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Case Management

future-proof your law firm
5 Ways to Future-Proof Your Law Firm

Assembly Software Product Spotlight | Embracing change is exciting! Here are five ways you can future-proof your law firm and remain competitive for years to come.

Assembly Software - June 24, 2023
embedded payments
Getting Paid Faster: Embedded Payments

Kevin Gallagher | Embedded payments offer much more than automatic payments.

Kevin Gallagher - May 31, 2023
client portal for law firms
Client Portals: A Must-Have Service for Today’s Law Firms

Jim Calloway | Beyond secure document sharing, client portals can serve as your "virtual lobby."

Jim Calloway - February 4, 2023
systems and procedures
Systems and Procedures: Making Your Practice Work Well — Consistently

How many times have you tried to program a new piece of technology — for instance, a new smart TV —  without the manual? How’d that go? How many times has a team member forgotten a task or step in a matter? How often have you done the ...

Dustin Cole - October 28, 2022
document management system
Millions of Documents, One Source of Truth: NetDocuments Organize

Product Spotlight | NetDocuments. A document management system isn’t just where firms store and organize documents — it’s where work happens.

NetDocuments - September 23, 2022
buyer journey
Buyer Journey: What Lawyers Should Know About the Psychology of Paying for Goods and Services

Understanding the four stages of the buyer journey can point to ways to improve your marketing, practice management and payment systems.

Mayowa Oyebadejo - September 17, 2022
cloud based legal software
Tech Systems: Making Your Move to the Cloud

We posed the following question to the practice management technology pros: When will the majority of law firms become fully cloud-based practices? What's stopping them from making the move now?

Joan Feldman - August 9, 2022
investigative data
Gathering Data on Your Client

Josh Taylor | Lawyer's Guide to Investigative Data, Part 1: As a lawyer, it is your job to know what questions to ask and what advice to give your clients. How can you do that without facts and data?

Josh Taylor - June 14, 2022
Litify review
Litify Review: How Litify Delivers The Entire Client Lifecycle

Product Review | The Litify platform is a legal-specific spin on Salesforce that delivers all the standard case management software tools and then some. 

Jared Correia - May 17, 2022
ruby product review
Answering the Call: Ruby Streamlines Its Offering, Expands Integration Partnerships

Product Review | This Ruby product review highlights a variety of new intake pathways and shows the expansion of Ruby's Integrated Partnerships, into 2022.

Jared Correia - February 6, 2022
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