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

Additional Notes

Here's the article on making Dropbox more secure that Ben referenced. 

Good to Great by Jim Collins  

The E Myth (Revisited): Why Most Small Businesses Don't Work and What to Do About It by Michael Gerber

Annie has used Time Master in the past to track time.  

Xero.com is the bookkeeping software Ben is probably going to use now that he's going to be keeping his books again. Here's their Sandwich video:

Dictation software and hardware: Express Scribe . Thanks to @katiefloyd for the great question. 

 Oh no you did NOT just give me a fax number!

Oh no you did NOT just give me a fax number!

Ben gets sassy about fax machines in 2013 and promised a sassy gif:  

Ben uses HelloFax to avoid actually having to purchase a fax machine while still maintaining the ability to send and receive faxes. Good stuff. 

Ben really likes Lawrence Lessig. A lot. So, here's a gratuitous link to Republic Lost. Follow Professor Lessig on Twitter.   

Show credits

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.


Annie has a website and accounts on Facebook and Twitter

So does Ben: websiteFacebookTwitter.

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