Basic Example of Good Practice Management

CAN YOU DO THIS?
A well designed Practice Management System will be set-up so that the system supports each step of each process within your office.    Here is an example where Time Matters has been designed to support your workflow and it applies to most law firms:

Let’s say your firm meets on a regular basis, maybe weekly, to review the status of outstanding work on your matters.   If there were three minutes prior to your meeting, you could produce a report listing all matters with a chronological list outstanding tasks (todo) records for each matter.   You can do this in under one minute – just watch the following 54 second video. (So you still have two minutes left to go get your coffee).

Need the report by Matter than staff then date – that’s just a slight variation of the report.

Need to just see what’s past due, or due within a specified time frame – that’s just a matter of having a quicktab for the Next Week or Next Month; or a search filter to be selected from a drop down list of pre-defined search filters.

If your firm prepares for similiar meetings by using Excel, Word or a manual list – there is a better, integrated, time saving way.  Hopefully the above video will show you that. 

NOTE: If you use Time Matters and want this report, just contact us and we will provide a link to a free plug-in thru 6/30/2010.  If you have a working relationshp with Premier then you already have it or call at any time to obtain it. support@premiersoftware.com