Why Document Management Makes More Sense than Ever

eBook

Most lawyers do not have a digital client file that is complete with all emails and other documents, and the digital file is rarely in chronological order. These two shortfalls are the primary reasons why firms still maintain a paper file and an electronic file. Document management systems solve this problem.  Stated succinctly, a document management system is the ultimate electronic document and email filing and searching system which will allow a firm or legal department to easily create complete electronic matter files.

In this ebook, you’ll:

  • Learn how to use AI to save and organize email.
  • Discover how to save time with full text and Boolean logic searching.
  • Get next steps and overviews of the main players in the legal document management software space.

Get your copy now!

Legal Software Selection Case Study: Cameron Law Office

Case Study

Founded out of a passion for entrepreneurship and a commitment to excellence, Cameron Law Office Chartered is a Twin Cities-based law firm focused on commercial real estate, and business transactions, outside business counsel, and commercial litigation. President and founder John Cameron launched his law firm 29 years ago, right out of law school. The firm’s mission is the same now as it was then: to deliver smart, practical legal advice and litigation services that help companies, investors, and entrepreneurs achieve their goals.

With a highly focused organization consisting of attorneys and paralegals, the small, yet agile, Cameron Law Office team has always known how to deliver results. However, as their portfolio of clients, case load, and staff size grew, Cameron knew it was time to evolve.

Your Roadmap to a Paperless Law Office

eBook

To achieve effective time, document and email management, we have to “get organized.” In order to be organized today, we absolutely must figure out how to manage digital information. According to one study, we receive via digital delivery (email, text, social media, on our phones, computers, etc.), the equivalent of 140 newspapers of information per day. This can be overwhelming, especially if you don’t have a system in place to process that digital information.

In this ebook, you’ll:

  • Learn how your reliance on paper is making you less efficient and less effective.
  • Find out how the benefits of paper reduction far outweigh the costs.
  • Get an actionable roadmap for achieving a paperless office.

Get your copy now!

New Firm Launch Case Study: Gilk Legacy Law

Case Study

Located in southwest Minnesota, Gilk Legacy Law is a premier law firm focused on business entity formation and real estate for individuals, farms, and businesses. Ensuring that succession transitions go smoothly and that clients have the peace of mind that comes with preserving their legacies, Gilk Legacy Law delivers top-quality legal services and tangible results.

When the founder of Gilk Legacy Law, Jennifer Gilk, set out to start her law firm, she had a distinct vision for her new venture. She knew her extensive legal expertise in the areas of estate planning, trusts, and farm/business succession and more would serve her community well; and that the team she was going to assemble would be top-notch. However, she found that she needed a guiding hand with regard to the technology her new firm would use to serve its clients. She needed specialized technology expertise, and she needed it fast—without cutting any corners. She knew she need to have her firm up and running within a short two-month timeline, with critical technology issues also addressed within that time frame.

Your Guide to Drafting Complex Legal Documents

Your Guide to Drafting Complex Legal Documents

eBook

Most legal documents are drafted using a method that involves a high margin for error. Specifically, lawyers simply find an existing document they previously created for a similar client or purpose, save it with a new file name, and start making changes to it. This approach is unquestionably better than starting from a blank page, but it suffers from significant drawbacks: it’s incredibly time-consuming, and it leaves entirely too much room for error.

In this ebook, you’ll:

  • Learn about the importance of using templates for drafting complex documents.
  • Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy.
  • Find out how document automation software can help you can turbocharge your drafting process for even greater time savings.

Get your copy now!

Legal Ops: A Starter Guide

eBook

In today’s world, business functions are more interconnected than ever before. Accelerated competition on all fronts and rapidly changing market trends require all business units to be in sync with one another. Further, with increases in regulation, the rise of technology-fueled collaboration, and increased focus on difficult issues like data privacy, companies are facing new, highly complex challenges that require continuous, focused attention from their corporate legal departments.

In this ebook, you’ll:

  • Learn about the legal operations function and how it can transform the ways legal departments work.
  • Discover how legal ops can create significant business value through higher-quality legal work, saved time, reduced costs, and better processes.
  • Gain an actionable, three-step approach to implementing legal ops in your organization.

Get your copy now!

PMA Partnership Program Case Study: Colorado Bar Association

Case Study

Founded in 1897, the Colorado Bar Association (CBA) is a voluntary bar association with approximately 18,000 members. The CBA prioritizes assisting its members in enhancing the quality, economic viability, and efficiency of their practices. As a non-profit organization, the CBA encourages membership by providing highly specialized information, resources, networking, and services that enable attorneys to excel in their practices.

As a forward-thinking bar association, the CBA has always strived to deliver services and resources that benefit members in immediate and tangible ways. Since membership is voluntary, the CBA knew that present and future members needed to continue to see demonstrable value in the CBA’s offerings. However, with the changing landscape of online search and technology-assisted information gathering, it was time for the CBA to innovate, to evolve, and to enhance the content it delivered to members.

Legal Document Management Case Study: Foulston Siefkin

Case Study

Founded in 1919, Foulston Siefkin is the largest law firm in Kansas, employing nearly 90 attorneys in offices in Kansas City, Topeka, and Wichita. The firm’s clients represent a cross-section of the Kansas economy, ranging from major agriculture and energy producers to health care providers and insurance companies. Practice areas include civil and complex litigation, business matters, employment and labor, and health care law.

Foulston prides itself on its forward-thinking and collaborative culture, which relies upon quick and seamless information and document sharing. When a key technology initiative needed some fresh perspective and insight, Foulston turned to Affinity Partner Debbie Foster.

7 Strategies for Responsible Trust Accounting

eBook

Confused about trust accounts? You’re not alone. But given that trust accounting—that is, managing someone else’s money—is one of the most sensitive things you do as an attorney, and that trust accounting missteps are one of the most common sources of ethical violations, having a solid understanding of your obligations in this area is critical to the survival of your practice.

In this ebook, you’ll:

  • Learn how trust accounts differ from other bank accounts.
  • Find out who does (and doesn’t) bear the responsibility for missteps related to trust accounts.
  • Discover seven smart, actionable strategies for responsible trust accounting.

Get your copy now!

Cut the Crap

eBook

The business of law is changing. For attorneys to be successful in the new and ever-changing marketplace, they must be both effective and efficient. They must be lean and innovative—willing to reinvent the ways in which they work in order to stay ahead of the pack.

In any industry, the greatest threat to efficiency is waste. One proven approach to reducing waste—the Lean Six Sigma methodology—is being embraced by an increasing number of legal organizations. The result? More streamlined, profitable firms.

In this ebook, you’ll:

  • Discover why Lean Six Sigma matters to legal professionals.
  • Explore 8 types of firm-killing waste.
  • Learn how to find and get rid of waste.

This ebook will lead you to a leaner, more competitive firm, increased profitability, and happier, more engaged employees.

Moneyball for Lawyers

eBook

You probably know the story of how the Oakland Athletics Major League Baseball team was built to win. Their general manager, Billy Beane, was able to accomplish this without the benefit of the large player payrolls other teams had.

The principles of Moneyball—finding value in numbers that others fail to notice—can easily be applied to a law firm or any other business. In fact, the business of law and the business of baseball are actually quite similar. Both rely on processes and procedures that have been utilized for many years.

Moneyball for Lawyers will:

  • Explore principles of the Profit Formula to Increase Revenue.
  • Share the secrets of calculating and increasing your Profit Margin.
  • Help you put the Profit Formula into practice for a new perspective on your business.

This quick read will propel you to success by learning to build a major-league law firm!

Forget Your To-Do List!

eBook

Facebook, Instagram, Twitter, 24-hour news, client fires, 150 emails a day, constant interruption and perpetual frustration at not getting anything done… Sound like you? This kind of constant distraction is too much for us to handle, and it can result in complete psychological paralysis—often before you’ve even begun your day!

You need more than just a to-do list. You also need a not-to-do list – a set of behaviors to avoid in order to stay laser-focused on what you need to accomplish.

In this eBook, you’ll:

  • Explore 12 important “not-to-dos” for keeping yourself on track.
  • Learn to stay on task and manage distractions.
  • Discover simple time management strategies that work.

This quick read will help you understand and implement the “don’t”s to make you more productive!