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Content provided by Legal Talk Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Legal Talk Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Case Management and Accounting Tech: Implementation, Migration, and Integration
Manage episode 485640003 series 61473
Content provided by Legal Talk Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Legal Talk Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Take a deep dive into today’s case management and accounting tech with one of the leading voices in legal technology, Allan Mackenzie, the founding partner of the firm Efficient Legal.
Moving from older systems and into the cloud can open lots of doors, affordably. Even small firms can dig into today’s modern technology to help manage documents, accounting tasks, and more.
Iron out the wrinkles in your data management, connect platforms, and work seamlessly and efficiently. Case management systems have evolved to include dashboards, workflows, document assembly, phone call and text messaging systems, and even accounting tech and credit card processing. Hear what Mackenzie looks for when he sets out to build the right-sized system for a law firm, whether that’s a solo practice or a large organization.
Questions or ideas about solo and small practices? Drop us a line at [email protected]
Topics:
Think your legal software and systems are fine because they’re what you’ve always used? Think again. Six months is an eternity in legal tech, and if you haven’t reviewed and renewed your software suite, you could be leaving money on the table.
Integrate everything, including your billing, collections, and your phone calls, into every part of your firm, from information management to confidential storage and efficient search and recall.
Your clients are texting more than ever. Today’s case management systems incorporate technology to securely receive, sort, and store text messages.
Resources:
Previously on New Solo, “Winning The Battle: When It’s Time To Modernize But There’s One Holdout”
155 episodes
Share
Manage episode 485640003 series 61473
Content provided by Legal Talk Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Legal Talk Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Take a deep dive into today’s case management and accounting tech with one of the leading voices in legal technology, Allan Mackenzie, the founding partner of the firm Efficient Legal.
Moving from older systems and into the cloud can open lots of doors, affordably. Even small firms can dig into today’s modern technology to help manage documents, accounting tasks, and more.
Iron out the wrinkles in your data management, connect platforms, and work seamlessly and efficiently. Case management systems have evolved to include dashboards, workflows, document assembly, phone call and text messaging systems, and even accounting tech and credit card processing. Hear what Mackenzie looks for when he sets out to build the right-sized system for a law firm, whether that’s a solo practice or a large organization.
Questions or ideas about solo and small practices? Drop us a line at [email protected]
Topics:
Think your legal software and systems are fine because they’re what you’ve always used? Think again. Six months is an eternity in legal tech, and if you haven’t reviewed and renewed your software suite, you could be leaving money on the table.
Integrate everything, including your billing, collections, and your phone calls, into every part of your firm, from information management to confidential storage and efficient search and recall.
Your clients are texting more than ever. Today’s case management systems incorporate technology to securely receive, sort, and store text messages.
Resources:
Previously on New Solo, “Winning The Battle: When It’s Time To Modernize But There’s One Holdout”
155 episodes
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Similar to New Solo
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
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…
continue reading
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…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
…
continue reading
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Go offline with the Player FM app!
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