Posts tagged as:

case management

Save Outlook e-mails to your client file

July 27, 2009

Recently, a reader wrote in asking how to use Microsoft Outlook for case management software. Specifically, the reader wanted to know how to get e-mails from Outlook into your client file folders on your hard drive. Instead of just answering the e-mail, I did a screencast showing two different ways to manage folders in Outlook.

Saving [...]

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Reduce e-mail with social networking tools

June 29, 2008

Luis Suarez, who works for IBM from the Canary Islands, got tired of wading through piles of e-mail, so he moved most of his communications to social networking tools, especially blogs. To keep up with his co-workers, he used an RSS reader (I use Google Reader for the same thing) to stay on top of [...]

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Rocket Matter online practice management software is promising, but seriously expensive

April 24, 2008

Rocket Matter is a fairly new online practice management solution. From the demo, it looks very smooth. If you are in the market for an alternative to the bloated, crashy practice management software offerings out there, Rocket Matter might be a good option.
A couple of caveats.

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MCLE webcast: Tech Tuesday: Free and Open-Source Software for Running the Whole Law Office

March 18, 2008

The description from Minnesota CLE:

Tech Tuesday: Free and Open-Source Software for Running the Whole Law Office
Presented by Presented by Samuel Glover; moderated by Todd Scott and Peter Berge
Tuesday, March 18, 2008, 12:00 – 1:00 p.m. CST
1.0 law office management credit
Tuition: $75
Part of the ongoing “Tech Tuesday” webcast series, streaming the third Tuesday of most months.
The [...]

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Revisiting Time Matters

March 3, 2008

A little over a year ago, I posted about my frustration, both with the speed and stability of Time Matters with Billing Matters Plus v7 and with the CIC Solutions Forum, which purports to be a place where users can get support from certified consultants, but where my post about how to speed up TM7 [...]

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MCLE webcast: Case Management without Case Management Software

November 15, 2007

Here is MCLE’s description:

Part of the ongoing “Tech Tuesday” webcast series, streaming the first and third Tuesday of every month.
In this Tech Tuesday program, Sam Glover will be the guest speaker. Sam is a solo practitioner practicing consumer law in Minneapolis, and is also the author of the SoloSmallTech.com blog. Sam will be discussing how [...]

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It is all about procedures

August 22, 2007

No matter what you use to manage your practice, whether a case management product like Time Matters or simply Outlook (or Evolution, or whatever) and the file manager, the efficacy of the system depends on good procedures. No software eliminates the need for good procedures. However, modern technology, especially in a paperless law office, means [...]

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Outlook’s Activities tab

April 4, 2007

I have mentioned the Activities tab in Outlook several times, but I don’t think I have explained exactly how to get to it. The Activities exists as a tab in Outlook 2000-2003, and as a button in Outlook 2007. Open up any contact and look just under the task bar and menu, and you should [...]

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Use Outlook as a case/matter-based organizer

February 9, 2007

Outlook is, by default, set up to organize your life by contact. The “activities” tab (or button, if you have upgraded to Outlook 2007), connects you to all the tasks, appointments, and contacts associated with a particular contact. This works well in some worlds, but not so well for law offices, where you really want [...]

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