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.)

Legal Technology

Discuss legal technology and the modern practice of law.
  • nbklaw
    Any Comments on ActionStep? (Time Matters Refugee)
    I'm looking to switch to a cloud-based practice management system for a two-attorney general practice firm. I'm coming from about ten years on Time Matters, which I'm not unsatisfied with, but I am trying not to be chained to my desk anymore to get…
    nbklaw 220 views 10 comments Most recent by Matt Norris
  • humphreylaw
    Trust Accounting Program HELP
    I left a small firm and started my own last month. Thirty clients (read cases) came with me. I have no flat fee clients because I solely practice litigation which does not lend itself to flat fee payments. Ok, so thirty clients (cases), all of wh…
    humphreylaw 1.5K views 19 comments Most recent by ct-esq
  • Erik Hume
    Style Separators in Word for Mac
    I recently became acquainted with style separators in Word for Windows (I'm a transactional lawyer and use them for section headings). I was disappointed to see they aren't implemented in Word 2016 for Mac. Is there a workaround that will let me use…
    Erik Hume 367 views 4 comments Most recent by Deborah Savadra
  • EagleLegal
    Experiences with Surface Pro / iPad Pro?
    I've decided to get either the Surface Pro or iPad Pro, and was interested in any experiences others could share using either one in their legal practice. I expect to use the mostly when I'm working out of the office, either at home or in mediations…
    EagleLegal 1.1K views 16 comments Most recent by Papabear16
  • ugamoff
    Phone system
    Is there a way to have 2 offices use the same phone number and system. For instance if I have a satellite office can my receptionist at either office answer the phone and then transfer it to the other office?
    ugamoff 226 views 3 comments Most recent by dshinkle
  • JasonCarpenter
    Zapier Zaps Ideas
    I love the idea of Zapier.com but cannot think of may "zaps" to create. Other than the basics one listed on the Zapier site, what are some "zap" creative ideas? I would especially like to use Clio and Gmail.
    JasonCarpenter 596 views 12 comments Most recent by GregClaessens
  • richards
    HoudiniESQ 2.0
    I just did a demo of HoudiniESQ 2.0. As it is new, I cannot find any reviews on it. Anyone have thoughts on it/experience with it? Thanks!
    richards 395 views 19 comments Most recent by richards
  • samglover
    The Clio Q&A, Tips & Tricks Thread
    This thread is for questions and answers about Clio. You can also browse posts about Clio on Lawyerist.
    samglover 12K views 76 comments Most recent by Steve Richardson
  • Wes Christensen
    Saving Outlook emails as PDF docs
    Does anyone know of a good tool for saving emails from within Outlook as PDF docs? I am currently running Outlook 2007 on Win XP. I bought a tool called PrimoPDF some time ago. It mostly works, but gets quite a few errors. I also tried PDFC…
    Wes Christensen 346 views 1 comment Most recent by samglover
  • Jamie Sutton
    Practice Panther
    I saw that Practice Panther has made themselves free until the end of the year and I got a trial account today to start looking around at the features. It seems like a pretty slick and easy to use interface. It's got some nice features but is missin…
    Jamie Sutton 373 views 8 comments Most recent by SaulLandesman
  • samglover
    Post Your Hardware Setup
    I'll start. My primary computer is a Mac mini (late 2012, with a Fusion Drive) with a 24" Dell UltraSharp monitor and my WASD keyboard. I have a mouse. My portable computer is a 13" Retina MacBook Pro (late 2013). I just upgraded to the iPh…
    samglover 218 views 11 comments Most recent by mckinneylaw
  • GregClaessens
    Gmail auto filters?
    Gmail is great for my practice. It syncs with Clio in useful ways and works with Zapier well too. I am wondering if there is a way to automate the creation of filters? My example scenario. When Clio creates a new matter that triggers a zap tha…
    GregClaessens 89 views 2 comments Most recent by GregClaessens
  • ramonolivencia
    WordPress Theme Change to "Lawyer & Attorney"
    I recently created, with the guidance of a programmer, my solo attorney website using WordPress. Although it turned out to be more work than expected, it opened the door for me to get more into my cyber presence and improve my computer skills. The t…
    ramonolivencia 414 views 6 comments Most recent by jennifer_lockhart
  • GregClaessens
    Gmail discovery/file closing issues
    Hello, I am hoping the tech savvy lawyerist community might have a solution to this issue. I use gmail to manage my practice emails. It is great expect for the fact that there does not seem to be any way to bulk save as pdf or bulk print to pdf…
    GregClaessens 519 views 13 comments Most recent by MJ_Pettengill
  • Scott_in_FL
    Software to allocate Origination credits?
    We are starting a new firm and evaluating billing, practice management, and accounting software.  We will have 4 attorneys and 1 paralegal for billing timekeepers.  We are leaning towards Office 365 for our core office suite and QuickBooks for accou…
    Scott_in_FL 56 views 3 comments Most recent by rkabra
  • Steve Richardson
    Merged: Thoughts on Clio v. Rocket Matter
    This discussion has been merged.
    Steve Richardson 62 views 0 comments Started by Steve Richardson
  • GregClaessens
    Multiple Matters (separate but interrelated)
    I saw some discussion of this as it relates to MyCase, but I wanted to ask more broadly... How do you organize case materials when a client has multiple matters that will be filed separately but are closely interrelated. For example, I am repr…
    GregClaessens 119 views 4 comments Most recent by GregClaessens
  • samglover
    Should Lawyers Learn to Code?
    David Colarusso thinks so, and even wrote a guide for lawyers who want to learn to code. We will be publishing other perspectives soon, but I'm curious what others think. Do you consider yourself a Disruptor, Liberal Arts Major, or Pragmatist, in Da…
    samglover 221 views 2 comments Most recent by samglover
  • K.M. Davis
    Merged: Thoughts on Clio vs ZolaSuite?
    This discussion has been merged.
    K.M. Davis 301 views 0 comments Started by K.M. Davis
  • samglover
    Thoughts on the Latest Version of PCLaw?
    This discussion was created from comments split from: Best cloud-based CRM?.
    samglover 218 views 10 comments Most recent by Ron

Howdy, Stranger!

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