Affinity Consulting Blog

World Software has released a new security feature in Worldox GX4. You now have the ability to require a password when a user launches their Worldox program. This effectively provides two factor authentication with the first being the login to your computer and the second being the password to login to Worldox.

Don’t skip this crucial topic as you end your year -- correct management of your Trust Account. Research and know the requirements! Every state bar association has different requirements and regulations, but using some basic best practices will help you to comply with minimum trust accounting standards. Affinity Partner Cindy Melfa shared 7 of her most important tips for trustworthy trust accounting. Here are Cindy’s crucial tips for you to be trustworthy!

Project Failure. It happens all too frequently in law firms. The projects that fail are in categories all over the map, including around process, around technology implementations, around training, around innovation, and so much more. Often the failure is blamed on the software, or the hardware, or the people. But, our experience tells us that our clients struggle with intentionally managing change.

Finding tech-oriented gifts for lawyers and legal staff can be difficult. Needs and budgets vary. Here are a few suggested gifts for the 2017 holiday season.

Can you believe the holidays are upon us?! Sometimes things can be a bit slower around the holidays. That is a great time to look under the hood and see how to give some of your software and processes a tune-up. It is also a great time to conduct a review and roll out needed training. It is a good idea to do this with your software every year or two so you can maximize your investment and retrain your team about not only how to use the program, but also remind folks about important protocols within your firm. How many times have you purchased a software program just to find that a year or two later people aren't using it as everyone had hoped? Everyone has good intentions, but there are features of the program never touched or perhaps now there are even "messes" within Worldox that need to be cleaned up.

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