3545 Blog

In Loving Memory of Robin Birmingham

Words cannot express the sadness 35★45 feels as we announce the death of our dear friend and partner, Robin Birmingham. For twenty-two years she has been the heart and soul of the company. Robin lost her fight with Good Pasture’s Syndrome on Sunday evening, April 17, 2016. She is survived by her devoted and loving husband, John Birmingham. John and I were by her side when she passed.

Converting to a New Software Program?

It is inevitable that you will be faced with the difficult decision to change software programs some day.  When that time comes you can expect that you are headed for a rocky journey to get to the other side.  It seems like such a simple thing to stop using one program and start using another.  However, it is much like moving from one residence to another.

Timeline Report – Business Pulse – Not Just for Billing

Just wanted to give everyone an illustration that BUSINESS PULSE is NOT JUST FOR BILLING. Below is the final report generator panel for a custom report Tommy and I built (rather Tommy built and I watched and learned). It is a unified Timeline report which aggregates all the ancillary activity records: notes, calls, tasks, billing, documents, and email.

Review of Worldox GX4 and Worldox Web Mobile 2.0

Document management is dull but necessary. TechnoLawyer members have ranked document management software their favorite topic since forever. The reason is simple. If you can find the documents and email you are looking for quickly, you can get on with the business of practicing law.

Worldox has been in the business of helping lawyers manage their documents for over 25 years. This SmallLaw review encompasses both Worldox GX4, the latest release of World Software’s flagship product, and Worldox Web Mobile 2.0, which gives you secure access to Worldox.

Customize QuickBooks Forms for a More Professional Image

Want an easy, free way to make your business look more professional and polished? Customize your forms. QuickBooks has the tools.

You probably don’t get as many paper forms in the U.S. Mail as you used to. But when you do, do you draw conclusions about the business that sent them based on what their forms look like?

Why You Should Be Using Mobile Apps with QuickBooks

Intuit discontinued its own QuickBooks mobile app a while back, but there’s still plenty of processing power available for your smartphone or tablet.

In days gone by, running a company was a 40 hour per week proposition. You might have taken work home some evenings or gone into the office on weekends.

Can You Fool Your Document Management System?

Document management systems tightly control the folder structure on your computer system. Sometimes users want to keep a group of documents of their choice in a single place, very much like a file folder.  A feature in Worldox that can accommodate this request is called Projects.  Projects can be set up in a variety of ways (e.g., Projects by Client or Projects by User).

“Best” Software

There’s a famous line – “If you are not sure where you want to go, any road will take you there”. The same is true of choosing software without first identifying your needs. Have you ever asked, “what’s the best software for __________?” I believe there’s no best software and asking that question will get you sales information but not good answers.