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Congratulations to Affinity Consulting from Tabs3/PracticeMaster!
In mid-January, Software Technology, LLC (STI) selected Affinity Consulting Group as members of the 2019 President’s Circle for Tabs3 Software. Congratulations from Tabs3/PracticeMaster!
Don’t derail your day! (Video)
Single-tasking is NOT a bad word! Stay focused at work with Affinity Partner Paul J. Unger's tips to minimize the email drain and avoid anti-social media in this video by the State Bar of Wisconsin.
Should you outsource your bookkeeping?
Often we find the role of bookkeeper to be a tough one to fill. If you are not in a position to hire a bookkeeper, consider outsourcing the position so that you know they are getting done timely and accurately. As a partner/owner/solo, you don’t have to be the chief cook and bottle washer, too!
Legal Software Training: How to Back up Worldox
Every law firm should have a reliable backup system. For Worldox customers, one absolutely critical component of a reliable and thorough backup is to ensure that your backup of Worldox document repository includes hidden files and hidden folders. Learn how.
Check Out Worldox Latest GX4 Update 14
Worldox Update 14 is right around the corner! Worldox will begin making it available to some clients as early as January 15th. We are very excited about the changes/improvements! We generally recommend holding off a few weeks or months - learn what you need to know before updating.
Affinity Consulting’s Annual Webinar Survey Results
What a great year! Thanks to all of you who completed our annual Webinar Survey. Here are the results.
Law Firm Strategy: Is the Subscription Based Law Firm Model Ethical?
As lawyers we are ethically bound to deliver legal services for a fair and reasonable fee. In this regard, we suggest that if you are considering a modern revenue model like this, that you must think outside the proverbial box, so to speak. Let’s consider ABA Model Rule 1.5 which, in a nutshell states, “A lawyer shall not make an agreement for, charge, or collect an unreasonable fee.” Accordingly, although not tested yet by a bar association or law society, if the subscription monthly fee is outside the normal fee range for similarly situated lawyers delivering substantially similar legal services, could a subscription fee in total be unreasonable?
New MS Office app rolling out
The Office app will replace the My Office app, which currently helps users manage their Office 365 subscriptions. If you already have the My Office app, you will get the new Office app through an automatic update in the coming months. Otherwise, you can download it from the Microsoft Store. Starting this summer, new Windows 10 devices will come with the Office app already installed—making it easier than ever to start using Office on a new PC.
Law Firm Software Tip: How to use NetDocuments and its Advanced Search Sort Options
When you run an advanced search in NetDocuments, the search results appear with the most recently modified documents at the top. You can change this on a search-by-search basis or set another sort as your default. Learn how!
Real-Time Filtering of Search Results in NetDocuments
NetDocuments has a feature much like the Amazon shopping filter that they call Faceted Search Results, and it is located on the left-hand side of the screen in advanced search result. Learn how to use this seldom-used feature to see your result narrowed in real-time!
Status Update on Worldox’s Next Release – WDU 14 & Worldox Web 3.0
Worldox’s development team is working hard on trying to wrap up items for their newest release - WDU 14 update and Worldox Web 3.0. Read to see highlights of what the new release includes!
Real-Time Filtering of Search Results in Worldox
Worldox has a feature much like the Amazon shopping filter that they call Filters (or the fancy name for it is “faceted search results”), and it is located on a tab along the bottom part of the screen in any list or search result. Learn how to use this seldom-used feature!
Avoid Client Crisis Mode with a Subscription-based revenue Model
Are your clients always contacting you in crisis mode? Most of the time, clients will approach their lawyers when they’re already in too deep and need help putting out a fire. And their crisis evolves into your crisis and stress. Have you ever taken the time to think about why this might be?
Partner Roundtable – Reflecting and Looking Forward
Join the Affinity Partners for our last webinar of the year! We'll be reflecting on the first 20 years of Affinity, reviewing the State of the Industry and exploring the Outlook for 2019. Join us for this interactive roundtable!
New ndMail Tips and tricks
ndMail is a very useful tool to help you manage email. Core to this application is the predictive email filing component which uses complex algorithms to determine which matter each email message in your inbox should be filed against. Here're some tips and tricks to get the most out of ndMail.
Legal Software Training: How to use Worldox Quick Profiles
Quick Profiles are save-templates that you can store and use for future saving that will automatically fill-in the desired fields for quicker saving. Paul Unger's article will show you how.
Is it time for law firms to move to a subscription model?
Many economic experts recommend that businesses consider changing their current revenue model in favor of a new subscription business model. So here's the question: can lawyers reasonably and ethically provide legal services by offering our clients “membership” in a legal service “club”?
Revolutionize Your Email with ndMail
ndMail is an easy and inexpensive "must have" solution for any firm. An optional add-on module, ndMail enhances the email filing experience from Microsoft Outlook by drastically reducing the time and effort required to save email messages into the NetDocuments DMS.
Legal Management Consulting: Micromanage the Client Experience
As legal professionals providing services to clients in a competitive market, micromanaging your client’s experience will not only result in happy clients, those happy clients become repeat clients, or, great referral sources.
Law Firm Management- The Importance of Daily Planning
As a long-time paperless lawyer and consultant, Affinity Partner Paul Unger loves technology, but he is a big fan of using paper for daily planning. Read Paul's article in the NYSBA Journal about the Importance of Daily Planning.