Managing Workflow with Practice Management Software
One of the more powerful features of practice management software is its ability to manage a firm’s business processes and workflow. Virtually every firm has, at some time or other, employed various kinds of manual “control sheets” to track and manage record...
Replacement Slips in Timeslips
A little known and infrequently used feature in Timeslips, called “Replacement Slips”, can be a powerful solution for a firm’s clients’ bill formatting demands. Our clients’ clients, it seems, want it all, and often attempt to dictate to our clients their exact bill...
Are Electronic Signatures Legally Binding?
More and more firms are using electronic signatures. You need to familiarize yourself with the global protocols and implement firm-wide guidelines for their use. An e-signature is a legally recognized consent in a digital format. Did you know there is a difference...
Playing By The Rules: Choosing a Time, Billing, & Practice Management Software
We are really excited to announce that our team member, Dana Riel, will be the speaker for this month’s CosmoLex Webinar, titled: “Playing By The Rules” BROADCAST: THURSDAY, SEPTEMBER 29th at 2:00 PM EDT With so many “rules” out there for lawyers, it’s easy to trip...
A Time of Transition for Amicus Attorney Practice Management Software
Big changes to the Amicus Attorney product line are under way following Abacus Law’s acquisition of Gavel & Gown Software, developer of the popular practice management software. Under new management, the flagship products Amicus Premium Edition and Amicus Premium...
First Look: The New Client Portal in CosmoLex 4.2
A recent legal technology survey came up with a startling fact: Not many firms are implementing new technology. One reason cited was in a comment from a reader at the end of the article, stating there wasn’t anything out there worth their firm’s investment of time and...
When a Document Management System is more than a DMS
Once seen as largely the province of “BigLaw”, Document Management Systems (often referred to as DMS’s) have become much more common in firms of all sizes. As distribution of documents via email becomes ubiquitous, and internet search engines like Google and Bing are...
Manage Credit Card Payments Directly in Sage 50
Many of our clients have asked if they can manage credit card payments directly in their accounting program. The good news is, if your accounting program is Sage 50, the answer is “Yes”. Sage Payment Solutions works with Sage 50 to provide a seamless solution for...
Restrict Slip Entry in Sage Timeslips by Date
Sometimes you just have to enforce the rules and restrict slip entry, to prevent nasty surprises. The Problem: You ask your staff to submit their time so that you can generate bills in a timely manner. Everyone says they’ve done it. But after the bills are sent,...
Client Portals: A New Hope
Last month I wrote about the sudden and unexpected demise of the client portal that Lexis had built into their Time Matters product by virtue of a relationship with Watchdox (Peering Into the Client Portal). While I was not myself a big fan of this particular...