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Matter Management
Zola Suite Feature Spotlight: Document Management Tools
Most legal matters involve hundreds of documents, many of which have numerous iterations along the way. Zola Suite’s robust document management system not only helps firms efficiently manage these files, but also offers interoperability with Zola’s other native matter management tools, maximizing efficiency and productivity. With Zola Suite’s Document Management tools, firms can easily store…
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Law Firm Operations
Best Practices in Onboarding Attorneys
When a law firm hires an attorney from another firm, certain challenges need to be addressed. It is prudent to address these issues prior to day one, before the lateral attorney becomes an entrenched member of the firm. It is equally important to recognize that each attorney is unique and may have unique needs, therefore each onboarding situation should be tailored to the attorney.
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Law Firm Operations
Best Practices in Collecting Accounts Receivable
Picture this: a new client retained the firm, timely work was performed, invoices were prepared and sent to the client and yet those invoices remain unpaid. Sound familiar? Many law firms have very high accounts receivable balances that are aged over 120 days and these high and aged invoices directly affect the firm’s overall financial health. While it may be daunting to try and collect payments that are long overdue, many times, it requires no more than a simple conversation or the adoption of credit card payments.
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Law Firm Operations
Are Your Software Providers SOC 2 Compliant? They Should Be.
With cybersecurity threats on the rise, it is imperative that firms proactively improve internal and external security protocols. Keeping confidential information and sensitive client data secure means extending such protocols to each software vendor. It’s important to check the data security protocols of the software you’re evaluating before you make any decisions that can have a long-lasting impact on your firm.
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Law Firm Operations
Best Practices When Starting a Law Firm
When considering starting a boutique law firm, there are many issues that need to be addressed prior to the first day of business. For instance, if a lawyer is leaving another firm, it is critical that the lawyer read any documentation or current firm policies regarding clients and transferring data. The lawyer should make sure that the departure is as transparent and non-adversarial as possible. In some instances (especially with equity partners), it would make sense to engage a business attorney.
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Law Firm Operations
Two Heads are Better Than One: Working with your IT Company When Transitioning to A New Practice Management Platform
With so much technology at our fingertips, IT professionals always have some sort of new technological advancement to tackle. Any time you undertake a project that involves your computers, it is a good idea to have your IT team involved. Involving them early in the project can help to make the project proceed more smoothly.…
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Law Firm Operations
How Best To Communicate in Today’s Environment
Communication with clients and prospective clients has always been very important. Due to the current climate, it is even now more important to ensure that clients and potential new clients are receiving the communications that they want, in the format that they want, and when they want them. Proper communication from everyone in a firm…
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Matter Management
New Tools to Enhance Law Firm Efficiency
Every year, we look forward to heading to Chicago for ABA TECHSHOW to join fellow tech-enthusiasts for new product announcements, informative sessions and panel discussions, and networking with partners, colleagues and clients. Despite this year’s conference being held virtually, we are still excited to share a few of the over 1200 updates that we’ve made to Zola Suite since last year’s event.
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Matter Management
Hanging Out A Shingle: Is It Better to Start with Practice Management Software or Select a Solution Once a Firm is Well Established?
Congratulations! You have decided, either as an individual or with a group of colleagues, to open your own law firm. There is a lot to do and many choices to be made. Everything from office location, firm name, domain name, business cards, internet and phone services to computers (Windows or Mac) must be decided. You may get to the point where you feel you just do not want to make another decision, but decide you must.
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