steps on their matters. The challenge, given the news about hacking, is how to provide this information in a secure way. Here we look at three solutions: Amicus Attorney’s Client Portal, Citrix...
