practice management software

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The Future of Practice Management is in the Cloud

The trend towards the cloud has been pretty clear for some time, but walking the EXPO Hall at ABA TechShow made it clear that we have passed the tipping point for practice management software. The future is in the cloud.

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Estate Map Review

Estate Map, a cloud-based tool for estate planning attorneys and consumers, embraces cloud-based technology and provides an easy way to store and share information about one's estate plan and related information.

2013-09-21 16.12.04

Clio Releases its iPhone App

Clio's iPhone app shows that great legal software can be great-looking, too. If you are a Clio user, get it now, and start keeping track of your practice from your iPhone.

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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.

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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.

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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 […]

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Q: What Practice Management Software Should I Use?

This is one of the most-common questions I get from lawyers. Unfortunately, most lawyers skip the necessary preliminary question: Should I use practice management software?

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Total Attorneys Raises the Price on its Practice Management Software [UPDATED]

Total Attorneys has raised the price of its practice management software to $20/month for up to 2 users, $40/month for 3–10 users.

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Clio Updates with NetDocuments and Xero Integration, Promises an iPhone App “Worth the Wait”

Clio just announced two integrations that add robust backoffice accounting (Xero) and serious document management (NetDocuments) to its already-great practice management package. Clio’s CEO, Jack Newton, also said his developers are putting together a mobile app that will be “worth the wait” (his words). I obviously don’t know exactly what he means by that, but […]

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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.

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Total Attorneys Updates Include Google Sync, Email Marketing, Trust Accounting, and Appointment Scheduling

Total Attorneys started out as a lead generation company, but every time I have talked to Ed or Kevin, it’s been obvious that what they are really working on is building a turnkey law practice. In other words, you sign up, and Total Attorneys generates leads, answers the phone, helps you manage your files — […]

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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.

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Rocket Matter Updates Include iPhone App, Email and QuickBooks Integration, and a Client Portal

Rocket Matter has been furiously updating its software over the last 6 months, with an app, email and QuickBooks integrations, & a client portal.

Rocket Matter’s New iPhone App

Today, Rocket Matter released its new iPhone app. This replaces the old mobile web interface. Like MyCase, the Rocket Matter app is, unfortunately, iPhone-only, so iPad users will have to use the regular web interface. It also makes Rocket Matter the third of the “big 4″ online practice management software options with a native iOS […]

Freshbooks will Offer Cloud Accounting

Maybe Freshbooks (timekeeping and billing software) just got tired of being confused with Quickbooks (accounting software). Or maybe it was just inevitable.