Most solo and small firm practitioners have heard of cloud-based management systems such as Clio, Rocket Matter, and NetDocuments. These and many more are also a part of The Florida Bar member benefits. But for lawyers who aren’t currently using any of these technologies, it can be difficult to understand why they are important. How can lawyers actually save time and money by learning to use case management, practice management, and document management softwares?
In this episode of The Florida Bar Podcast, Adriana Linares interviews technology consultant Allan Mackenzie about the differences between the document, case, litigation, and practice management systems, how they improve the efficiency and accuracy of time, billing, calendar, contact management, document assembly, tasks, and to-do lists for firms of all sizes. All of these software options and more information can be found on The Florida Bar website’s member benefits page.