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New Year, New Law Firm - Secrets To Your 2014 Success

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  • Case & Matter ManagementTime & Billing (New QuickBooks Integration)!Document Management & AssemblyiOS Mobile AppReportingClient PortalCalendaring & Task Management (New Workflow feature)!
  • Transcript

    • 1. New Year, New Law Firm: The Secrets To Your 2014 Success
    • 2. About MyCase About MyCase MyCase is the premier web-based legal practice management software. Built as a complete platform, MyCase offers features that seamlessly cover all the daily functions that a modern, small law firm requires in one place at an affordable price. Just $39/month per attorney $29/month per paralegal or staff
    • 3. About Jared Correia Assistant Director/ Senior Law Practice Advisor Massachusetts Law Office Management Assistance Program (LOMAP) www.masslomap.org www.masslomap.org/blog Facebook.com/MassLOMAP @jaredcorreia +JaredCorreia
    • 4. Market Correction The Marketing Platform • Because Writing Things is Lame • Because ‘Less Daunting’ = You’re More Likely To Do It • Because Information is Power The Return on Investment • The Prerequisite of Repair is Diagnosis • Determine Your Formulae • Act on the Information Responsive Design • Respond to the Market • Test Your Approaches • Reset + Retest
    • 5. Poll #1 Is Your Website Accessible via Mobile Devices?
    • 6. Engagement Party Phone It In • Who’s Afraid of the Big, Bad Client? • It’s the Process, Silly • Bake It In Ask • Referrals are the Lifeblood of Successful Law Firms • Close the Loop • While You’re At It . . . Technology 101 • Do You Use an Abacus? Would You Tell Anyone If You Did? • Client Education • Engagement . . . Agreement
    • 7. Poll #2 Do You Call Your Clients?
    • 8. Tech Yourself Before You Wreck Yourself Collaboration Options • Attachments are SO 2013 • Document Collaboration • Web Conferencing Case Management Software • Well, You Had to Know This Was Coming . . . • Holistic View + Matter-Centric • Organizational, Archival Technology Audit • Updates, incl. for Security/Versions • Licenses • Missing Components
    • 9. Poll #3 Do You Use a Case Management System?
    • 10. Security Blanket Encryption • Email • Devices • Pre-Encryption The Laws of the Lands • State Laws • Ethics Rules • Practice-Area Specific Responsibilities Offline? What’s That? • The Hole in Your Swing • Repositories • Confidentiality Agreements
    • 11. Poll #4 What Do You Encrypt?
    • 12. The Bottom Line: Encore Collection Discount Double Check • Online Discounts • Ancillary Costs • Grandfathers and Godfathers Budgetary Concerns • Have One • Review One • Unite One Betting the Farm • What If You Hate Math? • Why Torture Yourself? Bonus Item: Trust Accounting
    • 13. Contact Us Jared Correia www.masslomap.org www.masslomap.org/blog (857) 383-3250 MyCase www.MyCase.com www.MyCase.com/blog (800) 571-8062 support@mycase.com sales@mycase.com Get 10% off your first 6 months with MyCase for attending. Use promo code: STS13
    • 14. Thank You