Training works. I have seen it work. I have been training the legal industry for quite a few years now and the investment pays off—many times over. I know software companies love to sell you stuff and tell you that it’s
Your awesome database had better let you generate and capture documents and other file types that can be quickly retrieved. Here is a great example of what it means to let the software generate your filing system and put documents at
Your asking “how can I get a client or prospect to provide me with information that can go directly to my database?” Maybe you want an intake form, survey or more detailed information for a matter. Well, here you go. Create
Put your clients to work—they complete & submit a Google Form, and voila, the info is zapped to your awesome database. You’ll get an email telling you of the submission, and the matter is automatically created in Clio. What!? Watch the video.
Some grumbles about Clio and other software systems arise over what fields are available for contact names. What, first and last name only? What about a middle initial or suffix? How am I going to get formal or informal address names—how
My awesome database mantra is Capture|Track|Share. How much time do you spend managing email and the attachments that pour into your inbox daily? Do you have more than 10 emails in your inbox at the end of the day? Are
LexisNexis asked me to host one of their Feature Friday webinars. It was a fun hour of things you may not know Time Matters can do. It was well attended by a national audience and the feedback was great.
If you are in the service business, your most valuable asset is you and the people in your organization. Yesterday, several of my clients made investments in their people. How? They sent them to a software training webinar. What they