Moving from Worldox to NetDocuments
(3 minute read) Last week we received an interesting question from one of our clients whose firm just transitioned from Worldox to NetDocuments. Here is what she asked: “Is there a NetDocuments feature similar to Worldox that provides an icon on your screen where you...
Factors in Choosing a Cloud Platform
With many good options available now for migrating your data into the cloud, the software selection process can be daunting. How should you select a new platform for your firm? We suggest three key considerations in selecting Cloud-based software for law firm...
Entering Non-Client Related Payments in CARET Legal
CARET Legal is a cloud-based comprehensive program that supports law firms’ daily operations. It includes: contact management matter management lead tracking / CRM functionality time and expense tracking trust accounting billing general ledger accounting In this...
NEW! Workflows Feature in CARET Legal
CARET Legal is rapidly gaining popularity among our clients as a cloud-based practice management application. The reason is clear: it excels in contact management, matter management, document management, calendaring, CRM, time & expense tracking, and billing and...
Scam Alert! Some Sage Phone Support Numbers May Have Been Hijacked
We had a disturbing conversation with a client this past week. He called us because he was suspicious after speaking with Sage Support about a potential data corruption issue in his Sage 50 database. The support technician remoted into his database, poked around a...
Important News Regarding QuickBooks Desktop Software
All good things must come to an end. On November 30, QuickBooks Pro Advisors received a message from Intuit Corporation, the manufacturer of QuickBooks. Here are the highlights of their announcement: "Today we're announcing important changes to Intuit QuickBooks...
Now is the Time: Moving Forward!
This is the third in a series of articles listing the reasons why now is the time to determine if new programs or solutions are needed for your firm as we look towards the end of the calendar year. The first article (Planning for 2024: Now is the Time) looked at the...
Measuring Success: Using the Dashboard Feature in TimeSolv
How do you measure success? Have you tried? As we approach the end of another calendar year, you may be in a position within your firm or organization where you have to provide reports to management that address this concept. TimeSolv, ranked #1 in legal billing...
Announcement: Timeslips Premium September 2023 Service Release Now Available
Timeslips is pleased to announce the latest service release for Timeslips Premium is now available. This service release brings those users up to Version 30.0.5.96. If you use Timeslips Premium and do not see this version under your Help > About Timeslips Premium...
The AI Wave in Law Office Software
The AI wave is crashing down on law firms and their law office software applications as you read this article. Some would consider it a tsunami, wiping out everything – and potentially everyone – in its path. Others would cast it as transformative, significantly...