Tag Archives: legal software

How to organize your legal files


Many lawyers say that organizing legal files is hard. The truth is that the more you educate yourself the less difficult it becomes to understand what knowledge you need to apply to grow as an individual. This article will go over tips that you can usproductivity e for your law firm.

Research and learn from others. When you are working towards a goal in your life, seek out others who are either working towards or have already achieved your goal. Not only will they be able to provide support and answer questions, they can be used as examples illustrating exactly what you should or should not do to succeed.

For an example, organization, take at least one step daily toward having all your legal files organized in an online system. This step can be small, or large, but it is necessary to take a step each day. Doing this keeps you on track, and helps you to remain focused. It also gets the necessary steps accomplished so that your end result comes closer and closer.

Break down large goals into manageable steps. Many times our goals are lofty, which is a good thing. However large goals can seem unattainable (for an example, getting all your legal paperwork online), causing you to become daunted and lose motivation.

Before you start any large project or goal, break it down into smaller steps. Get as detailed as you can. Soon you will be well on your way to success. As you recall from the beginning of the article the key to true personal development is to expand your knowledge and to apply that knowledge properly. With all of the information you learned from the article you can truly grow and develop, but the only way this can happen is if you apply the information to the best of your ability. The staff at  GotaCase can help you with transferring your legal files to a system that will be easier to manage.

Opportunity – A New Day, A Better Way


A new day, a better way.

I’m an optimist and that is the daily rule I live by – find a better way, every day.

Each day is full of opportunity and obligation for busy people in today’s hyperactive society. Who will I meet? What is my agenda for the day? What will unfold today?

I’m a lawyer, have been since 1975, and I still seek opportunity every day. Some days, opportunity just shows up. More often, opportunity is something I need, and want, to create.

I don’t think that makes me better or worse – or even different – from any of the other 1.2 million lawyers practicing in the US.

Finding the right opportunity is the lifeblood of the legal profession.

Every phone call, every knock on the door, every passing mention over lunch or at a party, every news story or email or – in these social media days – posting on Facebook could be an opportunity. My job is to recognize it when it comes, separate the real opportunity from the distractions around it, and keep track of it as it moves across my path.

Keeping track of a case lead – that’s never been easy when you’re running a busy firm. Filing cabinets are stuffed, folders are overflowing, paper stacks are threatening to topple off your desk. We aren’t fully paperless yet, but what’s worse is we are partially paperless. Emails, tweets and text messages need to get filed along with the formal documents and the scrawled notebook jottings and Post-It notes.

I need to find real law firm software, legal case management software designed for the lawyers to work the way lawyers work. If I had modern law firm software that recognizes modern record-keeping, I could increase the service I offer and, at the same time, have more control over my own life. I need to get “systematized” enough so that I can incorporate these opportunities into my law practice and capitalize on them.

In my law firm, opportunity arrives as “intake”, and following up on intake is critical. When we do that well, when we find the right legal software and law firm software for case management, we have a way to keep track of these opportunities. We can develop the opportunity ourselves, or we can make (and keep track of) a legal case lead referral. Either way, tracking the opportunity from the moment of intake is a critical factor in being successful – and having a life.

There’s got to be a better way.