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How to Implement  A  Practice Management System Tom O’Connor Craig Bayer August 6th, 2009 – Digital Legal
What is a PMS ,[object Object]
What is a PMS? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
WHY YOU NEED IT ,[object Object]
WHY YOU DON’T HAVE IT ,[object Object],[object Object],[object Object],[object Object],[object Object]
WHY YOU DON’T HAVE IT ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PMS Software
Pricing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Maintenance Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Hosted vs In-House ,[object Object],[object Object],[object Object],[object Object]
Why We Like Clio ,[object Object],[object Object],[object Object],[object Object]
My Opinion ,[object Object],[object Object],[object Object],[object Object]
How to Choose ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Free Trials Demos ,[object Object],[object Object],[object Object]
Integrations – Billing and Accounting ,[object Object],[object Object]
Integration (Other) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Mobile Devices ,[object Object],[object Object],[object Object]
Hardware Networking People ,[object Object],[object Object],[object Object]
Upgrade Software and Hardware ,[object Object],[object Object],[object Object]
Proposal Time ,[object Object],[object Object],[object Object]
Install Time ,[object Object],[object Object],[object Object],[object Object]
Force Training ,[object Object],[object Object]
Training Sessions ,[object Object],[object Object],[object Object]
O’CONNOR  ANALYSIS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SAVINGS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank You For Listening! ,[object Object],[object Object],[object Object],[object Object]

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How to Implement Practice Management

  • 1. How to Implement A Practice Management System Tom O’Connor Craig Bayer August 6th, 2009 – Digital Legal
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Editor's Notes

  1. But now that they are upgrading or replacing their systems, they consistently ask “What is the right technology to equip a new law office or to upgrade and replace existing equipment and software?
  2. Clio: http://www.goclio.com TimeMatters: Website is too hard to use Amicus Attorney: http://www.amicusattorney.com PracticeMaster: http://www.practicemaster.com RocketMatter: http://rocketmatter.com/ PCLaw: Website is too hard to use
  3. Clio* Attorney is $49 a month Non Attorney is $59 a month RocketMatter** 1 st User $59.00 2 nd – 6 th $49.00 7 th -20 th $39.00
  4. Saas Stands for Software as a Service
  5. Add about migration of data
  6. Consultants have more real work experience and will not operate in theory mode are
  7. LexisNexis owns TimeMatters and PCLaw. They still must be linked. Amicus owns Amicus Attorney and Amicus Accounting. They still must be linked. Practice Master and Tabs III are integrated and need no linking. Everything links with Quickbooks.
  8. The best synchronization is with Microsoft Exchange, hands down. The worst is when you have 10 users using Outlook and each outlook needs to sync separately to each hand held device.
  9. The Partners might be paying the bill, put the staff members will be using this more then them. If your staff is not on board, they can wreck the whole process. They probally also know more about how your firms operates anyway so they should have some say.
  10. Part of overall strategy .. Can’t do this in a vacuum and need the right hardware working with people leaving big firms to set up OR rebuiidng Not the way most lawyers think…… they take T&B over CMS most solos/small firms use QuickBooks but you can’t bill unless you know what you’re doing