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Discuss legal technology and the modern practice of law.
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…
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…
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…
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…
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?
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.
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?
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…
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…
Post Your Hardware Setup
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…
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…
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…
Gmail discovery/file closing issues
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…
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…
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…
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…