MetaJure – Smart Document Management System
So what is MetaJure and how can it help your law firm? First, you should know that MetaJure was developed by lawyers for lawyers - who were frustrated with the current document and email management systems available today. They experienced first-hand in their law...
Putting the “Management” in Case Management
There is a class of law office software called Practice – or Case – Management, which is used extensively in the legal profession. There is another class of software, used by many other professionals outside of the legal industry, called “Project Management”. One...
Reducing your Embezzlement Risk
We have had three clients in the past twelve months who have been shocked to learn that they were the victims of embezzlement by “trusted” employees. In all instances these were dependable and loyal employees – until they weren’t. What drives an employee to go over to...
Attention Time Matters Users: WatchDox Service to be Discontinued after March 31, 2016
Late yesterday afternoon we were notified by LexisNexis that the service used by Time Matters for their client portal will be discontinued after March 31st. Here is what we know: Question: What will happen after March 31? After March 31st, WatchDox will not appear in...
Crypto 2016 Virus Spreading Fast
Over the last few days versions of the Crypto virus have been hitting hundreds, if not thousands, of organizations. Some large organizations such as AOL, MSN, and BBC have been victims of this powerful virus and this has affected the networks of some of the most...
Using the “Exclusive Mode” Feature in Sage Timeslips
There are times when users need exclusive access to their Sage Timeslips database to perform a specific function. Some examples are making a backup, creating or editing custom fields, or purging and archiving data to name a few. If a user is the only one in that...
Does Your Intake Process Create the Right Impression Of Your Firm?
When was the last time you thought about the experience of prospective clients contacting your office for the first time? What do they hear? Do they typically speak to a professional right away? No? Okay, do they get to speak to a live human? If they are filling out...
How to Void a Transaction in PCLaw
At this time of year, our clients are busy working with their accountants. As part of their year-end process, we are often asked how to void outstanding checks or deposits in PCLaw.
Feng Shui or Crosspointe – The Choice is Yours
The managing partner of a small law firm walked into the office one morning to find his new associate struggling to turn his desk around ninety degrees. When he asked the associate why he was rearranging the furniture he was told that the associate was having trouble...
Stop Losing Time (and Money) While Out Of The Office
Have you ever heard your staff say how nice it would be to be able to enter their time into Timeslips when away from the office? There is a solution! Sage Timeslips eCenter gives in-house and remote computer / mobile device users the ability to generate time and...