LawSites

OCTOBER 26, 2021

Clio said that its new text notifications feature enables firms to send an SMS confirmation to participants when they schedule a meeting in Clio. ” Integrated Payments. Payments made through Clio Payments are recorded automatically in Clio and synchronized into the user’s accounting platform (such as QuickBooks or Xero).

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Rocket Matter

AUGUST 16, 2023

Rocket Matter Pay's integration with QuickBooks can: Streamline financial management with automation Improve your payments processes Enhance your financial reporting Save you time and money Let’s dive deeper into how Rocket Matter Pay with QuickBooks integration can work for you.

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LawTechnologyToday

AUGUST 24, 2022

During the webinar, we shared how different people at your firm can benefit from the time-saving features of Sage Timeslips and we asked the audience to vote on the features they loved the most. LawPay —which integrates Sage Timeslips with LawPay and other common payment apps. We appreciate all who were able to attend.

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LawTechnologyToday

SEPTEMBER 29, 2022

Last month, Desi Williams, our Sales Engineer for Sage Timeslips, presented five must-have features in any time tracking and billing management solution: Intuitive time entry. Integration with the Apps you know and use. But that’s only the beginning of the business intelligence features available through Sage Timeslips.

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Rocket Matter

AUGUST 15, 2023

Use billing software with integrated time and expense tracking Accurate time and expense tracking is critical to getting paid accurately for your work, stay in compliance, and build trust with clients. This client code automatically integrates billable hours into each client’s invoice. Download free guide 2.

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LawTechnologyToday

NOVEMBER 25, 2022

With this feature, you can capture and log all billable time as you switch between matters. Flexible Features. Do you want to offer additional features, such as scheduled payments, payment plans , or buy now, pay later? Integration With Legal Practice Management Software. Automated Client Intake Forms .

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LawSites

JANUARY 24, 2023

Chris McCall Chris McCall , co-founder and CEO of Valid8 Financial told me that the product was developed to address the lack of integration among different sources of financial data, which limits the data’s usefulness. It could be used in an M&A transaction to verify revenue or to automate proof of cash.

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LawSites

AUGUST 17, 2023

But what has changed is that ShareFile has added new features designed to address some of the broader client and document workflow issues law firms face on a routine basis. According to ShareFile’s announcement this week, features of ShareFile for Legal include: Security threat detection alerts. Stay tuned for that.

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Paralegal Bootcamp

MARCH 17, 2023

Technology is an integral part of any business, including law firms and legal departments. The best litigation management software systems include a variety of helpful features, such as automated time tracking, billable hour calculations, and expense management. However, litigation technology can be tricky to understand.

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MyCase

APRIL 29, 2022

One that can easily integrate into your law firm’s payment structure while maintaining ethically-compliant accounting. A good legal payments software should: Easily integrate into your law firm accounts receivable system. Fully Integrates into Your Firm’s Process. Provides User-Friendly Digital Invoice and Payment Features.

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Rocket Matter

JANUARY 17, 2023

Integrated features for more organized case management . Integrations can eliminate the closed information loops and redundancies that cause case management slow-downs, resulting in a more streamlined and efficient process. . Some of our favorite integration benefits include: . Fewer data entry errors .

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Rocket Matter

AUGUST 14, 2024

On your quest for the right payment processor, look for features that streamline and support the way law firms operate. Download free guide Six features of Rocket Matter Pay you should take advantage of 1. Integration with law practice management software Rocket Matter Pay goes beyond payment-specific features.

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Rocket Matter

AUGUST 22, 2023

Let’s look at some basic tools you can take advantage of now (while leaving breathing room for you to scale and add features as you need them). 9 core tools to help your solo or small firm succeed Want to know one of the best-kept secrets of running a successful law firm ?

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CosmoLex

DECEMBER 11, 2024

CosmoLexs built-in CRM features are seamlessly integrated into its comprehensive legal practice management platform. This feature means you can use your accounting software as a client relationship management (CRM) platform and centralize forms and documentation, connecting them to your billing and expense workflows.

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Rocket Matter

MARCH 7, 2023

With these questions in mind, consider which features would make your work easier. What security and compliance features need to be implemented? On your quest for the right payment processor, look for features that streamline and support the way law firms operate. What works well in your current system? Download free guide 4.

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Rocket Matter

JUNE 16, 2022

Legal practice management software features exist to make managing your team easier. You’ll also want a software that allows you to quickly generate invoices from customized matter templates and offers time-saving batch and recurring billing features. Software integrations make for easy use of the programs you already love.

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Rocket Matter

JUNE 17, 2022

One easy change you can make today is to integrate the software you use every day with your legal practice management software. So do yourself (and your schedule) a favor and look into these time-saving legal practice management software integrations. Document software and storage.

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MyCase

OCTOBER 13, 2022

Highlights : Integrates with Microsoft Office. If you want premium features, such as the ability to collaborate with others, you’ll need to pay for a Microsoft 365 subscription. Professional plans with premium features (such as integrations with Slack and Google Calendar) start at $9.99 Can easily adjust dimensions.

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Rocket Matter

OCTOBER 24, 2023

Integration with other software like the tools you use regularly , including Microsoft 365, QuickBooks, Evernote, and more. Smartphone apps: Your chosen time tracker should not only offer a top-notch desktop app but also iPhone and Android apps that allow you to track your time from anywhere.

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MyCase

AUGUST 8, 2022

It starts by searching for software that contains “all-in-one” features that improve client intake, legal billing, document management, and accounting—while meeting strict legal compliance requirements. Some software systems are standalone, while others are integrated into a single software platform.

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MyCase

AUGUST 29, 2022

According to the 2021 Industry Report , 21% of surveyed legal professionals said their firm saved 6-10 hours a month using software with invoicing features. . The LawPay and MyCase integration allows you to provide a secure and seamless payment solution for your clients. Integrate Software Systems.

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MyCase

AUGUST 5, 2022

Here are a few specific payment software features that will improve the process of running your firm’s finances: Financial reporting. This feature can automatically send out invoice reminders to streamline the follow-up process and save your team time from non-billable admin work. QuickBooks integration.

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CosmoLex

JULY 22, 2024

Compliance with specific rules based on jurisdiction and state bar requirements is essential, as it ensures that client funds are protected and the integrity of the legal practice is upheld. While QuickBooks may be less expensive, it doesn’t offer comprehensive legal practice solutions like CosmoLex.

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CosmoLex

JULY 18, 2024

Infographic Six Essential Features in Your Legal CRM (and How to Use Them) While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal.

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Rocket Matter

OCTOBER 17, 2023

Let’s take a closer look at its features and benefits so you can see how it can elevate your firm’s efficiency and profitability. The real magic lies in the variety of features it offers to revolutionize your time-tracking and billing processes. Legal time-tracking software features automatic time trackers that run in the background.

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LawSites

OCTOBER 26, 2021

Clio said that its new text notifications feature enables firms to send an SMS confirmation to participants when they schedule a meeting in Clio. ” Integrated Payments. Payments made through Clio Payments are recorded automatically in Clio and synchronized into the user’s accounting platform (such as QuickBooks or Xero).

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Rocket Matter

FEBRUARY 6, 2024

You gain access to crucial time-tracking features without the overhead of unnecessary extras. This includes: Accurate time and expense tracking Multiple timers Custom fields Software integrations Basic reporting These tools empower your law firm with the right tools to enhance efficiency and drive results.

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MyCase

DECEMBER 15, 2022

Additionally, MyCase offers a direct LawToolBox integration that provides access to a library of hundreds of court rule sets across the U.S. This is particularly true if the technology doesn’t offer automated features like those built into MyCase calendaring software. . You can also create events with court rules-based calculations.

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Rocket Matter

NOVEMBER 2, 2023

Law firms also need a processor that integrates directly with your legal practice management system. It’s all in the fine print No one likes a bait-and-switch contract, especially lawyers. Online payment processing is an important feature for law firms.

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MyCase

JULY 29, 2022

Lines of credit (if they feature available funds). Quickbooks is the easiest way for organizing all of your legal accounting. Current assets are assets you can convert into cash within one year. This can include: Upfront cash . Accounts receivable (as you’re waiting to receive this cash from clients). Your firm’s operating account.

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Rocket Matter

DECEMBER 10, 2024

For firms looking to build client trust, this feature ensures every minute of billable work is captured so theres no dispute over unclear billing practices. And by integrating with QuickBooks, Rocket Matter eliminates double entries and accounting errors.

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MyCase

OCTOBER 3, 2023

Scanners with this feature set tend to cost around $1,000. MyCase has this functionality, along with an integrated client intake system. The application also integrates with many popular legal apps, including LawPay, Quickbooks Online , Gmail, InfoTrack, and more. Quickbooks is a popular choice for law firms.

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The Process Street

FEBRUARY 11, 2023

In line with all of this, our engineering wizards have been unleashing a torrent of exciting new updates, and in this blog post, I’ll take you on a tour of the world of webhooks – one of our latest, and most awe-inspiring, features yet! In the right hands, webhooks are nothing short of a game-changer, packed with endless possibilities.

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MyCase

APRIL 15, 2022

Fortunately, payment processing software designed specifically for law firms offers functionality features that organize and ensure prompt payment from your clients. This will give your firm access to features and functionality that is relevant and most beneficial to your needs. Offer Payment Links . Is An All-In-One System .

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MyCase

AUGUST 12, 2022

It also provides automated payment reminders and syncs to QuickBooks. . You never have to worry about a deadline or appointment falling through the cracks—staff can schedule events and reminders for attorneys, and all calendars update in real time (even across Google or Outlook calendars, after a simple, one-time integration). .

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MyCase

AUGUST 12, 2022

It also provides automated payment reminders and syncs to QuickBooks. . You never have to worry about a deadline or appointment falling through the cracks—staff can schedule events and reminders for attorneys, and all calendars update in real time (even across Google or Outlook calendars, after a simple, one-time integration). .

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MyCase

OCTOBER 20, 2022

Consider using QuickBooks, Xero, or MyCase Accounting. . Case management software —Integrate your tech stack and keep all of your case details and documents in one secure location. Use MyCase to: Connect and collaborate with clients using features such as built-in text messaging and a client portal .

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