New Feature: Approving Tasks by Matter

LawRD Team,  

March 7, 2012

Now Managers and Administrators can approve tasks on a matter basis. This is handy feature, as the law firm can approve all the pending tasks of a specific matter in one single screen.

When the matter´s Manager goes to the Timesheet tab inside the Matters tab he will have a check box to approve tasks:

By clicking on the Approve Selected button, prior to selecting the tasks, they will appear in the Billing tab to be included in a billing sheet.

Just a side note: other users must continue to send their timesheets for approval for the manager approve them. All the other tasks not approved by him with this new feature still follow the regular procedure.

New feature: Tenths of an Hour

LawRD Team,  

February 3, 2012

We just implemented a new feature in LawRD: the tenths of an hour.

With this new feature LawRD users will be able to input time and invoice clients using this time measure.

If you are already a LawRD user and you want to work with tenths of an hour please follow this steps (only users with Administrator profile can perform the first step):

  • Activate the 10th of an hour feature in your LawRD account settings. After clicking in Settings just check the following check box:

After enabling this option, all the users will see timesheets according to the the tenths of an hour time measure (they must sign out to see the changes).

  • All new clients created after the previous change will be automatically billed with the tenths of an hour system.
  • All the clients created before this features’ implementation will be billed by the 00H00m system. You must activate the Use tenth of an hour check box in every client if you only want to work in this system:

  • You can work with both system at the same time. You can uncheck Use tenth of an hour in the client record and this client’s billing sheets will be issued in the 00H00m format (although time input will still be in tenths of an hour).

Happy Holidays - 2011

LawRD Team,  

December 23, 2011

LawRD iPhone Application

LawRD Team,  

November 21, 2011

It is already available in Apple App Store, the LawRD iPhone application.

Optimized with the aim of simplifying the inclusion of time in the various matters of each customer, wherever you are.

For now, the application allows the inclusion of time and the user can update the information in any place and at any time from your iPhone by syncing right away with your online application.

This is the first of a series of developments that will accompany the Web version of LawRD. Our goal is to allow, over time, total access to application functionality, with the advantage of access via mobile.

With this new application, LawRD follows the needs of its users and facilitates the effective management of your time, focusing on maximum efficiency and productivity of their work.

Now you are ready to use, just download it at the App Store.

“I would recommend Lawrd to any firm”

LawRD Team,  

November 3, 2011

Post by Daniel Ray, lawyer and managing partner at Scott, Money, Ray & Thomas and LawRD user since summer of 2011:

I am the managing partner of a small firm outside Dallas, Texas. We have 6-8 billers, including attorneys and paralegals. Until recently, we had failed to find a cost-effective legal billing program. Any of the programs my partners and I used at large national law firms were extremely expensive and unwieldy for a small firm. We tried mass-marketed billing software that was inexpensive, but did not provide the functionality necessary for technical projects with variable rates and fees.

In the summer of 2011, we began using LawRD. We were skeptical of the low per-person price tag, especially because the software provides user support at no additional charge. However, we tried a thirty-day trial and were quickly impressed by the ease of use the program offers and the wide variety of customizations available for each client and case. We decided to switch to the LawRD software within a week.  We have seen an immediate increase in productivity due to the software and have been particularly impressed by the customer service.

We have only had minor complaints about the program – all of which were quickly addressed.  In one instance, we informed the support staff that it would be helpful to have a larger billing window to allow us to see multiple long entries at the same time. That issue was e-mailed to the support staff, and the program was changed within 24 hours.  At one very large New York-based firm I worked for, our overhead for billing was more than 5 times the cost of this program per user, and making user-requested changes was generally not an option – much less one that would be addressed so quickly.

I would recommend LawRD to any firm looking for software overhead savings and billing functionality.  The ease of use will allow you to spend more time billing and less time entering time, and the low per-user cost provides an immediate benefit to the bottom line.

New features: Billing Tab

LawRD Team,  

October 7, 2011

First and foremost we must apologise to you, Lawrd’s blog reader, for our radio silence since July 2011. Our inactivity in the blog did not meant a inactivity in the work: From August to September we have been busy with many Lawrd’s developments and enhancements. For you to be in the know:

  • The process of billing is faster;
  • 5 bugs reported by our clients considered to be a priority have been fixed;
  • Our Amazon servers have been optimized;
  • Backups are more efficient than ever so that downtime can become old news;
  • PagSeguro is up and running for our Brazil readers.

During the last two months we have defined, once again through feedback of our clients, what developments to do until the end of 2011. We have 13 scheduled developments that will be reported in this blog along the way.

Today we implemented a more simple version of the Billing Tab. From now on, while accessing the Billing Tab, you can filter the data you want to view by client - being able to see the Unbilled values , the Unpaid billing sheets and those already fully paid (Paid Invoices):

In the sub-tabs Unpaid Invoices and Paid Invoices, you can add or delete payments as well as deleting billing sheets.

When deleting or issuing a payment, there are immediate implications in the client’s account, as you are able to immediately view the client’s financial position on your law firm after the accomplished actions.

When deleting a billing sheet the client’s account is updated and times and expenses included become available in the sub-tab Unbilled so they can be later included in a new billing sheet.

We are certain that you will be pleased to be able to delete a payment in such a straightforward way. :)

The Value of a Good Website

Nuno B. M. Lumbrales,  

July 8, 2011

Post by Nuno B.M. Lumbrales, lawyer, partner at Lumbrales & Associados and LawRD user:

One year ago, as a partner of a newborn law office, I was confronted (relunctly and along with scarce financial resources) with the need to invest in the development of a website to the office.

At that time, our only target was to keep up along with our direct competitors, avoiding to “stay behind”, as we were resting assured that the website wasn’t going to provide us with measurable profits.

The first surprise was the budget presented to the website development and maintenance, which was quite reasonable. In fact, the competition between many of the Portuguese PME (Small and Medium Enterprises) in the computer sciences business was robust enough to assure that the prices kept reasonable and negotiable. The secret to get a good deal in computer sciences was to avoid making business with the highly acclaimed “monsters” (it only took the estimate budget of the project to get discouraged).

The second surprise was, once again contradicting our assumptions, that in our first year of existence some clients came to us stating they’d known our office through the website after performing some google searches.

At the end of the day, comparing the costs of the website and the profits coming from this specific clients, showed us that the balance was positive right in the first year, reason that led us to conclude that our investment was, in fact, profitable.

An overview on law practice software

Gustavo Rocha,  

April 14, 2011

Post by Gustavo Rocha, lawyer and consultant in management, IT and quality for law firms. He’s the author of Gestão.Adv.br (content in Portuguese only):

Some issues ought to be addressed prior to choosing your law practice software:

1. Ask yourself: where, when, what and who?
2. Is it the appropriate one for your management?
3. Who will be in charge of it?
4. Is it safe?

1. Ask yourself: where, when, what and who?

Where should it be installed: in servers at premises or over the internet? The first means that  its maintenance, servers, newer and better equipment, its all up to you and your firm; while as the latter all is lodged on servers in data centers and all maintenance and backing up is up to the vendor. Being the experts as they are it stands to reason this is the best choice.

When: What’s the firm budget to invest on such a  solution? The best and cheapest? Wrong! The app’s quality should match the needs of your practice. It’s better to start up with a simpler and leaner one rather than one that enables with lots of features but doesn’t meet your needs.

What: or which are your actual demands from the application? Since no software will ever solve all your problems, you’ll need to sort out it will manage for you. Is it the financial aspect of your firm? Is it he matters? Or just the office’s documents? All of the above?  There is no success without planning.

Who: once you have the  answers for the questions above, you are ready make your choice from the offer that is out there.

2. Is it the appropriate one for your management?

This question may sound a bit odd, but is has to be your own practice to dictate what are the goals to your choice of software rather the other way around. Don´t believe the hype that says that software will do it all. Pin pointing the needs in your firm will give a clear vision of what the software will handle for better results.

3. Who will be in charge of it?

It is of the essence that someone at your firm (one familiar and keen to IT) be in charge and trained to deal with the chosen app. It will not be enough that co-workers with management functions are trained to use it. Someone with a knack for IT and with law qualification is the ideal one for the job.

4. Is it safe?

Before signing up for any app, check out the following:

  • Where the servers are based at?
  • What are the its safety features?
  • What are the requisites for your firm to access the data center?
  • Should you cease the contract to using the app, how will all your data be retrieved?
  • Be sure that you only sign up for the minimum services.

These and other questions are  valid when installing  software in your premises:

  • How is the backing up made?
  • Is there external backing up?
  • How many licenses are there in the cost, for installing?
  • How much will the invest cost?

Finally, I leave some tips that apply to any software:

  • Always check whether or not a new client is already registered in the system.
  • Do not type with just higher case, use both high and low.
  • Log in the most data possible.
  • Avoid misspelling and grammar glitches.
  • Pdf or word format for annexed docs.
  • Passwords should be altered after a given time.
  • Passwords should be at least 6 characters long containing letters, numbers and special ones i.e.   #=)$(%/&
  • Deadlines, tasks, diligences and so on must be logged in and scheduled so they can be searched using an array of easy and intuitive filters.
  • Never forget to click the SAVE button.
  • Submit data that will reflect on future reports. Logging in data just for the heck of it is a waste.
  • Pay special attention when selecting data from the app’s boxes and/or columns. The mouse wheel may play tricks on you.
  • Always have more than one access to the Internet at your office.
  • Always save and back up the way your vendor advises to.
  • Many solutions automatically issue reports. Make the most of this feature and always check data up before printing.
  • Make a daily use of the app you’ve chosen. Have it running at all times and submit the most data possible.
  • If by any chance you can not access the system or any feature within it, take it easy and contact the system administrator or who’s in charge of it at the office. There might     be different levels of clearance.
  • How’s the client support? Does the vendor charge you for it? Do not overlook this point.

Testimony

Nuno B. M. Lumbrales,  

April 6, 2011

Post by Nuno B.M. Lumbrales, lawyer, partner at Lumbrales & Associados and LawRD user:

I was asked to write a personal review on LawRD, from a user point of view, a little bit over one year’s use.

Without being a fully comprehensive one, given the limited use within my firm features such as those related to billing (except for the use of timesheets which, once reviewed are the basis for issuing invoices via outsource accounting), LawRD stands as an important part within our management.

The features we use the most - contacts, matters, tasks and expenses - are all gathered in a single tool, both inexpensive and easy to use as well as particularly reliable, wherein the our data base is hosted, for consultation and billing purposes (as I mentioned above the latter is not our case,though).

I am adamant in saying that LawRD is a sure asset for our management efficacy and key in our practice’s success.

Management, the adjective for law practice

Gustavo Rocha,  

March 11, 2011

Post by Gustavo Rocha, lawyer and consultant in management, IT and quality for law firms. He’s the author of Gestão.Adv.br (content in Portuguese only):

A lot has been said on managing law firms, on how they need to organize and prepare present today’s market, etc.

Management is a wide, true and assertive word. Not the answer to everything, though.

Law practice management is like an adjective in a sentence, it needs a subject and a verb. How so?

Subject: What is the point on talking about standard procedures and results analysis when those in charge of the firm are not doing their homework? Management ought to be the first ones to be involved in any firm evolving process. They will be the driving force so all staff see changes in a serious, willing and respectful light.

Managing stands for assessing internal procedures, reviewing and change whatever it needs so the business  may thrive. This calls for the presence of all partners in this process. Executive tasks can be delegated, however, strategic ones are to be set by those who take all risks and sort the firm out i.e. the partners. A tree alone does not a forest make, of course. Everyone at the firm must be in tune with the practice and its project. For that purpose, the subject (be it a leader, a partner or a manager) has to be a constant presence so it all comes into being.

Verb: if we have subjects (people willing to face up the challenge of changing) the first step is taken. But with no concrete action (verb) nothing happens. It’s a basic law of physics: for something to leave it’s inertia something must alter that.

So, what actions are taking you presently on your practice? At least, you should invest on:

  • Law marketing;
  • Social networks;
  • Proper software.

One has to be connected to today’s market (law marketing) and present/future market (social networks), as well as, to IT as an edge in your business (more productivity with less people by managing data).  It not enough for you to be the subject, you’ll need to have and to be the verb of change.

Adjective: it is what specifies and distinguishes within a sentence. That is exactly what management does. There is none without subjects nor actions. Even if a firm is formed with driven, self assured and leading people in the legal practice, without management all is doomed in presence of the demands of the present market reality. Management provides firms with quality, efficacy and productivity.

Those are the demands that the market wants to be met. How is your firm doing in this regard? Are the subjects who work with you driven and focused? Have you any planning for strategic results? Is management an edge at your firm? More than qualifying, management differentiates in today’s market.

To conclude, management has to go along with driven subjects and focused actions towards quality, efficiency and productivity in your practice.

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