(Webinar Slides) Tips and Tricks for Managing Social Media
New Year, New Law Firm - Secrets To Your 2014 Success
1. New Year, New Law Firm:
The Secrets To Your 2014 Success
2. About MyCase
About MyCase
MyCase is the premier web-based legal practice management
software. Built as a complete platform, MyCase offers features
that seamlessly cover all the daily functions that a modern, small
law firm requires in one place at an affordable price.
Just $39/month per attorney
$29/month per paralegal or staff
3. About Jared Correia
Assistant Director/
Senior Law Practice Advisor
Massachusetts Law Office
Management Assistance Program
(LOMAP)
www.masslomap.org
www.masslomap.org/blog
Facebook.com/MassLOMAP
@jaredcorreia
+JaredCorreia
4. Market Correction
The Marketing Platform
• Because Writing Things is Lame
• Because ‘Less Daunting’ = You’re More Likely To Do It
• Because Information is Power
The Return on Investment
• The Prerequisite of Repair is Diagnosis
• Determine Your Formulae
• Act on the Information
Responsive Design
• Respond to the Market
• Test Your Approaches
• Reset + Retest
6. Engagement Party
Phone It In
• Who’s Afraid of the Big, Bad Client?
• It’s the Process, Silly
• Bake It In
Ask
• Referrals are the Lifeblood of Successful Law Firms
• Close the Loop
• While You’re At It . . .
Technology 101
• Do You Use an Abacus? Would You Tell Anyone If You Did?
• Client Education
• Engagement . . . Agreement
8. Tech Yourself Before You Wreck Yourself
Collaboration Options
• Attachments are SO 2013
• Document Collaboration
• Web Conferencing
Case Management Software
• Well, You Had to Know This Was Coming . . .
• Holistic View + Matter-Centric
• Organizational, Archival
Technology Audit
• Updates, incl. for Security/Versions
• Licenses
• Missing Components
10. Security Blanket
Encryption
• Email
• Devices
• Pre-Encryption
The Laws of the Lands
• State Laws
• Ethics Rules
• Practice-Area Specific Responsibilities
Offline? What’s That?
• The Hole in Your Swing
• Repositories
• Confidentiality Agreements
12. The Bottom Line: Encore Collection
Discount Double Check
• Online Discounts
• Ancillary Costs
• Grandfathers and Godfathers
Budgetary Concerns
• Have One
• Review One
• Unite One
Betting the Farm
• What If You Hate Math?
• Why Torture Yourself?
Bonus Item: Trust Accounting
Case & Matter ManagementTime & Billing (New QuickBooks Integration)!Document Management & AssemblyiOS Mobile AppReportingClient PortalCalendaring & Task Management (New Workflow feature)!