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Discuss the business of managing a law practice, including business strategy, firm management, personal productivity, human resources, etc.
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 …
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 …
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…
"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 …
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? …
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…
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…
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.
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…
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 …
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…
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:
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…
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…
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…
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.
Time Management in the Cloud - Switching from Time Matters
Due to recent computer issues, I am looking into moving my practice to the cloud. I have already secured Office 365, but I need to do something about my practice management software. I currently use Time Matters and love it, but there are some key f…
Salesforce Platform: Anyone else using it?
I'm starting this discussion to share, learn and collaborate about Salesforce platform that has a relatively small footprint in the legal sector (and thus leaving me with a scarcity of people to converse with). On the Salesforce platform, I’ve built…