Zapier is a web service that automates data flow between web apps, including MailChimp, Salesforce, Actionstep, Microsoft, and Google. Think of it as a bridge that can connect the various programs and tools that your law firm uses. What this means is that you can create an automated “Zap” that is triggered by some event in a program (app), and then send information to a different app. Imagine building a Zap that triggers when a user completes a form on your web site and automatically sends you … [Read more...] about Improve Efficiency in Your Law Firm with Zapier
Randy Murray
CounselPro™8 Underused Features
CounselPro™8 is built on the Software as a Service (SaaS) platform Actionstep. Along with the workflows, letters, documents, and list views provided in CounselPro™8 by the Academy, Actionstep itself offers many features that are often overlooked. In this article we’ll discuss using the Client Portal, Matter Templates, and HotDocs Overlays. Client Portal You can provide your clients with a secure portal to collaborate on documents and see matter updates. When you send an email … [Read more...] about CounselPro™8 Underused Features
Working in the Cloud
The spread of the Coronavirus (COVID-19) is changing how many of us work. Whether you need to practice new social distancing rules in the workplace or you are a new remote worker, your day-to-day operations are sure to be different than before the virus. Thankfully, technology has progressed to a point where most of us have access to fast, reliable internet service. This allows us all to take advantage of many cloud-based technologies and tools that can keep us just as productive at home, as … [Read more...] about Working in the Cloud
Best Practices for Passwords
I was doing some research on best practices for passwords, and was amazed at what experts are now saying about it. According to a 2019 Verizon Investigations Report, the use of stolen credentials (passwords) is one of the top techniques used by hackers. Other reports from sources such as the Department of Homeland Security, the National Institute of Standards and Technology, and Microsoft agree, and have come up with their own password policy advice. Many best practices are directed to system … [Read more...] about Best Practices for Passwords
Outlook Tips and Tricks
We all live and breathe emails every business day. The first thing in the morning, you catch up on overnight emails. Monday morning, you get to deal with a whole weekend’s worth of emails. And if you take a vacation, you’ll feel like you need an entire day to catch up! I can’t help reduce the number of emails you get, but I can give you some tips that might make managing them a bit more palatable. I am going to show just a few tips that you can use in Outlook, as that is the most popular … [Read more...] about Outlook Tips and Tricks
Alternative Web Browsers
The World Wide Web officially turned 30 years old on March 12, 2019. As one of the roughly 3 billion users accessing over 1.5 billion web sites, I am thrilled to be able to use a simple, free web browser to access these sites. But I often wonder if I am using the best web browser. The right web browser can make a huge difference to you and your team members’ everyday Internet experience. Yes, I’m telling you that after 30 years there are plenty of web browsers out there that offer features … [Read more...] about Alternative Web Browsers
