A Message From Lexis Nexis about Time Matters

Recently I was contacted by the Communications Director at Lexis Nexis because he wanted to clarify and answer some lingering questions that I had when I posted my blog post “For Law Practice Management (bonus post): Time Matters.” 

I decided to post the email response because I wanted everyone to get an accurate view of Lexis Nexis’ program for Law Practice Management. Time Matters was brought to my attention by a member who was curious about it and how it works, so I want to be sure that the correct information is going around. 

Here is what he had to say: 

Hi Catey:

Just seeing your post now on Time Matters: For Law Practice Management (bonus post): Time Matters – and wanted to respond.

Time Matters is a premised based and feature-rich program for LFPM.  It probably isn’t a good comparison to other cloud tools.  We do have a cloud-based program as well called Firm Manager.

From your post, it looks like you have some questions.  I’d be happy to either answer them, or if I can’t, try to link you up with a product manager that can.  In the meantime, here’s a summary of our tools for law firm practice management:

·         Firm Manager – all-in-one practice management solution designed for solos and duos.   Additional links:

o   Most recent software enhancement.  (Updates come out about every 6-8 weeks).

o   LexisNexis Firm Manager Unveils the “Money Finder”

·         PCLaw – matter, billing and accounting software; it’s a fit for solos who prefer a premise solution, handles a range of small law firms, say 5-10 attorneys. Additional links:

o   Most recent software announcement for version 14; version 15 is due out this fall.

o   Customer Case Study:  Tax Law Meets PCLaw

o   40 Customer Product Reviews on LexisNexis PCLaw

·         Time Matters – very robust features for case and document management software for mid-law. Billing Matters is sold as an add-on, though it also integrates with PCLaw and Juris. Additional links:

o   Version 14 completely modernized the underlying technology; version 15 is due out this fall.

o   Predictable: Law Firm’s Invoices Model Mobile Phone Billing Plans

o   Why Being Brutal is Best: A Solo Attorney on Efficiency

·         Juris – robust financial management and billing software for mid- to larger law firms.

o   Version 2.7 also modernized the underlying technology and version 2.8  is due out this fall.

o   Small Law Client Service Continues Even After Sundown

o   Century in Law:  Embracing Tech without Losing Humanity‘ 

Well, I hope that answers any questions that anyone had. The red text should be links that will take you to the actual page he is referring to. If anyone has any more questions, post them in the comments.

Thanks, Frank, for writing in!

Until Next Time, 

Catey

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For Law Practice Management (bonus post): Time Matters

Recently, TENesquire member Brian Sheppard posted a comment on our blog: 

What about Time Matters? I have often thought of getting a program but don’t need to spend several hundred dollars a year as most of my work is flat fee.

–Brian Sheppard

So, we decided to look it up and let you know what we found.

Time Matters is a case management system promoted by LexisNexis that features: 

Contact & Client Management

Matter & Project Management

Docketing, Calendaring & Scheduling

Document Management & Sharing

Basic Time Capture & Billing

Mobility

Comprehensive Integrations

Optional Billing Matters® Add-On Software

I think a downside to this software is that the Billing system comes at an additional cost, where as with the other three (RocketMatter, Clio, and MyCase) it was part of the software. That being said, I don’t remember having Docketing being part of the other programs, so, if that is correct, that would be a plus for this system.

It is also unclear whether or not the demo is free or if it costs money. It is also unclear how much the system costs. There is tech support, webinars, and training that one can watch if they need help setting it up, but it is hard to tell if that comes with an additional cost. 

It’s really hard for me to assess Time Matters with the information listed on LexisNexis’ website. So, if any of you have personal experience with Time Matters, please feel free to post your experiences in the comments!

Until next time,

C

P.S. New Member Blogs of the Month will be posted next week! Get excited, it could be you!. If you want your blog to be featured in the future, send in your name, the link, and a one-sentence description of your blog to catey@tenworking.com

All about 10 Days of TEN

These past two weeks, TENesquire has had a web event called 10 Days of TEN, which we decided to do to increase our online presence and also get our members more involved with TEN outside of meetings and troikas. So, we came up with challenges/tasks/activities that members could do that wouldn’t take a lot of time out of their day. The feedback we’ve gotten has been really great and we are so glad so many of our TENesq members enjoyed 10 Days of TEN.

Nathan and myself really liked seeing everyone’s selfies on our TENesquire Facebook page as well as seeing everyone be more involved in general.

Here are some of the highlights from 10 Days of TEN

“Joining TEN in October 2013 has been the single most transformative experience for me in my practice over the last 30 years. Why? Because on that day, I opened my eyes and committed fully to the concept of “networking,” which is not merely a strategy to generate more business and make more money. “Networking” through TEN has provided a platform for me to discover and engage in different legal communities, make new friends and colleagues, and develop a network of trusted professionals to whom I can provide referrals. And, by the way, through TEN referrals, and as a result of the inspiration this community generates, I have grown my business to a degree I could not have imagined two years ago.”

–Rande Sotomayor

“I agreed to go to my first TEN meeting because I like Dave Shaneyfelt, the insurance coverage specialist and TEN moderator who initially invited me. I joined because Dave was right: TEN provides a unique opportunity to get to know a wide variety of Southern California lawyers whose practices focus on areas of law that run the gamut from aviation to workers compensation. My membership has provided me referrals, people to brainstorm with, new friends, fun activities, and a deeper appreciation for our profession and the good people who populate it. TEN is a valuable addition to the practice of any lawyer who wants to make networking matter.”

–Wendy Lascher

“The Esquire Network is an exceptional way for Attorneys to systematically build profitable professional referral relationships with other attorneys that they might not otherwise have the opportunity to meet.”

–Howard Raff

“TEN is a tremendous attorney networking group.  Marty Rudoy, David Fleck, Jim Jimenez, Howard Raff and Les Berman are all gifted moderators who inspire interesting, insightful and entertaining group discussions.”

–David Connelly

I joined TEN 2 months ago and I especially like the “troikas” (3 or 4 attorneys), having lunch together. In a meeting you cannot build bridges but over lunch you can learn about each other and create professional relationships. I hope these lunches will result in the opportunity to refer and the benefit of being referred to. David and Marty have been very responsive to any questions I have had.

–Brian J Sheppard

“A little more than two years ago a lightbulb magically appeared over my head when I realized that if I wanted to move forward in my career as a lawyer I needed to broaden my professional network.  I was in my tenth year of practice as a lawyer and had been an associate with the same firm for the past seven of those years.  I knew being a “grinder” could not last forever.  The problem: I had no idea where to start.  I could become a part of a long-established group, with the downside that many of those relationships would already be forged among the existing members and I would feel like I was back in school trying to break into the crowd of popular kids.  Because of my introverted nature, I didn’t think that would be a good use of my time and money.  I could become part of a group that mixed several different types of service providers together, but I felt like I was being sold to at the meetings I attended rather than forming relationships with the other members.  Finally, I decided to join The Esquire Network (“TEN”).  It was a fresh group where I could get in and hit the ground running with all of the other “newbies.”  It was a group of only attorneys who had nothing to sell, other than their knowledge of their particular area of law and circle of resources.  Quickly, TEN not only enriched my professional network, essentially working as an extremely large law office where I can count on other attorneys to assist in areas of law that I am not familiar with, it also made me look good to my clients when I could look at my address book and say ‘I know the perfect  (fill in the blank) attorney for you.’  Best of all, I made personal relationships too.”

–KC M Knox

So much fun seeing all the selfies and posts the past couple weeks! Thanks TEN for an awesome contest to finally get us all more involved with social media!

— Lisa Aminnia

We can’t thank you all enough for your participation and we can’t wait to do something like this again. Well, it’s almost time for the raffles that will conclude 10 Days of TEN, so I better get going.

We love our members!

Sincerely,

Catey (and everybody else at HQ– David, Marty, and Nathan)

For Law Practice Management (Part 3 of 3): MyCase

Especially in a small firm, keeping track of your clients and maintaining your sanity can seem like a stressful task. I’ve seen and heard about lawyers losing sleep over a difficult case and trying to figure out if they represented someone in another case that would constitute as a conflict of interest. Running your own firm can take a toll on your health, which takes a toll on your productivity, which takes a toll on the outcome of the case.

For the last few weeks, I have been looking at case management programs for attorneys. The last program that was recommended by other attorneys in TEN is called MyCase (http://mycase.com).

According to their website,

MyCase is an all-in-one, affordable and intuitive legal practice management software designed for the modern law firm. Give your firm the advantage of a complete case management software solution – get organized with contacts, calendars, cases, documents, time tracking, and billing. MyCase is the only software that also includes an integrated client portal so everyone stays informed and connected.

The feature that caught my attention right away was that you could sign up for a free 30 day trial without putting in a credit card. I always hate having to put my credit card in when I am starting a supposedly “free” trial because you never know when the company will charge your credit card or how easy it will be to remove your credit card after the 30 days so they won’t charge you. Their free trial also gives you unlimited access to everything they have to offer, which is great because you actually have the ability to fully understand what you are getting out of it.

They have both an iPhone and android app so you have access to the program even on the go. You also get the same access to their support features, unlike RocketMatter and Clio, and the price is much lower ($39 per month) than the others. The only thing with their pricing, is that lawyers pay $39 a month but paralegals and other staff pay $29 a month in order to have access to the program. It’s not that bad of a deal as long as you are the only one having access to your case files, but if you are in a medium to big sized firm, you’re probably going to want to have access to a shared database.

Also, it has unlimited data storage space, which can act as an external hard drive, storing all your data in one place.

Other features it has are:

  • Time tracking
  • legal billing (online)
  • Quickbooks integration
  • document assembly
  • calendar
  • Statistics reports
  • Security elements

and more.

They have listed a Top 10 Reasons Why Law Firms Choose My Case: (http://www.mycase.com/testimonials/ten-reasons)

  1. All in one software solution
  2. Ease of use
  3. More Practicing Less managing
  4. Secure client communication
  5. Access when you need it (apps)
  6. Affordability
  7. Made in USA
  8. Security
  9. Automated workflows
  10. Integrated website

How does it really compare to RocketMatter or Clio? TEN member Greg May has used it and says,

I am currently using MyCase for practice management. Not as many bells and whistles as Rocket Matter or Clio (which, together, appear to comprise the “big three”), but (1) less expensive; (2) oh-so-easy to use — I’ve rarely had to refer to the support documentation; and (3) its client communication tools, including its client portal and commenting features for documents and events, are much better (in my opinion).

** With all of these reviews, I have not actually tried them. My focus is to just get you the information so you can decide which program is best for you.

See you next week and happy 10 Days of TEN to TENesq!

C

The TEN Networks

For Law Practice Management (Part 2 of 3): Clio

Especially in a small firm, keeping track of your clients and maintaining your sanity can seem like a stressful task. I’ve seen and heard about lawyers losing sleep over a difficult case and trying to figure out if they represented someone in another case that would constitute as a conflict of interest. Running your own firm can take a toll on your health, which takes a toll on your productivity, which takes a toll on the outcome of the case.

The next cheaper option that was brought to my attention (next to RocketMatter), is called Clio (https://www.goclio.com/).

TEN member, Orly Degani, uses Clio and she says,

I recommended the Clio system, which is a full office management system (document management, calendaring, contacts, time keeping, and billing).

According to their website, Clio claims to be

The most comprehensive, yet easy-to-use cloud-based law practice management software.

Their claim, just by glancing, doesn’t seem that far off. They allow you to have a free demo and play around with the system before you commit a portion of your pay check each month to pay for it, which RocketMatter also had. Clio, however, (if you are looking at their month-to-month prices) is $16 cheaper.

The downside is, however, when you are comparing what you are getting in Clio’s system versus RocketMatter, RocketMatter’s interface and capabilities do not change with the amount that you pay. RocketMatter just seems to have different financing options, but each plan has the same features.

Clio’s most expensive “Elite” plan seems to be kind of unnecessary and doesn’t really provide that much of a benefit in that the only extra things you get are priority support, originating attorney revenue report, and court calendaring rules. The “Boutique” package, when billed month-to-month, is $69– $4 more than RocketMatter’s lowest pricing option. When billed annually, however, Clio’s “Boutique” package is $59 per month– which is $6 cheaper than RocketMatter’s lowest option.

Both systems offer pretty much the same thing just in different formats. The real difference between the two is 1) when do you want to pay and 2) how much you are willing to pay. The choice is yours!

Thanks for reading!

C

The TEN Networks