Archive for Practice Management – Page 2

Amicus Attorney “merges” with Abacus

You may have seen the article about the merger of Abacus and Amicus. We have been told that it will have no impact on the Amicus Attorney products at this time. If you would like to discuss the announcement, please contact me and I will be happy to have a no cost discussion about your specific situation.
If you would like to read the full announcement, please go to

Becoming a Law Firm Trusted Advisor – Part 5

Do you work with law firms? Are you part of a law firm? Practice Management software can help a firm be more productive and more profitable. Outlook is not practice management software. In this article in the Becoming a Law Firm Trusted Advisor series learn more about how you can help your clients make the right decision. If your an attorney, you can learn the how practice management software can help you spend less time searching for information and allow you to focus on serving your clients.

You can find links to all the articles in the series in this blog or at Insightful Accountant. Search for “Becoming a Law Firm Trusted Advisor” or “Caren Schwartz”, or use the links below.

CosmoLex – Cloud-Based Billing and Accounting

Law firm? Looking for a cloud-based integrated billing and accounting system? Maybe some practice management functions as well? CosmoLex should be on your list. Most cloud based billing and practice management solutions integrate with QuickBooks. But sometimes you want to only deal with one vendor and not worry about links. In that case, your list of options is much shorter. But a short list, doesn’t mean you can’t get what you want and need. Read my review of CosmoLex at Insightful Accountant to know if you should look further. Or contact us to help you find the right solution for your firm.

Technolawyer Top 25 Products Awards

Every year Technolawyer comes out with their top 25 product awards list. The list for 2015 is available now at Technolawyer Top 25

What is Technolawyer? It’s a group of free online newsletters.

If you are a lawyer and have even a mild interest in technology, you should be reading Technolawyer. It’s a free publication filled with a lot of useful information. I learn a lot from the questions and answers of other users. You can choose which newsletters you want to receive.

There’s some interesting products, including document assembly, accounting, time capture and practice management.  To start, I plan to check out Synergy tools.

Are there products you think should have been included? Technolawyer accepts your comments.

Clio – Online Practice Management and Billing

There’s lots to choose from when it comes to billing and practice management software. The first two decisions are:

  1. What features do you want/need?
  2. Do you want desktop, cloud or hosted?

If you have decided that cloud is the preferred choice, you might want to take a look at Clio. They have made big improvements in how they handle email, so if you looked before and that was a concern, you might want to look again.

For an overview on what Clio has to offer check out our post in the Insightful Accountant blog at Clio – Online Practice Management and Billing.

If you are interested in testing out Clio please use this Clio link.

Finding your Words

Document management comes in many firms. As firms of all types look to become paperless this becomes even more important.

If eveyone in your firm is well training and puts documents in exactly the right place then it is easier to find them. But does this always happen? Additionally maybe you wrote something that is related to what you are now doing, how do you find it? Do you have to know when you wrote it or the file for which you wrote it?  How much time do you spend searching? Those hours can add up to time you could spend billing more or out of the office enjoying your family, friends and hobbies.

MetaJure believes that technology should work for you, not create more work and it can help you get that time back, regardless of where the documents were stored. Read more about MetaJure in my Intuitive Accountant article and at Why Metajure