Articles Tagged with practice management

Panther Software, Miami-based developer of the cloud-based law practice management platform PracticePanther, is announcing today that it has taken an investment from Alpine SG, a portfolio company of the San Francisco private equity firm Alpine Investors. The parties are not disclosing the amount of the investment, but PracticePanther CEO David Bitton described it as “large.” […]

The cloud-based practice management platform Clio this week introduced an Outlook 365 add-in that makes it easier to associate emails in Outlook with matters in Clio. The add-in enables four functions: File emails with one click. Save emails, including attachments, from Outlook to a matter in Clio. Continue reading →

Tali – the voice-driven time-entry application – now integrates with the Rocket Matter practice management platform, the two companies announced. Tali enables lawyers to record their time using voice commands via the Amazon Echo or any Alexa-enabled device. With this integration, Rocket Matter subscribers will be able to use Tali to record their time by […]

Dashboard shows details of a matter In September, I reported that practice management provider Clio, at its annual Clio Cloud Conference, had unveiled “the new Clio experience” — a top-to-bottom re-engineering and redesign of its practice management platform, which it dubbed Project Apollo, after the Greek god of healing and light. Having now had a […]

Led by CEO Jack Newton, Clio staff celebrate the wrap of the fifth Clio Cloud Conference. What makes a legal technology conference great? I’ve been thinking a lot about this since leaving the fifth Clio Cloud Conference earlier this week. I’ve attended all five and uniformly praised each one. After the 2014 conference, I called it one […]

At the Clio Cloud Conference in New Orleans on Monday, I sat down with Clio cofounder and CEO Jack Newton to discuss the announcements he made during his opening keynote. We talk about Clio’s ground-up reengineering and redesign of its practice management platform, Clio’s new goals and directions as it starts its second decade, the […]

Invoicing Communication logs Details of a matter List of matters shows as a data table with configurable columns. Nine years after it launched as the first commercial, cloud-based practice management platform, Clio has been teasing the legal community with promises of major news, symbolized by the hashtag #newclio. Earlier this month, I was given a […]

Clio cofounders Rian Gauvreau and Jack Newton at their Vancouver office Friday. Last Friday, I spent the day at the headquarters of the practice-management company Clio, just outside Vancouver, B.C. The purpose of my visit was for an advance briefing of news the company will announce at its Clio Cloud Conference later this month. While I cannot […]

CosmoLex, the cloud-based practice-management platform, today announced the release of a new credit card processing feature, CosmoPay, that eliminates the need to pay a separate subscription for credit card processing services through LawPay. Now, any CosmoLex subscriber who opens a new LawPay account within CosmoLex will have the monthly LawPay fee covered by CosmoLex for […]

This slideshow requires JavaScript. The practice management platform PracticePanther is today launching a suite of accounting tools that includes comprehensive integration with QuickBooks Online, including synchronization of all trust and operating payments, expenses, checks, invoices, and contacts from PracticePanther to QuickBooks Online. New features in today’s release include: Continue reading →

Well, this is enterprising of them. Following my report earlier this week that LexisNexis Firm Manager will go dark on Oct. 31, another practice management company announced that it will offer free subscriptions to Firm Manager’s customers. Case.one says it will provide a free subscription for a period equivalent to the remainder of the Firm Manager […]