Software to Grow and Manage Your Law Practice
For over 30 years, practice management software strategy and implementation support and more recently:
Going Mobile: Estate and Client Care™(video) Your App for Client Care!
Peace of Mind for Your Client, Top of Mind as Their Expert
Branded App for Access to Advanced Directives,
Plus emergency contacts, medications or healthcare providers
Plus easy access to your staff directory, events calendar
Online Client Intakes, Integrations and Workflow and View here,
Great online experience for your client; improved efficiency for your firm.
Online Reviews: More and Better Reviews, More Views by Prospective Clients View Here
Review Management Software for Alerts, Replys and Auto Syndication to Website and Social Media
Online Scheduling: Easy Scheduling and Automated Workflow View Here
Appointments, Event Signup Page(s), Automated Reminders and Confirmations
Wealthdata – Time Matters estates practice system template installed in 200 law firms
providing comprehensive customizion with document templates, auto workflow and reports.
Let us show you options and how to get further, faster and without wasting your limited time.
Let’s start a conversation START HERE
Free New User Training Video
‘Intro to Time Matters’: — We’ll send you the link CLICK HERE Great for a new staff member using Time Matters:
Here are a few examples of the type of support we provide to law firms:
Provisioned complete set of online client intake forms for a leading elder law attorneys at multiple well known firms.
Estate Planning, Elder law, Probate, Trust Administration, Guardianship/Conservatorship. View here,
For a 10 year client in central New York, and another firm in Wisconsin we upgraded their system with a new Small Office Server (SOS), a managed server complete with Time Matters, Office, WealthDocx and ElderDoc, Adobe and much improved speed and expanded security and with geo redundant disaster recovery imaging. The New York firm is totally virtual.
We assisted firms in Pennsylvania, Michigan and other states move to ZolaSuite an advanced cloud practice management system.
Fixed online citations (business listings) 50+ business listing ‘citations’ and implemented the Birdeye review/reputation management service.
These are two essential aspects of web marketing that are neglected by most other firms.
Assisted firms in several states with a move from their server based practice management to ZolaSuite, an all-in-one online system.
For several law firms we implemented apptoto to send automated appointment reminders, synched automatically with their Outlook/Exhange and Time Matters calendars
For a Long Island New York estates legal department of a 200 person law firm, we implemented WealthData, Premier’s comprehensive estates practice add-on to Time Matters
For a 50 user New Jersey litigation firm we provided extensive customization for better use of Time Matters including an innovative use of custom user defined records for extensiive set of case facts
Assisted many firms with their Time Matters and PCLaw upgrades, and with the help of a few other of our consultant friends, we even salvaged a few old databases for firms referred to us when they had exausted all other options.
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