Quick time-saving Excel tips.03/25/2016

One very well-received session was “Surprising, Yet Practical Applications of Excel for Your Law Office.” (Excel always seems to be a hard application for attorneys to master.) Thanks to presenters Ivan Hemmans and Allan Mackenzie for offering up these three tricks that can potentially save hours of time:

A Beginner’s Guide to the Importance of Practice Management Programs 11/28/2015

In this episode of The Florida Bar Podcast, Adriana Linares interviews technology consultant Allan Mackenzie about the differences between the document, case, litigation, and practice management systems, how they improve the efficiency and accuracy of time, billing, calendar, contact management, document assembly, tasks, and to-do lists for firms of all sizes. All of these software options and more information can be found on The Florida Bar website’s member benefits page.

Hungry for CRM? One Slice of Lexicata Please! - Tucson, AZ 07/28/2015

Client Relationship Management (CRM) is just one of those terms that has all sorts of stigma attached to it. Legal professionals—whether the actual rainmakers for the organization, solo wizards of their own domain, or partners in charge of the business bloodline—have struggled for years with this one topic: How do I (we) keep potential work from slipping through our fingers, as well as measure the success of our methods to attract business, even if it is word of mouth.