Response to Question about Practice Management Software

Debra L. Bruce, JD, PCC.

I received this question from a reader today:”I am a solo practitioner with a very diverse practice. What software system would you recommend for keeping the basic information and notes on my files, plus allowing me to create mail out lists?”

Here is my response:

The two software programs that I see many smaller firm lawyers using successfully are Time Matters and Amicus Attorney. Both programs can help you to keep all the emails, documents, telephone calls, contact information, to-do’s, notes, etc. together by client. You can also use the programs for conflict checking, group mailouts and other practice management activities. Which program will be best for you will, of course, depend on a lot of factors, such as your comfort with technology and the nature of your practice.

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Send Holiday Greetings That Really Connect

Debra L. Bruce, JD, PCC.

The holidays and year end present many opportunities for enhancing existing client relationships and developing new prospects. Many attorneys don’t take full advantage of the opportunities, however, because they fail to invest a little forethought. Here are some ideas to consider if you engage in the venerable tradition of sending out holiday greetings.

When to Send Out Greetings

Although the number of holiday cards sent out has declined over the last decade, it is still difficult to stand out in the flurry of holiday communication. Some lawyers have migrated to sending Thanksgiving cards. What an excellent opportunity to express gratitude for your clients’ trust and confidence in you, as demonstrated by their business. Alternatively, you might choose to adopt the French tradition of sending New Year’s cards. Either way, at least your card won’t be buried in a stack of other cards. If you want to showcase your firm’s experience in representing clients who do business in China, perhaps you should consider sending out Chinese New Year cards.

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