![]() ![]() The Selectionĭanay and Mario looked at various practice management solutions for over a month, yet didn’t like anything they had seen. The lawyers wanted to supply their staff with iPads, so client intake could be completed from anywhere, while the client was talking with them. ![]() “The other must-have was an integrated billing component, so everything would be grouped together.” “We wanted a software solution that could run our conflict checks that was very important,” said Mario. Miami Legal Group wanted a turnkey solution for its organization and type of law. “If someone didn’t change that information, more than likely the correspondence would be wrong, because everything came from that original letter.” The Ideal “We work with forms, so any time we’d need to send correspondence we would go by the information in the original Thank You letter created for a client when they first retained us,” said Mario Quinones, office manager. “If you wanted to know where a file was, you had to ask who had it,” said Danay Acevedo, attorney. When a client called to say they had moved or changed phone numbers, whoever took the call would have to track down the physical file, go to the actual information sheet, white-out the old information, and write in the new. They told me, ‘Oh that’s what we use.’ And I thought, ‘Oh no!’” Shari Borek, President, Borek Consulting GroupĮverything was done manually. “When I first saw the paper Rolodex I thought, ‘that’s so quaint!’ I thought it was a cute decoration, and said so. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |