The 5 biggest mistakes

Similar documents
Failing to research your options before purchasing.

How Small Business Owners Can Save Time and Money by Going Paperless

Microsoft Office Accounting Professional 2008

white paper No More Spreadsheets: Top 5 Reasons to STOP using Excel for Planning and Performance Management Executive Summary

Top four benefits of automating travel and entertainment expenses

Product Overview. ebid exchange. Vendor Management. Sourcing and Bidding. Vendor Contract Management. Benefits of ebid exchange

Document Management with Smokeball: Increased Productivity & Profit for Your Small Firm

Today s Document Management System

Cabinet NG, Inc. DOCUMENT MANAGEMENT IN THE PERSONAL INJURY LAW FIRM BY ANDREW BAILEY

trumpet DOCUMENT MANAGEMENT: It s It's More Than Going Paperless

White Paper. Today s Document Management System: Go Paperless; Go to the Cloud; Go Mobile; Foster Collaboration

A Primer on Computerized Case & Matter Management Systems

CT TyMetrix. For Claims Departments, Convergence of Matter Management and E-Billing Creates Opportunity

onesource workflow manager

Protect and build your practice with the #1 name in rules-based calendaring.

Legal Calendaring Software Cost Justification and Benefit Analysis

Overview of the features that provide the highest return on your investment in Tour de Force

How To Manage Time And Expense On A Computer Or Tablet Or Ipad Or Ipa Or Ipo Or Ipod Or Ipode Or Ipro Or Ipor Or Ipora Or Ipore Or Ipot Or Ipos Or Ipom Or Ip

WHITE PAPER. Meetings are a necessary part of business, but what isn t necessary is the amount of time spent arranging them.

The scope and impact of EDM on organisations

management for small law firms

Top 5 Tips for Selecting a Legal Management Solution

How to Configure Outlook 2003 to connect to Exchange 2010

Introduction A BUYER S GUIDE TO DOCUMENT MANAGEMENT

OneContent 17.0 Manage Content Across The Enterprise

Bringing Your Documents into the Digital Age. Paperless Office... Fact or Fantasy. An overview of Electronic Document and Records Management

Checks and Forms 101. AccountEdge Pro. AccountEdge Network Edition. AccountEdge Pro for Windows

Accounts Payable Automation 7 Ways Automation Can Reduce Pain Points in Accounts Payable. Ebook

Wilkes University Information & Instructions for Students using Outlook 2003

6 Contract Management Best Practices - OPERATIONS EDITION -

Our Applicant Tracking System Helps Streamline Your Hiring.

Pitch the paper clips.

INTELLIGENT COMMUNICATIONS. The Definitive Guide to Upgrading Your Nortel Communications System

Setting Up, Keeping Up and Maintaining Files

How to Go Paperless In Three Simple Steps: A Guide for Small Businesses

Products. LoanComplete TM Streamline Loan Processing, Reduce Costs and Ensure Regulatory Compliance with an Automated Life-of-Loan Solution

The Case Management System - Why Law Firms Use It

Pitch the paper clips.

Contacts: , find, and manage your contacts

How to Configure Outlook 2013 to connect to Exchange 2010

Marketing System Options

SUPEROFFICE 7 ONLINE. t e s t s

How to send meeting invitations using Office365 Calendar

Membership Management Software

Avaya Understands Law Firms

Moving your GroupWise archive to Outlook 2010 Key step to take the day after your upgrade

UltimaX EDM for Microsoft Dynamics AX TM

Practice Management Software Improves in Affordability, Features

RATE YOUR NEED FOR A CONTACT & CUSTOMER MANAGEMENT SYSTEM. Rate Your Need for a Contact & Customer Management Solution

Microsoft Office 365 with MailDefender

ViewWise Supports Audit Trail for Manufacturing Companies

The Four Pillars of Family Law Practice Management. White Paper by CosmoLex LLC

The Transition from Paper to Painless

Microsoft Vista - A Small Firm's Pitfall

Large Nonprofit Hospital Improves Communications with Messaging Solution

Pitch the paper clips.

I Wish I Knew Now What I Didn t Know Then!

40 Tips for Evaluating and Purchasing New ERP and Business Management Software

You Get What You Pay For Best Practices in Choosing a Calendaring Solution

SPEED AND EASE Spreadsheets. Workflow Apps. SECURITY Spreadsheets. Workflow Apps

Why Integrated Accounting Is Essential to Practice Management Software for Law Firms

6 REASONS TO SWITCH TO CLOUD-BASED EXPENSE MANAGEMENT CERTIFY // 01 6 REASONS TO SWITCH TO CLOUD-BASED EXPENSE MANAGEMENT

onesource workflow manager

Outlook Data File navigate to the PST file that you want to open, select it and choose OK. The file will now appear as a folder in Outlook.

Rate your need for a Contact and Customer Management solution.

The Four Pillars of Legal Practice Management. White Paper by CosmoLex LLC

1. General Description of the Project/Program being Submitted

Paperless approval system for Sage 300 CRE (Timberline)

Intellect Platform - The Workflow Engine Basic HelpDesk Troubleticket System - A102

8 BEST PRACTICES FOR MAKING YOUR PROJECT COSTING EASY 1. 8 Best Practices for Making Your Project Costing Easy

Login. free. Aquarium Casebook. online case management. purpose built software for lawyers free to use anywhere, anytime

Implementing a Private Equity Fund Accounting System

Sailing Solo. By Daniel J. Siegel

EMC DOCUMENTUM Capital Projects Express. KEEP YOUR PROJECTS ON TRACK Flexible Document Control for Agile Teams

Document Management As A Disaster-Recovery Tool. Leslie Haywood, CEO

Microsoft Access Calendar Scheduling Database/Template Installation Instructions

How to Configure Outlook 2007 to connect to Exchange 2010

WORKING REMOTELY USING OUTLOOK WEB APP

How To Make Money From Travel

Electronic Health Records

ADEMERO DOCUMENT MANAGEMENT SOFTWARE Streamlining the Accounts-Payable Process

Know Your Law Office Technology Options Something for Everyone

Staying Organized with the Outlook Journal

The 6 Profit Points of Every Law Firm

LEGAL SOFTWARE 101. The right software can increase profitability and productivity for your law firm.

Welcome to Enterprise Vault Archiving

Advantages of construction-specific solutions over generic spreadsheet applications

Simple Solutions to Improve Document Management & Control

Enterprise for Case File Management

The Phoenix Corporate Legal Suite. Efficient Document, , and Matter Management for Law Departments and In-house Counsel

4 ways to grow your small business with Salesforce CRM

Five Steps to Getting Started with Contract Management

proactive contract management

FIVE WAYS TO MAKE YOUR SUPPLY CHAIN MORE DYNAMIC

Without a support system in place, the task of environmental compliance can be incredibly daunting.

Point of Sale Procedures. Quick Reference

Things You Need in AP Automation

Analysis. The Opportunity to Automate Accounts Payable. January Service Areas. Comments or Questions? Digital Peripherals Solutions

World s #1 most widely used construction management software.

White Paper MATTERSPHERE MANAGING THE DOCUMENT LIFECYCLE

Transcription:

The 5 biggest mistakes lawyers in all practice areas make ( and how to fix them ) Being a lawyer, you have a good understanding of the law, excellent people skills (your clients are delighted with your service and often refer their friends to you), you re a good negotiator, you have good judgment and you have a high-degree of peer recognition and professional achievements. So what s next? There are 5 common mistakes that lawyers make on a daily basis. Are you making any of them? Read on to find out and learn how to avoid them to further improve your firm s efficiency, productivity and client experience. Let s begin... 1

Mistake #1: Using Outlook for calendaring The most common calendaring software for law firms is Microsoft Outlook. Many attorneys say it is an obvious choice: we already have it, we already know how to use it and all of our contacts are already in it. While Outlook is a good tool for email, it lacks features and functionality necessary to run an efficient, successful law firm. Here are 5 reasons why relying on Outlook to manage your firm s calendar can lead to malpractice. 1. Outlook lacks rules-based calendaring Without an automated process to schedule court mandated deadlines, important events are likely to fall through the cracks. The right law office software can automatically schedule, and reschedule, your deadlines for you. Simply calendar the trigger event and all related events are scheduled for you. 2. Outlook doesn t support group scheduling Without access to everyone s schedules, it s nearly impossible to accurately calendar group events. Trying to coordinate, update, and maintain individual calendars is error-prone and counterproductive. Having one central computerized calendar for everyone in your office makes scheduling convenient and accurate. 2

3. Outlook doesn t keep an audit trail If your calendar events are changed, it s important to know who is responsible for the update. Not knowing can lead to confusion in the office, especially if the change requires additional work or information. If you need clarification on why an event was changed or who authorized it, the right software will display the owner of the change and you can ask them directly, saving you frustration and streamlining your communication process. 4. Outlook can t calculate court dates Constant updates and changes to court rules means that deadlines frequently change. Having to count on your fingers or wall calendar to schedule your deadlines is time consuming and error- prone. Any calendaring program you use should have a legal date calculator built-in to compute court days and calendar days. 5. Outlook can t distinguish between cases In Outlook, every time you look at your calendar you are looking at all of your current obligations. But what if you need to just view what you have scheduled for one particular case? Your software should be able to configure to your unique needs. In this case, you should be able to easily filter your calendar to show events for only one client, one case etc. 3

Mistake #2: Using multiple, piecemealed programs Using multiple programs from multiple vendors increases your risks and costs. With client and case information scattered in different programs, how do you know what is accurate? Additionally, double entry of data in multiple programs is risky (typos) and time consuming. Not to mention having multiple programs means having multiple support plans, programs to upgrade, learn and train. AbacusLaw is the only practice management software that seamlessly configures to your unique needs. Don t make the mistake of purchasing practice management software that doesn t. 4

Mistake #3: Relying on paper Employees spend an average of 18 minutes searching for a document. A four-drawer file cabinet holds an average of 10,000 to 12,000 documents, costs $25,000 to fill and takes 9 square feet of floor space, costing $1,500 per year. And every 12 filing cabinets require an additional employee to maintain. Going paperless will provide you with many benefits including: Improve Efficiency: Find documents faster and simultaneously share documents. Cut Costs: Reduce space and equipment to store documents, reduce hard costs in paper, toner, filing folders, etc. and reduce mailing costs by using email. Improve Client Service: Quickly respond to client inquiries, give clients electronic copies of their documents and focus on revenue generating activities. Reduce Risk: Stop misfiling, improve document security, eliminate missing, borrowed or lost documents. Go Green: Reduce paper, toner, folders, etc. 5

Mistake #4: Using software that doesn t work the way you work best Good software is like a good suit. It has to be tailored to your way of practicing and the specific types of matters you handle. A poor fitting suit can spoil your image; poor fitting software can ruin your practice. Over the years, the types of cases you handle will most likely expand. If your software can t easily grow with you, you ll waste valuable time and money switching programs down the road. Only AbacusLaw is designed to be configured for every type of matter and every kind of law firm. 6

Mistake #5: Not having a bill button everywhere you need it Many lawyers cling to the traditional ways of tracking time paper, pen and spreadsheets. But since you re so busy helping clients, you re apt to forget 10-15 minutes here and there. And it adds up! Forgetting to bill for even just 10 minutes per week is almost 9 hours of lost billable time per year! If you bill $500 per hour, you re missing $4,500! It s important to track your time, even if you don t bill by the hour. Clients like to know how you spent your time. And if you don t know how you re spending your time you won t know which types of cases are most profitable for your firm. If you don t have a BILL button everywhere you need it, how will you remember to bill for all of the tasks you do? Unlike other time, billing and accounting programs, only AbacusLaw gives you a BILL button everywhere you need it. Conclusion If you re concerned that you re at risk of making one of the mistakes above, or for any other reason, AbacusLaw can help. Call 800-726-3339 now for a free demo of the only fully integrated practice management software built to be configured for every type of matter and every kind of firm. AND for a limited time, save 30% on your AbacusLaw purchase when you purchase within 2 weeks of today s date. 7

800-726-3339 www.abacuslaw.com 8