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Practice Management Software That Spans the Entire Client Lifecycle

By Neil J. Squillante | Wednesday, December 26, 2018

Today's TL NewsWire Hot Product is cloud practice management software that tracks "opportunities" in addition to matters, namely your sales pipeline prior to when clients engage your firm (see article below). In addition, you'll find links to many previous TL NewsWire Hot Products, including a litigation analytics product that enables you to analyze the historical record of experts and judges to inform your case strategy and brief writing. Don't miss the next issue of TL NewsWire.

Remember when you were a young lawyer and wondered where clients come from? Eventually, your boss sits you down, tells you about the facts of life, and asks you to pitch in with rainmaking efforts. Most practice management systems don't accommodate this aspect of your legal career, but one company seeks to change this.

matters.Cloud in One Sentence

matters.Cloud is a practice management system that covers the entire lifecycle of your clients, including prior to engagement when they're prospects.

The Killer Feature

Typically, practice management systems use a new client or matter the starting point for data collection. This skips the critical marketing and sales phase during which prospects contact you. matters.Cloud includes this initial phase, eliminating the need for separate customer relationship management (CRM) or intake software.

You enter organizations as you see fit. You can then add notes and tasks to help you close the deal. Assign tasks to colleagues and add other details such as contacts, addresses, etc. as you obtain more information. At this stage, there's no "matter" so instead you create an "opportunity" -- a term of art in CRM software that means a potential sale. You can track time spent on opportunities to analyze your rainmaking activities. Make your most important opportunities "Favorites" for fast access from the Dashboard.

matters.Cloud recently added a visual pipeline much like you would find in CRM products to better visualize your sales process. The pipeline functions like a Kanban board in which you move opportunities through each stage. To assist your sales outreach, matters.Cloud integrates with Mailchimp for email marketing.

"matters.Cloud utilizes the latest technology allowing lawyers to collaborate, interact with clients and get an up to date picture of their matters from initial intake to completion," says founder Fraser Mayfield.

Other Notable Features

The Dashboard in matters.Cloud befits the modern era with a Google Scholar search box and your favorite Twitter feeds alongside your most relevant matters and opportunities, monthly billable hours, upcoming and overdue tasks, and the time entry tool. matters.Cloud integrates with the popular writing service Grammerly to ensure clear and concise time entries.

The calendar in matters.Cloud shows your time entries for each day. Days without any time display the time entry tool for quick input. The matters.Cloud mobile app for Android and iOS also helps you stay up-to-date on time tracking, including the ability to initiate a call from the app and have the time recorded. "The mobile app has all the same functionality as the desktop web app," says Mayfield.

Given its emphasis on the entire client lifecycle, matters.Cloud offers conflict checking via its global search. Just as importantly, you can track all contacts associated with your matters and their relationship — opposing counsel, parties, service providers, etc. You can also create custom fields to track anything else of importance. Everyone with whom you've ever dealt will arise in your conflict searches.

What Else Should You Know?

Whether it's your state bar or GDPR, matters.Cloud enables you to comply with any applicable data privacy regulations. Thanks to matters.Cloud being built on Google Cloud, you can choose to store your data in the United States, Australia, Europe, or India. The company isolates your database and encrypts all data at rest and in transit. matters.Cloud costs $25 per month per user. Explore matters.Cloud in more detail and bookmark the site.

About TL NewsWire
So many products, so little time. Each week, TL NewsWire reports on the hottest new products for lawyers and law office administrators. The innovative structure of TL NewsWire articles enable you to quickly understand each product's value proposition, and then zero in on its killer feature and other notable attributes. In each issue, you can easily revisit our back catalog of articles and the most recent TL NewsWire Top 25 Products Awards. Subscribe to TL NewsWire.

Topics: Law Firm Marketing/Publications/Web Sites | Practice Management/Calendars | TL NewsWire

MySignatures (A Free Siri Shortcut for TL Members); Three Successful Law Firm Marketing Plans

By TechnoLawyer | Friday, October 19, 2018

Today's issue of TL Serendipity contains these articles:

Neil Squillante, MySignatures: A Free Siri Shortcut for TechnoLawyer Members

John Faucher, My Law Firm Marketing Plan: Provisors, Newsletter, Blog, Teaching, and More

David O'Connell, Best Way to Attract New Clients (Now That I've Tried Everything Else)

Philip Franckel, How We Use Our Vanity Phone Number in Marketing

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | TL Serendipity

Timeless Time Management Best Practices Plus 43 More Must-Reads

By TechnoLawyer | Wednesday, October 10, 2018

Coming today to SmallLaw: Our editorial team has selected and linked to the 44 best articles, podcasts, and videos from the past week worthy of your attention. Below you'll find a sampling from today's issue, including our SmallLaw Pick of the Week. SmallLaw is free so don't miss the next issue — sign up now.

Congratulations to Jim Hassett of Legal Business Development and Project Management on winning our SmallLaw Pick of the Week award: Personal Time Management

Running the Day Productively

Breaking Five Bad Habits of Lawyers

You Damage More Than Your Own Personal Brand With Bad Online Behavior

Law Firm Landing Pages: What to Do, and What Not to

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Subscribe now for free.

Topics: Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw

Good Reasons to Sell Your Law Firm Plus 45 More Must-Reads

By TechnoLawyer | Tuesday, October 2, 2018

Coming today to SmallLaw: Our editorial team has selected and linked to the 46 best articles, podcasts, and videos from the past week worthy of your attention. Below you'll find a sampling from today's issue, including our SmallLaw Pick of the Week. SmallLaw is free so don't miss the next issue — sign up now.

Congratulations to Lee Rosen of Rosen Institute on winning our SmallLaw Pick of the Week award: Six Good Reasons to Sell Your Law Firm

Review of iMovR ZipLift Patriot Standing Desk

Lookalike Audiences for Law Firms: A Guide to Facebook's Most Powerful Tool

Marketing Perspective: You Landed the Pitch Meeting, Now What?

The Best WordPress Web Hosting Services of 2018

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Subscribe now for free.

Topics: Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw

How Busy People Sabotage Their Productivity Plus 45 More Must-Reads

By TechnoLawyer | Tuesday, September 25, 2018

Coming today to SmallLaw: Our editorial team has selected and linked to the 46 best articles, podcasts, and videos from the past week worthy of your attention. Below you'll find a sampling from today's issue, including our SmallLaw Pick of the Week. SmallLaw is free so don't miss the next issue — sign up now.

Congratulations to Alice Boyes of Harvard Business Review on winning our SmallLaw Pick of the Week award: 4 Ways Busy People Sabotage Themselves

Here's How to Beat Big Law

12 Lists for Organizing and Managing Your Practice

Four Game-Changing Strategies to Build Authority in Your Market

LegalForce v. UpCounsel Suit Challenges Online Lawyer Ratings, Processing Fees

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Subscribe now for free.

Topics: Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw

Men and Women Rate Biglaw Firms Differently Plus Lateral Moves and Promotions (Sept 10 to Sep 16)

By TechnoLawyer | Wednesday, September 19, 2018

Coming today to BiglawWorld: Our editorial team has assembled links to all the partner promotions and lateral moves announced by America's largest law firms during the past week in an easy-to-scan format. You'll also find must-read analysis, rankings, trends, etc. about large law firms.

We'd like to congratulate everyone who leveled up this week. Here's a sampling:

Gordon & Rees: Joseph Kracht Joins Gordon & Rees as Partner in the San Diego Office

Cravath: Katherine B. Forrest, Former U.S. District Judge for the Southern District of New York, Rejoins Cravath

Covington: Former FTC Commissioner McSweeny Joins Covington

Akerman: Akerman Bolsters Fraud and Recovery Practice With Former Assistant U.S. Attorney Gera Peoples

Jones Day: Jones Day Welcomes M&A Partner Patrick Belville to the Detroit Office

Congratulations to Elizabeth Olson of Big Law Business on winning our BiglawWorld Pick of the Week award: Men, Women Lawyers Look for Different Things in Firms: Survey.

How to Receive BiglawWorld
BiglawWorld keeps you apprised of lateral hires, internal promotions, mergers, new offices, accolades, and other inside baseball at America's largest law firms. Because we organize this self-reported news by practice area and law firm, BiglawWorld takes just a few minutes to scan yet its comprehensiveness makes it the only source you need. Each issue of BiglawWorld also links to insightful articles, statistical reports, rankings, podcasts, and videos about large law firms. Subscribe now for free.

Topics: BiglawWorld | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | Technology Industry/Legal Profession

Beware the Inside Job Plus 51 More Must-Reads

By TechnoLawyer | Wednesday, September 12, 2018

Coming today to SmallLaw: Our editorial team has selected and linked to the 52 best articles, podcasts, and videos from the past week worthy of your attention. Below you'll find a sampling from today's issue, including our SmallLaw Pick of the Week. SmallLaw is free so don't miss the next issue — sign up now.

Congratulations to Ian Hu of Law Practice magazine on winning our SmallLaw Pick of the Week award: Unearthing Fraud in Law Firms

Minimize Email Triage Time

A Novel Approach: Subscription-Based Legal Services

This Gets People's Attention

How I Developed and Marketed a Niche Practice

Is Your Tagline as Creative as You Think It Is?

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Subscribe now for free.

Topics: Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw

Four Strategies for Overcoming Distraction Plus 48 More Must-Reads

By TechnoLawyer | Wednesday, September 5, 2018

Coming today to SmallLaw: Our editorial team has selected and linked to the 49 best articles, podcasts, and videos from the past week worthy of your attention. Below you'll find a sampling from today's issue, including our SmallLaw Pick of the Week. SmallLaw is free so don't miss the next issue — sign up now.

Congratulations to Chris Bailey of Harvard Business Review on winning our SmallLaw Pick of the Week award: Four Strategies for Overcoming Distraction

Relaxing the Anxious Lawyer Brain Takes Practice

Family Lawyers Experience Threats, Violence

Build Influence and Authority Online by Demonstrating Thought Leadership

Review of Blue Yeti Nano

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Subscribe now for free.

Topics: Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw

Married Lawyers Disciplined for Oversharing Plus 37 More Must-Reads

By TechnoLawyer | Tuesday, August 28, 2018

Coming today to SmallLaw: Our editorial team has selected and linked to the 38 best articles, podcasts, and videos from the past week worthy of your attention. Below you'll find a sampling from today's issue, including our SmallLaw Pick of the Week. SmallLaw is free so don't miss the next issue — sign up now.

Congratulations to Karen Rubin of The Law for Lawyers Today on winning our SmallLaw Pick of the Week award: Two-lawyer household - too much information, Ohio Board says

Working in Biglaw Can Hurt Your Future Job Prospects

Five Warning Signs That Your Law Firm Is Headed for Uncertain Times

The New Google Algorithm Update That Impacts Every Law Firm Website

The Ultimate Guide to Public Relations in 2018

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Subscribe now for free.

Topics: Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw | Technology Industry/Legal Profession

The Secret to Scaling a Law Firm Plus 56 More Must-Reads

By TechnoLawyer | Tuesday, August 21, 2018

Coming today to SmallLaw: Our editorial team has selected and linked to the 57 best articles, podcasts, and videos from the past week worthy of your attention. Below you'll find a sampling from today's issue, including our SmallLaw Pick of the Week. SmallLaw is free so don't miss the next issue — sign up now.

Congratulations to Lee Rosen of Rosen Institute on winning our SmallLaw Pick of the Week award: Don't Sweat the Recurring Tasks (and it's all recurring tasks)

The Unspoken Cost of the Unwell Lawyer

Book Review: Law Is a Buyer's Market: Building a Client-First Firm

Three Ways LinkedIn Navigator Is a Powerful Business Development Tool for Lawyers

Social Media, Politics, and Protecting Your Digital Reputation

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Subscribe now for free.

Topics: Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw
 
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