Tech Tip #13 – Adding Notes to a Matter


One of the most asked about features is linking notes to a matter, which is essential for properly collaborating with your team. Having the ability to tack on free flowing notes ties all the loose ends together, and ensures all users are on the same page when working on the same matter. No more Post-it […]

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Tech Tip #11 – Enhance Compliance & Collaboration at Law Firms

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The key to enhanced compliance and effective collaboration is first having a central area where ALL case/matter information is kept, and then having an organized way to communicate with your team. Centralized area will enhance compliance as it allows to organize all items pertaining to a matter such as Billing Items, Accounting Entries, Events, Tasks, Documents, […]

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Dashboards: A Law Firm’s Crystal Ball

If I told you successful lawyers need to have vision into the future, you might go out in search of a crystal ball, or consider me crazy. I’m going to suggest that you do neither of those two things, and instead let me explain how successful attorneys and law firms can begin to spot problems […]

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