Use of various applications
“Abacus Law- Abacus Law is a case management and calendar system that is used to keep all client information including client notes, tracking workflow, and triggering deadlines. You can assign tasks, create rules that trigger tasks, link contacts related to the case, and keep notes on any work completed on that case and by whom.
DocuWare- DocuWare is an online document system that is essentially a physical file of documents online. You can mark up, highlight, and stamp, while still preserving the original document. Each staff member has an inbox to review and work on documents and you can transfer documents to other inbox's.
Dial Pad- Dial Pad is an internet phone system that allows lines to be answered or transferred to cell phones. You can also text clients and send faxes.”
- Zoi Jones, Personal Injury Attorney at Gonzalez & Jones, APC
“As a partner managing a rapidly growing boutique law firm, we are laser-focused on efficiency, productivity, and team culture. While we are not techno-phobic lawyers, we also need to make sure that the solutions we use are intuitive to lawyer users. We were early-adopters of digital and cloud-based solutions so that we (being a mom-owned and mom-managed firm) can be flexible with where and when we did our work. As a result, when the pandemic hit, it was a quick adjustment for everyone in the firm. We use the following to manage our work:
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Clio for time-keeping and billing. Clio integrates easily with our payment platform as well as bookkeeping solutions so it makes our finance team's lives easy. The data housed in Clio also allows us to architect and develop our business intelligence reports so we can keep a firm eye on efficiency and productivity of our team. Best of all, it is intuitive to use compared to many other more traditional legal billing software
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NetDocuments for storing the document management and sharing documents with clients in secure way
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Monday for keeping track of who is doing what and deadlines
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Slack for keeping easy communication with team members
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Copper CRM so we can be in constant communication with clients and potential clients.”
- Lisa Liu The, Senior Partner at Mitzel Group, LLP