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Clio Campaign Tracker and Clio Payments

Campaign Tracker is a new feature that helps lawyers figure out where their clients are coming from. With Campaign Tracker, you can generate unique phone numbers (routed to your firm phone number) to use with ads, create contact forms and landing pages, and enter leads manually.

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Learn More About Clio: Here

MetaJure Document Management System

MetaJure is an innovative way to share and search for documents. It allows its users to save documents without learning a new structure. How? MetaJure crawls throughout the folder tree, either on a local PC or a network share, looking for documents to index. These results then become public to those who have been granted the permission to view them within the firm’s network. This eliminates the need for manual profiling, data conversions, or migrations during a new install.

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Learn More About MetaJure: Here

PracticePanther Law Practice Management Software

PracticePanther prides itself on giving you ways to interact with your team. The program has a built-in chat program so you don’t need to hop over to Google Hangouts or Slack. You can also have PracticePanther notify you when certain client actions are taken, like when they open an invoice or make a payment.

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Learn More About PracticePanther: Here

Footnote Tips

Changing Footnote Numbering; Word allows you to specify both a starting footnote number and whether the numbering is continuous or starts over with each new section or new page in a document.

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Learn More About Microsoft Word: Here

Links in Word to Worksite/Filesite files

Importing Links to other DMS documents to Your Current document with Worksite/Filesite.

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Learn More About iManage: Here

Learn More About Worksite/Filesite: Here

Resize Active Screens

The key combination I use the most is the Window Logo and the arrow keys. It will automatically resize the active screen. For instance, if I press Logo + right arrow, it will place the screen on the right and be half of the screen. This came in handy for users who happen to have two monitors and want to automatically resize the window without having to use the arrows. It really is quite fun - beats trying to find the edge and drag to fit.

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TimeSolv Time Tracking And Billing Software

TimeSolv is cloud-based time tracking and billing software designed for lawyers.1 For a firm of any size, TimeSolv can ease the pain and tedium of time and expense tracking. That said, for solos, the depth and breadth of what TimeSolv offers is likely overkill. The real value of TimeSolv comes from its ability to manage lots of moving parts. It handles ABA billing codes, a variety of different billing schemes and rates, high-volume invoicing, and has a wide range of reports to track firm performance. Firms with five or more attorneys will appreciate what TimeSolv has to offer.

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Learn More About TimeSolv: Here

3 of My Favorite Features in Worldox GX4

Worldox GX4 is loaded with new features and I wanted to share my top three.

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Learn More About Worldox: Here

Lawcus Legal Case Management Software

Lawcus is basically project management software built for lawyers instead of software developers (for a welcome change), with a simple-but-effective CRM built on the same model. Lawcus is one of the most unique practice management software options you will find.

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Learn More About Lawcus: Here

Xero Accounting for Law Firms

Xero is a cloud-based accounting software that has positioned itself as “The online accounting software alternative to QuickBooks” for lawyers and other small businesses. Like QuickBooks Online, it can work well as general-purpose accounting software for law firms, although it lacks specific trust-accounting features.

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Learn More About Xero: Here