Research Guides: Information Resources for Solo Practitioners & Small Law Firms: Practice Managment

Knowledge Management

Good for retaining the documents and forms used over and over again in the practice of law
Targeting the indvidual attorney-ransferable between law firms
Capacity to share with other attorneys
Not a client document management tool

"collect all kinds of information and access them anywhere"
tagging for fast access
OCR
see review in Paperless in One Hour for Lawyers, p. 86

Case Management

Besides looking at licensing costs, the fundamental issues is whether you wish to use an SaaS (software as a service cloud) solution and if not do you wish to invest heavily by running a SQL server. One key issue is synchronizing with Outlook and Google calendars. Many vendors offer multiple services. See chapter 14 of Sharon D. Nelson, John W., Simek & Michael C. Maschke, The 2016 Solo and Small Firm Legal Technology Guide (ABA Law Practice Division) for more detailed information than is given here.

Amicus Attorney

PracticeMaster (favorite of Guide authors)

Time and Billing

See chapter 15 of the Guide. Issues include multiple billing rates, integration with practice management systems, whether sensative data is held off-site, purchase of support, numbers of licensed terminals, and compatability with Macintosh.