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Transfer Portal: Sharing Files Securely is a Piece of Cake Now

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If  you’re  still sharing files with clients, referral  sources  and other attorneys, via email attachment – or,  heaven   forfend:  fax!  –   you need to step up your game.   Email is an inherently unsecure technology; so, if you’re sending confidential information  via email, you need to secure that information, by encrypting it – at the document level, or at the system level.    But,  that takes  additional  time and effort, and cost s  more.   Instead, why not share confidential information through a secure ,  encrypted platform, th rough which  the person who is to receive the information logs into, thereby bypassing the email problem, where  that information passes through several servers (some of which may be unencrypted), before reach ing  its  final  destination .   With a client portal, your document stays where it is (safely encrypted), and yo...
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Sum Certain: Cashflow Projections Build Confidence for Lawyers

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Law  firm  revenue usually has an ebb & flow to it, especially when you talk about firms that rely on hourly billing.    Most attorneys would probably say that their revenue is pretty unpredictable.     The only problem with  that thesis is that  it’s  not entirely true .   Law firms can  design  some assumptions about  what  they’ll  make  by  utilizing  revenue projections .   Compare that to historical data, and  you’re  bound to find trends (and,  likely, seasonality ), a s well as  recurring themes around how and when you make money.   And, you  don’t  have to do it on your own .   If you  utilize  an accountant, bookkeeper, or (fractional) chief financial officer (CFO), you can ask that person to develop ‘cashflow projections’ for  you ;  and,  you can do that on an annual basis , at the start of every ne...
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Checkmate: How to Stay on Top of Client-Facing Requests

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Nothing bottlenecks law firm case process (and progress) as much as waiting  for your  clients  to do things .     Law firms can  largely control  internal policies & tasks;  and,  courts  utilize  definable deadlines .   But,  when law firms  request  that clients do things  . . . good luck !   They’ll  straight up ignore you .   They’ll  obfuscate .   They’ll  waste your time, by  getting back to you   another issue,  entirely .    In  sum , they mostly  won’t  give you w hat  you want, unless you stay on them.   The question then becomes: How do you do that?     The answer is consistent follow - ups .   Now, lots of law firms employ workflows;  but,  not a lot of law firms  follow - up  on client requests ,  in an aggressive fashion .   The good new...
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