Tips and Tools Presentation


I hope you enjoyed our presentation at the State Bar of Michigan’s Tips and Tools for a Successful Practice

 

Here are a few links for the products we mentioned at the presentation:

 

Practice Management Software:

HoudiniESQ

  • Free practice Management for solo practitioners
  • Cloud and Small Firm tools available for a monthly fee
    • Cloud version works with iOs devices iPhone/iPad
    • Android support coming
  • Free support and free online training

CosmoLex

LexisNexis Firm Manager

Clio

  • Discount through State Bar of Michigan
  • Includes billing and Trust accounting
  • Online Client Portal

Rocket Matter

MyCase

  • Robust Law Practice Management software

  • Built-in

    • Calendaring
    • Mobile device support
    • Client communication portal
    • billing and time-tracking

ABA Legal Technology Resource Center

Communication Management:

Google Voice

  • Can use to have online voicemail
  • Can forward to your office, cell, home or secretary’s number.

Skype for Business

  • Can use for video conferencing
  • Also able to use for online phone service

e-mail / cloud services:

google Apps for Business

  • Mitigate confidentiality/privilege issues with free gmail
  • Can still use all the same google services:
    • Google drive (Cloud storage)
    • Google’s productivity suite
      • Notes
      • Sheets
      • Documents
      • Slides
    • gmail functionality/access with custom name@yourlawfirm.com e-mail address
  • When starting google apps account, can pair with your current website, or get a custom domain/e-mail address

Zoho Mail

  • Uses google apps design, but segmented from google’s servers
  • Stricter privacy/security settings
  • Can still use custom e-mail address
  • Uses google’s productivity suite (see above)

State Bar of Michigan Resources:

Practice Management Resource Center

Hardware:

Fujitsu ScanSnap

  • Scans everything from business cards to letters
  • Has OCR (Optical character recognition) so one could take information from the scanned document to your word processor
  • Desktop and portable scanners

Other Resources:

Solo by Design Blog

  • Blog by WMU Cooley Law School Professor Gary Bauer
  • Designed to help attorneys successfully navigate setting up and managing a solo law firm

 

Please check back often for new updates.


 

Jeff

May 2017 J.D. Candidate - Western Michigan University Cooley Law School