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Practice Management

Discuss the business of managing a law practice, including business strategy, firm management, personal productivity, human resources, etc.
  • newlife2649
    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…
    newlife2649 131 views 0 comments Started by newlife2649
  • Jamie Sutton
    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 …
    Jamie Sutton 192 views 5 comments Most recent by Majay
  • ct-esq
    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. After six…
    ct-esq 292 views 5 comments Most recent by Majay
  • alphaomegan
    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 …
    alphaomegan 3.1K views 27 comments Most recent by Majay
  • Wes Christensen
    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,…
    Wes Christensen 261 views 1 comment Most recent by samglover
  • GregClaessens
    Organizing slightly different file versions?
    Has anyone tried pdf portfolios to consolidate different versions of documents? (Not talking about version control on a multi user multi edit document) Every time something is filed in a case I am on it seems I am left with 4-6 different version…
    GregClaessens 161 views 1 comment Most recent by samglover
  • robert_monahan
    "Small Law Firm KPIs" Coming to Kindle?
    I really enjoyed the podcast about the new book, Small Law Firm KPIs! It was terrific. Keep up the good work, guys! Tt gave me a ton of ideas. And it made me want to buy the book. But I almost never buy hard copy books anymore. Do you have any idea …
    robert_monahan 176 views 2 comments Most recent by samglover
  • JasonCarpenter
    Cashflow.... show me the money
    I am a divorce attorney in Harrisburg PA who only bills flat fees with monthly automatic payments. I keep clients credit card information on file and bill monthly on specific days. I need a cashflow projection system or websites.Any suggestions? …
    JasonCarpenter 214 views 5 comments Most recent by Mary Juetten
  • RobertTheofanis
    Scanning Vendors
    Does anyone have any experience with third-party scanning vendors? My firm has a very high volume of incoming documents so I'm exploring whether it'd be more cost effective to use a third-party vendor for our routine scanning. In terms of workflo…
    RobertTheofanis 73 views 1 comment Most recent by samglover
  • williamanderson
    Scanning at the Client's Home
    I have been seeing someone who is about to shut down their firm to go virtual and she asked this question. Any ideas would be appreciated. Let's say I am at a client's house and they are signing their will, power of attorney and advance medical d…
    williamanderson 292 views 15 comments Most recent by samglover
  • Jamie Sutton
    Collections for Deadbeat Clients
    So, our retainer slash attorney-client agreement takes great pains to specify that we're a small organization operating on a charitable/non-profit basis, that we offer significant discounts on market-rate, etc. etc. Part of the agreement also explai…
    Jamie Sutton 545 views 18 comments Most recent by ct-esq
  • Jeffrey Lapin
    New Phone System
    I am looking for a new phone system. I currently am just using landlines and have an answering service for when we are closed. In my office there are 3 of us total. I am either going to get: (1) traditional phone system (landline) with a virtual …
    Jeffrey Lapin 637 views 6 comments Most recent by ct-esq
  • dfmo
    Small In-House Counsel Project Managment Solution
    We have a small legal department for a mid sized company. Our legal depart is 9 people - 6 lawyers (including the GC) and 3 project staff (not secretaries) and are looking for a new solution for the General Counsel and team to help keep track of pro…
    dfmo 183 views 3 comments Most recent by samglover
  • paulspitz
    Yet Another Scam Directed Against Lawyers
    This one is designed to get you to click on a link, which then installs malicious software or ransomware on your computer system. Here's the article from the ABA Journal: http://www.abajournal.com/news/article/dont_click_lawyers_get_fake_emails_a…
    paulspitz 242 views 3 comments Most recent by Adam Lilly
  • Aaron_Sandvig
    Project Management Programs in 2016
    There were some discussions last year about project management options and Basecamp came up pretty consistently. I've also looked at Asana and a few others. It appears that the options are more numerous than one's ability to sample them all. That be…
    Aaron_Sandvig 175 views 4 comments Most recent by samglover
  • samglover
    Experience with Advologix?
    This discussion was created from comments split from: Salesforce Platform: Anyone else using it?.
    samglover 62 views 1 comment Most recent by abruningjr
  • samglover
    Discuss the Weekend Project: Your Office Exploded
    From today's weekend project: Sketch out your disaster recovery plan if something like this were to happen to you. Literally write it out on paper while you are sipping a drink at the cabin. How would you recover all the files you need to go f…
    samglover 123 views 4 comments Most recent by samglover
  • susanmano
    Merged: disaster recovery plan
    This discussion has been merged.
    susanmano 1 view 0 comments Started by susanmano
  • jenbacwoj
    Practice Panther, any reviews?
    I'm checking out practice management solutions for my firm. Prior to my joining the firm was a solo with 3–4 support staff. At present, we're 2 attorneys, 2 paralegals, 1 bookkeeper/legal assistant. I'm intrigued by Practice Panther's features as co…
    jenbacwoj 664 views 2 comments Most recent by jenbacwoj
  • samglover
    How do you (try to) achieve work-life balance?
    Disclaimer: I think everyone balances work and life differently. I think you've got to find the balance that makes you happy, then make it happen. But if you're overwhelmed and miserable, you definitely haven't achieved any kind of balance. For t…
    samglover 105 views 6 comments Most recent by April King

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