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Our practicemanagement and technology experts have some tips. Blackford (@SheilaBlackford) has been a PracticeManagement Attorney for the Oregon State Bar Professional Liability Fund since 2005. Practicemanagement software providers have been spending a lot of energy developing intake tools.
Like a practicemanagement workflow, you can create templates for oft-used projects and processes — i.e., new clientintake with all the necessary steps listed, staff assignments, and deadlines. Nerino is a certified independent consultant for a number of legal products and a technology editor for ABA GPSolo magazine. .
I use GoodNotes to do everything from jotting down notes during clientintakes to creating to-do lists, or even writing personalized thank-you notes. Previously he was CIO for Holmstrom Kennedy PC and served as the first PracticeManagement Advisor for the State Bar of Wisconsin’s Practice411 Law Office Management Assistance Program.
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