Technology

IndustryLaw HeadquartersChicago, IL Company Size13 employees THE CHALLENGE  Founded by immigrants, this boutique full-service immigration law firm is dedicated to its clients and their cases. They pride themselves on being responsive to clients and potential clients, but as they began to receive more and more inquiries, they realized their processes were slowing them down, impacting their service, and holding them back from growing. THE OBSTACLE  When a prospective client submitted an inquiry on the firm’s website, the firm’s attorneys and staff had to do a lot of manual work before they even had their first meeting with the client. They…
IndustryFinancial Firm HeadquartersTorrance, CA Company Size5-8 employees THE CHALLENGE – Customizing Communication for New Leads It is an undeniable fact that all businesses need new business. Reaching and engaging with quality leads is critical for the success of a financial advisory firm. What better way to woo potential clients than with personalized communication based on their buyer persona profile.  This Torrance CA based financial firm wanted a way to collect new leads and sort the new leads into one of their four pre-established personas. They needed this information sorted into their CRM, RedTail, and they needed to configure which persona each…
IndustryFamily Law Practice HeadquartersChicago, IL Company Size11 employees THE CHALLENGE  It’s no surprise that when a company experiences growth — especially a merger — that processes need to be reviewed and updated. For this Chicago law firm, that was the case. After merging two firms together, they realized that their intake process was cumbersome and prevented them from growing.  Too much time was being spent on manual data entry and document creation. Their goal was to create an efficient system to eliminate steps for the firm’s team and create a better client experience. THE OBSTACLE  Prior to speaking with a…
It goes without saying that security is important, especially for small businesses where employees may be sharing accounts. Many are likely using basic passwords that could easily be hacked. Even worse, sharing usernames and passwords via email or in shared documents can get risky. How to Ensure Your Business Passwords are Secure If the same email log-in is being paired with the same password across multiple platforms, the chances of being hacked increase exponentially.  We encourage our clients to share these tips with their employees: Have a different password for each of your accounts. Strong passwords are critical (uppercase letters,…
In a recording of a recent program with the Hampshire County Bar Association, Robert Plotkin of Blueshift IP shares basic principles and guidelines for integrating technology in your law practice to save you time, reduce stress, save money, and (a big one) reduce errors. Not to mention, how to enjoy yourself and your practice more. https://www.masslomap.org/principles-for-integrating-tech-in-your-law-practice-on-demand-program/
With dozens of online form builders to choose from, it can be hard to know which one to pick. One we particularly love is JotForm. With JotForm, you get an advanced, feature-rich form building platform that’s also intuitive and easy to use. Here are 5 reasons why we love JotForm: Professional Form Templates and Widgets With JotForm’s library of thousands of form templates, it’s quick and easy to get started building a form. Simply select one of the temples, and from there, you can add your company’s logo and further edit and customize your form to meet your business needs—no…
Unsure of which Microsoft 365 is best for your business? We hear this a lot from our clients. There are so many different options and add ons. Check out the comparison chart below to easily compare plans.  Business  $5 user/month  Best for users that need easy remote solutions, with Microsoft Teams, secure cloud storage, and Office Online.  (web and mobile versions only; desktop versions not included)   Standard  $12.50 user/month  Best for users that need full remote work and collaboration tools including Microsoft Teams, secure cloud storage, business email, and premium Office applications across devices.   Premium  $20 user/month  Best for users that require secure, remote work solutions with everything included in…
Anytime you are sending or receiving confidential information, it’s critical to stay compliant. As many of our clients are in healthcare, finance, and law we experience this on a daily basis.  Not sure where to start? Here are a few tips we often share with our clients: Step 1: Ensure your environment is compliant  The first piece of the puzzle is making sure wherever you are saving files and data is compliant. We recommend Office 365 because they have a straightforward mechanism to have a Business Associate Agreement (MS Hippa and Hitech and MS BAA Document). We also recommend working…
When a business starts to take off, it feels incredible. What does NOT feel quite as good is the increase in admin work. A common pain-point that begins to happen is leads falling through the cracks. Owners get caught up in the actual work that needs to get finished, and they do not always prioritize prospective clients. If you own a small business​, read our tips below to prevent this from happening to you. Create a document outlining the process for intaking new clients   You should outline the process a new potential client will go through before they can work with you BEFORE even thinking about technology. We see that there are…
IndustryLaw (Family Law Firm) HeadquartersChicago, IL Company Size9 employees THE CHALLENGE  When a Chicago-based family law firm were seeking ways to expand their law practice. When they received an offer to merge with a real estate law firm, they were thrilled! This opportunity would allow for them to expand their business. As with many great opportunities, the merge surfaced a new set of problems. Leadership knew it was important to be strategic during the transition, especially since each business had their own systems, technology, and internal processes. “We have had a quick expansion and growth and becoming more efficient was…