Your firm can save countless hours of unnecessary administrative burden by streamlining processes, automating workflows, and modernizing your case matter software.

  • CASE MATTER MANAGEMENT TOOLS

    If you’re not ready to dive in fully just yet, a simple task management tool (e.g. JIRA core or Monday) can help you to track and manage the various tasks/steps within a legal process.

    Meanwhile, a dedicated legal case management and time tracking tool (e.g. Zola Suite or Clio) will make life even easier with added features such as invoicing, accounting, client/case analytics, more robust workflows.

    • Customize workflows for onboarding new clients according to case matter.
    • Collaborate on tasks and documents without duplication of efforts.
    • Assign tasks to multiple people, set due dates, and record time automatically.
    • Keep track of comments, court dates, documents, and other details related to each task.
    • Use @mentions to get someone’s attention and ask or answer a question on a particular matter.
    • Control who has access to view or edit a particular case or document.
    • See the status of your entire caseload at a glance.
    • Customize reporting and dashboards to see everything you need at a glance.
  • I'LL GET YOUR TEAM UP & RUNNING

    Getting started is often the toughest part, but that’s where I come in. As a bridge between your firm and the software companym, I will:

    • Project manage the technical setup from soup to nuts
    • Tackle the customizations such as:
      • Intake forms and individual workflows by case matter
      • User permissions & restrictions
      • Client fee schedules
      • Reports and dashboards
      • Branding your invoices and email communications
      • Etc, etc, etc.
    • Train your team on how to use their new application
  • RECOMMENDED: ZOLA SUITE

    Certified Zola Suite Solutions SpecialistWhile I can work with just about any software, I chose to earn my certification as a Solutions Specialist with Zola Suite, because I felt their platform was ahead of the pack. Not only is their workflow experience flawless, but despite the small-firm pricing their features and functionality are as robust as large-firm software. Plus, it’s so intelligently designed that even users who claim to hate technology are excited to start using it.

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