How to Safely Transition to New Legal Software

9

Course Number

3875

CLE

Approved for 1 hour of General CLE Credit and 1 hour of Technology.

Description

Are you ready to leave the past and move forward into the future? It’s time to transition your firm to a legal practice management system that can help boost productivity, automate your workflows, and make your life as a lawyer a whole lot better. It may seem overwhelming, but it doesn’t have to be!

Rocket Matter and law firm technology leaders 3545 Consulting have combined their decades of experience to bring you an easy-to-follow process that will ensure a safe technology transition. From initial planning to going live with your new software, you’ll learn best practices to help put your mind at ease and set your firm up for long-term success.

Learning Objectives:

  • Learn how to plan for your software transition and pick the right technology solution.
  • Understand the interested parties affecting your technology purchase and implementation (including vendors, IT consultants, and back-office staff).
  • Review the proper steps to test and train before going live with your new software.
  • Hear about actual software implementation successes from law firms we’ve worked with (names changed to protect confidentiality).

Speakers

Larry Port is the CEO of Rocket Matter, a leading legal cloud-based practice management and time and billing application. He is a speaker and award-winning writer at the crossroads of the legal profession, cutting edge technology, and business management. His experience running a technology company and insight into law firm operations led to his co-authoring of the #1 bestselling ABA book The Lean Law Firm.

Nancy Griffing is President/CEO of 3545 Consulting Group – Global. Nancy and her team have been serving the technology needs of the legal industry for 30 years. The company specializes in Legal Technology. They provide consulting, IT managed services, data migration/conversion, and analytics services to a broad spectrum of legal professionals nationally and internationally. Nancy has a broad knowledge of Time, Billing, Accounting, Practice Management, and Document Management for Law Firms. With her team, they advise legal professionals on the best combination of products and serves as a resource for the conversion and onboarding process. Nancy and her team focus on the effective use of technology to optimize the productivity of law firms. Best Practices for the law firm is an integrated element of all training services. In addition, Nancy’s unique area of interest is the data analytics and metrics that can be measured and monitored to empower business decision making.

Caren Schwartz is Principal of 3545 Consulting – Connecticut. Caren has been serving the technology needs of the legal industry for almost 30 years and leads the accounting services team at 3545 Consulting – Global. Caren’s key focus is back-office services, analytics and best practices for law firms. Caren is the author of QuickBooks for Law Firms. She is a frequent speaker on integrating QuickBooks and QBO with legal time and billing products. Caren has a broad knowledge of Time, Billing, Accounting, Practice Management, and Document Management for Law Firms.


You must report your completed courses online using the course number referenced above.
Post CLE Credits