For lawyers looking for a more efficient way to run their businesses, acquiring a law practice management system is the first step. A holistic database featuring all of your relevant law firm data, accessible via the cloud, solves a lot of your problems.

1. What Can Law Practice Management
Software Do For You?
#MyCaseWebinar

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5. About our presenter
Jared D. Correia, Esq.
‣ Law Firm Consultant, 10 Years
‣ CEO, Red Cave Law Firm Consulting
‣ Columnist for Attorney at Work,
Lawyerist
‣ Professor for Suffolk University Law
School, Concord Law School, Solo
Practice University
‣ Host for Legal Talk Network – ‘Legal
Toolkit’ podcast
‣ Former Pet Goat Owner
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6. Poll #1 – Client List
How Many Clients Do You Have?
• I don’t know, 8?
• I keep a list on an Excel spreadsheet.
Hold on, I’ll count them and come back.
• More than 1,000.
• I truly have no idea.
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7. Consolidation of Features
• Multiple Processes, One Dashboard
• Integrations
• Email, Calendar
• Cloud, Mobile Access
• User Control, Access Control
• Data Archive, Repository
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8. Calendar Management
• Sync with Existing Calendar(s)
• Single Calendar Approach
• Tasks, Events Related to Client Files
• Delegate, Monitor Assignments
• Mobile Access
• Automated Notifications
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10. Poll #2 – Delegation
How Do You Assign Work?
• I don’t. Things just kind of get done.
• I assign things; but, I have no idea whether and how they are completed.
• I keep a running list of tasks on a paper calendar that my staff updates.
• We have a weekly meeting to discuss case status, sometimes on the weekend.
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11. Workflow Development
• What’s a Workflow?
• Save Time
• Reduce Errors
• Delegate Effectively
• Create Urgency/Time Sensitivity
• Build Processes
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13. Financial Management
• Centralized Time + Billing
• Invoice Automation
• Reporting
• Integration with Accounting Software
• Payment Processing
• Ease of Access for Accounting Professionals
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15. Poll #3 – Client Communications
How Often Do You Contact Your Clients?
• When there is a case event to report.
• When they owe me money.
• Every 6 weeks, like clockwork.
• I wait for them to contact me.
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16. Malpractice Avoidance
• Client Notifications
• Calendar Management
• Trust Account Management
• Data Security
• Staff Management
• Transparency (Clients, Staff)
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17. Jared D. Correia, Esq.
Founder, CEO
Red Cave Law Firm
Consulting
www.redcavelegal.com
jared@redcavelegal.com
(617) 398-7181
MyCase
www.MyCase.com
support@mycase.com
800-571-8062
Contact Us
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18. Thank you
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