Affinity Consulting Blog


After Microsoft Office 2016 was released, Microsoft later released some updates that accidentally "broke" the integration with most document management systems, including Worldox. This wasn't Worldox's fault, and it is hard to totally blame Microsoft, as writing and upgrading software code today with thousands of environmental variables has proven to be extremely difficult. As a result of this problem, Affinity announced to you last year to please hold off on upgrading to Office 2016 until that integration piece was fixed.

Just announced at Legal Tech in New York this year is World Software's newest integration with its flagship product Worldox GX4 and Microsoft Office 365.

This new integration combines the mobility and security of OneDrive with the reliability and ease of use of the Worldox document management system. This Office 365 integration will allow you to check out your files directly from Worldox to OneDrive for easy access away from the office.

Paper is the enemy. Reducing your dependence on paper documents will make you more efficient and profitable.

Your scanner, desktop and software on your desktop is only part of the "paperless" solution. Too many lawyers continue to maintain a paper file, in addition to the digital file, because they need access to the documents when they are away from their desk or office.

To really solve this problem, you need mobility tools, ... like an iPad, to keep everything digital and access all your documents quickly and easily from a small mobile device!

This month's feature article discusses the iPad apps you need and the workflow roadmap to follow if you want to stay paperless and finally stop maintaining a paper file. It's not overly complicated and it's definitely not expensive.

NetDocuments is a web-based document management service and works on almost any platform or browser. You will recognize and be able to work in the user interface with Internet Explorer, Chrome, Firefox or Safari. However, NetDocuments includes specific add-ins that enhance usability on Windows platforms and specifically in Internet Explorer.

If you are using a Mac, there are a number of ways to improve your NetDocuments experience. This month we are going to focus on one of those – ndOneClick.

We find that the Home Page function in NetDocuments is often overlooked by users, so here are some tips to help you get the most out of this cool part of the NetDocuments System. When you login to NetDocuments, you are always taken to the Home screen:

This is a special guest blog from Stephen Fairley, CEO of The Rainmaker Institute. Make sure to check out the upcoming The Rainmaker Retreat in Tampa Florida on Match 24 - 25. Register today...

Few things are more annoying than receiving a list of problems with no recommended solutions. I tell my team, they can only come to me with a problem when they have a recommendation for how we can solve it.

We see many law firms make the same mistakes on social media over and over again. This discourages them from participating and reaping the true rewards that social media offers. Below are seven of the most common social media mistakes lawyers make and our recommended corrections.

Affinity University Offers Instructional Videos for Dozens of Topics

The New Year is always a great time to double down on educating your attorneys and staff. Nothing gives you more bang for your buck than good training. People work faster, they feel empowered & happier, and the quality of your work product is much improved. Finding time for training is always the challenge.

With Affinity University, for as low as $30 a month, firms of any size can give all your users on-demand access to over 95 instructional videos right at their PC. It gives your attorneys and staff unlimited, all-you-can-eat access to short videos on Worldox, MS Word, MS Outlook, MS PowerPoint, Adobe Acrobat, , Amicus Attorney, PracticeMaster, NetDocuments, Clio and much much more. It is a fantastic way to educate new hires or re-educate existing users.

This is a special guest blog from Stephen Fairley, CEO of The Rainmaker Institute. Make sure to check out the upcoming The Rainmaker Retreat in Tampa Florida on Match 24 - 25. Register today...

The success or failure of your law firm in the next year will not be determined by the quality of your services. It will be determined by you and your team’s ability to convert every possible lead into a paying client. Since 1999, it's been our privilege to work with over 18,000 attorneys to help them generate and convert more prospects into paying clients. One of our primary findings is that your lead generation efforts will be wasted unless you have an automated system to nurture them and a team that can convert them. “I don’t have time” is no longer a valid excuse with the marketing automation software that’s available today. “I can't afford to hire anyone to help with the leads” is not an option, especially when you see what a difference the right person can make.

One of the great features of Worldox is the ability to email a document directly from within Worldox. Simply right mouse click on a document and select email. A new blank email message appears with your document attached to it. Often, however, that email is actually and truly blank, when it should have your automatic signature attached. Worldox, does offer a way of adding your signature automatically to outgoing messages. Just follow these steps.

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