Spring Cleaning Tips to Get Your Workflows Back on Track

Workflows keep your office organized, clients happy and everyone at your firm on the same page about what’s expected. Over time, workflows often wind up with small adjustments that people make to make them their own – which can wind up creating a ripple effect of issues. A little “spring cleaning” of your workflows and processes can reduce issues and … Read More

Four Ways to Build Your Book of Business

You’re fresh out of law school and you’ve landed your first job as a lawyer. Or, you’re a lifelong lawyer who has experienced decades of changes. No matter what stage of your career you’re in, growing your book of business can be a lot of work, but you don’t need to overcomplicate it.  Here are four things that can help … Read More

Preparing for 2020 Success: Setting Your Law Firm’s Goals

It’s the end of the year and if you’re sitting there thinking “wow, there’s so much more I wanted to accomplish,” you’re not alone. The end of the year comes up fast! The key to making sure you cross off the items that are going to set you on the path to success in 2020 is by spelling out goals.  … Read More

Feature Spotlight: Document Attachment

Often the various activities you do for your clients have related documentation, like receipts, bills, or summaries. While you can store these documents along with other documentation either on your server or in the cloud, there is often no one-to-one relationship between that document and the item which it supports. This makes for a disorganized client file and audit trail. … Read More

Top 10 Profitability Metrics for Law Firms

Running a profitable law firm requires being able to make strategic business decisions that set your practice on a trajectory to success. Making these decisions should never be based on your gut feelings. Instead, you need clear data to help guide your choices, but knowing what numbers are needed and how to analyze them can be overwhelming when your focus … Read More

30 Tools for More Money, Time, and Happiness

Professional burnout can be difficult to overcome. It’s pretty safe to say that we’ve all felt the desire to have more money, time, and happiness in our lives, both personally and professionally. Fortunately, we live in the digital age where the is an app or tool that can help you with pretty much any and everything. Below is a list … Read More

Question of the Week: What’s the best way to run a conflict of interest check?


Every client intake process should start with a conflict of interest check to avoid any compliance issues or potential malpractice claims. During the check, you’ll want to see if there are any ties between the prospective client and any of your connections, including previous clients as well as non-matter related relationships. Once connections are found, you’ll need to determine if … Read More

Question of the Week: Why should my law firm have a business plan?


No matter what stage your law firm is in, from brand new practice to an established firm, a business plan can provide guidance and direction to help your firm meet its goals and achieve success.  Without a laid-out strategy and expectations, a firm is often working toward goals but less effectively than if there was a tangible objective and plan … Read More

Feature Spotlight: Client Portal

With much of our information now in digital form, law firms are looking for more convenient ways to share information with their clients. While email tends to be a common channel, it is not a secure one. A client portal is a digital gateway between a business and their client where they can share documents and other information securely. Most … Read More