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Posts published in “Firm Administration”

Firm Administration

Why and How Law Firms Should Safeguard Their Clients’ Data

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TheSoftwareConsultant | Thursday, September 13, 2018 Feature specially written for blog.thesoftwareconsultant.com Feature by: Jean Brandrick Last July, personal security website ASecureLife ranked Nevada as the riskiest state for security theft and it’s not hard to see why. Nevada is known for gambling and spending extreme amounts of money – two very attractive activities for identity thieves and hackers.…

Simple Two-Factor Security That Can Protect Your Data From Compromise

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Alisanne Steele | TheSoftwareConsultant | Thursday, July 26, 2018 Target, Twitter, Time-hop (the list goes on and on) have had data breaches exposing multi-millions of user’s personal and financial information to bad actors.  However, this personal data is just one part of the puzzle if your accounts are protected by additional layers of security.  Two-Factor Authentication could protect…

AlphaDrive for Clio – Seamless (and Painless) Document Automation

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Alisanne Steele | TheSoftwareConsultant | July 16, 2018 So many cloud-based case & matter management systems have a common “Weakest Feature”, the document automation process.  Being cloud-based, the edit-upload-download-edit-upload process for reviewing and editing documents is just plain clumsy in many hosted solutions. AlphaDrive for Clio changes that! With AlphaDrive added to your Clio solution,…

Seven Characteristics of a Successful Backup Strategy

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Seven Characteristics of a Successful Backup Strategy Alisanne Steele | TheSoftwareConsultant | Friday, May 11, 2018 In the late nineties I met a gentleman at a conference who was passing out copies of “The Tao of Backup”* and sharing that “to be enlightened, one must master the seven heads of Backup.” In the handout, and the subsequently published…

7 Signs it’s Time to Re-Invest in Matter Management

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Alisanne Steele | TheSoftwareConsultant | Saturday, April 14, 2018 Upgrading a practice management system is a big decision for any law firm. When your existing solutions have often been adapted to over many years to fit working practices to the software workflow, staff feel comfortable using them, and there is often the fear that change will disrupt day…

Does your firm BYOD?

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Alisanne Steele | TheSoftwareConsultant | Monday, March 19, 2018 Does your firm BYOD? Bring your own device (BYOD) refers to the policy of permitting employees to bring personally owned mobile devices into the workplace, and to allow them to connect those devices to company assets, information, and/or applications. Mobile devices and your firm’s data: Whether you…

GUIDE TO BEST BILLING PRACTICES

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Alisanne Steele | TheSoftwareConsultant | Friday, March 9, 2018 The old adage is true, ‘time is money’.  Save time and increase revenue with these time & billing best practices  Record your time, record your time, record your time! Your work day is most likely jam packed, but recording billable time during or immediately following a…

Top Management Reports Every Law Firm Should Run

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Alisanne Steele | TheSoftwareConsultant | Monday, March 5, 2018 A recent survey of law firms in the U.S. found that over 70% of those firms do not use their billing or management software to identify trends, key clients, slow paying clients, or timekeeper contribution and profitability. The following reports are available in most billing programs available to the…

BYOD – Do you have a Written Policy?

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Alisanne Steele | TheSoftwareConsultant | Wednesday, February 28, 2018 Bring your own device (BYOD) policies are becoming a more frequent topic of discussion when reviewing current IT & Documentation needs with our clients. Staff are bringing their devices to the workplace more and more frequently, and connecting (When possible) to your environments. Why not work with that…