You want to make it easy and secure to exchange electronic documents and information with clients. There are many ways to do this, including using online document storage services, SaaS based practice management portals, and document management systems. However, if you are not using any of these or are looking for something that is simple and purpose built, Pipe|File might…
Zoom is now called Zoom Workplace. The name change reflects the added features that provide far more than a mere video conferencing platform. Zoom Workplace includes collaborative whiteboards, team chat, email and calendar applications, meeting scheduling and appointment booking, share notes, a word processor, video recording, a scheduler, and the AI companion. Many of these tools are available in the…
Recently the Center for Practice Management and CLE Department held a day and a half of programming including How to Manage Your Workload – Time, Task, Email and Distraction Management for Lawyers and Tips Today You Can Use Tomorrow. The programs, now available on demand, are designed to give lawyers and their teams actionable and tactical information that could be…
If your firm or office is using Dropbox, then you should be aware that they have recently added some particularly useful automation tools that can help you keep your files organized without effort. Automations include categorizations, file renaming, and file format conversions. To invoke the automation options, open Dropbox and add a new folder. When you add the folder check…
The Star Trek series featured the curmudgeon physician, beginning with Leonard McCoy, aka Bones. He frequently reminded Admiral James T. Kirk that he was a doctor and not an anything-else-Kirk-asked-him-to-do. If you are asked to do some light design work, whether a newsletter layout, an ad, finding an image, social media posts, or creating a graphic you too might find…
Pardon the clickbait headline. There really isn’t a problem with Dropbox, per se. The problem is that many law firms are using Dropbox and multiple other hardware and services to store documents. Saving and sharing documents from multiple places can lead to a host of issues for the office, the least of which is overspending. Are users in your firm…
Pardon the clickbait headline. There really isn’t a problem with Dropbox, per se. The problem is that many law firms are using Dropbox and multiple other hardware and services to store documents. Saving and sharing documents from multiple places can lead to a host of issues for the office, the least of which is overspending. Are users in your firm…
** Time is your most valuable asset as a lawyer. Managing your time effectively is crucial for meeting billable hours, completing tasks efficiently, and providing quality legal services to your clients. Many lawyers have begun incorporating business software into their workflows, which can greatly improve time management if used strategically. Here some tips for lawyers to manage time better with…
Many lawyers used video conferencing platforms at the beginning of the pandemic. Even when life resumed a more regular course, you probably find yourself starting and participating in video conferences daily. Two platforms emerged as the predominant tools in the current marketplace – Zoom and Microsoft Teams. Both have their pros and cons, and both continue to evolve with user…
Lawyers keep a lot of information – documents, emails, legal research, project plans, communications, and more – and often that information is spread out among different siloed repositories. There are few ways to search across all those separate properties or query it all to get the answer you need without wading through files and emails. If you are a Dropbox…