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 our product PostivePay can pull your checks from Tabs3 and send them to your bank
Click here to register:
Join Paul Purdue on Friday, September 7th at 11:00 am ET to learn how our PositivePay product can help you to comply with your banks latest requirement.
Has your bank asked you (or forced you) to upload a list of the checks that you print each day so that they can be sure they are only paying checks that you mean for them to pay? If not, they will soon. This is called positive pay, and it’s becoming the norm in the banking industry.
Join Paul as he demonstrates how our PositivePay product can turn this chore into a 27 second task.
You’ve seen it before, maybe you’ve even done it yourself: lawyers in the courthouse, at the coffee shop, walking down the street while talking on the phone, answering emails, and even composing documents. But are they capturing that billable time?
Join Paul Purdue, as he demonstrates iTimekeep from Bellefield Systems. iTimekeep runs on ANY device that is connected to the internet, and allows for the entry of time that goes right into Tabs3. No remembering, no writing it down, no rekeying – no lost time!!
iTimekeep easily pays for itself if you capture one email a week, but we find that many people that are using it are capturing an extra hour a day, and you don’t have to be a rocket scientist to figure out that this can be some significant money!
Are there times when you just can’t get the exact information you want out of Tabs3 or PracticeMaster? Or maybe the reports are there, but not organized, or sorted, or presented the way you want. Perhaps you can get all the numbers you want, but they are on three or four separate reports, and you’d rather see them consolidated into one.
You have options that perhaps you didn’t know existed.
Join Paul Purdue as he explores all the different ways that we can pull information out of Tabs3 (the accounting software) or PracticeMaster into reports that organize information into ways that go beyond the scope of what you can do in the software alone.
He’ll explore the various methods, capabilities, and costs, and make sure that you get answers to all your questions.
Learn how document automation can allow you to prepare the same documents that you are creating today in a fraction of the time it currently takes. You can harness the power of all the information that you already have in PracticeMaster by using it to generate documents. From a simple letter to the most complex trust agreement (and everything in between), document automation can streamline your practice and reduce costly delays and errors.
Join Paul Purdue as he demonstrates the various options available to you and outlines how quickly you can be using the document assembly functionality of PracticeMaster and HotDocs to tighten your infrastructure.
Join Paul Purdue as he quickly and succinctly demonstrates what Worldox can do for your firm – see for yourself whether Worldox is the right fit for your document management needs.
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. More than 5,000 organizations in 41 countries rely on Worldox, mostly law firms of all sizes, ranging from 1 to 100’s of attorneys.