Affinity Consulting Blog


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.

This blog post "Lean Six Sigma at Your Firm: Transportation" from Debbie Foster, Manager Partner at Affinity Consulting Group, is part of a lean six sigma series from the Columbus Bar Association Blog.

Transportation is all about the movement of information or materials from one place to another. Paper files tend to be at the heart and soul of transportation waste in a law firm. It all starts when deciding whether you are going to have, or continue to have paper files, and understanding what purpose they serve in the firm. There are quite a few challenges that go along with paper files: two people cannot be looking at it at the same time, they get lost, left at home, in the car, in the conference room, etc. When we ask professionals who work in firms that rely heavily on paper files where they waste the most time, the answer is often, “looking for paper files.”

This blog post "Lean Six Sigma at Your Firm: Non-Utilized Talent" from Debbie Foster, Manager Partner at Affinity Consulting Group, is part of a lean six sigma series from the Columbus Bar Association Blog.

They say that the most valuable asset in any organization is its people. But, in many working environments, we don’t see everyone working to their highest potential. Waste is defined as any activity that does not result in moving the process toward completion, or performing tasks that do not add value to the finished product.

Assume you have to re-file a UCC statement in 5 years, and you create a Task and/or Appointment in Outlook ... or ... you have a contractual requirement to review & update an Employee Handbook every 18 months, so you create a reminder on your electronic calendar. Wouldn't it also be nice to include a link to the relevant documents saved in NetDocuments, so when the reminder notifies you, you can simply click on the link and go right to the document(s) that need to be reviewed, edited, etc.? Well, you can, and it is pretty easy! The even better news is that in ndOffice 2.2 due out this summer, it will become even easier. For now, this is what you can do:

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:

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