Tag Archives: document management

7 Critical Reports for Trust Accounting

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

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

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

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

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

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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What Virtual Law Firms Know That We Don’t

Discover what you can learn from virtual law firms in our latest Industry Insights webinar: “What Law Firms Know That We Don’t” The virtual law firm is an emerging, forward-looking business model for solo lawyers to multi-lawyer, multi-jurisdiction law firms. It works only if you have the right skill sets and ability to otherwise work effectively with clients along with …

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Document Automation for Estate Planning Attorneys

As an Estate Planning attorney, you have the ability to safeguard a client’s legacy. Protecting their assets, distributing their wealth, and preserving their values. You treat every client with care and respect, paying special attention to their needs, every step of the way. We will cover: Document assembly vs. document automation Benefits of automation Types of documents I can automate Available automation …

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