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Using the Mail Merge Feature in Timeslips

3 minute read   A couple of weeks ago, I received a request from a client.  An attorney in her firm was leaving, a new one was joining, and clients needed to be notified of these changes.  Was there a way to do this efficiently?   Since the client was using Timeslips...

Moving from Worldox to NetDocuments

(3 minute read) Last week we received an interesting question from one of our clients whose firm just transitioned from Worldox to NetDocuments.  Here is what she asked: “Is there a NetDocuments feature similar to Worldox that provides an icon on your screen where you...

Factors in Choosing a Cloud Platform

 With many good options available now for migrating your data into the cloud, the software selection process can be daunting. How should you select a new platform for your firm? We suggest three key considerations in selecting Cloud-based software for law firm...

LawPay Now Uses QR Codes

LawPay, an AffiniPay service, is the gold standard for law firms who want a secure and reliable method of accepting payments and trust funds. While other payment services provide links to their sites, or require specific applications for acceptance, LawPay now offers...

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Review: Fee Allocation in Timeslips

Fee Allocation in a law firm is both an important and sensitive topic. People want recognition for generating revenue, whether it is due to bringing in new clients, performing services, or supervising those who perform those services. Often that recognition...

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