Archive for Practice Management

Clio – Another look

If you are looking at Clio, especially linked to QBO, please check out my updated review in Insightful Accountant at Another Look at Clio

New and Improved in Clio

The options for Cloud based legal billing and practice management software are constantly changing as new features are added and products mature.
If you are considering Clio, here’s a look at what has changed since I last wrote about Clio.

Conversion Pointers

Thinking of converting? It is rarely easy and getting the data converted is only one part, you also need to set aside time and funds for training.
If you will be involved in a conversion, there are some important things to consider. Even if you aren’t doing the conversion work, these pointers may smooth the process and help you understand any limitations. Please check out my article at Insightful Accountant Conversion Tips

Free Legal Virtual Summit

To help lawyers start, manage and grow a law practice Uptime Legal will be hosting the world’s first-ever legal virtual summit.
Law Launcher will be held on December 8th and 9th, Completely online and FREE, the conference will feature some of the most influential speakers in the legal industry today.
Law Launcher has lined up practical sessions on how to improve your law practice. The sessions cover everything from better accounting and billing to practice management software to branding to websites to advertising and more. No talks on abstract concepts and legal macroeconomics, just straight-up tested advice from experts on how you can improve your law firm’s operations, marketing, accounting, website, management, and more.
We are delighted that Andrea Giltner of Circle Management Group Consultants and 35-45 Consulting – Global will be presenting on Time and Billing Best Practices & Considerations.
You’re guaranteed to gain some valuable insights to help you better run your law practice.
Register today to claim your seat

Amicus Attorney Software Changes – Updated

A few months ago Gavel & Gown, the maker of Amicus Attorney software was acquired by the owners of Abacus. At that time things continued as they had been, with the exception of Ron Collins at the helm of Gavel & Gown. Now big changes have been announced. You should be getting formal notification but here are the high level changes.

Amicus Attorney Small Firm and Credenza software are being discontinued. This is not a big surprise as Gavel & Gown had been encouraging users to move to Amicus Cloud or upgrade to Amicus Attorney Premium, and development on these products had slowed in recent years. If you are using either product, please contact us for a no obligation discussion of your options. For 30 days, free migration is being offered to Small Firm customers. The 30 days is effective starting today (August 12). For users of Credenza, 60 days after your August 2016 renewal date the data will become read only.

For users of Amicus Attorney Premium edition the announcement is that, effective immediately, Amicus Attorney Premium edition will only be available on a subscription basis. This means if you want to upgrade, or add licenses to your current version, you must move to the subscription basis. The subscription version will include Amicus Advantage support and Amicus Anywhere access. Users of Amicus Attorney Premium with a subscription for 10 or less users will be able to run on their own on premises server. Larger firms will need to run on Abacus Private Cloud.  We are happy to speak with you about how these change will impact your firm and to provide pricing.

This  announcement is new and information is still developing. Please call Caren at 203-254-7736 for specifics on how it impacts you.


Metajure is different than other document management solutions. It doesn’t force you to profile every document, it goes and finds the documents wherever they “live” and makes the find-able.

Now Metjure is trying to work more with existing document management systems, with it’s new feature Illuminate.

You can read the information  at:

MetaJure ILLUMINATE Seeks to Become Your Document Management System’s BFF

Interested in Metajure or other document management systems? Want to tie practice management and document management together? Let us know and we can help.