Welcome to the Lawyerist Q&A Forum! Before you register an account and start posting, please take a moment to read our posting guidelines. (You can dismiss this message by clicking the X in the corner.)

Practice Management

Discuss the business of managing a law practice, including business strategy, firm management, personal productivity, human resources, etc.
  • 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 2.5K views 26 comments Most recent by superngorks
  • 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 101 views 4 comments 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 84 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 141 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 211 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 71 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 291 views 15 comments Most recent by samglover
  • 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 191 views 4 comments Most recent by bpearce1
  • 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 542 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 623 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 181 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 172 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 61 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 121 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 555 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 101 views 6 comments Most recent by April King
  • Steve Richardson
    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…
    Steve Richardson 111 views 6 comments Most recent by Steve Richardson
  • TheoRand
    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…
    TheoRand 131 views 5 comments Most recent by TheoRand

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!