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Lawyerist Lab Discussion Forum
Comment on articles, get answers to your law practice questions, discuss legal technology, marketing, productivity, starting a law firm, and more.
We want to implement a scheduling system on our website and I was wondering what was the best scheduling app out there ? I tried calendly a while ago and found it pretty nice but maybe there are others out there ? What are your experien…
Zapier Zaps Ideas
I love the idea of Zapier.com but cannot think of may "zaps" to create. Other than the basics one listed on the Zapier site, what are some "zap" creative ideas? I would especially like to use Clio and Gmail.
Do you have a marketing budget? If so, how did you calculate it? What's in it? How often do you assess whether it needs adjustment?
Style Separators in Word for Mac
I recently became acquainted with style separators in Word for Windows (I'm a transactional lawyer and use them for section headings). I was disappointed to see they aren't implemented in Word 2016 for Mac. Is there a workaround that will let me use…
Collections Companies - how to sell unpaid invoices?
I'm a younger solo and have a constant problem with clients who take forever to pay. Until recently, I figured my only recourse would be to threaten small claims, which takes time and money and isn't really that much of a threat. I recently spoke …
Saving Outlook emails as PDF docs
Does anyone know of a good tool for saving emails from within Outlook as PDF docs?
I am currently running Outlook 2007 on Win XP.
I bought a tool called PrimoPDF some time ago. It mostly works, but gets quite a few errors.
I also tried PDFC…
Scanning at the Client's Home
I have been seeing someone who is about to shut down their firm to go virtual and she asked this question. Any ideas would be appreciated.
Let's say I am at a client's house and they are signing their will, power of attorney and advance medical d…
Amicus Price Jump Causing Switch
Three years ago we switched from Timematters/Billingmatters to Amicus Premium w Billing. We were longtime TM users (from ver. 2) but grew frustrated with dropped sync with outlook and tech support response as I recall, which caused the switch. It …
I saw that Practice Panther has made themselves free until the end of the year and I got a trial account today to start looking around at the features. It seems like a pretty slick and easy to use interface. It's got some nice features but is missin…
Collections for Deadbeat Clients
So, our retainer slash attorney-client agreement takes great pains to specify that we're a small organization operating on a charitable/non-profit basis, that we offer significant discounts on market-rate, etc. etc. Part of the agreement also explai…
Post Your Hardware Setup
My primary computer is a Mac mini (late 2012, with a Fusion Drive) with a 24" Dell UltraSharp monitor and my WASD keyboard. I have a mouse.
My portable computer is a 13" Retina MacBook Pro (late 2013).
I just upgraded to the iPh…
The Fountain Pen Thread
I don't know if anyone besides Aaron and I are fountain pen enthusiasts, but I thought we might need a thread for those of us who are.
Brad Perri recently turned us on to Noodler's Ink (http://www.noodlersink.com/), which is awesome ink you can use…
What's on Your 2016 Holiday Wish List?
The holidays are coming up, and most people celebrate some form of gift-giving over the next couple of months. So what's on your wish list?
* A pair of comfortable jeans.
* This hoodie
* Interesting whiskey
* Books, inclu…
Project Management Programs in 2016
There were some discussions last year about project management options and Basecamp came up pretty consistently. I've also looked at Asana and a few others. It appears that the options are more numerous than one's ability to sample them all. That be…
Gmail auto filters?
Gmail is great for my practice. It syncs with Clio in useful ways and works with Zapier well too. I am wondering if there is a way to automate the creation of filters?
My example scenario. When Clio creates a new matter that triggers a zap tha…
WordPress Theme Change to "Lawyer & Attorney"
I recently created, with the guidance of a programmer, my solo attorney website using WordPress. Although it turned out to be more work than expected, it opened the door for me to get more into my cyber presence and improve my computer skills. The t…
Memes in offer letters
Millenial lawyering alert - anyone use any particularly funny memes in response to ridiculous offer or demand letters?Something from Game of Thrones, perhaps? I can think of a couple times where it would have been fun to say "You know nothing" like …
Any Comments on ActionStep? (Time Matters Refugee)
I'm looking to switch to a cloud-based practice management system for a two-attorney general practice firm. I'm coming from about ten years on Time Matters, which I'm not unsatisfied with, but I am trying not to be chained to my desk anymore to get…
Gmail discovery/file closing issues
I am hoping the tech savvy lawyerist community might have a solution to this issue.
I use gmail to manage my practice emails. It is great expect for the fact that there does not seem to be any way to bulk save as pdf or bulk print to pdf…
Software to allocate Origination credits?
We are starting a new firm and evaluating billing, practice management, and accounting software. We will have 4 attorneys and 1 paralegal for billing timekeepers. We are leaning towards Office 365 for our core office suite and QuickBooks for accou…