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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.

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, 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.

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.

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.

ZolaSuite 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.

PracticePanther Text Message Payments Offer Clients Another Way to Pay

Adding to its growing list of native must-have features, PracticePanther has now released PantherPay. This fully integrated ePayments platform obviates the need for a software integration and streamlines the entire client payment process. Now, you can use PracticePanther to accept electronic payments by text messages to your clients.

PracticePanther Features

PantherPay

PantherPayments is an internal ePayment platform that works directly in PracticePanther. With it, your firm can accept Credit Cards, Debit Cards, and ACH transactions. Additionally, you can connect multiple bank accounts. And, since they are familiar with law firm accounting, transaction fees will never be debited from your Trust Account.

Although you can easily send invoices specifically to your clients, PantherPayments allows users to set up a universal payment link. Firms can attach this link to any invoice or put it directly on their website to accept ePayments more easily. To allow for more control, users can create a number of these links for specific purposes—so you can keep Trust Account payments separate from Operations.

Accept Payments by Text Message

Since PantherPayments is an internal platform, law firms can easily accept payments by text message. Just use PracticePanther’s text message feature and attach a universal link or an invoice so your client can pay directly from their phone.

Demo Video

How to Get It

Want to learn more? Visit our full review of PracticePanther. There, you can compare features, read community comments, and watch additional demo videos. Or, if you’d like to jump right in, get a demo or a free trial at PracticePanther.com.

Clio Strengthens Integrations with Revamped Outlook Add-on

Clio Manage is rolling out enhancements as it continues to hone its small-firm features. Recently, they’ve rebuilt their Outlook integration from the ground up, added features to their court rules functions, strengthened their Lawyaw connection, and built messaging templates for their online billing. This is not a company resting on its laurels. They’re obviously using feedback from their clients to create a better and better experience.

Clio Features

Clio’s Rebuilt Outlook Integration

Clio’s Outlook integration is faster, intuitive, and should still let you use Outlook as you see fit. The add-in lets you log emails, tasks, and time entries directly to your Clio file with ease. Additionally, the features will indicate emails already filed to Clio, which should save some confusion in multi-person firms. Check out the video below to learn more about these features and others, like time-entry templates.

Clio Court Rules

Clio uses CalendarRules.com as the engine driving their court rules functions. Recently, they purchased the company, bringing this capability directly into the fold. With this tighter relationship comes a greater level of integration and user control.

Lawyaw Integration

Although Clio purchased Lawyaw in 2021, this year continues to see enhancements to the relationship. Not only does Lawyaw offer document automation for Clio users, but they also have robust court forms for eight states (and counting) and the USCIS.

Bill Message Templates

Modern law firms use online billing. However, not all online billing platforms are equal. Clio has been at the forefront of small-firm online billing for quite some time. Recently, they enhanced this functionality by introducing templates for their billing messages. Now, users can create reusable templates—much like their automated documents—to send to their clients along with their eBills.

Demo Video

How to Get It

Ready to learn more? Check out our full review of Clio Manage in our Product Reviews. Here, you can read community comments, compare features, and see other demo videos. If you’re eager to jump in, head to Clio.com and get a free trial or demo.

An In-depth Look at Business Intelligence for Law Firms

Successful law firms measure their business’s performance—frequently. They determine key performance indicators (KPIs) for their firm, and take action based on what the data tells them. Tools like Rocket Matter’s Business Intelligence software can give a law firm a leg-up on the competition by informing where to spend marketing dollars, when to hire new teammates, or even what type of clients they are more effective at helping.

Why Should Law Firms Run Reports?

At Lawyerist, we believe firmly that running a healthy law firm is a multi-faceted endeavor. You should have healthy finances, healthy clients, a healthy owner, and a healthy team,to name a few aspects. Like anything else, to determine the health of something, you must take a measure of it. What you measure is entirely up to you. Each firm, likely, survives on vastly different numbers. However, it is safe to say some common categories help law firms intelligently measure their business success.

Financial Data

First and foremost, a firm should have a healthy grasp on its financial situation. Firms do this with Profit and Loss statements, aging Accounts Receivable data, and other reports that indicate where firm finances may be going. Many firms are already handling these using their current accounting software. Software like Rocket Matter’s Business Intelligence tool helps to connect this information to other data about your law firm.

Marketing Data

Most firms understand they must do something to bring new clients in the door. Whether it’s sponsoring a little league team, participating in a local club, or buying a billboard on the interstate, you have to take action, and there is a cost to that action. Many firms, however, have no idea just how much they benefit from these efforts. 

By tracking things like marketing sources, lead conversion rates, and the average value of certain law firm client types, a business can start to understand the return on their investments. This, in turn, will help manage where future investments should go.

Client Satisfaction

With online reviews playing an important role in attorney selection, client satisfaction should be important to any healthy law firm. This is not to say we simply want to encourage good reviews and hide the bad. We can learn a lot from client feedback. A confusing intake process could turn potential clients off and a complicated payment system could delay revenue.

Other Metrics

We are sure your firm has other metrics by which you measure success. You could be concerned with the average billable hours per user per week. Or, you could look at the time it takes to return a web inquiry from a potential client. You could even measure how many hours your firm typically spends responding to discovery. The point is, there are many indicators of success in your firm, but you’ll never know what they say unless you measure them.

Where do Law Firms Get Data?

Simply understanding that your law firm wants to measure its business intelligently is a significant first step. However, you won’t get anywhere if you don’t have data on which to run these reports. Financial reports are commonly the most familiar to lawyers because firms tend to have accounting software that tracks it. Profit and Loss statements are easy to come by. So, to run reports on other data, your firm must first store the data somewhere.

Although most of this could be tracked using an excel spreadsheet, we generally don’t advise that. A law firm’s information should be tracked with software built to manage that information. For Marketing data, a client relationship manager (CRM) will often store the data you need.  Likewise, most accounting software will work for your law firm’s purpose for financial data. Additionally, information about the management of your case files will generally come from law practice management software.

How do Law Firms use Rocket Matter’s Business Intelligence Software?

A truly data-driven law firm will find a way to connect all the disparate pieces of information they track. Some firms use Zapier or Power Automate, while others integrate their platforms using application programming interfaces (APIs). This allows the law firm to run intelligent business reports on information across all business functions. It means KPIs can be more complex and provide better insight.

Because it’s an all-in-one law practice management platform, Rocket Matter’s Business Intelligence tool can retrieve and interact with all aspects of your law firm—without integrations. This sets it apart from other business reporting tools for law firms. With it, a firm can track marketing efforts, intake funnels, client value, and billable hours all in one report.

Beyond the information that comes standard in Rocket Matter’s platform, the Business Intelligence tool gains a lot of value from a law firm’s custom fields. Rocket Matter allows users to add custom fields on both the Matter level and the Client level. Importantly, the Business Intelligence tool can connect with these fields when building and running custom reports. This means any piece of data you want to track in your matter or for your clients, you add it as a custom field, and you can start filtering, sorting, and tracking it in a custom-built report.

Although the Business Intelligence tool comes with some standard popular reports, most law firms will want to build custom reports themselves. Fortunately, you won’t need a data science degree to create these reports. Yes, there will likely be some learning curve, but the platform feels similar to the reporting tools in Hubspot, Zen Desk, or other platforms attorneys are familiar with.

Screenshot of Rocket Matter's Business Intelligence Tool

Demo Video

The product team at Rocket Matter recently gave us a tour of their business intelligence tool for law firms. Take a look at the video below to see a walkthrough they provided our Legal Tech Advisor, Zack Glaser.

How to Get It

If your law firm wants to learn more about Rocket Matter’s Business Intelligence software, contact them at RocketMatter.com and get a free demo and trial account. 

Want to learn more about Rocket Matter’s other features? 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.

Clio Drive(s) File Management Directly to Users

File Management with Clio Drive

When it comes to file management, cloud-based systems, like Clio, have always had a tension between whether to keep documents online or stored on a local device. Services like box, Dropbox, and other platforms that integrate with Clio have attempted to solve this problem, but have had differing levels of success. A solution that syncs Clio’s file location with your local computer has not fully existed—until now.

With Clio Drive, Mac users and PC users alike can access the files they store in Clio Manage as if they are stored locally on their computer. There is no longer any need to install clunky, confusing third-party software to help manage your files. With Clio Drive, the operation is seamless.

Clio for Clients

Clio’s client portal has also seen a recent update. They have made it more user-friendly on the client-side, and more robust on the user side. For more information, check out our recent Product Spotlight video.

Clio Pay

Based on the Legal Trends Report findings, we can see many clients expect to pay their invoices online. Although you can still get integrations to handle that for you, Clio has now introduced Clio Pay, an internal ePayment platform built directly into Manage.

Take a look at the following video to see how Clio for Clients works from your client’s perspective.

How to Get it

Or, if you’re ready for a test-drive, head over to Clio.com to get a free trial.

Cosmolex Expands Business Accounting with Robust Billing & Payment Features

Cosmolex understands that built-in accounting is a major selling point for many lawyers. The integrated system can make reporting, tracking, and billing easier for users. But, they must stay on top of expected features. They must constantly iterate. Which is what we’re seeing with the release of new features for CosmolexPay, and their increased login security.

Cosmolex Launches CosmolexPay, Making it Easier to Get Paid by Clients

Last year, Cosmolex released its built-in ePayment accounting system, CosmolexPay. This allowed users to accept credit card payments directly through their practice management software—a must-have for an all-in-one system.

Recently, however, the platform released enhancements. Cosmolex users can now set up ACH payments, accept eChecks, and even save payment methods into the accounting system. This is a boon for client-centered operations.

Increased Security for your Remote Practice

Every cloud-based law practice management solution should be mobile capable. And users should be able to access their data from anywhere. With that access, however, comes responsibility—for both the platform and the user—to keep the data safe. Platforms should protect the data they have control over (which Cosmolex has done), and should empower users to protect themselves through better authentication methods.

Cosmolex, for its part, has increased its login security to include multi-factor authentication through the Microsoft Authenticator app. Just go to the settings menu in your account, click on ‘security’, and turn on two-factor authentication. From there, you select the Microsoft Authenticator option and follow the prompts. Check out the video below to see this capability in action.

How to Get it

Check out our full Cosmolex review to learn more about their accounting functionality and integration. Then read the community reviews and compare products. Remember, Lawyerist subscribers get a discount through our Affinity Benefits program.

Rocket Matter Rolls out Advanced Features with New Pricing Tiers

Rocket Matter, one of the leading players in the Law Practice Management Software field, has expanded their features to include three separate pricing tiers. This essentially adds an advanced tier and an introductory tier, because not everyone is ready for loads of accounting and reporting features. And, frankly, some people are just dipping their toes into cloud-based practice management.

Users can now select from an Essential, Pro, or Premier pricing tier at signup. Essentials, for its part, has basic features. Something for lawyers who need simple, uncomplicated cloud-based management software. While Pro brings the features current users are accustomed to, sophisticated reporting, advanced billing, and more. Premier, however, is built for super-users. Personal Injury and Insurance Defense attorneys will find a lot of hard-to-find features built-in, while law firms who want solid analytics will also enjoy the added functionality. 

Paperless Pre-billing

Rocket Matter has always had top-of-the-market billing functionality. LEDES billing, expense tracking, and split-origination are all relatively standard for them. In the Premier pricing tier, however, Rocket Matter caters to their power users. They’re leaning into the efficiencies of a cloud-based system with features like paperless pre-billing. 

This means, no more printing of pre-billing sheets and leaving them on an attorney’s desk for review. Each billing user can now approve or disapprove of their (or other’s) time entries directly in the Rocket Matter system. It’s simple. A pre-bill report is run and then sent to the relevant users through the system. These users review their entries and the billing is automatically updated.

Discrete User Restrictions

The same super-users who like paperless pre-billing usually find value in thorough user restrictions. Rocket Matter not only allows law firms to restrict users to certain areas of the system, but they can even restrict billing code access. This allows firms to track their billing with more detail without added confusion between codes like trial prep, trial travel, and trial set-up. 

Advanced Law Firm Reporting: Business Intelligence Tools

For law firms who want Healthy Systems, Healthy Profits, and Healthy Strategy (which should be all of you), the most exciting new Premier pricing tier features is their Business Intelligence tool. This tool allows law firms to run custom reports on just about anything they track in the Rocket Matter system.

Run a Profit and Loss statement. Run an outstanding Accounts Receivable report. Hell, run an outstanding A/R report for Net-30 clients who have set up ePayments through RocketPay. Yeah, it’s powerful—and it includes all of your custom fields.

Take a look at our demo with Rocket Matter where they walk us through how the Business Intelligence tool works.

How to get it

What to learn more about Rocket Matter? Check out our full review and see how it stacks up against other Law Practice Management Software. While you’re there, check out the Lawyerist Affinity Benefit. Lawyerist subscribers get a special discount.

Or, if you’re ready for a demo of your own, head over to rocketmatter.com and get a free trial. Remember, Lawyerist

Clio Rolls Out New Clio for Clients Features, its Client Portal and Mobile App

Clio for Clients, Client Portal and Mobile App

Obviously, lawyers need to communicate with their clients. Practically, and ethically, we need to keep them abreast of their situation. But client communication is not easy. And if it is easy, many times, it’s not secure. Text messages and email can be a point where we lose confidentiality or even Attorney-Client privilege. So, most of us communicate with our clients when we must and not much more. Clearly, the less correspondence we send, the less possibility of exposure of sensitive information.

As business owners, however, we need to make our clients happy. And this includes actively communicating with them. Beyond the bare minimum. To the point where we delight them. Which is where Clio’s client portal and mobile app come in.

How do we delight our clients?

To do this consistently, and safely, most of us should use a secure client portal. Essentially, an encrypted location, where we can share messages, documents, and other sensitive information with our clients. When we do this, our correspondence is encrypted in transit (when it’s sent from place to place), and at rest (while it is stored on the servers). 

Clio Manage, Law Practice Management Software, is a relative veteran to the client portal game. However, they are constantly improving their product and adding new features. Their product, Clio for Clients, is no exception. Recently, Clio updated the existing client portal to include features that make client-side usage simpler and more useful. This includes a magic-link login, a mobile app that uses the security features on the client’s phone (rather than an extra, unnecessary layer of login), and the ability to scan documents directly in the application.

Easier Client Experience

Client portals aren’t helpful if our clients don’t want to use them. Downloading an additional mobile app, setting up a new account, and an unfamiliarity with how the new application works, can all lead a client to abandon use no matter how much you educate them on the need. As such, Clio for Clients utilizes existing features on user phones and gives the user the option to either use an app or their mobile browser.

One of these features is called a magic-link login. This is a secure, passwordless, login method that verifies identity-based on access to your email and known device. It reduces the friction for clients when using the portal. You send an update link, which sends them to a login page. Then, a ‘magic link’ is sent to their email address, and once they click on this link, they are given access to the application. 

Mobile Responsive Web Application

Since everyone uses their mobile devices in different ways, many clients want to use a mobile application, while others may simply want to access the platform through their web browser. Clio’s client portal now gives them that option. And since they use a magic link to log in, the burden of creating the user account is no longer on them. 

Once your client has either downloaded the app or decided to use the web application, there are a few mobile-friendly features that should enhance their experience. This includes native in-app scanning. When a client needs to upload a document to their portal, they can simply use the camera to scan and upload directly into the system.

How to Get It

If you’d like to learn more about Clio for Clients, or any other aspects of the Clio Suite, you can visit their website and sign-up for a free trial. Or you can Book a Demo.

PracticePanther adds Native eSignature and More Client-Centered Features

PracticePanther, the cloud-based law practice management software, has added more remote-friendly features to its popular platform. They now boast native eSignature, and two-way text messaging to help engage with clients on-the-go.

No matter your practice area, clients are expecting an increasing level of virtual accessibility. This includes connecting with them on their mobile devices, and allowing them to skip the printer and scanner and sign documents digitally. These features are quickly moving from nice-to-have to must-have in modern law firms.

eSignature capabilities are now included for all Business Plan subscriptions. This includes the ability to email documents to your clients, or other third-parties, with common fields like, Signature, Initials, Date, Title. Additionally, user accounts now include an eSignature page where they can track the status of their eSignature requests.

2-way Text Messaging

On top of their current secure client messaging portal, PracticePanther now includes 2-way text messaging directly from the cloud-based platform. And it’s relatively easy to set-up. Just turn the functionality on, choose an appropriate business-text number, and start messaging. 

Ready to learn more? Check out our demo video for an extended look at these features.

More about PracticePanther

To learn more about these and other features from PracticePanther, visit our full review. Or, if you want to dig-in further, get a free trial at PracticePanther.com.

Get Beyond Default View with Zola’s New Customizable Dashboards

Zola Suite’s All-in-One-Platform now gives you the ability to configure a custom dashboard for your firm

Zola Suite has now added the ability to customize default case management dashboards to individual user needs. This enhances the already powerful all-in-one law practice management system’s ability to quickly provide relevant information to law firms—which is Zola’s overwhelming strength.

This update, however, means matter data, client information, and common reports are right in front of you—exactly where you want, right when you login. The order of this information (and even whether or not it’s there) is based on who is using the platform. Now, your intake specialists can focus on the built-in Client Relationship Manager (CRM), while your billing team can concentrate on unbilled activity, accounts receivable, and user timekeeping progress.

Since Zola Suite is an all-in-one practice management solution, the user dashboard can show information other cloud-based practice management systems need third-party software to provide. This includes, accounts payable, income and expenses breakdown, and a CRM overview.

However, the advantages of Zola’s comprehensive solution goes beyond the quick-views and a customizable case management dashboard. The platform’s end-to-end nature necessitates advanced features like firm accounting, and allows for complex reporting like origination, and productivity reports.

Zola Suite Demo

Watch a demo of Zola Suite’s comprehensive law practice management platform.

Learn More about Zola Suite:

If you’d like to learn more about what Zola can do for your firm, take a look at our full product review, or get a free trial at https://zolasuite.com/

Automate Your Client Experience and Workflow with Actionstep

As a client-focused business, many attorneys only earn based on billable hours. Your day-to-day as a lawyer may include talking with clients, client intake, billing, collection, practice management tasks, and maybe, just maybe, finding time in your day to research and write that brief. Unfortunately, those non-billable administrative tasks are often those that take up most of your time. This is where workflow automation, and Actionstep, can help. 

Details

From client onboarding and scheduling to document generation and billing, there are many opportunities to keep your firm’s work flowing with automation, allowing you to service your client and attract new ones more efficiently. Workflow automation removes room for human error related to duplicate data entry, creates a better client experience, improves communication and transparency between you, your staff, and your clients, and helps you grow your business without breaking the bank.

Actionstep’s workflow automation runs through all its features including CRM, Matter Management, Document Assembly & Management, Time & Billing, Trust & Office Accounting, Reporting and much more. You’ll be able to create tailored workflows to automate data collection and entry, assign tasks, and make sure everything is checked off before moving to the next step. This gives everyone in your firm a roadmap, ensuring everything goes according to plan.

Take client intake as an example. A typical workflow for this could include a prospective client contacting your law firm on your website, someone contacting the prospective client, scheduling an initial consultation, meeting with that client, then generating a fee agreement. 

Using Actionstep, you can automate your client intake process by using a webform that can automatically populate a database with client information, instantly create and send a personalized email to the prospective client once the form is completed, generate a task for someone to contact the potential client, and even generate a fee agreement after the consultation. All you need to do is meet with the client. 

With workflow automation, you are in control of how things are done without having to control every little thing and are able to be more efficient without cutting corners. By defining your workflow, from client intake to closing the file, you’ll be able to transform much of that administrative work into an automated process, giving you space in your day to focus on higher value client and operational activities.  

How to Get it

To learn more about Actionstep or to sign up for a free demo, visit Actionstep.com today!

Clio & Google My Business

In order to thrive in the legal field today, the Modern Lawyer must properly tend to their online presence. Whether through paid advertising, grassroots social media, or website SEO, attorneys need to harness fast, efficient, and effective ways to connect with potential clients online. Maintaining your Google Business profile is an inexpensive, but sometimes confusing, way to promote yourself. Now, with Clio’s Google My Business integration, you can easily increase your presence on Google directly from your Clio Manage portal.

Details

Clio’s partnership with Google allows users to create, and maintain their Google My Business profile directly within their Clio account. It’s actually quite simple because Clio’s Google My Business interface is built directly into Clio Manage. You can get started just by going to the “Settings” menu and following the prompts. Clio and Google will walk you through the whole process.

Clio’s Google My Business Interface

When you set it up, it walks you through all the steps required to verify your business on Google. This puts your business on Google Search and Google Maps, lets you create and update office information (including hours of operation), and allows you to receive Google reviews of your service. It also makes it easy for potential clients to contact you, or simply verify your existence.

Connect Directly with Potential Clients

Creating an efficient client intake is a key aspect of any Modern Lawyer’s process. And capturing potential client information is an important part of that. By connecting Google My Business with Clio’s appointment booking tool, potential clients can conveniently book and pay for consultations directly from your Google My Business profile. Even if you’ve automated this process already, this can alleviate the need for a potential client to go to your website just to book a call.

How This Can Help Your Firm

It’s more important than ever to make sure your firm is easy to find and engage with online. Over half of potential clients search online for legal services. Google has more than 90% of the global search market share and has become the new storefront. Clio’s integration with Google My Business ultimately allows you to turn Google searches into clients.

How to Get It

To learn more about Clio’s Google my Business integration, or to sign-up for a free demo, visit Clio.com.

Put your clients at the center of everything you do

Exceptional client service differentiates your firm from the next. At Actionstep we create software that enables you to run your firm AND delight your clients.

We know the lawyer-client relationship is fundamental to keeping clients happy and coming back. However, no one person can control client experience in its entirety—it is a firm-wide endeavor. Client experience is made up of 100s of touchpoints throughout the client’s journey with your firm. From the first response they get from an inquiry form or calling your reception desk, to case updates or the ease of access they have to case files.

The Challenge:

The challenge is how you and your team keep up with client expectations for each of these touchpoints. Especially when service expectations are getting higher all the time. Regardless of whether it’s a delivery service, a streaming service or a professional service—clients know what good service feels like.

This means law firm clients aren’t just comparing the service they get from you as a lawyer with service they could get from another lawyer. They compare the service they get from you to ALL the services they receive in their lives. How do you make sure every interaction and communication your client has with your firm adds up to exceptional client experiences?

The Solution:

Actionstep puts your clients at the center of everything you do at your firm. It is a complete practice management system with the flexibility to support your ideal processes across every aspect of client intake, matter & task management, document assembly & storage, client communications, billing, and much more. Using workflow to organize and automate activity across all these functions, Actionstep puts you in control every step of your client’s journey with your firm, without having to manually control every little thing.

With Actionstep you can ensure your clients receive consistent levels of service and excellent experiences, regardless of who they engage with at your firm.

See how Actionstep can transform your clients’ experience: Learn how today

These 3 game-changing tools for law firms are the silver linings of 2020

Pandemic life has certainly been something to get used to, especially for attorneys. Managing documents, getting signatures, and communicating with clients and colleagues were already challenges without the added difficulty of working from home. Even without a pandemic changing how firms work, lawyers need tools that can adapt to changing circumstances in order to run a successful law practice. This is where MyCase has your back.

Details

MyCase is a user-friendly, cloud-based law practice management software with numerous features to help you get your work done on one platform, including document management and storage, integrated leads management, and a full email client. This year, they’ve built 3 critical features law firms need to maintain business operations during COVID-19, included in the software at no extra cost.

1. eSignature Templates and CounterSignature. Without leaving MyCase, you are able to create eSignature template forms that you’ll be able to use over and over again, editing as needed. You can then share these forms with all who need to sign, including countersigners, tracking the document along the way. Clients can even sign documents from their phone, meaning you can get all parties to sign in a matter of minutes, even if they’re thousands of miles apart. 

Image of customizable document fields

2. 2-Way Text. Text back and forth with clients with a centralized text message inbox that everyone in your firm can have access to. Text messages are sent from a single number and are automatically associated with cases and contacts, so you don’t have to worry about losing track of text conversations with clients. Firm members also have control over notifications for new text messages so they can reply as soon as possible. Even better, with this feature, you won’t have to give your direct phone number to clients. 

Image of text messages display

3. Internal Chat. MyCase’s newest feature, Internal Chat, allows you to seamlessly communicate with your staff, no matter where they are, from the same system you use to track and manage cases. You’ll be able to communicate to groups and send direct messages, all from a single window.

Image of messaging screen

How to Get It

To learn more or try out these features for yourself, start a free trial of MyCase today.

How Law Firms are Responding to COVID-19

With no definitive end in sight to the global health crisis, it has become increasingly difficult to track the far-reaching implications of the pandemic. To better understand the changes happening in the legal industry, MyCase recently launched a nationwide survey exploring the state of law offices, current workload, and predictions for the future. The results show that law firms are more positive about their financial outlook than in previous months, and they are adopting technology more readily than before. 

Financial Outlook

Sentiment around financial futures in the legal community has shifted to a more positive outlook than in prior stages of the pandemic. Though financial stability remains a top concern among legal professionals of all practice areas, 52% of survey respondents are more optimistic about the future of their firm than they were 30 days ago. 

Image showing question and chart: I feel more positive about the financial future of my firm than I did 30 days ago.

Technology Adoption

When asked their opinion on increased technology adoption in law firms and courts, overwhelmingly, respondents indicated that the change was a positive one, with 52% strongly agreeing that technology adoption in law firms is a good thing, and 54% strongly agreeing that the same is true of courts.

Image showing graph for people responding to level of agreement with Increased technology adoption within law firms and court systems is a good thing; I believe there will be additional COVID-19 related disruptions in 2020.

Along those same lines, respondents believe that firms who fail to implement or utilize cloud technology are more susceptible to financial hardship in the second half of 2020, with 70% agreeing that cloud technology is paramount to financial stability.

Law firms without cloud-based technology risk financial hardships in the second half of 2020

Software Needs 

90% of firms surveyed mentioned that cloud-based technology enables their firm to work remotely at this time. This is indicative of more attorneys recognizing the advantages technology brings to managing the operations of a firm as the health crisis continues to evolve.

To adapt your firm to the challenges created by COVID-19, consider adopting MyCase, a cloud-based practice management software built to help law firms centralize and access case details no matter where they are.

Protect from Future Disruption with Smart Business Decisions

As the COVID-19 pandemic continues to surge in some parts of the country, you’re no doubt facing uncertainty regarding how and when to reopen your law firm. You’re also likely wondering about the future of your law firm and its book of business.

One way to abate those concerns is to prioritize preparing your firm for whatever may come.

Future Proof Your Firm

Prior to COVID-19, you may have thought that this type of disaster was unlikely to happen to your law firm. But now that we’re in the midst of an unprecedented pandemic, are you really willing to take that chance again?

After all, the course of the pandemic is unclear for now, and other disasters, such as fires, are not as rare as you might think. Case in point: a fire that broke out a few years ago in a high rise building in downtown Buffalo, New York.

Have a Disaster Plan

The fire originated on the 15th floor, which was the location of a law office. According to news reports about the fire, confidential client files were strewn onto the street below as a result of the fire itself and the firefighters’ efforts to put out the fire:

“According to the Buffalo fire commissioner, a slew of legal files, some of which may contain private information, are flying around the streets of Buffalo after a fire broke out on the 15th floor of Main Place Tower in Buffalo … The documents are all old case files from closed cases, but could contain sensitive information many customers of (the law firm) might not want prying eyes to see.”

Had the firm move to a paperless practice prior to the fire, the fire would have damaged equipment and office supplies, but client confidentiality would not have been compromised and the firm would never have lost access to the case files that were destroyed.

Create a Business Continuity Plan

The aftermath of this fire is a great example of one of the most useful benefits of business continuity planning: it allows your firm to quickly and easily get up and running, regardless of the type of unexpected disruption you might encounter. 

To safeguard your firm from disruption and ensure the continuity of your business, no matter the circumstances, consider adopting MyCase, a cloud based practice management software built to help law firms centralize case details in the cloud.