Making a List: The Conflicts Check
Checking for conflicts should be part of your intake process, because if you miss one, you could be subject to disqualification or even discipline.
MyCase Releases Quickbooks Integration; Rocket Matter Revamps Client Portal
We go hands on with the new MyCase Quickbooks integration and Rocket Matter's revamped client portal. We also look at what these changes say about the long term visions of these tow practice management software providers.
Workflows: The Productivity Tool We’ve Been Waiting For?
This week practice management provider MyCase rolled out its Workflow tool to users. Workflows allow users to create a template of recurring tasks and calendar entries and apply them to matters with one click, and create the same tasks and calendar entries whenever necessary in a new matter.
MyCase Adds “Workflow” Task and Appointment Templates
MyCase is days away from launching a really cool new feature: Workflows. Workflows are date-based task templates. Here’s the idea. Let’s say you schedule a dispositive motion for August 28, 2013, in federal court. In Minnesota, that means your brief is due 42 days earlier, on July 17th. The response will be due 21 days […]
A Year with MyCase
After using MyCase as our practice management software for a year, the shine has worn off and I see where the software needs to improve.
Hands on With MyCase’s New iPhone App
I take the new MyCase iPhone app for a spin.
MyCase Updates Include Subtasks and Trust Accounting Upgrades; iPhone App on the Way
Subtasks may not sound sexy, but coupled with MyCase’s robust messaging (including on tasks), MyCase starts to look more like project management software than just practice management software. If you are working with a team, this would be pretty nice to have.
Clio Announces Google Drive Integration
Online practice management portal Clio has announced full integration with Google Drive and Google Docs. Users can create and link Google content to any matter.
Choosing Practice Management Software (Part 2 of 2)
Choosing practice management software wasn't easy, but we finally made our choice between Clio, Rocket Matter, and MyCase. But the reason may surprise you.
PC Law vs. the Cloud
The difference between “old-school” practice management software and cloud-based practice management software, in a nutshell.
Choosing Practice Management Software (Part 1.5 of 2)
Total Attorneys is yet another competitor in the world of practice management software. But can it compete with Clio, Rocket Matter, and MyCase?
Choosing Practice Management Software (Part 1 of 2)
Practice management software become a must-have for our firm. So we take Clio, Rocket Matter, and MyCase for an initial test drive.
Practice Management Software Explosion at #ABATechShow
The explosion of practice management software options and features at ABA TechShow is kind of amazing.
Clio, Rocket Matter and MyCase add Document Assembly
Document assembly is a serious time-saver, and these cloud-based solutions are dead simple to use.