Archive for Software Tips – Page 3

Getting Support

Sage has announced that, effective March 31, 2017, you will no longer be able to purchase on demand support. This is part of a trend we are seeing with many products.

If you are using Timeslips you then have three options

  1. Purchase Sage Business Care plan
  2. Subscribe to Timeslips premium
  3. Work with an independent consultant

Regardless of what programs you are using and the policies of the company, option 3 is always available.

There are definite advantages to working with a certified consultant. You can get support when you need it, without paying for what you don’t need. However, if you prefer a fixed fee, that can be arranged.

As a consultant, I can login directly to your computer, with your permission of course, and help to resolve your issue. This saves time as you don’t have to try to describe what is on the scree, I can see it.  Another benefit of working with a certified consultant is that we often know multiple programs. So if you have a problem that goes across programs, we can help. You are also working with someone consistently so they know your system. Of course, there is a trade-off when the consultant is not available. That’s why I have business partners who can help. Yes, they won’t have worked with you before but you still have a single primary contact, as well as the ability to get help when you need it.

Because we deal with multiple clients we often can see things in new or creative ways and can offer solutions to help you work more effectively. If we see an area where you might benefit from training we may point this out. This isn’t to sell you, but to help you.

Additionally, while we recommend staying on supported versions, we have the ability to help with older versions of software that may not be supported by the company. There are many reasons why firms don’t upgrade but you still may need help.

No matter what the policies of Sage and other vendors, working with a certified consultant is always an option for support and training. Contact us to see how we can help you.

Choosing IOLTA Software

The Legal Accounting Guide is designed as a resource for law firm accounting tips, tricks and resources. If you are looking for guidance on Choosing IOLTA software, please read my article. Future articles will look at specific products and how they handle IOLTA accounting.

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.

Timeslips and QuickBooks a case study

QBPluggedIn is a resource for business owners looking for solutions. in this issue you can read my article “Sage and QuickBooks are Shaking Hands Daily for this Lawyer”, along with articles on transitioning to the cloud, maximizing business efficiency and much more.

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

Happy Holidays

Whatever you celebrate, we wish you a happy holiday and a year filled with joy and health.
Thank you for the opportunity to help you during the past years.