How long does it take you to find a document or an important email? What is important to your firm when it comes to documents and emails? Sharing securely internally? Sharing securely externally? Finding them? Accessing remotely? In the past few months there have been some high profile ransomware cases. While many of the firms […]
Clio Scheduler – Making it Easier to Meet with Clients
An important part of a law firm is the intake process and client meetings are key. If you don’t get back to prospects quickly, you can lose them. Clio Grow is designed to help the process and Clio Scheduler makes the appointment scheduling very easy and client friendly. If you are using Clio Manage then […]
Conversion – it’s a scary word, but it doesn’t have to be.
lf you have made the decision that a new solution is right for you, the next step is getting data from your present software to the new program. Each program is different in how data is stored but in most cases with some knowledge and some custom reports the data can be retrieve, re-arranged and […]
Converting Accounting Systems
Are you thinking about changing your accounting system? Most firms that do this choose to change as of January 1, or the beginning of the fiscal year for the firm. While this is the simplest, with planning, it can be done at any time. The first step is to decide what to switch to. Sometimes […]
QuickBooks 2020
It’s September, which means back to school, leaves changing, cooler weather and a new version of QuickBooks. This years versions for Windows and Mac include a number of new features. For windows users these include: Scheduled customer payment reminders Add customer PO number to subject line in emails Combine multiple emails for a single customer: […]