20 Apps for Lawyers

It’s been a while since we talked apps. From the first iPhone/iPad educational tracks at the ABA TECHSHOW, iOS apps for lawyers have only grown. We’re an attractive market with money to spend, even if our profession tends to be slow in adopting new technology.

This begs the question: which new (or newer) apps are among the best? Which of the tried and true are still worth using? Check out my curated list of the top 20 most-mentioned apps for lawyers:

Calendaring and Docketing

SmartDockets, DocketLaw, and CourtDaysPro promise to help users quickly and easily calculate deadlines using federal and state automated court rules. Choose the court, the trigger, the date and time, hit “Calculate” to get the result, and post to your calendar.

Courtroom Presentations

Looking for courtroom presentation software? TrialPad is the most popular kid on the block. The developer, LitSoftware, boasts “Whether you need to display a document in an evidentiary hearing, annotate a photo during a deposition, or compare, highlight, and call out two documents for a jury, TrialPad makes it easy. And while you can plug and play in the courtroom or the boardroom, you can also present wirelessly with AppleTV.” TrialDirector is free, and a good alternative if you have limited exhibits and no need to display video.

Credit Card Processing

SquareRegister lands high on the popularity list, but isn’t the best when it comes to trust accounting compliance. Honestly, you’d be better off with LawPay or Headnote.

Digital Signing Apps

Jeff Richardson of iPhoneJD favors SignMyPad Pro for digital signature capture. I’m a fan of DocuSign and HelloSign, which integrate with some of the more popular cloud-based practice management programs.

Encrypted Messaging for Lawyers

If you care about secure client communications (and you should), eielegal is for you. It offers “encrypted information exchange,” thus the name, and also creates an archive of conversations. As you’ll recall from a post two years ago, texts are part of the client file and should be preserved. The eielegal app solves that problem, as does Zipwhip.

File Sharing, Storage, Markup, and Management

Dropbox remains the most popular app for file sharing and storage. While the standard version will get you far, the advanced version at $20/month is a great price point for unlimited file storage. Advanced data protection is available for both.

Want to read, markup, sign, and share docs? Consider iAnnotate.

Readdle Docs and GoodReader are the kings of file management – superior to iOS’ “Files” app. Both allow users to open, access, and work with files regardless of where they are stored.

Legal Research

Everyone loves the Fastcase app but if you’re looking for an alternative, consider Westlaw or LexisAdvance.

Reminders

Sometimes free is best. The built-in iOS Reminders app does a stellar job of creating time- and location-based reminders. Tell your iPhone: “Remind me to call John Doe when I get to my office.” When you return, your iPhone will notice you’re in the office and remind you to make the call. Doesn’t get better than that!

All Rights Reserved 2019 Beverly Michaelis

 

Last Call for Getting Paid – October 2 CLE Event

Don’t miss out on the chance to attend “Getting Paid” on Wednesday, October 2, 2019.  Learn how to talk to clients about money, incentivize clients to pay, collect accounts receivable, and modernize billing and payment practices. Designed for lawyers, legal staff, and office administrators – anyone interested in improving billing and collection practices.

When and Where

Wednesday, October 2, 2019 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

How to Register

Click herechoose the image above, or visit the Upcoming CLE page. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the $25 registration price. Group discounts available to firms who wish to register 5 or more attendees. Contact me for more information.

Topics include

  • Identifying your fee strategy
  • Ensuring the client is invested in the case
  • Documenting and reinforcing fee discussions
  • Exploring the advantages of automated billing systems
  • Using billing descriptions clients understand
  • Making it easy for clients to pay
  • Sourcing the latest options in credit card processing and click-to-pay invoicing
  • Unbundling services to meet marketplace demands
  • Offering hybrid fee agreements
  • Getting practical about collection

Can’t Attend?

Video and audio recordings will be available to download along with the program materials shortly after the live program event.  Price: $25. Contact me or visit my online CLE store to place an order.

Don’t Miss Out!

All Rights Reserved 2019 Beverly Michaelis

 

Getting Paid October 2, 2019 – CLE Event

Learn how to talk to clients about money, incentivize clients to pay, collect accounts receivable, and modernize billing and payment practices. Join me on Wednesday, October 2 for “Getting Paid.” 1.25 OSB MCLE Practical Skills credits approved. Designed for lawyers, legal staff, and office administrators – anyone interested in  improving billing and collection practices.

Topics include

  • Identifying your fee strategy
  • Ensuring the client is invested in the case
  • Documenting and reinforcing fee discussions
  • Exploring the advantages of automated billing systems
  • Using billing descriptions clients understand
  • Making it easy for clients to pay
  • Sourcing the latest options in credit card processing and click-to-pay invoicing
  • Unbundling services to meet marketplace demands
  • Offering hybrid fee agreements
  • Getting practical about collection

When & Where: Wednesday, October 2 2019 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Group Discounts: Available to firms who wish to register 5 or more attendees. Contact me for more information.

Participate in Polling & Ask Questions: Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

How to Register

Click herechoose the image above, or visit the Upcoming CLE page. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the $25 registration price.

Can’t Attend?

Video and audio recordings will be available to download along with the program materials shortly after the live program event.  Price: $25. Contact me or visit my online CLE store to place an order.

Register Now!

All Rights Reserved 2019 Beverly Michaelis

 

Streamline, Organize, and Improve Your Office

Be more productive

What if you could improve workflows? Leverage technology and automation to save time? Overcome procrastination? You can with Practical Time Management. This CLE offers over 30 ideas and strategies to help you take control of your workload, manage your busy schedule, focus on your priorities, and make your workday more productive. Accredited by the Oregon State Bar and available in audio and video format here.

Harness best practices

Not sure whether your firm is applying best practices to key office operations? Learn about automating client intake, documenting representation, modernizing the engagement process, and more in Best Practices for Client Intake, Engagement & Workflow. Combine this program with Best Practices for Docketing, Conflicts, Disengagement & File Retention to cover your bases.

Watch each CLE over lunch and earn 1.0 General/Practical Skills MCLE credits. Available now at On Demand CLE..

Get jiggy with eCourt

Understand common eCourt mistakes and master electronic service with eCourt Malpractice Traps and Oregon eService. Topics include: relation back of filings, UTCR amendments, upgrades to Odyssey eFile & Serve software, 12 common eFiling errors, key eCourt resources, using eService, service of process in the eFiling world, identifying eService exceptions, service contact issues, service by email, and courthouse dos and don’ts.

Trust Accounting – basic and advanced

From managing bank charges and avoiding impermissible cushions to reporting overdrafts and addressing client fee disputes, Trust Accounting Fundamentals covers all the basics of how to properly operate your lawyer trust account.

Want to delve deeper into the ethics of IOLTA? Advanced Trust Accounting will show you how to safely manage wire and EFT transfers, use layaway payment plans, collect “first and last month’s rent,” manage evergreen retainers and hybrid fee agreements, receive third party payments, barter legal services, pass on credit card transaction fees, handle unclaimed funds, respond to garnishments and liens, disburse settlement proceeds if your client is missing, and more – believe it or not!

Lucky 13

You’ll find 13 programs and a free eBook at on demand CLE. If it concerns law office operations, you’ll likely find it covered here.

Details for the detail minded

Q:  What does my on demand CLE purchase include?
A:  MP4 (video file), M4a (audio file), written program materials with presentation slides and resources, answers to polling questions addressed during the live CLE, MCLE Form 6 for self-reporting of MCLE credits.

Q:  How are the video and audio files delivered?
A:  Digital files are delivered instantly at checkout with your purchase confirmation email (look for the link). Download, stream, save to your Dropbox account, or send files to your mobile device or desktop computer.

Q:  How much do CLEs cost?
A:  On demand CLE programs are $25. The eBook, Tips for Improving Client Relationships, is free.  All transactions are handled by Selz and protected with industry standard security, including encryption. The Selz platform is also PCI compliant. Visa, MasterCard, American Express, and Discover accepted.

All Rights Reserved 2019 Beverly Michaelis