Posts Tagged ‘ Contact Management ’


Three coworkers working on the firm's trust accounting

Trust Accounting Software 101

All law firms are required to maintain accounting records for client funds deposited in trust accounts. Finding the right software solution to assist with the necessary record-keeping for those funds requires a complete understanding of the bar association rules. Trust Accounting Basics Client funds are held by lawyers for many reasons. A lawyer may hold client property in connection with representation, settlement funds or legal fees and expenses paid in advance. Bar associations have very specific rules that regulate the safekeeping of client funds, and law firms are required to deposit these funds in a separate bank account to ensure […]


work from home essentials such as a computer, phone, cup of coffee

Work-From-Home Tech Essentials

During our recent ALA webcast, The Flexible Law Firm: Is your practice ready to embrace a work from home program?, there were dozens of questions around technology solutions required for successful implementation of a work-from-home program. You need the right devices, the right processes and the right software that enforce accountability, keep your team connected and make your data accessible (while keeping it secure).


woman typing on her computer at her kitchen table

Is your practice ready to embrace a work from home program?

A work-from-home policy presents many benefits and drawbacks for a modern law firm. With a virtual law office, your firm will save on monthly rent costs and is likely to experience less employee turnover. However, remotely participating in meetings with clients and employees can be challenging when employees must rely on technology alone for critical communication. Luckily, there are affordable technologies available that will alleviate some of these challenges.


lawyer on his mobile phone

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.


task management module

The Importance of UI and Why It Matters to Lawyers

A User Interface, or UI, is the series of visual elements that you interact with in a software program such as buttons, icons, screens, and pages. All of these elements contribute to the functionality and usability of the application. A successful UI has to be equally appealing to the eye and easily navigable, especially for those who would not consider themselves “techies” (perhaps this sounds like someone you know?). A well-designed interface can shorten the learning curve of an application, helping you perform tasks easier and faster without wasting billable time. For this very reason, some of the country’s most gifted designers, lawyers and technologists have been collaborating to apply legal design and innovation to legal products and services.


conference room

How Relationships Can Propel Your Practice

Practicing law is more than advocating for clients by appearing in court, negotiating and preparing contracts or signing papers. The key to running a successful firm is managing and developing the business. Certainly, being a knowledgeable and highly-skilled attorney is essential to attracting and retaining clients, but it takes more to build a successful practice.


Zola Suite business cards

Are You Bad at Remembering Names and Faces?  Is This Impeding Your Networking Success? Meet Your New Best Friend.

Does this sound familiar? You’ve just returned from a conference or other networking event and you have a pile of new business cards to go through. You get started following up with people (which is, as you know, the most important part of networking) only to realize that you have no idea who half the people are. This scenario played out enough times in the life of Fred Cohen, the CEO and Architect of Zola Suite, that he decided to do something about it when he developed the Zola Suite mobile app.


Zola Suite email client

Email & Practice Management Done Right

The primary objective of adopting a practice management solution is to enhance efficiency, establish organization and promote collaboration.  While legal practice management (LPM) vendors offer a number of features to meet these objectives, virtually all fail to incorporate email capabilities.  This omission serves to seriously hamstring these applications because email is not only the primary method of communication with outside parties, but also a means of transferring documents, and sending and receiving calendar invitations and much more.


Ready to supercharge your law practice?