Let's Start a Law Firm, Episode 9: Approaches to Case Management
Ben and Annie walk all up and down the third rail of law firm management topics: case management software. Annie and Ben both use cloud-based solutions: Clio and Rocket Matter, respectively. There's stuff they love about their CMSs and stuff they want to change. Time tracking, invoicing, client trust account management and more!
Also: Annie describes her dictation workflow and Ben rants about fax machines.
Show notes for Episode 9: Approaches to Case Management
Case Management Software
Ben uses Rocket Matter. Annie uses Clio. Other options include (but are certainly not limited to) Harvest (which Ben used for a few years) and Smokeball. There is a whole book on Cloud Computing for Lawyers.
Here's the article on making Dropbox more secure that Ben referenced.
Good to Great by Jim Collins
Annie has used Time Master in the past to track time.
Ben gets sassy about fax machines in 2013 and promised a sassy gif:
Many thanks to Cast Iron Filter for letting us use "Tamarack" from their live album, "Live from the Highway", as our bumper music. CIF's music is available on iTunes and it is simply the best. If your travels take you down a two-lane highway, do not leave home without CIF.
Photo credit for the "start button" image in our cover art goes to Mijn. Thanks for taking a cool picture and sharing it on Flickr.
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