Issues and Recommendations Report
When it is time to step back and consider where you are, where you want to be, and what you have to do to get there, an issues and recommendations report is a great place to start. Firm Members complete an electronic survey prepared by Affinity. Once the survey results are received, we schedule a call (or calls!) with the firm to discuss the results, continue our conversations about firm goals, and then prepare a report (typically 30-50 pages) that considers every issue and topic revealed by the completed questionnaire and our subsequent communications. The report can be used as a technology plan and practice management roadmap.
New Firm Launch
For any lawyer considering or planning on going out on their own, we offer a service that outlines in detail everything they need to consider when it comes to starting their firm. It starts out with discovery calls where we learn about their practice, the software they have previously used, along with many other details, and ends with our recommendations report. Our report includes advice on computers, servers, cloud services, email, printing, scanning, phones, matter management and billing software, pdf creation software, branding process design, website development, and much more.
Trust Account Review
This product is designed to give lawyers confidence that they have the right processes and procedures in place to stay compliant with the trust accounting rules. We have a call with the firm to discuss their processes when it comes to maintaining and reconciling their trust account, we review their last 6 months of reconciliations, we review the current state of trust funds held, and then we provide a report with our recommendations for resolving any identified issues.
Paperless Office Assessment
This product focuses on helping a firm create or refine their paper reduction strategy. We will review the processes around scanning, document retention, archiving, electronic document storage, sharing and collaborating on documents, document review and more. All this work is done remotely.
This product focuses specifically on lawyer profitability and productivity as it relates to time entered, time billed and collections, as well as a review of the general ledger and financial statements for firms under 25 total users. From there, we will work with the firm to determine what kind of reporting they need/want, and how to put processes in place to help them understand their business from a financial perspective. All of this work is done remotely.
Clio Care - Level 1
Review, Advisement and Training: Includes a review of current system configuration, firm needs and product usage, recommendations for changes, 2 hours of instruction on implementation of desired changes.
Clio Care - Level 2
Review, Advisement, Configuration and Training: Includes a review of current system configuration, firm needs and product usage, recommendations for changes, 8 hours of configuration and/or training, to be used in up to 4 sessions.
Clio Care - Level 3
Review, Advisement, Configuration and Training: Includes a review of current system configuration, firm needs and product usage, recommendations for changes, 14 hours of configuration and/or training, to be used in up to 4 sessions.
This is a custom service that we offer where one of our consultants acts as a COO/CFO/CEO for a small firm.
Member: $1,800 - $5,400/Month, depending on the services selected.
Distraction, Time, Task & Email Management for Legal Professionals - In this interactive and practical workshop combining lecture with follow-up one-on-one sessions, you will learn how to take back control and own your technology instead of it owning you, with distraction management techniques and practical time management methodologies that let you regain control of your day.
Additional Workshop Days for One on One Coaching
One-hour one-on-one follow up coaching sessions will take place in the individual attorney's or staff member's office, at their desk/computer. During this time, we will create, customize or modify software based task lists and help develop routines that maximize efficiency.
You want to practice law, service your clients, and build your business, but there are only so many hours in the day. This service relieves small firms of these non-billable tasks. Gaining back that valuable time allows you to focus on your clients, and happy and satisfied clients will lead to more business and referrals. You can also be assured of the accuracy of your firm's financial information and trust accounting, and a better work/life balance. Services include prebill creation and review, billing, e-billing (Ledes, etc) trust Accounting, accounts payable, bank reconciliations, month end reporting. Find out more about YourBooks
Member: $95 per hour
Non-Member: $100 per hour
To take advantage of these services, contact firstname.lastname@example.org and make sure you mention your ISBA membership!