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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 attorney to help me along. The only problem is those systems are all from 1970! Not that there is anything wrong with that (heck I am from 1970) but we are seriously in a tech black hole here. I have recently convinced everyone to move to Freshbooks from timeslips (version 7!!!!) and implemented a file naming and file organization system for our digital files. My next project is CRM/updated our client contact info from Phoneslips (version 6!!!!). I want to do cloud-based because I like to work from remote locations and because while the office uses windows I am currently saving for a Mac.
Suggestions? I have seen 37signals Highrise and that looks good, the Basic plan at $24 per month sounds nice and I hear it syncs with Freshbooks. The tasks I want to be able to do are:
track matters (with associated contacts, and notes of activity in a log format so everyone in the office can have an idea what is going on)
Perhaps store email communications (if we CC to the program) but this might be much for most of the others in the office
around (or less than) $40/mo
very intuitive UI for my less-than-tech savvy coworkers.