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Archives for February 2014
(Postal) Mailing list software suggestions?
Many of my clients/prospects are of advanced age and don't use computers. If I want to communicate with them, the best way to do this is through postal mail. I currently keep my clients/contacts in Clio; I haven't done a mailing since moving to Clio…
Invoicing and AR Followup—Stepping beyond Clio
I use Clio for my practice. I love it. Or, I loved it. Until the recent changes made things take extra steps. This had led me (and many others) to evaluate other services. It has also encouraged me to try and find ways to smooth ou…
Backup to a server using CrashPlan
Has anyone successfully backed up a server using CrashPlan? We have a Windows Small Business Server and Microsoft Exchange and are looking for a new backup program. If so, please provide details as to what plan you have been successful with. Than…
Client Matter Program
I am looking for an inexpensive program to use to keep track of client information, matter and file numbers. Any suggestions. This is for 1 user.
MyCase and/or Clio Update
Seems like every year at this time I start to look around to see if any of the legal-specific practice management solutions would work better than my firm's current combination of Basecamp, Highrise, Campfire, Quickbooks and Harvest. In the past I h…
Post Your Apps
Home screen/apps I "can't live without":
What's on your phone?
Clio, MyCase, Rocket Matter, etc. -- Data Mining
Do any of you have any concerns about the cloud-based case management companies mining your data? I use the Ghostery add-on for Google Chrome and recently discovered that Clio is using AdRoll and Marketo to gather data from their sites. MyCase uses …
Is QuickBooks better with a Big Bank?
I'm in the process of optimizing my QuickBooks. I started my practice two months ago, so I don't know what I don't know about accounting. I plan to sync QuickBooks with MyCase, but haven't gotten that set up yet.
Anyway, about QuickBooks. Does We…
Best Shared Hosting Provider?
I'm coming to the end of my contract with WiredTree for my personal sites. WiredTree has been awesome (and it will continue to host Lawyerist's network of sites), but $40/month is more than I need to spend for the few small-traffic sites I have on t…
Project management for Large Case
Hi Lawyerist members,
I have been asked to handle a law civil rights case on a pro-bono basis while I am happy to take on the matter I want to be able to manage it as efficiently as possible. There is the potential for several hundred plaintiffs …