Affinity Consulting Blog

Turning Over a New Financial Leaf in 2017

Time, Billing & Accounting may not be everyone's favorite words, but effective use of software to manage these mission-critical tasks can be the difference between success and failure.

As we end the year, we like to look back at some of the biggest events from 2016. This year some of our most excited and well attended webinars we ahve ever hosted. From entire webinar series to help short webinars, this was truly the year of the webinar for Affinity Consulting Group.

As we end the year, we like to look back at some of the biggest news from 2016. This year was filled with new product announcements, tips and tricks and more. Our top blog posts from 2016 reflect these topics in the ever evolving Legal and technology world.

The end of the year is a great time to tune up your technology so that you can start off the new year the right way. In NetDocuments, one useful year-end exercise is to clean up and close old or inactive matters.

Closing a file is easy. Assuming you have administrator rights, select Define Profile Attributes from the Admin menu. Select a matter and fill in the Closed Date field. The matter will still be searchable but it will no longer appear as a choice in save dialogs. You can also fill in the Closed Date field on a client, which removes the client along with all linked matters from your save dialogs. Not having to wade through all of the closed clients and matters will save people time when saving documents.

With the recent release of ND Office 2.0, NetDocuments made many of the same features available in both ND Office and in their EMS profiler outlook add-in. In Particular, ND Office 2.0 adds the following features:

  1. Suggested filing locations - In outlook’s Home tab, users will see the ND Save button, with a list of suggested filing locations available next to it with the top item displayed. The ndoffice toolbar provides suggested file locations based on previous filing locations for that sender.
  2. ND Location column – A column called “ND Location” is added to the user’s Outlook view that will display the filed email’s location

Do End of Year/Beginning of Year Planning with Worldox!

Now is a great time to reflect on the past year and develop goals for the upcoming year. It is a good idea to do this with your software so you can maximize your investment and retrain your team about not only how to use the program, but also about important protocols within your firm.

Throughout the year, as we have been working with our Worldox clients on upgrades from Worldox GX3 to Worldox GX4, we've found, more often than not, that cabinet (formerly profile group) set up and configuration may have been compromised over the years. By this I mean that some firms have added fields to their main cabinet that users now feel burdens them when saving and searching for documents.

Now that the end of the year is upon us it, is a good time to consider some house cleaning when it comes to our document management system. Archiving and maintaining your Worldox tables and files is an important part of managing Worldox. World Software has developed some comprehensive tools to assist with the end of year cleanup. These tools range from built in archiving ability and document retention policies to an automated bulk archive tool that will archive based on many different parameters such as a matter closed date.

Why should you archive your files or clean up your client matter tables annually? Archiving your files will help you maintain a healthy lean environment for many years to come. When you archive your files, you are moving them out of the production database, which will help keep only the most recent or relevant files in a matter file list, cutting down on the time it takes to navigate to and locate a relevant file.

Every December our Affinity Partners, Consultants, and Staff suggest tech items they think would make great gifts for lawyers, staff, and family. This year we have a wide range of tech gadgets, gizmos, and services for your consideration.

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