(webinar slides) what can law practice management software do for you?
TRANSCRIPT
What Can Law Practice Management Software Do For You?
#MyCaseWebinar
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About our presenterJared D. Correia, Esq.‣ Law Firm Consultant, 10 Years‣ CEO, Red Cave Law Firm Consulting‣ Columnist for Attorney at Work,
Lawyerist‣ Professor for Suffolk University Law
School, Concord Law School, Solo Practice University
‣ Host for Legal Talk Network – ‘Legal Toolkit’ podcast
‣ Former Pet Goat Owner5
Poll #1 – Client ListHow Many Clients Do You Have?
• I don’t know, 8?
• I keep a list on an Excel spreadsheet. Hold on, I’ll count them and come back.
• More than 1,000.
• I truly have no idea.
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Consolidation of Features• Multiple Processes, One Dashboard• Integrations• Email, Calendar• Cloud, Mobile Access• User Control, Access Control• Data Archive, Repository
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Calendar Management• Sync with Existing Calendar(s)• Single Calendar Approach• Tasks, Events Related to Client Files• Delegate, Monitor Assignments• Mobile Access• Automated Notifications
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Poll #2 – DelegationHow Do You Assign Work?
• I don’t. Things just kind of get done.
• I assign things; but, I have no idea whether and how they are completed.
• I keep a running list of tasks on a paper calendar that my staff updates.
• We have a weekly meeting to discuss case status, sometimes on the weekend.
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Workflow Development• What’s a Workflow?• Save Time• Reduce Errors• Delegate Effectively• Create Urgency/Time Sensitivity• Build Processes
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Financial Management• Centralized Time + Billing• Invoice Automation• Reporting• Integration with Accounting Software• Payment Processing• Ease of Access for Accounting Professionals
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Poll #3 – Client Communications
How Often Do You Contact Your Clients?
• When there is a case event to report.
• When they owe me money.
• Every 6 weeks, like clockwork.
• I wait for them to contact me.
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Malpractice Avoidance• Client Notifications• Calendar Management• Trust Account Management• Data Security• Staff Management• Transparency (Clients, Staff)
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Jared D. Correia, Esq.Founder, CEORed Cave Law Firm Consultingwww.redcavelegal.com [email protected] (617) 398-7181
Contact Us
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Thank you
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