Category Archives: Case Management

Tracking Client Billing Hours in Microsoft Excel for Small Firm Attorneys

Accurately tracking time is essential for legal billing, client transparency, and profitability. While many firms [...]

Microsoft Excel for Legal Data Analysis & Case Tracking

Law firms handle large volumes of data, including case timelines, financial settlements, contract reviews, and [...]

Practice Management Software: Clio v Smokeball

In the evolving landscape of legal practice management, two platforms have emerged as prominent contenders: [...]

Set Up and Manage Legal Case Files in SharePoint (Office 365)

For law firms, managing case files efficiently is crucial for maintaining confidentiality, organization, and compliance. [...]

Case Management, Document Review, and the Ethics of Automation

There was a time when lawyers spent more time in law libraries than they did [...]

How AI Agents Can Help Small Firms

Small Law Offices: How AI is Helping Them Thrive in a Tougher Market For small [...]