Affinity Consulting Blog


This month, we look at Cloud Computing for law firms. Also known as Software as a Service (SaaS), Cloud Computing has many advantages along with certain disadvantages. This article will guide you through the definition of Cloud Computing and help you understand how SaaS can help your firm meet client needs in a rapidly changing tech environment.

Define value in your law firm to drive return business and make clients raving fans.

Value is a funny thing. What is valuable to one person is not always valuable to someone else. As consumers of products and services, we have different ideas of what makes a product or a service valuable, and we regularly struggle to understand other people’s perception of value when it does not match our own.

Starting a year ago with the Windows 10 Anniversary Update, Microsoft added the ability to use a Windows 10 PC as a wireless display to receive video from a phone, tablet, or another Windows 10 PC. This includes the ability to use a second Windows 10 computer as an extended display for your main PC. You can actually use a Windows 10 tablet as a second monitor for your laptop when traveling.

For most law firms and legal departments, Outlook plays a vital role in their day to day operations. Whether users rely on it for email, calendar, contacts, tasks, or all of those things – its ease of use and simple interface make it a staple in just about every firm.

Like any good Document Management System, NetDocuments contains a Retention Policy feature that will allow the Repository Administrator to apply your firm's Document Retention Policies within NetDocuments to mark documents for permanent deletion, and even set those policies to run automatically.

The module is accessed from the ADMIN>REPOSITORY>"Define document retention policies" menu, from which the retention criteria can be defined.

ndOffice version 2.1 will be available beginning June 23, 2017. This version will be made available to users via the auto-update notification. This promises to be a feature packed update. Here are just some of the new features:

New and Improved Email Filing Features in Outlook

Now you can easily profile to a client/matter without having to open the ndOffice dialogs. If the item isn’t in the ten locations we show by default (associated with an email address) then clicking the Select Workspace option will open a pane (not the entire dialog), your cursor will be placed in the Client field and you can begin profiling. You can also change cabinets here.

Have you ever received an email while you were away from the office that you wished you could have saved right away, so you wouldn't forget? Do you receive emails that you wished would save directly to Worldox, without you needing to profile them? If so, you will want to continue reading to learn all about Worldox drop folders and what they can do for you.

So, what are drop folders? In versions of Worldox before GX4, you could setup drop folders in Outlook, but it was a manual process. In GX4, they are setup automatically. The drop folders contain specified profile information such as Client, Matter, DocType, etc. You can drag and drop your emails into these folders, so you don't have to specify this information when saving emails. To add even more functionality, using Outlook Rules, you can automatically save emails from a specified address into those drop folders, eliminating the need to manually save many emails into Worldox.

Time, Billing and Accounting…not the most exciting three words when we talk about law firm management, but having a financially healthy law firm will determine long-term success. The financial health of your law firm or any business is ultimately dependent on four simple concepts:

If you type a web or email address in a Word document, Word converts it to a hyperlink automatically (making it blue and underlined in the process). Some people like hyperlinks but don't want them to turn blue and/or underlined. The way hyperlinks look in Word is controlled by two styles - Hyperlink and FollowedHyperlink. Hyperlink controls how it looks before the link is clicked; and FollowedHyperlink controls how they look after they've been clicked. I know it seems strange that there are different styles for before and after, but that's how it works. Follow these steps to change the styles.

Let's Get Started Today

with a plan that's right for your practice.

Let Us Teach You

Take advantage of our blog resources, sign up for our law office technology white papers, take a course from Affinity University, Attend all of our Live Events.

Start Now


Hire Us To Do It For You

Hire Affinity Consulting Group to make your law office run more efficiently than ever… We can deliver the hardware, the software, and the training that is perfect to make your law office more efficient.

Start Now


Work With Us

We can give you expert guidance, helping you make smart choices for your law firm. We can help you analyze your current situation and make suggestions that will point you in the right direction.

Start Now


Sign up for our newsletter and

keep your law office efficient.

Join over 4,000 successful law firms who receive our newsletter today.

Email:

Read Our Previous Newsletters