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Harvest – Tips and Tricks

Add Expense Reports to Invoices, Automatically

We know you aren’t tracking time for the fun of it. You want critical insight into your projects and the ability to invoice your clients. That’s why Harvest makes it easy to pull the time you track into professional online invoices. But when it comes to invoicing, time is only half the equation. You also need the ability to invoice for any expenses you incur.

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Why Lead Management Needs to Be Separate from Case Management

In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems. Business processes and legal work in particular should be divided up and managed independently, while maintaining a smooth and seamless integration between the two. Here are the major reasons why separating lead management from case management is an essential step toward better law firm operations, and how implementing a lead management system can help.

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Case Management Software Reviews

Below are 7 of the major players in the case management software arena, along with a review of each in terms of its pricing, features, and reputation in the industry.

Note that we have not tested or used all of these products, nor is this a paid endorsement for any of them. This is simply an accumulation of information from various sources around the web to help our readers decide which case management software is best for their needs.

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3 Ways Apps for Lawyers Can Fix Common Management Problems

Working on cases with pen, paper, and Word documents is time and labor intensive – the old-fashioned way of practicing law. Today, attorneys have access to many affordable and efficient tech tools in the digital world to make case management easier.

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Outlook Calendar (2010-2016) - Tips and Tricks

How to send email to all accepted meeting attendees in Outlook. For some reason, you need to send email to all accepted meeting attendees in Outlook. Here’s how:

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Time Matters Keyboard Shortcuts

Underutilized tools within Time Matters include the use of HotKeys or those keyboard shortcuts that help users move quickly throughout the program. Firms familiar with the program may recognize a few off this master list of key combinations to make your Time Matters office even more efficient.

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PacerPro is a Better Way to Use PACER

Without PACER, nearly all federal court filings would be effectively inaccessible. PacerPro is an alternative to PACER’s clunky user interface. PacerPro is still adding courts, but even as-is, PacerPro is light years better than using PACER. You can keep track of all your cases in one place, search multiple courts’ PACER databases from a single search box, get search results that actually give you the information you need, download an entire docket with one click, and much more. Even better, PacerPro won’t let users pay for a document more than once. If multiple users are watching the same docket, it will even run a round-robin to evenly distribute the PACER fees.

If you have anything to do with the federal courts, do yourself a favor and sign up for a free PacerPro account right now.

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Smokeball Practice Management Software User Guide

Smokeball is legal practice management software for small firms that use Windows. While it does what you have come to expect from most case management software—matter opening, calendaring, keeping track of contacts—it places particular emphasis on document assembly and automation. It is also tightly integrated with Microsoft Word and Outlook.

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eBrevia Replaces Your Army of Doc Review Minions

eBrevia uses industry-leading artificial intelligence, including machine learning and natural language processing technology, developed in partnership with Columbia University to extract data from contracts, bringing unprecedented accuracy and speed to contract analysis, due diligence, and lease abstraction.

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Excel - VLOOKUP: When and how to use it

Learn how to use the VLOOKUP function to find data in a large spreadsheet, and on other worksheets in a large workbook. These videos explain each of the VLOOKUP arguments, and mistakes to avoid.

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