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Lexicata CRM and Client Intake Software

Lexicata is a CRM with an impressive combination of tools, including a form builder, a lead tracker, engagement letter templates, and automated emails. When you open up the program, there is a nicely-designed dashboard that will give you a quick glance at how you are doing in regards to finding and signing clients.

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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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Embed and edit Videos In PowerPoint

Video you insert from your files is now embedded in your presentation by default. Easily trim your video within PowerPoint 2010 so your audience only sees what you want them to see.

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UnZIP Files with this Free App on iPhones and iPads

Managing ZIP and RAR file on Mac could be a pain if you don’t know how to deal with it. iPhone doesn’t come with any app that can help you to UnZip or UnRAR file, but when you receive any Zip File via email, iPhones and iPads has the ability to extract them. Just tap on attachment, and iOS will extract automatically. However, it doesn’t happen if you have received any RAR file. So you need to use an app that can do it.

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A look at Clio's Campaign Tracker

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. It’s a simple solution to a common problem: figuring out where your clients came from.

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Now You Can Put a Chat Bot in Charge of Your Potential-Client Intake

If you are wondering what an intake chat bot for a law firm might look like, here are two recent examples, from Lawdingo, a lead-generation company, and 1Law, a tech-enabled law firm.

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Resize Active Screens

The Window Logo and the arrow keys will automatically resize the active screen. For instance, if you press Logo + right arrow, it will place the screen on the right and be half of the screen. This is handy for users who happen to have two monitors and beats trying to find the edge and drag to fit.

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Send Email Securely using Law Studio

Did you know email is sent in the clear, meaning it is “not encrypted”? The email protocol was never designed to handle sensitive information. We obviously can’t stop using email, so what can we do to make it secure? Veritext designed a tool to solve that very problem. Among the many facets of LawStudio, secure email delivery is one of the most useful features. 

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Links in Word to Worksite/Filesite files

Here is how to import links to other DMS documents to your current Microsoft Word document with Worksite/Filesite.

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Nuance PowerPDF - Printing Bookmarks

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