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As a conscientious professional, you constantly strive to satisfy your clients. After all, a happy client can lead the way to great referrals and more business. To achieve this, you must be responsive and attentive, while establishing a sense of trust that your client can rely on you to help
Does your firm rely on a bookkeeping service to manage your books? Have you experienced data syncing issues or do you have concerns that your provider doesn’t have sufficient experience to manage your books in compliance with your state bar’s client trust (IOLTA) rules and regulations? If so, then it’s
Every lawyer has been there. You need your client to get you time-sensitive, confidential documents and they can’t get to your office. Or you’ve been told “the check is in the mail” and you need to disburse funds that aren’t there. Wouldn’t it be nice to have a convenient, secure
With cyber security concerns on the rise, how can you safeguard sensitive information against security breaches?
To stay in contact with your clients on a regular basis, you probably use email as your preferred way to share and discuss details about their case. But as we’ve all read in the
Florida has become the first state to mandate technology CLEs. Beginning January 1st, Florida lawyers must complete a minimum of three extra credit hours of technology-related CLE courses, raising the standard to 33 hours every three years. The FL State Bar decided that lawyers within the state have a technological
When searching for the best legal practice management software, you need to consider which application will best improve your firm’s efficiency. One factor to look at is whether the software can take care of all your firm’s needs from a single platform. Many practice management platforms integrate with multiple third-party
A User Interface, or UI, is the series of visual elements that you interact with in a software program such as buttons, icons, screens, and pages. All of these elements contribute to the functionality and usability of the application. A successful UI has to be equally appealing to the eye
“All anyone asks for is a chance to work with pride” – William Edwards Deming
The principles of total quality management (TQM), spearheaded by William Edwards Deming decades ago, continue to be exceptional tools for practicing attorneys. Given the competitive landscape currently facing the legal community, it is essential for
What are the unique steps your firm takes to complete tasks?
By now you’ve processed hundreds of new clients. You perform the same steps for every new client, but have no way of knowing their status in the process. With all the work you have on your plate, there is
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