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 you can redline & track changes in documents (even Word against PDF) directly from Worldox
Click here to register:
Join Paul Purdue on Friday, October 26th at 11:00 am ET to learn how you can use CompareDocs to streamline your document comparison process.
Did you ever wish you could just select two documents in Worldox, click a button, and create a redlined copy? Or create a document that tracks changes? And wouldn’t it be nice if you could compare a Word document against a PDF?
Join Paul as he welcomes Bob Kessing and Jeremy Covey from DocsCorp to talk about CompareDocs’ incredible functionality and how tightly it integrates with Worldox.
Learn how Worldox can help you go Paperless and get a Handle on all your Documents, PDF’s, Emails – Everything
Join Paul Purdue as he outlines the basic functionality of Worldox and demonstrates how Worldox can help you organize ALL documents by matter: Emails, PDF’s, Spreadsheets, Images, Word Processing documents — ANY files. See how Worldox can bring organization to all your firm’s documents, not just those related to a specific matter — keep confidential documents confidential, manage permissions, search ALL documents for specific text and get results in a split second, and easily organize and find any file.
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.