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Lawyerist Q&A Forum
The Lawyerist Q&A Forum is a place to answers to your law practice questions and discuss legal technology, marketing, productivity, starting a law firm, and more. Please read the rules.
Anyone communicating with clients via automation? Example, using software to automatically send emails at certain intervals of the case? Could be using anything from Aweber, Mailchimp, Ontraport and Infusionsoft. If so, what do you use and how is it…
New Phone System
I am looking for a new phone system. I currently am just using landlines and have an answering service for when we are closed. In my office there are 3 of us total.
I am either going to get: (1) traditional phone system (landline) with a virtual …
Non-vendor case management options?
My law firm is just over a year old and has had very healthy growth. The spreadsheet we use to keep up with our client list and other basic case info is still useful but we're at a point where we need something dedicated to case management. I've loo…
The MyCase Q&A thread
This thread is for questions and answers about MyCase.
You can also browse posts about MyCase on Lawyerist.
Does anyone have experience using Total Attorneys for PI leads? Is it worth it?
Experiences with Surface Pro / iPad Pro?
I've decided to get either the Surface Pro or iPad Pro, and was interested in any experiences others could share using either one in their legal practice. I expect to use the mostly when I'm working out of the office, either at home or in mediations…
Has anyone entered time in Timeslips using a spreadsheet?
The firm I work for uses Timeslips for time tracking and billing. I use Toggl, which can export a pretty detailed spreadsheet of my time entries. I'm looking to circumvent having to re-enter every single time entry each month...it's by far my bigges…
I spent some time polishing up the forum last night and this morning. Now the fonts match those on the main site, and I cleaned things up a bit. Hopefully everything looks just a bit shinier than it did yesterday.
If you run into anything that lo…
Best cloud-based CRM?
I am currently a new associate who joined up with a long-time friend and soon to be retiring solo. It is a great opportunity for me, I get most of the freedom of being a solo but I have established systems including 3 paralegals and another attorne…
IOLTA in QuickBooks
When I started out, I hired an accountant to give me a run-down of QuickBooks, as I had no prior knowledge of accounting. While I think the system he showed me works very well for my general income and expenses, I've never been fully satisfied with …
How Long Should You Expect Your Laptop to Last?
I have a Dell Latitude E6440 that I purchased in May 2014. In recent weeks, she has really started slowing down. General speed issues include: loading of website pages, delay between typing strokes and letters loading, delay in opening files.
What is your primary ink color for taking notes? Any particular reason you chose that color?
Anyone attending the Lawyernomics Conference next week? I will be in town, but do not currently plan to attend the conference (Boycotting the Agenda that is missing Sam Glover).
If other Lawyerist enthusiasts are around, would love to grab a mid-…
Help Me Come Up With "Ranks" for the Lab
I've just turned on a plugin that automatically "ranks" Lab members based on the number of upvotes their posts receive. More upvotes gets you promoted. Your rank shows up as stars next to your name. (Or "Mod" or "Admin" in the case of those roles.)
Has anyone ever bought anything from a cold call?
Has anyone ever bought anything from a cold call to your law firm?
I get 2-3 a week, usually from a web marketing vendor. Can we all agree not to buy anything from a cold call? If we do that, will they go away? Probably not. I doubt anyone readin…
I am a newly licensed attorney and I would like to know which legal conferences, in particular in California, are the best to attend as a new attorney. Also, I am considering the Legal Tech conference in SF in June. Has anyone attended before? Is…
Reviewing Electronic Case Files
So I'm not a lawyer but I've been reading about your electronic file management ideas and I'm curious. I know that in days past you could just mark up paper with notes and corrections (like during a consultation) How do you do that when everything i…