The Practice Management Essentials:
Do not get fooled by software filled with whistles and bells. Driving the profitability of your firm simply requires solid business fundamentals and a software program that can reliably deliver the following:
✔️ Calendaring - Never miss a deadline. Your firm must be able to schedule for multiple clients with multiple matters which involve multiple attorneys.
✔️Document Assembly - Automating your documents and workflows are about making more money & NOT making any mistakes.
✔️Custom Documents & Reports - Can you build documents and reports exactly the way you need them?
✔️Conflict Checking - Poor search capabilities can lead to big problems. How quickly and confidently can you check for conflicts?
✔️Client Data Management - Is your client data organized by matter/client and easy for you to locate and manage?
✔️Customize Client Entries - Can you collect different information for clients based on matter type?
We found Christina when launching our new firm in 2009. We started with the Tabs3 system, which has turned out to be a wonderful investment that has kept pace seamlessly as the firm has grown. Even more important is that Christina has a wealth of expertise and experience, which she happily shares. She is always available to answer questions or lend assistance. Her customer service simply cannot be beat.
Due to Christina's knowledge and expertise with everything from full charge bookkeeping to software implementation and training, she was able to streamline our bookkeeping needs to just two days a week. Christina is truly a lifesaver!
I really like that Christina has such a deep background having worked at a law firm because she knows what I'm up against. Because I don't want to know anything about our software on a perfect day. I don't want to talk about it. I don't want to look at a report. I don't want to do anything. I just want to know that the person that is running it is getting accurate data. We had years of someone under-utilizing our software tools and Christina stepped in and showed us how to make it better quickly. And our process continues to improve thanks to her guidance. She's very good at finding out what you're trying to do and showing you the most efficient way to make it happen.
I really appreciate that Christina listens closely to what we're trying to do, and understands what our goals are. When we were shopping around, there were a lot of salespeople who said "here's what our program can do for you" without taking the time to understand what we really needed and why. But Christina is really invested in wanting to learn about us, so she could customize the program to work for us.
Prosecutor, Muckleshoot Tribe
It's easy to see that Christina's been doing this for a very long time. There isn't a problem that she doesn't know how to address or resolve. I was replacing someone who had left quickly and I needed to figure out how to get organized and structured and how to get everything going efficiently. Christina helped me figure out how I was going to set up the system for myself so that I could succeed. She's an excellent, excellent communicator and a really good teacher. I would be lost without her.
Business Manager, law firm, Chicago, IL