by Jack Schaller | Mar 10, 2016 | Amicus Attorney, Clio, General Technology, Practice Management, Time Matters
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...
by Dana Riel | Mar 8, 2016 | Practice Management
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. The simplest and most obvious way is to open the Register, highlight the transaction...
by Jack Schaller | Feb 17, 2016 | General Technology, Practice Management
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...
by Jack Schaller | Dec 18, 2015 | Practice Management, Time Matters
Anyone who has used LexisNexis Time Matters® for a while knows that one of its major strengths is its ability to display and filter data in a myriad of ways. Master lists, sub-lists, Power Views, forms, timelines, and calendar views are but a few examples. We have...
by Dana Riel | Oct 6, 2015 | PC Law, Practice Management
Last week we looked at the beginning of a process by which a prospective client can be tracked in PCLaw by using the Contact Manager. This week, we’ll look at another feature that can help us: the Client Intake form. PCLaw’s automated client intake process...
