The document outlines the benefits of law practice management software, emphasizing features like calendar management, workflow development, and financial management to improve efficiency in legal practices. It includes polls about client management, delegation of tasks, and communication frequency with clients. The presenter, Jared D. Correia, shares his extensive background and provides contact information for further inquiries.

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

2. 2

3. 3

4. 4

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
5

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.
6

7. Consolidation of Features
• Multiple Processes, One Dashboard
• Integrations
• Email, Calendar
• Cloud, Mobile Access
• User Control, Access Control
• Data Archive, Repository
7

8. Calendar Management
• Sync with Existing Calendar(s)
• Single Calendar Approach
• Tasks, Events Related to Client Files
• Delegate, Monitor Assignments
• Mobile Access
• Automated Notifications
8

9. 9

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.
10

11. Workflow Development
• What’s a Workflow?
• Save Time
• Reduce Errors
• Delegate Effectively
• Create Urgency/Time Sensitivity
• Build Processes
11

12. 12

13. Financial Management
• Centralized Time + Billing
• Invoice Automation
• Reporting
• Integration with Accounting Software
• Payment Processing
• Ease of Access for Accounting Professionals
13

14. 14

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.
15

16. Malpractice Avoidance
• Client Notifications
• Calendar Management
• Trust Account Management
• Data Security
• Staff Management
• Transparency (Clients, Staff)
16

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
17

18. Thank you
18