Why are you emailing your clients weblinks to documents? They’re not supposed to click on unknown links. It’s making them nervous. Even if you’re using popular apps like dropbox to share files, you can’t be sure your client will trust the link. Nor should they. They might think it’s a phishing scheme. If you’re using a link retrieval system to “prove” that documents were received by your clients for compliance reasons, you may want to rethink this….

How can you prove what really happened behind closed doors? Can we ever know what happened in a meeting behind closed doors, with no recording devices and no third party witnesses? Probably not. Is email a clearer way to communicate a complex message? Not always….

Most business owners don’t know how easy it is to send a fake email that appears to come from a colleague, vendor or even a public figure. This is one of many common misconceptions about email security and delivery. Here are some other common assumptions that are made every day...

The idea that legal technology could be better suited for the less tech-savvy lawyer sounds counterintuitive. The truth is that Zola Suite, next generation legal practice management software, provides lawyers who are less familiar with technology with a leg up. This is due in part to the fact that law practice management solutions streamline the use of many different legal tech tools such as accounting programs, document management systems, email, and interoffice communication systems. With legal practice management software, all of these different tech tools fall into one, more manageable program.

As lawyers, we have an ethical duty to ensure privacy for client communications. Technology hasn’t changed this, but there have been recent questions as to what steps lawyers should be expected to take to protect electronic communications. To address these issues, the American Bar Association’s Standing Committee on Ethics and Professional Responsibility recently released Formal Opinion 477, an update to Formal Opinion 99-413, which discusses how changes in technology use coincide with Rule 1.6 concerning client confidences.

Here at Zola, we can understand why so many legal practice management programs make grand claims of being fully integrated, all-in-one solutions. Software with capabilities to meet all your law practice management needs in one user-friendly interface is appealing. The fact of the matter is that these claims are often misleading. You end up stuck with practice management software that relies on third-party applications and integrations to meet many of your key needs. The bottom line is - you can’t be an all-in-one practice management solution if you are relying on third party applications for important functions such as email, accounting, and document management.

As a conscientious professional, you constantly strive to satisfy your clients.  After all, a happy client can lead the way to great referrals and more business. To achieve this, you must be responsive and attentive, while establishing a sense of trust that your client can rely on you to help solve their problems.

What is an evergreen retainer? An evergreen retainer is a type of security retainer. Just like other types of retainer, your client pays you a sum up front and you are able to use this money to pay your fees and expenses. The difference is with an evergreen retainer, your client needs to keep a predetermined minimum balance on the account.

Does your firm rely on a bookkeeping service to manage your books? Have you experienced data syncing issues or do you have concerns that your provider doesn’t have sufficient experience to manage your books in compliance with your state bar’s client trust (IOLTA) rules and regulations? If so, then it’s time to take your firm’s legal billing and legal accounting into your own hands.