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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.
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.
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…
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 …
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…
Law Firm Coaching... Does it work?
I am seeing a number of ads for law firm coaching websites/services. They claim to have methods for success and ideas in place to help you succeed.
I am a new solo and do not want to reinvent the wheel with how to start a firm, but think these se…
Word: Pleading Line Numbers Issue
When using a pleading template with 28 lines, how does one easily align pleading text up with line numbers after a single-spaced block quote messes it all up.
What happens to my files when I cancel?
If I use a cloud based practice management software, what happens to my files, my data, my information, if I cancel or switch? Can I still get my information?
Amicus Cloud - are you experiencing the same problems?
Are you fellow users of Amicus Cloud (we call it "AC") experiencing similar issues?
Due to the slowness of Amicus Cloud, it has taken me ****2 hours** to do 20 time entries**. Considering that these time entries are mostly .1s for emails, doing t…
Door Law or Specialize?
Hello! I am in the process of taking over an established solo practice on a somewhat expedited schedule -- I joined the solo in October and his plan is to move out of state in June. I will still have access to him for mentorship/guidance after he mo…
Online intake forms with referral tracking?
I'm currently using Clio for practice management and Evernote for note taking. What do folks recommend for intakes/pending retainer agreements?
Evernote isn't great for data analysis down the road. Clio could work (setting everyone up as "pending…