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Case.one Brings Desktop-Class Features and a Disruptive Pricing Model to Cloud Practice Management

By TechnoLawyer | Wednesday, July 12, 2017

Today's issue of TL NewsWire covers a cloud practice management app with desktop-class features and per-case rather than per-user pricing (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a practice management system that automatically captures email correspondence, integrates with Outlook, and offers a secure client portal, cloud litigation management software that enables you and your team to analyze the key documents, testimony, and witnesses in your cases, and much more. Don't miss the next issue.

Legacy desktop practice management software requires a significant upfront investment, which can contribute to cash flow problems at a new law firm. Cloud practice management software alleviates this pressure somewhat but most products cost just as much the first month as they do a year later. Ideally, the cost of practice management software should align with your firm's growth.

Case.one … in One Sentence

Case.one is a cloud practice management system with desktop-class customization and a unique per-case pricing model designed to reduce costs.

The Killer Feature

Case.one is free for up to 10 active cases. Once your firm uses Case.one to manage 11 or more cases, it costs 99 cents per case per month. This all-inclusive price includes unlimited users, storage, and technical support. Even better, Case.one offers discounted pre-paid plans.

Most competing products charge about $50 per user per month. Case.one's per case model and discounted packages makes it less expensive by comparison. For example, a high-volume immigration firm with 5 lawyers, 10 paralegals, and 300 active cases would spend about $750 per month for a per-user product versus $197 per month for Case.one. A low volume firm staffed the same but with only 50 active cases would spend the same $750 per month for a per-user product versus only $35 per month for Case.one.

Other Notable Features

Case.one greets you with the Firm Feed when you login, a tickler that provides an overview of upcoming deadlines and activity in your cases. Similar, more focused feeds exist in each of Case.one's major areas — Billing, Calendar, Cases, Contacts, Files, and Tasks.

CEO Bahar Ansari describes Case.one as "second generation cloud practice management." During my demo, she takes care to point out Case.one's desktop-class features. Remember the PBX integrations of yore? Case.one integrates with VoIP telephone systems so that you can click to call and automatically bill the time. Acknowledging the financial controls many firms have, Case.one enables you to create a billing approval process. The billing system supports billing codes, client-specific rates, contingency and flat fees, expenses, and origination credit. You can customize your bills, deliver them via email or PDF, accept credit cards via LawPay, and automatically record bills in QuickBooks.

Case.one helps automate work product too. Practice Area Libraries save you time by adding data fields, templates, and workflows you're likely to need. You can add your own custom fields, and create your own workflows, which consist of groups of related tasks such as for client intake. Assign tasks within a workflow to members of your team, and create dependencies so that completion of a task automatically triggers and assigns the next task in the sequence. Built-in document assembly automates the creation of documents required by a task.

In addition to its desktop-class functionality, Case.one also takes advantage of its modern underpinnings. A client portal facilitates secure collaboration and communication with clients. When Case.one recognizes a common activity, it can prefill much of your time entry and even offer a suggested time based on historical data. Dropbox integration makes all your documents available, and Office 365 and G Suite integration syncs your calendar, contacts, and tasks across all devices.

What Else Should You Know?

Reports in Case.one provide in-depth analysis of your firm, including productivity. Administrator tools enable you to create roles and control access rights. Case.one or one of its authorized consultants can help you with data migration and customization if needed. Learn more about Case.one.

How to Receive TL NewsWire
So many products, so little time. In each issue of TL NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The newsletter's innovative articles enable lawyers and law office administrators to quickly understand the function of a product, and zero in on its most important features. The TL NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Practice Management/Calendars | TL NewsWire

Make These 16 Changes Instead of Redesigning Your Website Plus 38 More Must-Reads

By TechnoLawyer | Tuesday, July 11, 2017

Coming today to SmallLaw: Our editorial team has selected and linked to the 39 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: Now Is the Wrong Time to Redesign Your Website

43 Bullet Points on Personal Productivity

Is Your Firm's Culture a Toxic Cesspool?

New Jersey Says "No" to Avvo, Other On-Line Legal Service Platforms

Why Your Law Firm Needs a Marketing Technologist

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

Automation to Squeeze Midsize Law Firms Plus Lateral Moves and Promotions (Jun 26 to Jul 9)

By TechnoLawyer | Tuesday, July 11, 2017

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:

Baker McKenzie Announces 80 Partnership Promotions

Ballard Spahr Names Attorneys to Firm Partnership

Michael Best Names Eight Attorneys to Partnership

Stoll Keenon Ogden PLLC to Merge With Indiana-Based Bamberger, Foreman, Oswald & Hahn, LLP

Congratulations to Stephen Poor of Big Law Business on winning our BiglawWorld Pick of the Week award: Automation to Squeeze the 'Muddy Middle' of Big Law.

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 Office Management | Technology Industry/Legal Profession

Is the Vision of Law Firms in the Cloud at Risk?

By TechnoLawyer | Tuesday, July 11, 2017

Coming today to SmallLaw: The winding down of LexisNexis' cloud practice management software Firm Manager after six years on the market has law firms wondering whether smaller players can survive. In this issue of SmallLaw, practice management veteran Cathy Kenton draws on her experience to address this concern. She also explores related questions about the overall reliability of cloud software and the difficulty of migrating from one cloud product to another. Also, don't miss the SmallLaw Pick of the Week to learn about a law firm's unusual recruiting strategy.

How to Receive SmallLaw
Small firm, big dreams. Written by practicing lawyers who manage successful small firms and legal technology and practice management experts who have achieved rock star status, SmallLaw provides practical advice on management, marketing, and technology issues in small law firms, as well as comprehensive legal product reviews with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles (and podcasts and videos) about solo practices and small law firms. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Law Office Management | Practice Management/Calendars | SmallLaw

Review of OnSip; In Defense of TranscriptPad; On-Premise v. Cloud VoIP; Hugo Boss

By TechnoLawyer | Monday, July 10, 2017

Today's issue of TL Serendipity contains these articles:

Robert Rice, Review of OnSip

Ian O'Flaherty, Defending TranscriptPad

James Vann, On-Premise v. Cloud VoIP (Plus Vonage Business)

Joseph Kashi, Don't Mention the War to Hugo Boss

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: Coming Attractions | Email/Messaging/Telephony | Entertainment/Hobbies/Recreation | Laptops/Smartphones/Tablets | TL Serendipity

13 Easy Growth Tools Our Law Firm Uses Plus 42 More Must-Reads

By TechnoLawyer | Monday, July 10, 2017

Coming today to BlawgWorld: Our editorial team has selected the 43 best legal technology articles, podcasts, and videos from the past week. Below you'll find a sampling from today's issue, including our BlawgWorld Pick of the Week. BlawgWorld is free so don't miss the next issue — sign up now.

Congratulations to Lee Rosen of Rosen Institute on winning our BlawgWorld Pick of the Week award: 13 Easy Growth Tools We Use and Love

Review: AOC I1659FWUX Portable USB Monitor

The Best Ransomware Protection of 2017

Five Reasons to Buy Surface Pro, Three Reasons to Avoid

Rethinking the iPad Pro as a Laptop Replacement

Review: HP Spectre X2

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession. But not the only coverage. BlawgWorld enables you to stay on top of all the noteworthy legal and mainstream technology articles (and podcasts and videos) published elsewhere without having to hire a research assistant. Even when you're busy, you won't want to miss each issue's Pick of the Week. Subscribe now for free.

Topics: BlawgWorld Newsletter | Business Productivity/Word Processing | Coming Attractions | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Privacy/Security

Reviews of CoinBase, Telus Business Connect; Using an iPad Pro and Apple Pencil in Law Practice; Using Scans as Model Documents

By TechnoLawyer | Thursday, July 6, 2017

Today's issue of TL Serendipity contains these articles:

Neil Squillante, Review of CoinBase

Ken Laska, How I Use an iPad Pro in My Law Practice Plus Review of NoteTakerHD and Apple Pencil

Michael Osborne, Review of Telus Business Connect (RingCentral)

Douglas Thomas, Tip for Using Scans as Model Documents in Word Format

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: Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Dictation/OCR/Speech Recognition | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Online/Cloud | TL Serendipity

LEAP Brings Automated Email Organization and Secure Communications to Practice Management

By TechnoLawyer | Thursday, June 29, 2017

Today's issue of TL NewsWire covers a practice management system that automatically captures email correspondence, integrates with Outlook, and offers a secure client portal (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of cloud litigation management software that enables you and your team to analyze the key documents, testimony, and witnesses in your cases, a new research service that collects primary and secondary sources related to cybersecurity and privacy issues, and much more. Don't miss the next issue.

Practice management software sits at the heart of your law firm. Some would characterize it as the beating heart of your law firm, especially when used for timekeeping, billing, accounting, document assembly, and other vital functions. But email also resides at the heart of your firm. It seems like these two core technologies should work well together.

LEAP … in One Sentence

LEAP is a cloud-based practice management system with a new suite of email tools, especially for Outlook users.

The Killer Feature

LEAP automatically stores your incoming and outgoing email messages and those of your colleagues — including attachments. This feature works with Office 365.

Let's say you draft a Word document within LEAP and want to email it to a client. From within LEAP, right click on the document and select "Email" or "PDF and Email" depending on whether you want to send it in Word or PDF format. LEAP auto-creates the subject line based on the corresponding matter, which you can edit if you wish. You can attach other documents or save your draft to finish later. After sending the message, LEAP prompts you for a time entry and automatically files the message in the correct matter. If you switch over to Outlook, your iPhone, etc, you'll find this message in your "Sent Mail" folder.

If your client replies, LEAP automatically captures and files this reply and all future email correspondence in the correct matter. It doesn't matter which email app or device your client uses. This automatic capture even survives changes to the subject line and additional recipients. LEAP performs this magic through an invisible code in the initial message designed to withstand the rigors of an email discussion.

Other Notable Features

The LEAP integration with Outlook adds a number of functions to the ribbon. For example, you can access any document in LEAP from within Outlook, attach it to a message, and bill the time spent writing the message. When you receive email initiated by clients and other external contacts, you can file these messages from Outlook into the correct matter in LEAP and bill the time you spend reading them. Both LEAP and Outlook contain all your contacts, calendar appointments, and tasks.

LEAP's email functionality also works from the free mobile app for iPad, iPhone, and Android. If a client needs a document when you're out of the office, you can send it to your client from the mobile app, bill your time, and capture all subsequent communications.

When you need a more secure form of communication than email, you can use LawConnect, the client portal built into LEAP. Right click on the document or folder you want to share and select LawConnect instead of emailing it. A few more clicks and you'll create a secure web portal in which your client can view the document and communicate with you. LawConnect notifies you when your client has viewed a shared document, and enables you to manage your client's access rights (you can revoke access anytime).

What Else Should You Know?

LEAP offers a full suite of practice management features in addition to these communications tools, including a growing library of forms and accompanying document assembly engine as alluded to above. LEAP can also design and host your website. Learn more about LEAP.

How to Receive TL NewsWire
So many products, so little time. In each issue of TL NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The newsletter's innovative articles enable lawyers and law office administrators to quickly understand the function of a product, and zero in on its most important features. The TL NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Email/Messaging/Telephony | Practice Management/Calendars | TL NewsWire

Inside My Mac Law Office; Reviews of Smokeball, Amicus Attorney, PDF Expert; Mouse v. Trackpad

By TechnoLawyer | Thursday, June 29, 2017

Today's issue of TL Serendipity contains these articles:

Scott Gardner, Inside My Mac Law Office: PDF Expert, iPad Scanning, and More

Ted Alatsas, Review of Smokeball

Sharon Sperling, Review of Amicus Attorney

Tom Trottier, Mouse v. Trackpad

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: Accounting/Billing/Time Capture | Business Productivity/Word Processing | Coming Attractions | Computer Accessories | Laptops/Smartphones/Tablets | Networking/Operating Systems | Practice Management/Calendars | TL Serendipity

Why Clients Question Bills Plus 43 More Must-Reads

By TechnoLawyer | Tuesday, June 27, 2017

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 Allison C. Shields of Legal Ease Blog on winning our SmallLaw Pick of the Week award: Client is Questioning a Legal Bill: Can This Relationship Be Saved?

Six Law Firm Management Fails You Need to Avoid

Just Say No to "No Charge" Invoice Items

How to Turn Your Law Firm Website Into a User Converting Machine

Lawyers Cannot Land Kudos or Be Cited Without Twitter Account

MailChimp Wants to Solve Every Small-Biz Marketing Challenge (Even Snail Mail)

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: Accounting/Billing/Time Capture | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw
 
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