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Law Firm Operations
Transform Your Practice by Becoming a Deming Disciple
The practice of law is complicated. A single case can involve multiple attorneys, dozens of files and hundreds of interactions among a law firm, clients, opposing counsel and courts. Given the vast scope of moving parts and operations of a legal matter, it is ripe for business process optimization.
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Law Firm Operations
Old-School Lawyer Problems Resolved with New-School Technology
We can all clearly picture a lawyer that has been in practice for decades. They are trapped behind a desk piled high with client files, various documents, and correspondence long needed to be sorted and filed. They complain that they can’t ever find what they are looking for in the pile of papers they have amassed. Notes about important client meetings fall by the wayside. The dreaded end of the month comes and they have to enter their billable hours they have scrawled down on a piece of paper. These kind of lawyer problems are a thing of the past with advances in legal technology.
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Matter Management
Why Zola Suite is Even Better Suited for the Less Tech-Savvy Lawyer
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.
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Matter Management
You're Not ‘Fully Integrated’ If Your Application Requires External Integrations For Deep Functionality
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.
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evergreen retainers
Timekeeping & Billing
Is it Time to Adopt Evergreen Retainers?
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.
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Accounting & Reporting
Building Better Client Relationships with a Trust Accounting System
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.
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Matter Management
Keeping Client Confidentiality With Caseway Portal
With cyber security concerns on the rise, how can you safeguard sensitive information against security breaches? To stay in contact with your clients on a regular basis, you probably use email as your preferred way to share and discuss details about their case. But as we’ve all read in the news, email is not the most secure way of sharing sensitive information. Without internal encryption, information shared between your practice and your clients may be intercepted by a third party.
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Matter Management
Task Management – Streamlining Your Firm’s Workflow
What are the unique steps your firm takes to complete tasks? By now you’ve processed hundreds of new clients. You perform the same steps for every new client, but have no way of knowing their status in the process. With all the work you have on your plate, there is no time to run around the office, figuring out which member of your staff was in charge of each task and if they are on track.
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work in progress report
Compensation and Performance Tracking
Work in Progress – is it worth it, now you know…
There are so many benefits to keeping track of your time: efficiency, organization, and responsibility. Once you figure out where specifically you are spending your time, you can then determine where improvements in your time management need to be made. Budgeting your time and allotting more time for higher priority tasks, will lead to fewer distractions, better organization, and more responsibility (and accountability).
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