Archive for Software Tips

Reduce the Risk of Malpractice

Malpractice is most commonly associated with attorneys and is something all attorneys try to avoid. Malpractice can also impact other professional services practices. Whatever your professional – Practice Management software can help thereby saving you time and money.

Among law firms, a study in Canada showed a trend of more claims, more complex claims, rising defense costs and claims that are more costly to resolve. U.S. studies are likely showing the same thing.

Some of the biggest malpractice issues faced by the attorneys  are missing dates because the appointment wasn’t entered in the attorney’s calendar, a lack of communication with the client resulting in the attorney not having the information needed in a timely manner, and a perceived lack of responsiveness due to poor case management. These same factors probably apply to most professional services firms.

The effective use of Practice Management software can help you reduce your risks.

It is important to document your communications and client phone calls and emails. Attach emailed and scanned documents and messages directly to the case file for your own documentation purposes, as well as for quick reference as you manage the case. Monitor case development by using these features to keep an eye on what is going with a case. By using the specific features available in your software program this becomes easy so when the client calls you can respond quickly. Taking time to communicate case status or the effects of a settlement is important to client satisfaction and the reduction of complaints. With the use of your software you have the information to communicate case status and to document what you did.   If there is a complaint you have the documentation to show what you did and when. This type of information is often enough to smoothly resolve a complaint.

Time Management is making sure you don’t miss important dates and that you let the client know the dates. Whether you need to track court dates, statute of limitations dates or other  filing deadline,  Practice Management Software can help you avoid missing dates by showing you at a glance what’s due and when. Some programs have court rules programmed into them so you can put a start date and all deadlines will be “automatically” added to your calendar. With reminders you have time to prepare properly.   by synchronizing with your smart phone or tablet you can see your real time calendar and schedule while you are out of the office.  Setting court appointments while standing with the judge and opposing counsel will allow you to ascertain one another’s first availability for the next step in your case. You can schedule automatic reminders and confirmations so you know what’s going on on a daily/ weekly/ monthly basis.

Having all of the information in one place can help protect you – and your firm – from malpractice issues. As a side benefit, having all of your case information is located in one place lets you work more efficiently as you don’t have to spend time searching. This lets you do more work and/or leave the office earlier and enjoy life.

Word – Why Stylize

Have you ever noticed how different stars in today’s culture give you different perceptions when you think about them…like think of Michael Phelps…think about Katy Perry….now think about Lil’ Wayne…now think about Barak Obama.  We may have different opinions when thinking about these people.  But we can all agree, there is a certain style about each of them.  Some are neat in appearance, some are muscular, some are crazy, and some maybe not as pleasant to look at.  Just like these people give off vibes from their appearances or attitudes, our documents can send a good, pleasing and structured message or a sloppy, kind of crazy message…and I’m not even talking about the contents…just the appearance of the document.

Microsoft Word gives us a feature called Styles that allows us to give our documents a certain look and feel.  By definition a Style is simply a saved set of formatting.  In fact this paragraph is using a Style called “Body Single Space Justified .5”.  Hopefully, that gives you a visual of what the paragraph looks like.  What about Quote, does that give you a visual?   What if you could harness your work of single spacing, left and right indent 1 inch, 12 points spacing after, and italicize font, a minimum of 7 keystrokes to accomplish this every time, into one click.  That “facility” or “container” is called a style.  Do you realize how many keystrokes over your life time you could save?

The facts are that every paragraph in Word has a style associated with it.  If you don’t tell Word differently, a style called “Normal” is used on your paragraphs.  Every paragraph in Word has a style associated with it.  Have you ever felt that Word was just thinking for you and making formatting changes that you didn’t request?  It was probably a style just doing its job.  For example, when you add a footnote to your document, the font automatically changes to 10 point without any input from you, the user.  There is a style in Word called “Footnote Text” that is defined by default to be 10 point.

There are many benefits to using styles, listed below are some of my favorites:

  • Consistency
  • Efficiency
  • Edit ability
  • Expandability

Consistency:  If you use styles throughout your Word documents, they all have the same look and feel.  No more lone paragraph within the document that is left justified when the rest of the document is fully justified.  Or one paragraph with a first line indention of 1 inch and all the rest .5 inches.  With companies truly wanting to “brand” themselves as standing out and above other companies, the “branding” that can be done with styles is an amazing opportunity.  Every employee of the same organization should be using the same set of styles.

Efficiency:  If I can save 6 or more clicks every time I quote text, think how many keystrokes per document you can save by using styles throughout.  I did a test recently on a simple 5 page agreement with minimal formatting which took me 144 clicks to directly format; however when I used styles it took me 7 clicks to get the exact same results.  That is 80% less clicks.  Just think how many more documents you could produce in a day…a week…a month…a year!

Edit ability:  This is the amazing part.  Every style has a definition or set of formatting commands that make it up, for example, in the Quote example defined above, if in a particular document you didn’t want your Quotes to be italicized.  You only have to modify the style Quote one time and anywhere in the document the style is used if will be modified.  This also adds to the efficiency benefit.

Expandability:  Because Word was built on the premise of using styles throughout your documents, there are added benefits of using styles.  The table of contents feature can be as little as 3 clicks if you use Words built-in styles.

As you can see Word Styles make sense, what impression are you leaving with your documents?

Want to learn more about styles, our guest contributor, Donna Brown offers training and webinars. Find out more at www.beyondsquareone.com.

Contributed by:

Donna Brown
President & Founder Beyond Square One
Member 35-45 Consulting – Global

Donna Brown has been working in and around the legal industry since 1988. In her positions as legal secretary, systems administrator, in-house trainer and developer she gained the real-world experience she needed to start her own consulting firm in 1997.  With an emphasis on software development, customization, automation, training and technical writing, Donna obtained several legal and project specific software certifications.  Among these certifications are Time Matters and Billing Matters, PCLaw, Hot Docs, Microsoft Word and WordPerfect. Donna graduated with a BS in Business Education from the University of Central Oklahoma.

Donna can be reached at dbrown@beyondsquareone.com

 

Quickbooks for Law Firms: Time Expenses and Invoicing

If your firm has decided to use QuickBooks for billing please read Part 4 in our series of using QuickBooks in a Law Firm.

Even if you are not a law firm, the information is useful for any professional services firm using QuickBooks for doing billing.

QuickBooks for Law Firms: Time Expenses and Invoicing/

QuickBooks for Law Firms – Trust Reports

If you are a law firm that has decided to use QuickBooks, this series of articles is designed to help you setup and use QuickBooks.

Part 3 in our series of articles on QuickBooks for Law Firms is now available.

QuickBooks for Law Firms: Trust Reports

If you missed the first two parts, you can find them at:

QuickBooks for Law Firms: Setup

QuickBooks for Law Firms: Trust Transactions

To help decide if QuickBooks is the right billing solution for your firm, please also check out our article Should I Use QuickBooks for Billing

 

QuickBooks for Law Firms – Part 2 Trust Transactions

Law Firm?

If you have reviewed the options and decided that QuickBooks is the right solution for your law firm billing and/or accounting this series of articles should help in the setup and use of QuickBooks.

In part 1, we looked at how to setup QuickBooks for your law firm. Part 2, looks at Trust transactions, a critical requirement in most firms. Trust accounts are audtied by the bar association and problems in the account are grounds for sanctions and disbarment. This makes it especially important to setup your account properly and use trust transactions approrpriately. This article is designed to help with that.

QuickBooks for Law Firms: Trust Transactions

Future articles will look at reports of trust transactions and accounts.

Capturing your Expenses

For many professionals, tracking receipts and filling in expense reports is a tedious task. But, if you want to get reimbursed by your firm and properly bill your clients, it has to be done. Software solutions to make this easier are growing in availability.

 If you are already using SpringAhead, they have recently announced significant enhancements to let you more quickly create expense reports. You can upload or fax receipts and download transactions directly from your credit card. SpringAhead lets you itemize transactions, convert currency and track project expense. Once done, you can file and track your expense report to make sure you get paid, and your clients are properly billed. Integration with QuickBooks helps to complete the process.

 Concur is designed to integrate travel and expense tracking. With solutions for businesses from small to very large and integration with Tripit, QuickBooks, Sage 50 and other accounting solutions, Concur makes it easy to track expenses and submit them for reimbursement. You can snap pictures of receipts with your smart phone to use to fill out your expense report from anywhere. No more searching for receipts and it integrates with personal and corporate credit cards.

 Expensify’s tag line is “Expense Reports that Don’t Suck”. They offer flexible Mobile and Google apps, the ability to scan receipts, and create expenses from anywhere. Expensify has auto expense and receipt sync to save you time and offers GPS mileage tracking. Expensify also offers excellent integration with QuickBooks.

 These are just some of the solutions available to help you and your employees remove some of the pain from expense reporting. We are available to help you analyze your firms needs and implement a solution that is right for you.

 For more details on the products call us or check out these links:

SpringAhead: https://springahead.com/

 Concur: http://www.concur.com/

 Expensify: https://www.expensify.com/