Lawyerist

Lawyerist provides law practice advice on law firm marketing, practice management, legal technology, legal careers, and law school success.

Readers Choice

October 2019

Using a visual representation of tasks and their progress, kanban boards help lawyers keep track of their caseload and stay on top of client work. Let’s explore how kanban boards streamline legal workflows, identify bottlenecks, manage deadlines, and facilitate teamwork.

What is a Kanban BoardA kanban board is a visual tool that tracks task progression

Ever found yourself spending hours drawing black boxes over sensitive information in legal documents, only to discover later that the data wasn’t actually removed? Or perhaps you’ve experienced that sinking feeling when realizing a redacted court filing still contained sensitive client information in the file metadata? You’re not alone.With the explosion of digital court filings

For over a decade, Gregory Rada ran a successful solo VA benefits practice. But as his caseload grew, so did his challenges—particularly around managing potential client inquiries and making the leap from a solo practitioner to a firm with employees.  Greg knew he needed help but wasn’t sure how to transition from a solo practice to

Clio Duo, an advanced AI-powered tool built into Clio’s law practice management software, offers features designed to streamline your workflow and enhance productivity. Let’s explore four feature categories: accessing matter details, retrieving client information, finding documents within a matter, and getting caught up on case details.

Accessing Matter DetailsClio Duo makes it incredibly easy to

You can easily lose yourself in the costly jungle of “add-on” legal tech promising a mirage of efficiency gains. Rather than reading another AI-written listicle, let’s walk through five categories and provide real-world examples. 

AI-Driven Personalized VideoImagine President Kennedy reviewing the latest Taylor Swift album – sounds surreal, right? Well, products like HeyGen can bring

Firms must invest in a law practice management system (LPMS) with robust document creation and management tools to move from their current chaos to a future of fluid workflows. CosmoLex Knows Documents are a Lawyer’s Lifeblood Nearly everything we do as lawyers and legal professionals gets memorialized in a document. An estate plan results in powers of

As an established, successful, and well-regarded desktop-server product, Tabs3 understands that legal professionals are more mobile than ever and need convenient “everywhere access” to their matter information. For this growing audience, they created Tabs3 Cloud, a complete cloud billing, accounting, and practice management solution. And, understandably, the heart of their message speaks to the betterment

Getting paid as attorneys means that we keep track of the work we do, that we send appropriate invoices in a timely manner, and that we promptly follow up on overdue invoices. It’s as simple as that.

Fortunately, today’s web-based software makes those tasks faster and simpler than ever. Using TimeSolv, you can quickly record