The Coffeepot Webinar Series
When new and exciting things come along, Paul Purdue (and sometimes Mary Jo Boyd) will present a product or service that will enhance your productivity in a “Coffeepot” webinar. You can attend these sessions live, ask questions, and interact with the attendees, or you may “attend” by simply viewing the recorded session. Enjoy!
Learn how to automatically “fix” your electronic bill upload files before you send them
Click here to register:
Join Paul Purdue on Friday, August 11th at 11:00 am EST to learn how you can use our handy dandy utility program eBillRescue to tweak those eBill upload files that you’re currently editing by hand – one at a time.
Don’t get us started on eBilling – we know it’s a pain – you know it’s a pain. But what’s even more frustrating is those little tweaks that you have to do to the files after you’ve generated them and before you upload them: adding the zip code to the end of the taxpayer ID, deleting 0 value fees, altering the format of a file number – the list seems endless sometimes.
Join Paul as he demonstrates our new utility program eBillRescue that can automatically make multiple changes to hundreds of files in seconds.
Coming Soon – Currently in Post Production
Join Paul Purdue on Friday to learn how you can use a portal to streamline communication with clients, collect information, process payments, and replenish trust accounts.
Clients are demanding more access to information these days. Firms want to give clients that level of access, but the information lies in PracticeMaster and Tabs3. Many times, lawyers end up answering these client requests one at a time, wasting hours that can’t be billed.
Wouldn’t it be nice if we could also accept information: payments, trust replenishment, intake information, etc.? Web Portals allow for this 24/7 exchange of information that can take client satisfaction to the next level.
Join Paul as he demonstrates how our development team can get information to and from your clients with a custom web portal.
Join Paul Purdue to learn how you can use PracticeMaster to closely monitor your matter budgets.
If you work with insurance companies, then chances are you’re preparing budgets for many of the matters. Are you submitting those budgets to the insurance companies and then forgetting about them – until the client tells you that you are over budget? That can’t be good!
What you need is a mechanism to monitor those budgets, compare them to actual billed and unbilled time, and then AUTOMATICALLY alert the attorney in charge when a matter is approaching budget. This way, you can be proactive, and amend the budget before you go OVER budget.
Join Paul as he demonstrates new technology that we’ve developed to monitor budgets and allow the firm to react appropriately when fees add up quicker than expected.
Join Paul Purdue to learn how eBillingHub from Thomson Reuters can streamline your eBilling process from end to end.
If you’re doing ANY electronic billing these days, then you know how confusing and time consuming it can be. Dozens of websites (and logins); different rules and guidelines for every client; bills getting rejected and you can’t figure out why; the list goes on and on.
Enter eBillingHub – ONE website that pulls data directly from Tabs3 (no more TaskBill), creates LEDES files, pre-validates, submits, reports, and then monitors them until they are paid. I know – it sounds like heaven.
Join Paul as he welcomes Ken Wineke from Thomson Reuters to talk about the “one two punch” of Tabs3 and eBillingHub.
Join Paul Purdue to learn how MetaJure ILLUMINATE can help you find things that aren’t in Worldox.
There’s SO much information these days (especially email)! How do we ever get it all into Worldox? DO we get it all into Worldox? How can we be sure that every relevant email is put away in Worldox? The bottom line is, we can’t. That’s where MetaJure’s ILLUMINATE product comes in – it allows you to search EVERYTHING that’s not in Worldox (including email) across your entire network.
Join Paul as he welcomes Dan Mintz from MetaJure to talk about ILLUMINATE and how it works to augment your Worldox searches.