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Law firm profitability and productivity for 2013 and beyond

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See why using the best law firm software and experts in the industry is key to help you maximize productivity and profitability in any economy. Especially this one. …

See why using the best law firm software and experts in the industry is key to help you maximize productivity and profitability in any economy. Especially this one.

Learn more about how Tabs3 and PracticeMaster works with software applications you already use and can help you improve processes at a lower cost point than you have now.

Resource Advisors can help you automate your solo, mid-size, or large law practice with the proven tools and practices that our clients have relied on for over 25 years. Starting up a firm?

Learn more about our application and data hosting for your entire environment, backed by experts who provide the best Tabs3, PracticeMaster, training, support, and customization services in the industry.

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  • 1. 1 Maximizing Law Firm Profitability & Productivity for 2013 and Beyond…. PROVEN METHODS THAT EVERY LAW PRACTICE MUST USE TO CONTAIN RISING COSTS, BOOST REVENUES, IMPROVE SERVICE AND “MAKE RAIN” IN EVERY ECONOMY. (ESPECIALLY THIS ONE.)
  • 2. 30 Years. Thousands of Law Firms and Solos. Two tools that simply work with technology and processes you already use. (Only better.) 2
  • 3. 27 years. Hundreds of clients. A company that brings great people, expertise, and the best software in the industry to you at a much lower cost point than you have today. 3
  • 4. Lowering the cost to run your firm begins with the process you use now to open files and what you do next with that information. Many firms have the capability to integrate client data and reduce the reinput of the same information across multiple processes and systems. We can help you link case information to your calendar, email, document production, document management, and capture revenue from those tasks at the same time. Failure to integrate client data properly will always increase operational costs, take more time and lower profitability. 4
  • 5. What can you do with a single Tabs3 client record without reinput or separate (expensive and time consuming) processes? 5 Create a contact that can be automatically synced both ways with MS-Outlook. Calendar entries too. Client and Document information can be automatically shared with the WORLDOX Document Management system. Instantly associate emails sent and received with a case, create a time entry or a follow-up on your calendar with a few clicks. Create routine documents instantly from information already contained in the client file. You can bill for and add a calendar entry each document that is generated at the same time. Recover billable time as you perform common tasks with multiple timers. Convert notes, phone calls, on-line research, and documents to billable fees as you perform each task. Create bills instantly and email directly from the system. Speed up collections and recover more of what you bill. Handle client disbursements and other accounting functions in a fraction of time than by present methods. Link documents, other fields, and files you define; customized for each case type that your firm handles. Get mobile access to most client, time, cost, and case information on any web enabled device. Create and modify information on the go. No sync required. Windows and Mac OS compatible.
  • 6. A Client record automatically becomes a Contact that is shared with other applications, such as MS Outlook, and other systems that you use today. (No sync required.) 6
  • 7. Are you capturing all available revenue from client email communications? How efficient and profitable is your process for managing this information now? 7
  • 8. With a simple Outlook Ad-in, client emails can be managed and billed for instantly. 8
  • 9. Just a few clicks and an email is associated with a case and billed in a single process. One of our clients captured over $8,000 of additional revenue in a couple of weeks using this method. 9
  • 10. With that kind of efficiency, why wait until the end of the month to bill your client? Our clients improve their cash flow by using proven Best Practices. 10
  • 11. Maintain multiple timers for your work throughout the day. Improve your bottom line by 15 to 20 percent. 11
  • 12. Capture your time and access case information in the office or on any web enabled device with Tabs3 Connect. (No Sync or monthly subscription required.) 12
  • 13. Manage your caseload and important information no matter where you are. In the office or in web browser, your data is secure because everything is in your office at all times. 13
  • 14. Create a unique database customized for your practice areas. Build familiarity across your firm that will lead to lower costs, improve service, and help you acquire new clients. 14
  • 15. Create common documents in a matter of seconds with information already contained in your customized database (No Search/Replace/Cut/Paste required.) 15
  • 16. 16 All of this and more from a single client record. You have tried other approaches, changed software, and even consultants. Now work with a team that can finally deliver on the promise of what true integration can mean in terms of higher revenue, lower costs, and more time to practice law.
  • 17. 17 Albany Office 1971 Western Avenue Suite 256 Albany, New York 12203 (800) 523-0151 Manhattan Office 40 Wall Street 35th Floor New York, New York 10005 (800) 523-8979 Email: harry@resource-advisors.com Web: www.resource-advisors.com