Affinity Consulting Blog

February 2018 marks Affinity Consulting Group's 4th annual Client Appreciation Month (CAM)! Through our rebranding process, we have been talking about our vision and mission as a company, and how that has evolved over the last 20 years. Through all the years, and all the changes we have faced, whether people, process or technology related, one thing has remained the same. Making clients raving fans is the most rewarding part of our job.

Often times, we want to create a Word or PDF document that lists and serves as a hyperlink to all the relevant documents that are saved in NetDocs. Examples of this include pleading indexes, a correspondence index, or a closing binder. In other words, the documents are saved in NetDocs but we want to launch them from a Word or PDF document summary or list.

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.

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