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Document management solutions are critical to the success of today’s law firm. Check out these four simple steps in selecting the right DMS for your firm!
Microsoft Outlook recently added a new feature called Email/My Templates. Use them to avoid having to re-write frequent emails. Some good use-cases include: new matter request forms, any type of instructions to a client, directions to your office, etc.
Lawyers don't have a complete digital client file, and it is rarely in chronological order. Learn why document management systems solve this problem.
No one has time to read everything! Here’s Affinity Consulting's 7 favorite blogs from January that you may have missed to help you keep up on the latest legal industry news.
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.
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!
With the end of year quickly approaching, it is a good time to discuss archiving your closed or inactive matters in Worldox. While the actual process for archiving your files in Worldox is quite easy,