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How not to waste money on a proof of concept

Posted by Gene Turner on 21-Nov-2023 08:35:10

When evaluating new technology, a proof of concept can be a very helpful way of ensuring you get what you think you are getting while avoiding unnecessary costs.

However, we sometimes see proof-of-concept projects that go off the rails, don’t achieve the expected outcomes, and cost a lot of money.

There is one particular mistake that we frequently see people make.

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Topics: Document Automation, Legal Technology, In-House Legal, Document Assembly, Legal Automation, Matter Management, Legal Operations, Contract Management

Tidy up your firm before you sell it

Posted by Gene Turner on 31-Aug-2023 09:40:47

When selling a house, an owner has a choice about whether to sell the house "as is, where is" or to do it up before putting it on the market.

It might seem like an unnecessary amount of cost and effort to replace the kitchen, bathroom, and 20-year-old carpet when you won't be the one who is around to enjoy using it. Why not just let the new owner put things in how they want them?

But not everybody in the market to buy a house wants to go through the whole effort of a significant renovation. Those that do are probably DIY renovators looking for a bargain. The number of people willing to take on a significant renovation while paying full value is much lower.

Given the choice, many people think it's easier and better to build their own home exactly as they want rather than try and retrofit it into someone else's home and clean up someone else's mess.

Similar issues apply when selling a law firm.

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Topics: Legal Technology, Law Firm Management, Law Firm Strategy

Transforming Law Firms: Not Just About Automation

Posted by Gene Turner on 09-Aug-2023 19:04:38


As legal automation experts, we understand the immense potential of improving and automating common legal processes to save time and streamline operations. We have a great track record of delivering successful automation projects for in-house legal teams with very strong returns on investment.  

However, law firms have been different.   

We have realised that merely automating tasks may not always yield the expected benefits for law firms. The true value – and requirement - lies in a holistic transformation, where automation plays a crucial role but is just one piece of the puzzle.  

In this blog, we delve into the importance of a comprehensive transformation strategy and how collaboration with experts is necessary to propel law firms towards success. 

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Topics: Law Firm Management, Law Firm Marketing, Law Firm Strategy, Law Firm Profitability, Law Firm Pricing

Creating Value in Your Law Firm: Embracing Subscription-Based Digital Solutions

Posted by Gene Turner on 09-Aug-2023 17:57:27

Law firms are known for their profitability, but often the challenge lies in translating such financial success into capital value for the owners when they are looking to exit their practice. In this blog, I look at how forward-thinking law firm owners can create more value and recover much of it upon selling their ownership share by investing in digital solutions for their clients on a subscription basis. 

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Topics: Law Firm Management

How In-House Legal Teams Can Boost Collaboration and Productivity on Legal Matters with Microsoft’s Task Management Tools

Posted by Gene Turner on 19-Jul-2023 13:38:51

Effective task management and collaboration are crucial for in-house teams and matter management, with various methods available to track and organise tasks based on personal preferences and collaboration needs.

While dedicated legal matter management systems offer task management functionality, Microsoft provides powerful tools within your existing subscription that can streamline task management and collaboration.

Leveraging these tools can help maximise productivity without additional costs.

Let's explore some of the options available within Microsoft 365.

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Topics: Legal Automation, Matter Management, Legal Operations

How you can use Microsoft Teams Premium for more productive meetings

Posted by Gene Turner on 19-Jul-2023 12:08:11

Scheduling and managing meetings efficiently can be challenging (see this earlier post for how to make it easier!), but ensuring that meetings are concise and results-oriented is equally important.

While in-person meetings have their benefits, I have found that Microsoft Teams meetings often lead to greater productivity. Despite the usual delay caused by computer updates or Apple earbuds that won’t connect, Teams meetings tend to focus on what matters and allow participants to end the meeting as soon as its purpose is complete to continue with their day. There’s no travel time, and the shambles of waiting for earlier meetings to end and people to vacate the room you booked is avoided. The visual aspect of video calls adds a personal touch that phone calls lack. Personally, I prefer seeing the people I'm talking to, even if it's through a screen.

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Topics: Legal Automation, Matter Management, Legal Operations

Rise Above the Scheduling Struggle: How Microsoft tools can simplify meetings

Posted by Gene Turner on 19-Jul-2023 12:07:46

Arranging meetings can be time-consuming, often involving numerous back-and-forth emails to find suitable dates and times.

Even for a simple two-person meeting, the coordination can be challenging, let alone when multiple participants are involved.

While popular paid tools like Calendly have gained popularity, not every legal team can access separate tools. Microsoft also offers a powerful yet often overlooked solution in the form of Bookings.

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Topics: Legal Automation, Matter Management, Legal Operations

Legal Team Analytics: How SharePoint and Power BI Can Showcase and Drive Legal Team Performance

Posted by Gene Turner on 19-Jul-2023 12:07:24

One of the key motivations for legal teams in adopting legal matter management solutions is often to generate comprehensive reports showcasing their active matters and demonstrating the value they provide.

Additionally, these solutions are intended to enable effective matter and team management by identifying potential issues early on and managing workloads more efficiently.

However, in reality, inflexible intake processes and user aversion to data entry often lead to insufficient data capture, undermining the expected value of analytics and reporting.

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Topics: Legal Automation, Matter Management, Legal Operations

Mastering Document Chaos: Streamlined Document Management Options for in-house legal teams with SharePoint and OnePlaceDocs

Posted by Gene Turner on 19-Jul-2023 12:06:52

In addition to managing emails (see this earlier post on managing emails), legal teams are heavily involved in creating and working with various documents.

Traditional in-house document management methods using shared drives to save, and emailed attachments, often result in collaboration challenges, such as working with outdated versions, multiple copies of the same document, and scattered file locations.

While specialised document management solutions exist, commonly utilised by law firms, in-house legal teams often have no chance of getting such a separation solution. They are increasingly aligning themselves with their business counterparts, opting to work within Microsoft SharePoint.

SharePoint offers a broad collaboration platform utilised by thousands across the organisation, making it a natural fit for legal teams. However, additional functionality is often necessary to meet the specific requirements of legal professionals. This is where OnePlaceDocs proves to be a valuable tool.

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Topics: Legal Automation, Matter Management, Legal Operations

Better Email Management Options for SharePoint Users

Posted by Gene Turner on 19-Jul-2023 12:06:10

As legal professionals, our lives revolve around email communication. I’ve tried Slack and Teams Chat, but I still prefer email, as long as it is easy for others to find and see emails when needed, and they are not locked away in Outlook, where only I can see them.

It's no wonder that any effective legal matter management solution must possess robust email management capabilities, as it’s one of the first things lawyers seek.

While most legal matter management solutions offer Outlook add-ins, their effectiveness varies.

Nowadays, many businesses heavily rely on Microsoft SharePoint, and legal teams would ideally like to store their emails alongside related documents in one central location and with all the security that comes with the Microsoft platform. Surprisingly, Microsoft hasn't made this process particularly user-friendly.

However, with help from our friends at The SharePoint Agency, we discovered OnePlace Solutions, an affordable and highly effective solution for seamless email and document management. After using it for nearly a year, we have found it to be an invaluable tool for our team. One reason that OnePlace Solutions is so strong is that email management isn’t just an add-on to what they really do – it’s their thing. They’ve also been very good at offering support where needed for the same reason.

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Topics: Legal Automation, Matter Management, Legal Operations

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