THE WELL-MANAGED PRACTICE
This package will get your firm up and running quickly and efficiently. With fewer bells and whistles, this package is perfect if you’re not yet sure a fully integrated practice management suite is for you. The Well-Managed Practice includes:
- Custom domain and email
- DIY website using the easy-to-use WordPress platform
- Bookkeeping and Trust Accounting Software
- Microsoft Office for desktop, mobile, and web: Outlook, Word, Excel, PowerPoint, OneNote
- Time-Tracking and Invoicing Software
CUSTOM DOMAIN AND EMAIL
We’ll provide a custom domain for your law firm presence, such as www.yourcompany.com, and set up email addresses for you and your staff.
DIY WEBSITE USING WORDPRESS
Would you like to try your own hand at designing your firm’s website? WordPress makes this easy for any tech-savvy attorney or staff member to do. With beautiful templates and easy-to-use design tools, as well as drag-and-drop website components, WordPress is the simplest way to design and maintain your own professional-quality website.
XERO: BOOKKEEPING AND TRUST ACCOUNTING SOFTWARE
Tracking client income and expenses is one thing, but keeping the firm’s books and tracking firm expenses is equally important. Xero integrates seamlessly with Clio to provide simple, beautiful accounting for your law firm to ensure maximum tax benefits come year-end, as well as powerful reporting and analysis tools throughout the year. (Looking for a bookkeeper? We do that too!)
MICROSOFT OFFICE 365
No law firm is complete without email, MS Word, MS Excel, and other Microsoft Office programs. This package includes the complete suite, with access to software upgrades as soon as they’re published. The Law Firm In A Box and the Well-Managed Practice packages both include access to desktop, web, and mobile (eg, phone/tablet) versions of all Office software. The Law Firm Essentials package includes Office for web and mobile devices only.
HARVEST: TIME-TRACKING AND INVOICING SOFTWARE
Harvest makes time-tracking and invoicing as simple as can be. Logging your time is as easy as clicking “Start” and “Stop” in your web browser, and typing in a brief description of the time entry. At the end of the month, generate professional, easy-to-read invoices automatically from each time entry to quickly get paid. Harvest integrates seamlessly with bookkeeping software Xero, so your firm’s books will stay up-to-date with your invoicing, including sending automatic payment reminders at custom intervals to clients who may need a nudge.