These Are a Few of My Favorite Things…
It is June and let’s face it: with graduations, weddings, and warmer days, thoughts inevitably turn to vacations. It’s easy enough to plan on what to pack in a suitcase. What are you planning to take with you in your “technology kit”? I have an Android phone – and...
Worldox GX3 – Access from Anywhere
I just returned from a three day certification class in Worldox GX3, the latest version of World Software’s powerful document management system. The class, taught by Rob Nagy who runs Professional Services, was excellent and thorough, as always. What impressed me is...
How to Protect Your Firm From Malpractice Suits
In case you missed it last week, LexisNexis released a very interesting White Paper titled When It Comes to Legal Malpractice, an Ounce of Prevention Is Worth a Lot More Than a Pound of Cure. In this well-reasoned article, LexisNexis reveals some surprising facts: ·...
BYOD – Tech Gets “Consumerized”
BYOD (“Bring Your Own Device”) is becoming an increasingly prevalent mantra in the small business – small law workplace today. Smartphones, tablets, personal notebooks – some or all of these devices are personally owned by many “consumers” today, and increasingly,...
Tracking Statuses of Accounts Receivable in Timeslips
A client sent this request in to us this week: “We read your article on keeping up with Accounts Receivableand we do that here at our firm. But it’s all on paper – how can we use Timeslips to monitor who we’ve contacted about our account and what they’ve promised?”...
Getting Ready for the New Season
Spring is upon us, and the news is full of spring training and “season-opening” news for major league baseball teams. Professional baseball players rely heavily on this spring “ritual” as an important time to hone skills, meet new team players and staff, and work to...
How to Keep Up With Accounts Receivable – in Order to Keep It Down
During a break in one of our training classes, an attorney proudly showed me his firm’s Aged Accounts Receivable report. “Look at this!” he exclaimed, “Seven pages and we’re up to $1.7 million –isn’t that great!” I smiled politely, but thought to myself, “Get that...
Head in the Clouds, Feet on the Ground
As new cloud-based systems are announced each day, law firms are balancing the responsibility to keep client data secure with the need to make documents and other information accessible remotely. In this article, we will show that the choice is not always as simple as...
How To: Refund an Overpayment from a Client in PCLaw
There are times when a client accidentally overpays a bill. Or, the client makes a large retainer payment and there is money left over at the end of a case or matter. This White Paper lists the steps to be taken when this occurs and a firm wishes to return the...
A little customization for your billing system
Have you ever wished you could store more information in one database program than appears to be possible? You may want to enter billing information into your practice management program, or you might even want to use your billing program to store additional data...