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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.
Needles Case Management Software
Every time I go to TechShow, I see a booth for Needles case management software, which seems to be targeted at personal injury lawyers. I've gotten a peek at the software at the booth, and based on that, it looks just terrible. It looks like it may …
Doing a Podcast
I've been listening to some podcasts lately - Lawyerist, of course, as well as a Michigan Wolverines podcast (Go Blue!!) - and was thinking of doing one myself, related to my subject area of startup businesses. I've noticed that a number of readers …
Paying for leads? (Nolo.com)
I have been speaking with someone from Nolo about their leads program. Does anyone have experience with them (I guess this is a fairly new program for Nolo)? One thing I like about it is that you pay upfront and each lead is deducted from that dep…
CRM/Lead Management Setup
Hey all, I recorded a quick video tutorial on my lead management setup. This basically covers the time from when a new lead comes in to when the client signs an engagement agreement.
This is my own setup, but I'm sure it can be improved. Let me k…
Does anyone have recommendations for a slick way to capture timelines of case facts in complex cases? I've seen references to apps, downloadable forms formatted for use with off-the-shelf software like MS Office programs, and software (SASS) suggest…
Trust/IOLTA Accounting Audit
For those of you who use trust accounting, would you be adequately prepared to pass a surprise audit on your trust accounting records? If you have been audited recently, could you share your thoughts on the process and what you think is the best wa…
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…
Email Archive Solutions?
Like many solo practitioners, I rely on email and like many of you, I routinely send some of my email to the "archive." Whether it is an IMAP folder on the mail server in the cloud or an archive folder in a PST, it gets moved somewhere.
Litigation budget template?
Does anyone have a template form that they use to estimate the likely out-of-pocket cost of litigating a case?
Law Practice Bookkeeping/Accounting Pain Points
I am writing an article on the pains of lawyers with solo and small practices when it comes to taking care of their bookkeeping for the practice. So my questions are: What is the biggest pain you have when it comes to bookkeeping for your law pract…
Disabling Time Matters add-ins for Word
I am having a problem with the bibliography feature in Word 2007. I have pretty much narrowed the problem down to a Time Matters add-in. That add-in is the only one running and when I run Word in safe mode, the problem goes away.
Does anyone know…
Any feedback on Topform?
We're planning on adding bankruptcy to our practice and looking at form and filing software. Does anyone have any thoughts on Topform from Fastcase?
Or any good alternatives?
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?
Calculating Virtual Receptionist Minutes
So here's a question, we're thinking about using Ruby Receptionists, Answer 1, Vicky Virtual, etc. etc. Some sort of virtual receptionist/scheduling service. But I haven't even the slightest idea where to begin calculating how many minutes we would …
Business card designer/printer
I'm looking for an online printer that will work up a business card design/template from one of my existing cards, and then print them (2 color) on reasonable stock at a reasonable price. I'm trying to find something in between VistaPrint and the su…
Alternatives to Ruby Receptionists in light of price increase
I have been using the virtual receptionist service Ruby Receptionists for over a year. They are the third virtual receptionist service I have used, and they're by far the best. It's not even close, really.
Ruby just sent me an email informing me …
Opinions on Cosmolex?
Can anyone comment on their experience with an integrated, cloud-based legal software package called Cosmolex from Uptime Legal Software?
Here's the website: http://www.uptimelegal.com/cloud/cosmolex/.
I would be interested in these questions,…