Using Mobility to Increase Law Practice Productivity: Firm Manager

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There are various mobile and cloud based applications that can be used in order to improve effiency and client relations in a law practice.

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Using Mobility to Increase Law Practice Productivity: Firm Manager

  1. 1. Law Practice ManagementUsing Mobility to Increase Productivity
  2. 2. Agenda Overview Mobility & Practice Management Mobility & Client Relations Mobility & Time Tracking Bonus: ABA’s Proposed Amendments ConclusionQ&A
  3. 3. OverviewLakisha Bealer Founder of Agility MBA, BS Accounting, AS Legal Assistant Over 10 years experience in administrative, accounting, and legal roles In depth knowledge of business process improvement
  4. 4. Mobility & Practice Management Client Communication Calendar Email Integration  Google  Outlook Email Preservation
  5. 5. Mobility & Practice Management Document Center  Upload multiple files at once  Categorize by type  Share with clients via Client Center  Document Check-in/out
  6. 6. Mobility & Client Relations Document Center  Provide clients access to on-line database Invoices  View and pay on-line Signatures  Electronically sign documents
  7. 7. Mobility & Time Tracking Timer  Keep track of billable time instantaneously
  8. 8. Mobility & Time Tracking Lost revenue due to Bar Complaints unbilled time Client Relations Competency Incorrectly billing for Practice Management time Technology Billing and record 10% keeping 40% 30% 20%
  9. 9. Bonus Section Mobility & ABA’s changes to Model Rules  Rule 1.1: Obtain client’s consent  Rule 1.6: Prevent disclosure and access  Rule 4.4: Defining electronic info  Rule 5.3: Third party compatibility
  10. 10. ConclusionLakisha’s Contact Infoinfo@agilityparalegal.comPhone: 866-255-7175Web: www.agilityparalegal.comBlawg: www.agility-ps.com
  11. 11. Questions?

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