Why Lawyers Should Track Their Time

eBook

Lawyers who depend on timekeeping to produce monthly bills and to be paid are more conscious of tracking time than their counterparts who work in the contingency fee and flat fee arenas. But even attorneys and staff who work in a firm where almost all of the fees are earned on a contingency basis should keep track of time. Frequently, the contingency lawyer’s aversion to tracking his/her day stems from a prior position in a firm that required it, or a lack of understanding why time should be tracked if it is not being billed on a regular billing cycle.

We’ve compiled the information in this quick guide to show you how you can (and why you should) use time, billing, and accounting (TBA) software to improve the way you manage your time, improve your efficiency, and better manage your costs.

In this ebook, you’ll learn:

  • Six ways TBA software can improve your time management.
  • Five rules for enforcing timekeeping in your organization.
  • The importance of tracking every minute of your time—even non-billable hours!
Swift Currie Case Study

Cloud Infrastructure Case Study: Swift Currie

Case Study

“Southern grown, nationally known” Swift Currie McGhee & Hiers is the largest (over 350 employees) law firm in Georgia focused exclusively on litigation. With more than 50 years of litigation experience and offices in both Atlanta and Birmingham, Swift Currie is at the forefront of legal writing, speaking, and education. The firm maintains steady growth and considers its talented attorneys and staff to be the keys to its continued success. Named to the U.S. News & World Report “Best Law Firms” list and maintaining a consistent presence on the Atlanta Business Chronicle “Top 50 Atlanta Law Firms” list, Swift Currie prides itself on its efficiency, practicality, and rock-solid relationships with its clients.

When Swift Currie needed a fresh perspective on its IT infrastructure and help ushering in new technologies, the firm turned to the experts at Affinity Consulting Group.

Succession Planning eBook

Succession Planning: The Uncomfortable Conversations You Need To Be Having Now

eBook

Succession planning is about more than just retirement. Talking about what will happen when one of your key players leaves the firm means broaching difficult topics like compensation, financial planning, personal and professional identity, and even physical health—discussions that are inherently uncomfortable and deeply personal.

That said, taking a “deal with it later” approach leaves your firm unnecessarily vulnerable to the potentially disastrous effects of an unplanned (and un-planned-for) exit. Do you really want to risk it?

In this ebook, we share:

  • 7 critical elements of succession planning.
  • Why now is the right time to start having those uncomfortable discussions.
  • What you can do today to ensure that your firm is prepared for tomorrow.
Comprehensive Guide to Creating a World-Class Training Program

Your Comprehensive Guide to Creating a World-Class Training Program

eBook

Successful training programs require constant planning, evaluation, and adaptation. A training program is not a one-time event, but an ever-evolving method of improving efficiency and job satisfaction within your organization to maximize your team’s performance and your firm’s profitability.

In this comprehensive guide to creating a top-tier training program, you’ll learn:

  • How to select the right topics for up-front and ongoing training.
  • How to select training formats, choose trainers, and develop effective materials.
  • How to analyze your training program’s performance and continually optimize it.

Get your copy now!

eBook: Training and Collaboration Across Distributed Teams

Training and Collaboration Across Distributed Teams

eBook

Whether your team started in one place and dispersed over time or you built a distributed team from the ground up, training and collaboration can be challenging. Technology has come a long way in making it easier for people to work from home or multiple office locations around the world. With the right technology and culture, your team can be just as effective apart as they are together.

In this ebook, you’ll learn:

  • How to deliver quality training to all team members—wherever they are.
  • How to build a culture of collaboration and learning.
  • How to use technology to seamlessly connect and collaborate across geographic lines.

Get your copy now!

Law Firm Training Checklist

10 Elements of a Highly Effective Law Firm Training Program

Checklist

Ready to get serious about your firm’s training program? Affinity’s experts show you exactly what it takes to create a highly effective training program and reap the productivity, accuracy, and efficiency benefits that go with it.

You’ll learn:

  • Why just-in-time content delivery is critical to retention.
  • How to ensure 100% relevance to an employee’s job role.
  • Which training formats are most effective.
  • How investing in training can actually increase your revenue.
  • The benefits of a collaborative training environment.
  • A better way to approach new hire training.
  • How to establish an organizational culture of learning.

Get your copy now!

Building Your Firm’s Cloud Strategy

eBook

The COVID-19 pandemic has made it abundantly clear that many legal organizations are too reliant on on-premises technology. The need to quickly shift from an in-office to a work-from-home model taught law firm leaders that the ability to access data and software remotely was not a “nice to have,” it was critical.

We’ve compiled the information in this ebook to show you how (and why) to move some—or all—of your mission-critical data and technology to the cloud.

In this ebook, you’ll learn:

  • The benefits of SaaS as compared to on-premises software.
  • How to define your requirements and shop for the right cloud solutions.
  • How to see immediate positive impacts by addressing “low-hanging fruit” in your organization.

Get your copy now!

CaseAware Implementation Case Study: Petosa Law LLP

Case Study

Founded in 1970, Petosa Law LLP provides legal services to mortgage lenders, servicers and real estate professionals in the state of Iowa. The firm, focused since 2003 on the default servicing industry, supports clients in the areas of foreclosure, bankruptcy, loss mitigation, eviction and post-foreclosure closing coordination.

When the firm’s 2013 CaseAware® implementation stalled, Petosa turned to the default services team at Affinity Consulting for help.

eBook: How to Map Your Processes

Taking the Work Out of Your Workflow: How to Map Your Processes

eBook

Why should you map your processes? Because “that’s the way we’ve always done it” isn’t a justification for anything. The steps involved in any particular legal process cannot (safely) only reside in someone’s head, and a failure to document and review processes on a regular basis is a recipe for waste and inefficiency.

We’ve compiled the information in this ebook to serve as an introduction to the exercise of process mapping, which is an important first step toward improving your organization’s efficiency and effectiveness.

In this ebook, you’ll:

  • Why documenting your processes is so important.
  • How to build your workflows.
  • The real benefits of process mapping, from lower costs to happier clients.

Get your copy now!

Cybersecurity: Tools and Protocols for Protecting Client Data

eBook

In 2012, the American Bar Association promulgated amendments to the Model Rules of Professional Conduct which dealt with technology and data security. 38 states have adopted some or all of those changes. Rule 1.6 requires a lawyer to make “reasonable efforts” to prevent the disclosure of confidential client information. Comment 18 further stipulates that “reasonable precautions” must be taken to prevent client information from falling into the wrong hands. In a digital world, the exact meaning of “reasonable efforts” and “reasonable precautions” may be subject to debate. However, it’s hard to argue that doing nothing to protect client data would meet the standard.We’ve compiled the information in this ebook to help you establish best practices in your office and discover the inexpensive or free tools that will make sure your confidential information remains confidential.

In this ebook, you’ll:

  • Learn how to effectively encrypt your data.
  • Gain an insider’s perspective on firewalls, password managers, two-factor authentication, and much more.
  • Get actionable steps for developing policies and procedures to ensure client data is protected.

Get your copy now!

Training Is Broken: Here’s How To Fix It

eBook

Would you believe it if we told you that each employee in your organization wastes 91 hours a year—more than two 40-hour work weeks?According to a 2016 study by Robert Half Technology, office professionals waste 22 minutes each day dealing with technology-related issues. That’s 91 hours a year! These issues manifest in two forms: hardware or software malfunctions and an organizational failure to train employees to properly use the technology tools they have. If you feel that training at your organization has failed, you are not alone. But you can do something about it!

In this ebook, you’ll:

  • Learn why most organizational training programs fail.
  • Gain insight into the ways employees learn and how to make sure training “sticks.”
  • Get actionable steps for creating a failure-proof training plan.

Get your copy now!

The Basics of Law Firm Time, Billing, & Accounting

eBook

Legal accounting is a little different than standard business accounting, as there are unique financial issues within a law firm environment, including trust accounting and client costs advanced. Retainers and trust funds are particularly important to understand, as attorneys have an obligation to adhere to the Rules of Professional Conduct and ethics opinions that govern them. This ebook addresses the fundamental concepts of a legal accounting system, including various rules that directly affect the management of client trust funds.

In this ebook, you’ll:

  • Learn about the five main components of every law firm’s financial system.
  • Get actionable steps for using your time and billing software more effectively.
  • Gain insight into client trust accounts and your responsibilities for keeping client funds safe.

Get your copy now!