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Lawyerist Media Launches Redesigned Website to Better Help Small Firm Lawyers

Lawyerist Launches Redesigned Website

There’s a new look for Lawyerist. On July 6th, Lawyerist Media launched a completely redesigned version of its popular website, lawyerist.com. In addition to its new look, lawyerist.com offers expanded resources to shepherd lawyers along their healthy firm journey. It also includes new comprehensive guides that pinpoint significant areas of business development, regardless of where firms are on the journey.  

Lawyerist has guided hundreds of small law firms toward a healthier business through free content, resources, and in-depth products and services reviews. With its newly designed and relaunched website, Lawyerist Media continues to position lawyerist.com as the to-go resource for solo and small firm lawyers.  

Doubling Down on Building Healthy Law Firms

The idea of helping law firms build a healthy business is more than just a slogan at Lawyerist. Stephanie Everett, CEO, explains:

“We’re tired of seeing law firm owners suffer because of the broken, traditional law firm model. Our team is on a mission to help lawyers build something different—a business that is client-centered, designed around healthy teams using efficient systems, and is ultimately more profitable. We know lawyers can have what they set out to create—a firm that allows them to spend time with their families, impact their communities, and build for their future.”

The new “Healthy Law Firm” hub lays a clear path for lawyers working toward healthier law firms.

Walk through each step of Lawyerist’s healthy business model, including:


Learn How to Build a Healthy Firm

Teaching Law Firm Owners How to Build and Grow Their Business

For years, lawyers have visited Lawyerist Media’s site to learn practical advice to build and grow their business. Lawyerist’s new Complete Guide series will make it even easier for lawyers to find the information they need to begin their healthy firm journey. 

Each guide provides an overview of essential business concepts and easy-to-understand guidance to apply to their business. Everett explains, “We know law school doesn’t teach lawyers how to run a business. These guides will help lawyers understand key business concepts and how they apply to their business.” 

Nine new guides have launched, with plans for more to follow in the future.

Initially, lawyers can access Lawyerist’s Complete Guides to:


The new Complete Guide Series is under Resources at Lawyerist.com. In addition, lawyers can access long-favored tools, including The Small Firm Roadmap book, the Lawyerist Podcast, and the Small Firm ScorecardTM. 

Lawyers can also turn to Lawyerist Media to find the latest industry, community, and company news in the relaunched News Articles section. And, those who miss the Lawyerist blog will be happy to see it make its comeback.

Get More Resources

Lawyerist Media Connects Law Firm Owners With Tools Needed to Run Their Business 

Lawyers ready to build and grow a business know they can’t do it alone. Business owners rely on the right tools and services to help them effectively run their firms. Unfortunately, researching and choosing the right solutions can feel like a second job. So, Lawyerist does the work for you.

Lawyerist Media will continue to ease that burden and make the process easier for law firm owners with an updated Product Reviews section. In this area, firm owners can learn what to look for when choosing products, discover the features that could help them most, and select the best tools for how the lawyer wants to work. 

Software and service providers are now broken down into three easy-to-understand categories:


The Product and Services Reviews section of the website then takes a deeper look at each of the top providers, with detailed service descriptions, editorial reviews, and demo videos. lawyeristbackup.kinsta.cloud is the perfect place for lawyers to start when they are ready to purchase new software and engage a new service provider for their firm.

Find Tools & Services for Your Business
 

TimeSolv Makes Complex Client Billing Simple

For some attorneys, timekeeping and billing is not complex at all. But those attorneys are few and far between. For the rest of us, time tracking and invoicing can be a complex issue that feels like a slog. TimeSolv’s timekeeping & billing software for legal can simplify some of these processes. Take a look at some of the features TimeSolv has to offer below.

It’s not always easy, or fun, to follow-up on unpaid invoices. Often, we only find out when we go to do more work for our clients. With TimeSolv, you can set-up invoice payment reminders to go out automatically. Move your clients forward with gentle reminders and collect more of your accounts receivable.

Even better than sending invoices and waiting to get paid, however, is autopay. With TimeSolv, you can save your client’s credit card information and they can pay with the click of a button—or, in some cases, automatically. 

Check out the video below to learn about some of the advanced legal billing features TimeSolv has.

TimeSolv Demo Video

How to Get It

Ready to learn more? Check out our full review of TimeSolv. There you will find community reviews, additional demos, features charts, and more. Remember that Lawyerist subscribers get additional discounts through the Affinity Benefits offered by our partners.

 

MyCase Drive Alleviates Document Management Pains

Cloud-based document management generally allows for broader access to your client files. Unfortunately, it can easily make editing and version control much more difficult. With MyCase Drive as your document management platform, your cloud storage appears as a local drive on your computer. This alleviates the need to download a file, make edits, and then upload it to your remote storage again.

Document Management with MyCase

MyCase Drive document management maintains a real-time synchronization between your local and cloud storage. This means that the files will appear in both places the same. Open a word document from your local drive (through MyCase Drive) and you’ll be editing the cloud document directly. When you save, it automatically saves to the cloud.

Additionally, while you are editing the cloud file, no other user can access it. This makes version control much easier, and you’ll always know that everyone worked on the most recent file.

Take a look at the video below to see MyCase Drive document management in action.

Demo Video

How to Get It

Ready to learn more? Check out our full review of MyCase. There you will find community reviews, additional demos, features charts, and more. Remember that Lawyerist subscribers get additional discounts through the Affinity Benefits offered by our partners.

 

Documate Expands Automation with Zapier Integration

Document assembly is all about automating the creation of a document or documents. These platforms make it easier to create documents and maintain quality control through field merging, conditional formatting, and workflow assembly. Documate knows that automation is key, and they have enhanced their ability to assist even outside of the platform. With a robust Zapier integration, Documate can help you integrate document assembly into the rest of your workflow. 

Build Better with Documate and Zapier

A lot of products integrate with Zapier. Many of them, however, integrate in name only. Their triggers or actions lack depth, and they won’t carry much information from one platform to another. Not Documate. Their Zapier integration sends all the workflow information to the Zap, and ultimately to the connected platform.

Additionally, Documate doesn’t expect your firm to know all the ins and outs of Zapier. Not only does their documentation help you understand their own platform, they have in-depth training on how to use Zapier as well.

Take a look at the video below to see Documate and Zapier in action.

Demo Video

How to Get It

Ready to learn more? Check out our full review of Documate. There you will find community reviews, additional demos, features charts, and more. Remember that Lawyerist subscribers get additional discounts through the Affinity Benefits offered by our partners.

 

iLawyerMarketing Drives Client Intake with Bold SEO

Search Engine Optimization, for some, is a winner-take-all endeavor. And when you absolutely need to be at the top of the search page, you need someone who can get you there. But it’s not about just landing at the top of the page, it’s about being there for the right people. iLawyer has a strong SEO game. More importantly, though, they have a thoughtful SEO game.

Results from Thoughtful SEO

iLawyer is not going to be your cheapest option. That’s not what they do. But with years of experience in the legal marketing vertical, they know how to play the lawyer SEO game. They start every relationship with a customized internet marketing plan. Here, they look at your current marketing strategy, the strategies and results of your competitors, and design a comprehensive plan to get you to where you want to go.

In addition to creating this plan, they have monthly meetings with their clients to look over their results. With a monthly Google Analytics analysis, your office (with the help of iLawyer) can determine what works, what doesn’t, and iterate to the best marketing strategy for your firm.

Take a look at the video below to see some of the recent results iLawyer has produced.

iLawyerMarketing Demo Video

How to Get It

Ready to learn more? Check out our full review of iLawyerMarketing. There you will find community reviews, additional demos, features charts, and more. Remember that Lawyerist subscribers get additional discounts through the Affinity Benefits offered by our partners.

 

Rocket Matter Reporting Makes Managing Your Firm Easier

That which is measured, improves. Yet, not all firms have the ability to track the numbers they are concerned about. Reports need data. And if your data is unorganized, siloed, or simply missing, you won’t have much to measure. Rocket Matter, through its Business Intelligence platform, makes law firm reporting easy—or, at least, easier. 

Rocket Matter’s Advanced Business Reporting

Since Rocket Matter is an all-in-one practice management platform, all of your business’ data is in one place. There’s no siloing between your client relationship manager and your accounting system. Your office can track information related to your cases from intake to disengagement (and beyond). 

Additionally, you can run reports on your custom fields. Importantly, however, you have a litany of field types to choose from. Which means your data is cleaner. Date fields can be compared against each other, drop-down menus allow for fewer errors, and check-boxes mean your staff doesn’t have to wonder if something is an option.

With all your data in one place, and data points that are comparable to each other, you can run better reports. Take a look at the video below to see Rocket Matter’s reporting in action.

Demo Video

How to Get It

Ready to learn more? Check out our full review of Rocket Matter. There you will find community reviews, additional demos, features charts, and more. Remember that Lawyerist subscribers get additional discounts through the Affinity Benefits offered by our partners.

LawPay Custom Payment Features Improve Client Experience

You work hard and do good work for your clients. You present a professional front and provide a great client experience from start to finish. Likely, this includes customizing your intake to ensure clients feel confident in choosing you as their attorney. So, if you have a custom intake form specific for your practice, do you also have one for your payments page? This is where LawPay’s custom payment page and links can help.

A payments page is an often overlooked part of the client experience. An online payments page gives clients convenience, security, and flexibility when paying you. Most attorneys just take payments over the phone or in person. And, if attorneys do offer online payments, it’s usually through a generic online form with no clear ties to your practice. This is fine if you just want to get paid. But, if you want to keep wow-ing your clients and further your firm’s brand, a custom payment page will help.

What Can a Custom Payment Page Do For You?

Custom payment pages provide your clients an on-brand, seamless, and tailored experience. They let clients pay directly into their trust account, set up recurring payments, or pay their invoices—all via a LawPay payment link or QR code. Payment pages will have fields for your clients to enter details related to the transaction or even an invoice or matter number. On the backend, a custom payment page allows you to link payments to matters or clients, securely receive payments, and streamline your workflow. It can also give your services extra polish in providing clients a convenient and modern way to pay.

You can hire someone to help you build a custom payment page for your firm’s website. But if you have LawPay, you can create custom payment pages showcasing your firm’s brand that allow you to accept online payments in the office, over email, through your website, or on any mobile device.

Build Your Firm’s Custom Payment Page With LawPay

LawPay is an online payment solution specifically designed to help lawyers get paid without sacrificing time. When payments are processed through LawPay, all earned and unearned fees are properly sorted into your trust and operating accounts. And, this covers IOLTA protection from third-party debiting. 

Creating Your LawPay Payment Page and Link

As a LawPay user, you can have them build out custom payment pages, and their corresponding links, depending on your firm’s needs. Just let them know how your perfect page will look, and they’ll create it. Custom payment pages can be built for trust payments, retainers, or even consulting fees. Instead of a generic page for all payments, your payment pages can be specific to your needs and brand. 

In addition to billing information, you can add fields to request a matter number, invoice number, or any other useful detail. These fields can be in the form of text boxes, checkboxes, or even drop-down menus. Further, you can customize payments to collect flat fees and let clients arrange payment plans or recurring payments. You can even set up payment pages to pass credit card surcharge fees to the client—obviously, check your rules to make sure that is proper. 

As with all LawPay features, your payment pages are 100% PCI compliant, which means it follows all industry and jurisdictional regulations, standards, and best practices. 

Make The Redirect Work for You

Another unique feature of LawPay’s custom payment pages is the redirect. Typically, when a client finishes paying, they’re redirected to a “Thank You” page. LawPay custom payment pages allow you to redirect to any page you want, including your calendar booking system to schedule a meeting. This means you can easily set-up a workflow to get paid prior to allowing your potential new client to schedule a consultation.

Share Your Payment Page via Links or QR Codes 

With LawPay, you can create as many custom payment pages as you want, and each payment page will have a unique URL and QR code. This means you can easily share a LawPay payment link via email, your website, or an online invoice. You can also print a QR code on mailed invoices or your reception desk so clients can scan and pay through their mobile devices. 

LawPay’s Chrome extension could make things even more convenient for you. This extension installs a button in your Chrome browser that gives you quick and easy access to your secure LawPay payment page(s). Open your payment page instantly in a separate tab, or copy the link to your clipboard with a click of your mouse. The browser extension allows you to accept payments and send LawPay payment links to your clients in seconds without leaving your browser or log in to your LawPay account.

Stellar Customer Support

LawPay offers a powerful and convenient way for lawyers to get paid. But, what really makes them stand out is their dedicated customer support. As a LawPay client, you’ll have a dedicated risk management team to answer questions and resolve issues you may encounter. This really comes in handy if you’ve ever dealt with a chargeback claim.

If you prefer troubleshooting issues yourself, you can access LawPay’s comprehensive support library. Their support library is available even without logging into your LawPay account. It boasts hundreds of useful articles, templates, and even CLE courses to improve how you run your firm.

Demo Video 

Rachel from LawPay recently gave us a demo of the payment page feature, a few use cases, and how it can help your firm. Take a look at the video below for a walkthrough she provided our Legal Tech Advisor, Zack Glaser.

How to Get It

LawPay has been powering payments for the legal industry for over a decade. It brings full trust-account compliance to a huge list of more than thirty integration partners. If you’d like to learn more about LawPay and how it can help you get paid securely and with flair, contact them at lawpay.com to learn more or schedule a demo.

Want to learn more about LawPay? Check out our other product spotlight on LawPay’s Card Vault feature, or our full review, where you can see a full features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

 

Google Vicinity Update Enhances Importance of Local SEO

BluShark Digital is a marketing company built for lawyers. It was born from one lawyer’s frustration with digital marketing in his own practice. Although they are full service, their specialty is in SEO—particularly local SEO. 

Why Local SEO?

Search algorithms are almost constantly adjusting. Your digital marketing partner needs to be up to date with—and even anticipate—those changes. Recently, Google released its Vicinity Update, which prioritizes proximity to the searcher. This means that even without entering a locality, Google is giving greater value to results that are near the searcher.

This is where local SEO comes into play. Optimizing your efforts to rank for clients near you increase your office’s ranking potential for those clients.  You want to do this anyway, Google now is just making it more important.

Demo Video

Check out the video below, where Zack interviews Emily, from BluShark, about the importance of local SEO.

How to Get It

What to learn more? Check out our full review of BluShark Digital, including community comments, features, FAQs, and more videos.Ready to contact BluShark directly, request a consultation from them over at BluSharkDigital.com.

Craft Better Firm Intake Through Automation with Law Ruler

Marketing your law firm is crucial to attracting new potential clients. Marketing, especially legal marketing, is one of the most important skills you’ll need to develop and run a successful practice. For new firms, it’s essential. Legal marketing helps showcase and develop your firm’s image. This helps you stand out in an oversaturated market and helps potential clients, or leads, find you. 

Legal marketing can cover a mix of digital marketing, SEO, blogging, networking, content marketing, and print and digital ads. Each of those has its own strategies and considerations, which can be overwhelming, especially if you’re just getting started. Deciding how to invest your time and money in marketing while also focusing on practicing law can be tricky. This is where marketing automation comes in handy. 

Law Firm Marketing Automation Saves You Time

Marketing automation uses software to automate manual, daily marketing work. Using marketing automation software lets you automate repetitive tasks like blog posting, ad campaigns, or sending out client communications. Marketing automation is key, especially when handling a high volume of intakes. Automation doesn’t just make these tasks faster and easier to do. It can also provide a more personalized experience for both your new and existing clients. Marketing automation, and how well you take advantage of it, can make or break your firm’s growth. 

As life and business move more and more into the digital space, clients expect a quick response after reaching out. More than 78% of customers buy from the first company that responds. Generating leads and keeping clients engaged throughout their journey with your firm should be top of mind. Most firms use marketing automation for automated email sequences, like sending an email after a client completes a website form. While this is a great use of automation, without further thought, this approach can lead to a disjointed or impersonal experience. 

Using Automation to Create a Personalized Experience

Thoughtfully integrated law firm marketing automation creates the foundation to develop fruitful, long-term relationships with your clients. This all starts when they reach out to you. Each prospective client is telling a different story depending on how they contact you. Are they filling out a form on your firm’s website? Sending you an email? Calling you? Texting you? Are they reaching out to you in English or in another language? Are they finding you through Google? How clients reach out is an important data point. And there’s nothing more disappointing for clients than reaching out with a problem and receiving a generic response from an 800 number or info email. 

Law Ruler helps you engage with your clients meaningfully, giving them the right information at the right time, no matter how they contact you.

Create Meaningful Client Engagement with Law Ruler

Send Personalized Emails and Texts Automatically

Law Ruler makes it easy to create and send customized automated messages to your clients. Its AI-enabled automation features allow you to preset messages based on your preferences and how clients contact you. You can send custom and personalized emails or texts to your clients based on predefined statuses and templates. For example, if a client reaches out to you in Vietnamese from a Google Ad, you can respond with a personalized message acknowledging the Google Ad in Vietnamese. And if you’re texting clients back, you’re texting back from your own number, and not a generic number, so clients can save your contact information right off the bat. 

Use Law Ruler’s Softphone to Increase Conversion with Calls

Law Ruler is the only legal CRM with a built-in softphone dialer. If you’re not familiar with what a softphone is, you might be familiar with VOIP, or Voice over Internet Protocol. VOIP allows law firms to make and receive calls through an internet connection instead of a telephone line. A softphone is an interface that allows you to make and receive phone calls over the internet via your computer or smartphone, among other features. 

Law Ruler’s softphone dialer can automatically prioritize leads and save you time by automating callbacks to new and existing clients. If the client doesn’t answer, no problem, you can leave a pre-recorded voicemail. With Law Ruler, you can pre-recorded voicemails to leave for clients to further your marketing efforts or automate follow-ups. You’ll also be able to track and record calls for more detailed analytics. 

Easy to Use System

Law Ruler is a powerful software to automate your marketing and your firm’s workflow. While the features it offers sound complicated to set up, it’s actually quite easy. Its intuitive and user friendly system makes Law Ruler easy to learn and get started in just a few minutes. Law Ruler also integrates with dozens of legal vendor tools to help you keep your digital toolbox lean and efficient. Law Ruler is also completely mobile friendly, making it a great option for attorneys who want to run a flexible and modern practice. 

Demo Video

Matthew at Law Ruler recently gave us a demo of how their marketing automation features can help give your firm a more personal touch and save you hours in your week. Watch the video below to see a walkthrough he provided our Legal Tech Advisor, Zack Glaser.

How to Get It

Law Ruler is a legal client relationship manager and intake platform built with your growth in mind. If your law firm wants to learn more about Law Ruler, contact them at lawruler.com and get a free personalized demo. You can also sign-up for a free trial: no credit card needed. Want to learn more about Law Ruler? Check out our previous Product Spotlight on them, or check out the full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

 

LawPay Acquires MyCase: What Does it Mean for the Rest of Us?

LawPay’s acquisition of MyCase highlights an industry doubling down on building platforms, not tools. Is this what lawyers want? I don’t know. Is it what they need? Sure, some of them.

It’s inherently difficult to build and maintain an all-in-one law practice management system (LPMS) like MyCase. By its very nature, it doesn’t integrate with many other providers. That’s the point, though—it shouldn’t have to integrate with anything—it should all be built-in. This creates a single platform for users to run their practices.

Alternatively, life as an add-on product like LawPay can be a fickle existence. Yes, your value is determined by how well you serve your customer, but it also depends on how well you integrate into the rest of your customer’s Legal Tech Stack.

With that, LawPay’s acquisition of MyCase makes sense. MyCase gets an exceptional payment processor, while LawPay gets basically everything else. LawPay is now in the LPMS game, which is fair play at this point.

The Particular Case of MyCase

The challenge for an all-in-one is that the quality of your system rises and falls based on your worst asset. This quality isn’t usually measured against your direct competitors. You’re measured against the providers of each aspect of your platform. That’s not to say that you have to be the best—but you have to be competitive (i.e. MyCase’s internal communication platform will have to be comparable to Slack).

MyCase has to either build or buy high-quality versions of each aspect of its platform to stay at the forefront of the industry. This explains the purchase of Soluno, CASEpeer, Woodpecker, and obviously includes ePayments (LawPay).

Yes, MyCase has its own payment processor, but they still integrate with LawPay because LawPay is the leader. But, when you’re trying to build an all-in-one platform, you want to avoid integrations if you can. And even better, you want to build or buy the leader (or, in this case, have the leader buy you).

What LawPay Acquires with MyCase

It turns out there’s a lot of money to be made in credit card processing. LawPay is now seeing many competitors enter the market (Clio, PracticePanther, Filevine, CosmoLex, and even TimeSolv, to name a few). Although LawPay currently has a competitive advantage—their features are generally ahead of the rest—how long will that last?

LawPay excels at making it easy for law firm clients to pay their bills. The problem is, LawPay relies on other products to handle all the remaining aspects of running a firm. In the end, they are an add-on—a really good one—but still an add-on. 

So, what happens when the products you integrate with no longer need to integrate? More importantly, what happens when the 300-pound centaur in the room starts in on your market?

Well, if you’re not trying to increase your integration ability, then you’ve either gotta build it or buy it. And if you can afford it, MyCase will provide just about everything needed to remain a leader in a fast-growing legal tech market. When LawPay acquires MyCase, they gain a platform.

What Does This Mean?

Setting the specifics of this particular deal aside, we are in a time of rampant acquisition. Legal tech providers are moving away from building a single tool and more toward building a platform. Even the king of integration, Clio, is starting to bring much of their functionality in-house.

This makes sense. Platforms are sticky. The platform upon which you run your practice is not fungible. The tool you use to track your time and billing, however, is.

Unfortunately, the practice of law is not a monolith. I’ve yet to see two attorneys who approach their operations similarly. More importantly, though, lawyers don’t like being told how to practice—even if it’s right. The more insular these platforms get, the less customizable they become for a user’s particular needs. (That’s just the nature of limiting choice.)

Yet, there’s something about being able to piece together my own platform from individual, discrete, well-built tools that resonates with to me. And although I’m not their ideal customer, I don’t think I’m the only one. To be clear, LawPay’s acquisition of MyCase doesn’t worry me. They are both responsive to their customer needs, and do a great job of remaining as versatile as possible. I’m just mourning the loss of choice. But, as I said earlier, less choice, and less complexity is a good thing for a lot of lawyers.

LawPay Takes Care of PCI Compliance While You Take Care of Your Clients

LawPay is a payment processing platform built specifically for attorneys and law firms. They help to keep attorneys compliant with trust account obligations and Payment Card Industry (PCI) compliance obligations, while still offering expected conveniences to their clients. It’s this client-centered outlook that helps LawPay remain a leader in the industry year in and year out. 

Client-Centered

One of LawPay’s major client-centered features is the Card Vault, which we reviewed in a previous Product Spotlight article. This functionality allows attorneys to save their client’s payment information inside the system for quick and efficient use later. It stores credit card information in a safe and secure way while remaining PCI compliant (see below).

Request Card Info

As far as client convenience, however, it doesn’t get much better than the ability to request card information from your clients. Even prior to creating an invoice, or billing a tenth of an hour, firms can send a secure link to their clients and collect their credit card, ACH, or debit card information electronically. Not only is this more convenient for the firm, but it’s much easier for your client. And this kind of convenience has come to be expected in consumer-facing industries.

Once client information is collected, it can be used in subsequent transactions to make payments on a client’s account (with their appropriate permission, of course). This makes refilling a trust account a breeze.

Simple PCI Compliance with LawPay

PCI compliance can be a confusing issue for law firms, even at best. And, any attorney who accepts ePayments will have to establish this compliance on an annual basis. This is not very difficult to do if your payment processing is very basic. But, if you introduce client-centric features (like Card Vault) it becomes difficult quickly.

Yet, LawPay takes care of PCI compliance for you—even with these advanced features. Yes, you still have to establish your compliance, but you can do that essentially by showing you use LawPay.

Demo Video

Take a look at the video below to see the request card information feature in action. 

How to Get It

Want to learn more? Check out our full review of LawPay, including community comments, features, FAQs, and more demos.Ready to contact LawPay directly, request a free demo from them over at LawPay.com.

MyCase Drive Brings Native Document Management to Users

Working in a modern law firm requires organization. Sure, legal work has always required organization, but with work moving more and more into the digital space and with increased client expectations, organization looks different. Running a truly modern, and efficient, firm, requires moving more of your work online. This means having paperless options, providing flexibility for your colleagues and clients to contact and transmit information, and managing digital files. It’s a lot to keep track of. Staying organized can be as straightforward as having systems in place outlining how you use different software, but that only works when you have a few clients. As you scale, your work and how you do it gets more complex. Collaborating and sharing files with others becomes more complicated. This is where Law Practice Management Software (LPMS) can help. Specifically, this is where productive document management can help—something like MyCase Drive.

Staying Organized with Law Practice Management Software

At this point, every modern attorney is aware of law practice management software and how it can make life easier. LPMS can help you manage your cases from intake, to billing, and everything in between. Many even have client portals where clients can securely pay their bills, communicate with you, and  seamlessly integrate with software you already use. For the data analysts among you, most LPMS can also generate and run reports to give you greater analytic insight into how your firm is run and where you can make improvements. All of this helps free up more time in your day, gets you paid more quickly, and lets you focus on what you want to do. 

There are many LPMS options out there, and they’re not all created equal. What’s right for one practice may not be right for another. As you decide which is right for you, consider how you want to use an LPMS. What sort of issues is your firm regularly dealing with on a day-to-day basis? Do you want general help with staying organized? Or do you want aA better way to manage billing or client communication? Maybe you need aA little bit of everything?

Digital Document Management

One issue that will still come up—no matter which LPMS you use—is efficient digital document management. Different attorneys have different workstyles. Some prefer to work locally from their computer, never saving to the cloud until the final document is complete. Others may share a PDF through email, then forget to upload the document to the LPMS or save the file in the wrong folder. This doesn’t even take into consideration clients’ own workflows. In short, editing and managing your digital files can be a cumbersome process. Your software doesn’t always make that process easier.  

Most LPMS requires you to upload and download documents to collaborate on or share, and you still can’t be confident that the version you’re working on is the most recent. Current LPMS document management is often a burdensome practice that can eat up hours of your time. But the folks at MyCase have come up with a powerful solution for more effective digital document management with MyCase Drive. MyCase Drive turns digital document management, sharing, and collaboration into a fast and secure process that seamlessly blends into any workflow. 

Mycase sync icon

Integrated Document Management with MyCase Drive

MyCase Drive is a document management solution that provides desktop access to all your firm’s documents in one centralized cloud-based system. Your documents are securely stored in the cloud and easily accessible from your desktop. You’ll also be able to drag and drop your case documents and folders from your desktop interface so nothing gets misplaced. 

Even better, MyCase Drive automatically syncs document changes between your desktop and MyCase account. This means MyCase Drive removes the hassle of uploading or downloading files from different locations into storage. You’ll save hours and feel confident you’re always working from the latest draft. Plus, using MyCase Drive in tandem with MyCase’s client portal means you can easily share, save, and sync drafts with clients. 

Demo Video 

The folks at MyCase recently gave us a demo of MyCase Drive to showcase how it makes digital file management faster and easier. A demonstration is the best way to show this truly powerful tool’s usefulness. Take a look at the video below to see a walkthrough they provided our Legal Tech Advisor, Zack Glaser.

How to Get It

MyCase is a cloud-based legal management solution that helps attorneys manage communications with their clients and carry out daily business operations. It offers features like time tracking, accounting, case and client management, and digital file management, among many others.

If you’d like to learn more about MyCase and its features, especially MyCase Drive, which is part of the MyCase Advanced tier, checkout MyCase.com. From there, you’ll be able to schedule a custom demo or sign up for a free trial. No credit card needed.

Want to learn more about MyCase? Check out our full review of MyCase software, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

 

Lawyerist Works Remotely

Lawyerist’s first virtual team member was now-Product Director Ashley Steckler in 2015. While the team was in Minnesota, Ashley was next-door in balmy North Dakota. (Fortuitously, she had remote team culture experience.) So, Lawyerist co-founder Aaron Street used Ashley’s remoteness as an experiment.

Could an organization have employees in different states and still be productive and happy?

The answer? Yes, and then some. Lawyerist then widened future openings to the broader US and, in 2019, went fully remote.

Now, we have team members in Minnesota, Georgia, Colorado, North Dakota, Tennessee, Texas, and Illinois. Different time zones, cultures, and weather experiences (a favorite Lawyerist team topic) have birthed an energetic, close-knit team culture.

Systems and Tools: The Key to Remote Team Culture

But, we couldn’t keep the team together without tools. It’s true: you can’t catch a virtual colleague at the water cooler and have a 5-minute impromptu brainstorming session. Yet, with the right systems and good tech, we’ve made it easy for our team to pop into each other’s “offices.”

We use Slack as our primary communication. You can customize channels, integrate apps, and even host video calls and audio-only huddles. Because of this, we rarely use email internally.

Lawyerist also relies heavily on our task management system and CRM, Teamwork and HubSpot. We frequently reassess our tools to make sure they still work within our systems and needs.

Why Happy Hours Don’t Have the Market on Fun and Bonding

Most importantly, we prioritize a remote team culture. You don’t need a pool table in the break room and monthly happy hours to keep your team engaged. And it’s easier than you think to bond virtually. Lawyerist is intentional about staying connected as a team.

For instance, every Thursday afternoon is an optional Taco Thursday. This virtual meeting is a casual hour on the calendar to chat, play silly games like trivia or Scattergories, or have deeper discussions. No one’s required to be there, but we hope people prioritize the meeting since it’s our weekly hour to bond without work getting in the way.

Our Operations Director, Paige Atkins, plans these events with care.

“I base what I do on the state of our team that week. Do we need a fun game or a more serious conversation? Sometimes I think about what specific team members would like (‘Oh, Jennifer would love this game’), or I cycle through what’s worked before,” she said.

We also use a mental health tool, Spill, that integrates into Slack so we can stay connected to our team’s health. While you can clock that your colleague looks down or unhappy in a physical office, it can be harder to gauge moods virtually. Spill’s features allow team members the option to submit moods, talk to a therapist, or check in with a team member.

A Successful Remote Team is a Team Who Trusts

Above all, building a strong remote team and culture requires a healthy workplace, imagination, and trust. Often, you’ll read quotes from CEOs at companies (even tech companies!) saying that they don’t think remote work is possible. But, Lawyerist co-founder Aaron Street sees it differently.

“If you use the tools out there and build a tech-forward, enthusiastic team whose trust you’ve earned, who believe in your company’s vision—there’s no reason a remote workplace can’t work.”

Aaron Street

Build Your Own Virtual Law Firm

Since Lawyerist has worked remotely for years, we’ve taught the lawyers in our paid coaching program, Lawyerist Lab, how to build their own virtual law firm. We often hear how it’s easier than they thought. 

For help with your remote team culture or any part of your law firm’s business, check out Lawyerist Lab.

CosmoLex Highlights Versatility with Robust Custom Fields

CosmoLex is an all-in-one law practice management software (LPMS) product in the ProfitSolv family (which includes other products like LawRuler, TimeSolv, Rocket Matter, and Tabs3). As an all-in-one, CosmoLex allows users to bring all their firm data into one environment. This de-siloing generally allows for better reporting and more efficient automation.

CosmoLex Custom Fields

CosmoLex’s efficiency can be best seen in their custom fields. These  not only allow firms to track an expanded amount of data, but also allows that data to be used in workflows, automations, and document creation.

Robust Usage

Most LPMS platforms allow users to create custom fields, but not all let firms take actions based on those customizations. Worse yet, some prohibit the use of these fields in document creation. CosmoLex uses these fields to drive its automation and its workflows. They also appear in reports run within the system.

Customize Intake

When using custom fields to gather information, there is no better place than a firm’s intake. CosmoLex allows firms to put these fields into new client forms and any other forms created through the system. This means more up-to-date data in your system.

Customize Automation

Most of the time, however, data that simply lives in your practice management system is of little value (no matter how up to date). It’s when a firm builds automations, workflows, and custom documents with this data that it becomes valuable. With CosmoLex, a firm can not only input these fields into documents, but can also use the fields to trigger custom automations.

Custom Fields Walk-through

Take a look as CosmoLex’s Erica Birster walks our Legal Tech Advisor, Zack Glaser through some advantages of Cosmolex’s custom fields.

How to Get It

Ready to learn more? Visit our full review of CosmoLex. There you can compare features, read community comments, and read frequently asked questions.

 

Lawyerist Values: Grow as People

Lawyerist values team members who grow as people. Everyone on the team recognizes that there is room for them to learn and improve. Specifically, we believe: 

We nurture each other’s integrated personal and professional development and the journey to the best versions of ourselves. We honor our whole selves and support team members in fulfilling their dreams along the way! We aren’t stagnant.

We’re a Team of Lifelong Learners 

No one is perfect. Everyone has room to grow. We expect team members to approach their work and life from a place of potential growth. We ask everyone what they need to learn or improve to do their role better. How can we support them and help them fulfill their goals professionally? 

We also ask team members what they see themselves doing next at Lawyerist but also what they might want to do after Lawyerist. (We don’t presume people will be with us forever). Then, we can look for specific ways to help them get the skills and experience they need during their team tenure, so they leave us happy and appreciative of a great working experience. 

Importantly, our lifelong-learner-attitude doesn’t just apply to our professional roles. We also explore how we can show up as better people. Can we listen more? Connect more deeply? Empathize? Our Seek Candor value allows us to practice conversations that sometimes challenge us with a goal of growing.      

Putting It All Together: Values in Action 

This is the last in a series of articles describing Lawyerist’s core values. At Lawyerist, we:

While all the values stand on their own, they are also very much interconnected and define the fabric of who we are. 

“It’s easy to see each of our principles we cherish in each core value,” explains CEO Stephanie Everett. “You need to Grab the Marker to Experiment Like a Lobster. We Grow as People when we Seek Candor. We Experiment Like a Lobster to Build an Inclusive Community, which often requires us to Seek Candor.” 

Everything works together.  

Values Aren’t Static

Finally, your core values aren’t necessarily static. Lawyers who read The Small Firm Roadmap will remember that Lawyerist shared its core values in Chapter 7. The values defined on that page are not identical to the ones described above. That’s because the company is constantly growing and evaluating what works best. 

While there are elements of earlier versions of our values in today’s version, the current statement is more nuanced and developed. It is a better description of who we are and how we work today. Don’t be afraid to question whether your core values are still perfectly on point. If not, make adjustments.

Interested in Learning More

If our core values resonate with you, we’d love to talk! We are always looking for amazing people who share our core values and post current job openings on our site. If you’d like to learn how our Lab coaches can help you discover your team’s core values, check out our Lawyerist Lab program. Participants consistently tell us that intentionally focusing on their core values has been one of the biggest game changers for their business.     

LollyLaw Offers Full-Service Software for Immigration Lawyers

Immigration law has a reputation for being one of the most complex and demanding practice areas for attorneys. It’s not enough to just know the law. Your practice also needs to be precise. A single oversight in a visa or other immigration form could delay a case for years. And on top of the actual, precision legal work, you’ll also need to run your law firm, manage clients—sometimes a family of clients—and complete other administrative tasks. Immigration law is a rewarding practice, but it can get overwhelming quickly. Aside from the complexity of the work, there’s the sheer volume of forms, data entry, and the ever-changing demands of your cases. You have to learn to be flexible, prioritize your time, and work dynamically. But those critical skills don’t come easily, unless you have software to help. Specifically, unless you have law practice management software built for immigration attorneys—like LollyLaw.

Saving Hours (and Sanity) with Software

Using law practice management software to run a more efficient firm is not a new concept. LPMS helps you standardize practices in your firm, delegate or automate tasks, and helps you strike a balance between business owner and attorney. But most of this software is generalized. Meaning that they offer features that help any law firm. Much of the popular platforms out there do not get practice specific. While still useful, such software won’t facilitate that high degree of complexity and accuracy required at every stage of your immigration matter. 

It’s better to have software specific to your office’s needs. Something to help you effortlessly manage all major functions of your immigration practice through a single, intuitive platform. Something that can streamline your cases from start to finish. Something like LollyLaw. 

Immigration Practice Management with LollyLaw

LollyLaw is a law practice management software platform built specifically for immigration law firms. It’s easy to use, easy to learn (you could become a power user within a day), and provides great customer support. LollyLaw’s features allow you to run a more efficient, remote, and flexible practice. Its fully native, all-in-one case management features include intake, calendaring, time and billing, kanban style task management, and cloud storage integration with your preferred cloud storage providers.

Client Management

LollyLaw also makes client management simple. It offers a branded and secure client portal that is easy to use and convenient for your clients. Users can manage files, submit intakes, and complete forms with just an internet connection. The client portal also has built-in text messaging (to centralize communications with clients), bank-grade security standards, and is HIPPA compliant. You can also connect clients to multiple matters, so you don’t have to re-input data and keep information together. This makes it easy to pivot matters as needed, giving you more flexibility in managing client’s related cases.

These features, combined with LollyLaw’s user-friendly interface, make this a great option for established and new immigration law firms, especially if you’re moving to a paperless and remote practice. However, what makes LollyLaw stand out above the rest are its form features. 

Automated Form Filling and Live Collaboration

LollyLaw boasts a complete USCIS immigration forms library—plus immigration forms from DOS, DOJ, and the FBI. Not only will you have all the forms you need at your disposal, your practice can even add forms to the library. Additionally, LollyLaw will also send you notifications on new form versions as they are published. They’ll let you know when an edition will expire and give you the option to move data to a newer version. 

On top of this, LollyLaw is able to associate a certain form with a specific type of matter. This makes document automation and assembly a breeze. When you or your clients complete intake forms or questionnaires, LollyLaw can take that data to auto-populate any form in its library. You can also set up customizable workflows so forms will auto-populate with just a few clicks. This feature alone will save hours of time, avoid duplicative data entry, and reduce errors. 

Two-way Data Entry Sync

What’s more, the data entry goes both ways. If a form contains information that is not yet in the client’s record, LollyLaw will add that information to your files. This means that as your clients fill out necessary forms, they can also be completing your intake. Further, every form and document is saved to each client’s profile so your entire office can access them as needed. 

Real-time Immigration Document Collaboration

You can also collaborate with clients and colleagues in real-time on forms. So, multiple users can quickly gather information, chat online, and assist with form related questions remotely. This is the only software that supports real-time collaboration with multiple people. You can work collaboratively from any device with colleagues and clients without ever needing to go into the office. 

LollyLaw practice management software can change your law office. Its powerful features and user-friendly design can help you run a more efficient, high-volume immigration law practice. Task management is built for how immigration firms run their practices, document storage is robust and convenient, and client relationships are more streamlined. Most importantly, however, the forms creation and management is thoughtful, efficient, and robust. 

Demo Video 

John Levesque, co-founder and general manager of LollyLaw, recently gave us a demo of the software. In it, he takes us through many of the common features, and how it can help your immigration firm. Take a look at the video below to see a walkthrough he provided our Legal Tech Advisor, Zack Glaser.

How to Get It

LollyLaw is immigration-specific law practice management software designed to streamline all major functions of your practice. With LollyLaw, you can conduct client intake, immigration form completion, document management, and more from any device.

If you’d like to learn more about LollyLaw and its features, especially LollyForms, checkout LollyLaw.com. From there, you’ll be able to schedule a custom demo or sign up for a free trial. No credit card needed.

 

Lawyerist Adds Depth to Its Marketing Team with the Addition of Harrington

Lawyerist is proud to welcome its newest team member: Kyle Harrington. Harrington joins the marketing team and will focus on helping Lawyerist reach more solo and small firms ready to build and grow a healthier law firm. 

Kyle Harrington Brings Industry Knowledge as the New Content Manager

Kyle Harrington understands the struggles many solo and small firm lawyers face. She most recently worked as a marketing associate for the Illinois Institute for Continuing Legal Education. Now, she’ll help Lawyerist craft content on how lawyers can build healthier law firms and will work to better promote the amazing work Lawyerist does through its coaching program, Lawyerist Lab. 

“We knew Kyle was the right fit for this role from our first conversation with her. It seems like she’s been here for a while and she’s just getting started. We’re excited to add her skills and expertise to the team!” Everett said. 

Kyle will work from her home in Gillespie, Illinois, taking Team Lawyerist to seven states. When she’s not working, you can find her hanging out with family and friends, diving into a good book or audiobook, outside enjoying the sunshine, or planning her next home project.

“I am so excited to join the Lawyerist team and work with people doing such innovative and important work,” said Harrintgon. “Although they are already industry-leaders, I’m looking forward to bringing my skills and knowledge to the table to help Lawyerist, and the lawyers we serve, continue to grow.”

Welcome to the team Kyle! Lawyerist is always looking for amazing people to add to the team roster. Find more details about Current Openings.   

Zola Suite Manages More Than Just Client Information

Zola Suite practice management software is an all-in-one system with built-in CRM, firm accounting, document assembly, and more. Much of its strength comes from its all encompassing nature. Yet, it still maintains robust, relevant integrations where necessary.

Client Relationship Manager (CRM)

With Zola, law firms don’t need to add extraneous items to their legal tech stack just to fulfill their basic needs. Zola Suite has a built-in CRM, among other things. This means your firm can manage more than just your client contact information. You can take a file from a potential new client all the way to a satisfied, paying customer. All within one single source of truth.

Document Assembly

Since Zola is part of the AbacusNext family, their features go beyond just CRM. They integrate directly with HotDocs (also part of the AbacusNext family) to make your document assembly more streamlined. But this isn’t just a simple integration. Zola has partnered with HotDocs to allow users to access all the information in their system.

Zola Suite Interview

If you’d like to hear more about how an all-in-one system can help your law firm, check out Zack’s interview with Fred Cohen, from Zola Suite. Here, he explains why their idea of building, rather than integrating, benefits firms.

How to Get It

Want to learn more about Zola Suite? Check out our full review, where you can get user feedback, compare features, and see more demo videos.If you’re eager to jump right in, though, you can go straight to ZolaSuite.com and get a free demo.

CosmoLex Streamlines Virtual Law Firm Collaboration

Using remote-first organizational practices is the best approach to a more efficient law firm, even with a brick-and-mortar office. Remote-first law firms tend to have increased  productivity and attract a wider client base. Supporting a remote-first law practice benefits both you and your clients, and provides flexible and dynamic services and communication. But, remote-first doesn’t necessarily mean working wherever and whenever you want. It’s about providing open and accessible communication channels to enhance online collaboration among staff and with clients. CosmoLex provides a valuable virtual law firm software to help kick-start or improve your remote-first strategy. 

Challenges of Virtual Law Firm Work 

Virtual and remote work can pose several challenges for distributed teams. Even attorneys within the same firm can have different approaches to work. Not everyone intakes clients or uses Outlook the same way. Some attorneys may even differ in how they digitally file matters or manage clients, causing confusion when documents are shared. 

Benefits of CosmoLex Virtual Law Firm Software

Law firms using virtual and remote-first practices can alleviate inter-office idiosyncrasies by using CosmoLex. This cloud-based, virtual law firm software streamlines collaboration, standardizes practices, and provides an effortless way for staff and clients to work together.  CosmoLex is especially useful for law firms as they intake clients, share documents, and communicate both internally and externally. 

Security with Sharing

Of course, you shouldn’t start using any old cloud software for your law practice. Even if you’re just chatting about a matter with a partner online, you have to make sure your data is secure. When sharing documents containing sensitive client information or collecting payment data, strident security measures are key. One tell-tale sign that your cloud software is secure is if it has completed SOC 2 attestation. 

SOC, or Service Organization Control, 2 is an auditing process that helps cloud companies assess data privacy and security standards. It’s an optional attestation, but it applies to nearly every cloud company. Companies that have achieved SOC 2 compliance have committed to robust security policies that third-party, certified auditors regularly validate. Using a company that is SOC 2 compliant means they have top-notch security, privacy, and confidentiality in their system. So, you can rest assured that your data is secure.

Enhancing Online Workflows

With CosmoLex, you can leverage your online functionality to create a streamlined and simplified workflow with colleagues and clients. Its SOC 2 compliant features cover everything from intake to closing, giving you and your clients an effortless and secure workflow.

Intake Customizations

Intake can happen not just during that initial client meeting, but throughout the duration of a case. It’s easy to overlook information you need when taking on a new client. While CosmoLex provides intake forms, you can customize those forms and create custom fields specific to your firm’s practice areas. Customize these forms and fields with help texts to aid clients in filling out those forms. Clients can complete those forms online, ensuring you have everything you need for a strong start to a matter. 

Banking and Payments

CosmoLex also offers built-in trust-compliant accounting and payments. Refill trust accounts, reconcile your bank account, and provide bookkeeping access to your accounting all from one place. You’ll also be able to run comprehensive reports to ensure compliance.  

Batch invoices and have your clients pay online via credit card or ACH. Send clients online invoices to securely pay without needing their payment information. Clients can also store their payment information in their client portal, saving them time, and helping you get paid faster.

Client Portal

Having a secure client portal isn’t just a convenient way for clients to pay invoices. It also provides a professional and polished experience for clients. 

Communicate directly with clients using CosmoLex’s client portal two-way messaging system. All messages are logged directly to the matter. When you message your client, they’ll receive a notification to message you back. More secure than both email or text, this system allows clients to connect with you on their own time and terms. 

Additionally, clients can upload important documents to their account. Set permissions on client access to prevent revealing certain records for added privacy and security. Don’t worry, you can revoke access to a single record or the entire portal if necessary. 

Screenshot provided by partner

CosmoLex Software Integrations

CosmoLex integrates with several different apps, including Outlook, Google, DropBox, Office365, LawRuler, and Zapier, among many others. These integrations are available on a two-way sync to help you work more efficiently and comfortably.

Tasks Management

Never ping project updates again with the powerful task management solution within CosmoLex. Use tasks to create, delegate, and monitor work with users on the platform. Assign tasks through the task manager and directly respond to comments and questions. With everything in one place, you’ll save time and provide a more effective way to manage your team remotely. 

Better, you can do all of this on the computer or through the CosmoLex mobile app!

Demo Video 

Erica from CosmoLex recently gave us a demo of CosmoLex and how it can help your firm. Take a look at the video below to see a walkthrough she provided our Legal Tech Advisor, Zack Glaser.

How to Get It

CosmoLex is a cloud-based law practice management software that integrates accounting, time tracking, billing, document management, and tasks in a single application. If you’d like to learn more about CosmoLex and its robust feature set, checkout CosmoLex.com. From there, you’ll be able to schedule a demo or sign up for a free trial. No credit card needed.

Want to learn more about CosmoLex? Check out our full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

 

Lawyerist Speaks: Abby Connect Client Experience

Improving Your Law Firm’s Client Experience with Stephanie Everett

Recently, our very own Stephanie Everett joined the team at Abby Connect for a webinar on how law firms can improve their client’s experience. Let’s check out the highlights from their conversation.  

Why You Should Improve Your Client Experience  

There’s an old saying that the cheapest marketing is to deliver an amazing client experience. It’s true! When you focus on making it easy for your clients to work with you and delivering a memorable client experience, they happily sing your praises and tell all their friends why they should hire you.

Listen to Stephanie’s advice on how focusing on client experience can give you a competitive advantage:

Simple Ways to Improve Your Client Experience 

Here’s the good news: you don’t need to overhaul your firm. Often, small, intentional changes can cause enormous improvements. Stephanie shared one action everyone can take to make clients happy:

Here’s another easy to implement tip to enhance your client service:

Selling Your Clients on Your Team

As lawyers grow their firm, they often face a similar challenge: the client thinks they hired you, and only you. So, how do you get them to accept working with your team? 

Stephanie breaks down the importance of focusing on the “team” aspect in everything you do. It starts with your marketing, your website, and the initial client interview. Listen in for Stephanie’s thoughts on how to ensure clients are excited to work with your team: 

Improving Intake Improves Client Experience

At Lawyerist, we teach firms to be intentional about improving client experiences. The intake process is a great place to start. It is crucial to creating a positive client experience. Many important things happen during this time, including: 

  • educating your clients on their legal claims and the process;
  • introducing them to your team (remember, it’s not all about you);
  • showing them how they can work effectively with your firm and how to use your processes; 
  • setting the client’s expectations; and
  • gathering important information you need from the client.  

Stephanie describes how you can get started by mapping out your systems: 

How a Great Client Experience Leads to Online Reviews

Finally, don’t forget to maximize the value of a great client experience by securing your client’s review. More people are checking out online reviews before making buying decisions. Make sure you have a system in place to collect reviews to capture the feelings of your clients. Future potential clients will trust their words over yours. Hear Stephanie’s thoughts on setting this up:

Taking the time to create an amazing client experience pays off and is worth the investment. Watch the full webinar with Stephanie to learn more about how to improve your client’s experiences. 

Interested in learning more about how Stephanie helps lawyers improve and grow their law firms? Learn about our business coaching program for lawyers, Lawyerist Lab. 

LEX Reception Integrations Automate Client Intake

LEX Reception is a virtual receptionist service specifically designed for lawyers. They are available 24/7/365, have bilingual services, and can make outbound calls on your behalf. What sets them apart from some other virtual receptionist services, however, is how they fit into your law firm’s legal tech stack.

LEX Reception and Your Tech Stack

LEX Reception has built both web and mobile apps to help you manage your incoming phone calls. Lawyers can update their call scripts, change forwarding numbers, and even make outbound calls using the system. It is a solid foundation for the broader virtual receptionist services LEX provides.

This app, however, wouldn’t provide much help to your firm if it was unwieldy or unusable. To that end, LEX Reception provides direct integrations with some of the most popular law practice management software providers. Although it is not necessary for LEX to integrate with your system, it is certainly helpful.

With this integration comes an added level of automation. Using some of the integrated CRMs, or practice management software, a firm could move a potential new client from initial call to accepted client with very little effort—even during non-business hours.

LEX Reception Interview

Zack sat down with Bree Swanson, from LEX Reception, to discuss how the integrations can fit into a lawyer’s complete tech stack. Take a look at their conversation below.

How to Get It

Ready to learn more? See more features and community comments at our full review of LEX Reception. Don’t forget to claim your Affinity Partner discount. Or, if you’re ready to jump right in, get a custom demo at LEXReception.com.