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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.
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…
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.
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,…
DropBox--copy or move?
What am I doing wrong with DropBox? I want a service that will simply scan my HD w/o my prompting, back up everything as copies, and store it in some cloud that never darkens my horizon until I need it. But when I started my account and began usin…
adobe reader for trial?
I was in court and saw an attorney with a large iPad (about 13"). It was a busy calendar and I did not get a chance to ask what software he was using. It looked as if he had all of his files in pdf, similar to adobe thumbnails. Only the thumbnails w…
Are Inkjets Acceptable for Printing Legal Documents?
I've never thought so, but Epson has been pushing its "laser-like" technologies for years. I guess the appeal is mainly cost? Here's a network-ready Epson color multifunction for $320. Compare that to this HP color LaserJet multifunction that I revi…
UpCounsel for Wills and Trusts?
In recording my podcast today, I interviewed an attorney who works virtually through UpCounsel, which is a "matchmaker" between clients and attorneys for individuals who need business law services, such as incorporation, trademark and copyright prot…
Clio, Wave, Xero and Freshbooks
We started a 3-attorney firm in mid-January. We use Clio mostly for billing purposes. I like the task feature and integration with Google Apps, but my partners don't use Clio much beyond billing.
We're concerned with the amount of time we're spen…
Do You Do DIY Letterhead?
How many attorneys here print their letterhead on their inkjet/laser printer rather than have letterhead printed by a professional printer (offset, etc.)?
If so, what issues have you run into re: formatting, etc.? What features would you want you…