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.
Join Paul Purdue to learn how Metric, our new cloud based dashbord product, can put key metrics and performance indicators in front of the right people, at the right time, no matter where they may happen to be.
Lawyers (and administrators) don’t really want to be looking at a sea of numbers – they want to be able to look at something that will show them instantly who’s billing the most, who’s writing off too much time, who’s generating the most revenue, or which expenses are close to exceeding budget (to name just a few). Metric, our graphicly oriented, cloud based dashboard product does just that.
Join Paul as he takes you on a guided tour of Metric, shows some of the built in KPI’s, and explains how custom queries can be incorporated to meet your firm’s specific needs.
Join Paul Purdue 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.
Join Paul Purdue 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.