Tag Archives: document management

7 Critical Reports for Trust Accounting

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Trust accounting is one of those aspects of running a practice that comes with a zero tolerance for error. The penalties — for both the attorney and the firm — be can severe. However, it’s so tedious and time consuming to keep up with all the required documentation that many firms procrastinate or just do a partial job each month. ...

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Case Management 101: The Right Software For Your Firm

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If your old case management system is dying out and it just doesn’t fit your practice or area of law, it might be time for an upgrade. Dive into the intricacies of case management software in this Industry Insight webinar. We’ll break down: Today’s case management systems Benefits for small law firms: Client management Matter management Client portals Document automation Email management Time tracking How ...

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Case Management 101

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If your old case management system is dying out and it just doesn’t fit your practice or area of law, it might be time for an upgrade. Dive into the intricacies of case management software and find the right system for your firm in our next free Industry Insight webinar: Case Management 101 Wednesday, October 7th 2:00pm – 2:30pm ET We’ll break down: Today’s ...

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Document Automation for Real Estate Closings

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Learn how using dynamic document templates, standardized letters, emails and forms can speed up file preparation, increase profits, and make you look like a rock star to your clients. Gain insight on: How document automation, a.k.a. document assembly or auto-drafting, can fit into your practice. The benefits of automating documents; closing statements, forms, letters, and e-mails. Safeguarding your work from costly errors.   Thank ...

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Document Automation for Real Estate Closings

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The fees you charge for Real Estate Legal Services are competitive and fair. In order for you to maintain profitability, keep clients happy, and grow your business you need to be as efficient as possible. Real Estate transactions often include the same Title Statements, Forms, client update letters and documents each time, changing out client and property information. Join us ...

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Beyond the Scanner: Paperless Workflow that Works

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Setting up a paperless office requires buying some hardware and software, but successfully maintaining a paperless office requires re-defining your everyday workflows. Join us on Thursday, September 10th for Beyond the Scanner: Paperless Workflow that Works to become victorious in your paperless quest! Our paperless faculty will show you how to streamline the logistics around your digital documents after the scanner—when ...

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