The Non-Event Industry Wrap-Up: Legal Practice Management Software
News from the world of legal tech, featuring Filevine, SmartAdvocate, Lawmatics, CARET Legal (Zola Suite), and Clio.
Clio App Integrations Guide
At the Non-Event, we’ve been following Clio’s vast network of integration partners, which continue to help law firms customize their workflows and reap the benefits of Clio’s platform.
In this new Buyer’s Guide, we’re pleased to spotlight many of these companies — and the opportunities they’ll provide for your firm — in one place.
(This guide is a project of Above the Law and LegalTech Publishing. While Clio is supportive of these efforts, Clio has no involvement in any aspect of this publication.)
The LegalTech Publishing Buyer's Guides and the products and services listings below are supported by vendor sponsorships.
Clio App Integrations Guide: Reviewed Products & Services
Dialpad
Call, message, meet, and support in one, beautiful Ai-powered app.
Lawmatics
Lawmatics is the #1 automation platform for law firms, offering Legal client intake, CRM, marketing automation, billing, and much more, all in one easy-to-use software. With Lawmatics, law firms streamline their operations, impress clients, and win more business. To learn more, visit www.lawmatics.com.
NetDocuments
Storing, managing, and protecting millions of documents that are created and shared by thousands of people is never easy. All too often, they become a chaotic, obtrusive, and risky burden on your organization. NetDocuments changes the equation, with a content platform that removes the barriers and transforms all your documents into an unstoppable engine for collaboration, productivity, growth, and inspired work—without limitations or restrictions.
Nota by M&T Bank
Running A Law Firm is Tough. Your Banking Shouldn’t Be.
Time Miner
Clio App Integrations Guide
Download the Free Clio App Integrations Guide Now
Clio App Integrations Guide: Additional Products & Services
- Auto Recovery Cost
- AXEL Go
- BigLegal
- Click to File for Mac Mail & Message Hub
- Client Ping
- Colossus by Legal DNA
- Court Drive
- CozyCal
- Dendri
- Docuplayer
- eCourt Reporters
- eEndorsements
- Financial Disclosures
- Formstack Documents
- HarakaConnect for iManage
- Inventive-Ip
- Invoice Tracker by eBility
- JurisPage
- Koala Form
- LegalBeagle
- Mailform
- MatterSnail
- Milestone Time
- Milestones
- My Legal Briefcase
- Ngage Live Chat
- Novela Data/ Case Atlas
- Nuage Diagnostics
- Online Notary
- Proclaim
- Rainmaker
- Repsight
- Rest
- Rocket Case
- RushAnswer
- SEDNA
- Shoveler
- SMS for Legal
- Sonar Data AI and Direct Marketing Automation by CaseMail
- TimeSparrow
- US Legal PRO
- Workload
ATL Non-Eventcast:
Jared speaks with Dov Slansky of Litify, Jim Garrett of Assembly Software, Colin Li of Paradigm, and Igor Selizhuk of SmartAdvocate.
Highlights
- Their best New Year’s Resolutions failures – 2:34
- How lawyers can use law practice management software and recession-proofing a law practice. – 6:40
- Improvements in case management software for a better client experience. – 11:58
- Benefits of utilizing case management software for law firms. – 15:53
- The future of law management software. – 14:42
- Adding automations in the case management software – 21:11
- Impact of mergers and acquisitions in the technology space. – 24:29
- Their favorite case management report and why. – 30:18
- Essential integrations for case management software. – 32:19
Jared is joined by Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra.
Highlights
- The guests for today’s show: Who are they? – 1:15
- Sharing their New Year’s Resolutions:
- Should you do it or are they cliche? – 2:52
- The most compelling feature-based argument for a law firm to adopt a case management software or move to a different one. – 8:09
- The stats or KPIs that law firms should look for now. – 15:27
- How does law practice management software effectively connect lawyers and staff to the law firm data that they can utilize? – 19:38
- Why is having their own payment tools advantageous for lawyers and law firms? – 21:56
- Can a law practice management system do a better job of integrating lead management and how? – 27:31
- Law practice management software supporting the client interaction workflows. – 30:46
Jared speaks with a fabulous foursome of guests: Josh Hostilo of Filevine, Marie Burgess, VP of Product at Practice Panther, Matt Spiegel, Founder and CEO at Lawmatics, and Igor Selizhuk of Smart Advocate. They discuss practice management.
Highlights
- Who are today’s guests? – 1:15
- Take Your Pick: Who will die in Stranger Things or what kind of minion would you be? – 2:41
- What is happening in the world of legal tech? – 5:51
- What a lawyer should do during an acquisition? – 7:10
- What does acquisition mean for attorneys? – 8:38
- What are companies doing to make migration from software to software easier for lawyers? What should attorneys be expecting during the process? – 12:06
- The strategies for lawyers in uncertain times. – 20:09
- Integration of case management software and other software: Are there specific integrations needed? – 28:16
- Integration versus data privacy and security. – 33:38
- The biggest misconception lawyers have about law practice management. – 38:45
The Legal Tech-to-English Dictionary
Law Practice Management Software
By Jared Correia
There’s a term for when attorneys use Latin and other arcane languages to describe legal processes to consumers: “legalese.”
But there’s no similar term for when vendors use technical and other arcane languages to describe their legal software operations to lawyers.
True, this dynamic may seem unfair. But now we have The Legal Tech-to-English Dictionary to help us cope.
Read on for a crash course in practice management terms.
Law Practice Management Software
1. A database for managing law firm clients that organizes primary case information under matter files.
2. A platform for systematizing client data collected from integrated systems via software integrations.
3. Client files organized by email subfolders … in 2002.
Lawyer 1: I just bought a new law practice management software, and I’m spending so much less time looking for everything because it’s all in one place now!
Lawyer 2: Yeah, you should see this Excel file I put together. It’s badass.
Lawyer 1: Just … stop.
Cf. Organization porn.
Relational Database
1. A software that recognizes relationships between segments of data.
2. A system based on the relational model of data, created by Edgar F. Codd.
Cf. Law practice management software
Cf. The Oracle of (Kevin) Bacon.
Client Portal
1. A software system feature that allows law firms to share certain data with clients via an in-system, encrypted holding container, which clients can access using a unique password or PIN (personal identification number).
2. The means by which unwieldy assignments can seamlessly enter your workflow.
Lawyer 1: The good news is that my clients can send me stuff via our portal. That’s also the bad news.
Lawyer 2: Ba-dum-cha.
Lawyer 1: Thanks. I’m here till Thursday. Try the veal.
Cf. Online document drives, most of which are de facto customer portals, also allow users to share information with others in a secure format. Google Drive, Microsoft OneDrive, Dropbox, et al. offer such features. These can also be connected to law practice management software via integrations.
Cf. Like how in action movies, there’s always a portal with all these aliens coming in to invade the planet. Honestly, I don’t know which portal is worse: that one, or the one that drops a 90-page contract in your lap for review.
Integration
1. Connecting two softwares via an API (application programming interface) that allows each software system to share data with the other.
2. Connecting two softwares via an intermediary program (like Zapier) so that the two programs can share data without the need of an API.
3. A primary reason modern practice management software can be life-changing, particularly for those currently using a combination of dictation machines, hard-copy markups, and the Logo turtle.
Cf. Linking a law practice management software to a productivity software (email, calendar) allows users to sync emails, events and tasks with client files within the law practice management software, cementing that program as a holistic solution for law firm data management. Linking an accounting program to a law practice management software allows users to push expense and invoice data into the accounting program.
Business Intelligence
1. A method for collecting and aggregating data into a digestible format that allows software users to make data-driven business decisions.
2. Reports generated from software systems focused on specific business metrics, including key performance indicators.
3. You know, pretty much everything your law school neglected to tell you about. But, hey: You still know what the Rule Against Perpetuities is!
Lawyer 1: How’s your P&L statement looking for the last quarter?
Lawyer 2: Uh. Um. Res Ipsa Loquitur.
Lawyer 1: Say what?
Cf. NOT the Edsel.
Jared Correia is the host of the Non-Eventcast.
Jared Correia is the host of the Non-Eventcast.
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