technology to work smarter and not harder€¦ · slack instant communication with other members of...
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Technology to Work Smarter and Not Harder
LIZZY CARY AND K IM BARRUSCHART IER & NYAMFUKUDZA, P. L .C .L [email protected]@CNDEFENDERS.COM
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SLACK
Instant communication with other members of the office
Can be used anywhere Mobile app
Dedicated channels Invite collaboratorsStop filling colleague inboxes with your lunch orders!
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BOX/NETDOCUMENTS
Go paperless!
Access anywhere
Extremely secure
Secure transfer of documents
Allows clients to access what you want – or give them access to upload
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BOX CAPTURE
Easy way to save documents on the go
Easier way to keep track of receipts
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OUTLOOK2WEB
Extension that allows you to drag and drop attachments from email to web applications
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SIMPLYFILE
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SNIPPING TOOLWindows snipping tool – “screenshot” specific areas of your screen and save as a photo
Mac version – command+shift+4
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INTAKE SOFTWARE – CLIO GROWFormerly Lexicata
Custom intake forms/questions
Sends link via email to client for them to fill out and submit
Keeps track of referrals/leads
Emails appointment reminders to clients – reminders to fill out intake form
Export client contact information from Clio Grow to Clio Manage
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PRACTICE MANAGEMENT – CLIO MANAGE
Workflow management
Client contact information
Task assignment
Document production
Calendar and
schedulingBilling Reports Business
overview
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Potential Client:Miles Cary
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Clio Grow –Intake Process
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LASTPASS
Only remember ONE master password
Keeps all of your passwords secure and in one place
Extension in your GOOGLE CHROME
Fills in your password for you after logging in
Generates strong passwords
Will change the password for you with compatible websites
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SCANSNAP
Small enough that it can sit comfortably on a desk
Can save it directly to an email or Box Portable if needed
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TRIALPAD
App on iPad
$129 – one-time fee
Extremely user friendly
Just like an app on your phone
Callout, highlight, can play audio/video while showing transcript
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Adapter – for everything!
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CASEMAP
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FileZillaQuicker uploads –especially those huge folders of discovery from prosecutors!
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Alexa/Google Assistant
Connects to calendar – reads off your schedule for the day
Reminders
Set timers
Listen to podcasts while you work – perhaps Constitutional Defenders? Now available on iTunes, Spotify, Google Play, and more!