Newsletter Header, 12-2013
May 2015
YourExecutive
Bootcamp Schedule for 2015
May Speaking Engagements
Worldox Tip of the Month - Stay Paperless on the Road
Bonus Tip - Scan on the Road with Your Smart Phone
Word Tip of the Month - Where Did My Document Print?
MacCorner - Spring Cleaning for Your Mac
Amicus 2015 Premium Upgrade Savings
Notice for PCLaw and Time Matters Users
Meet Our Client Services Team
Newsworthy - Links of Interest (Spring Cleaning Edition)

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New on the Affinity Consulting Group Blog





YourExecutive
- Get the business
knowledge you need, when you need it

Law school prepares you to be a lawyer. We all remember courses like torts, civil procedure, and legal writing. But what many legal educations still lack is information on how to run a business - a law firm - that profitably and efficiently delivers your counsel to clients.


There are a few options when it comes to augmenting your business knowledge, and most are cost-intensive, time-intensive or both! You can earn an MBA or other advanced business degree; you can add business reading to your already packed day; or you can spend the time to recruit and hire (and pay!) "C-level" executives like a CEO, CFO, and COO to bring their expertise to your practice. 

 

The problem is that sometimes you need C-level business expertise but you don't really need it full-time, or your money is better spent investing in other areas of your firm to help accelerate growth - marketing or technology for example. And that's where YourExecutive comes in.

 

Read the rest of the YourExecutive feature article.

FREE YourExecutive Webinar - May 28, Noon
YourExecutive allows you to secure executive level leadership for your firm on an as-needed basis. We provide experienced support in the areas your business needs and to the level of involvement that works best for you. This allows you to spend your time serving your clients - while we help support the operational and strategic needs of your firm. 

This webinar will outline how we can Partner in Leadership to make your life easier while making your law firm more efficient. Register HERE.
Watch Last Month's YourBusiness Webinars
During April, we presented four FREE YourBusiness webinars. You can watch them FREE online at the links below.




Bootcamp Schedule for 2015
- Worldox Bootcamp June 2-3 in Boston
Affinity's comprehensive Bootcamp training series resumed
with a successful PCLaw program on May 4-5 in Columbus, Ohio. Next up is a Worldox Bootcamp in Boston at the Downtown Harvard Club of Boston on June 2-3.

Here is the remaining Bootcamp schedule:
  • Boston Worldox Bootcamp, June 2-3, Register HERE.
  • Raleigh Tabs3/PracticeMaster Bootcamp, July (Details TBA soon)
  • Atlanta PCLaw Bootcamp, August 11-12. Register HERE
  • Denver Worldox Bootcamp, Sept. 15-16, Register HERE.
  • Ft. Lauderdale, Tabs3/PracticeMaster Bootcamp, Sept. 21-23, Register HERE.
  • Clearwater Beach, FL, CaseAware Bootcamp, October 26-28 (Details TBA soon) 
  • Phoenix Worldox Bootcamp, December (Details TBA soon)
May Speaking Engagements
During May, our Affinity Partners and Consultants will be speaking across the country from the Midwest to the Mountain West, as well as the Northeast to the South.  

Worldox Tip of the Month - Stay Paperless with Receipts on the Road
- Paul J. Unger, Esq.
Worldox document management is great at the office, but you can also leverage it for use on the road to collect your receipts and other documents. All you need is a mobile scanning app for your smart phone or tablet.

Cloud based practice management
Bonus Tip - Scan on the Road Even if You Don't Have Worldox
- Scott Bassett, Esq.
Lawyers should use a document management system (DMS) such as Worldox. But if you haven't yet implemented Worldox, you can still scan from your mobile device and stay paperless on the road.

If you subscribe to one of the popular cloud storage services such as Microsoft's OneDrive or Google Drive, each has a mobile app that includes mobile scanning and uploading to your Cloud file storage account. 

For OneDrive, use the Office Lens app for iOS or Android.

For Google, use the Drive app for iOS or Android.
Word Logo
MS Word Tip of the Month - Where Did My Print Job Go?
Most law firms have more than one printer. You may want to print certain documents (brochures, newsletters, etc.) on your color laser or inkjet. Other documents, such as correspondence and pleadings, should be directed to your monochrome laser. 

Unfortunately, Word does not remember which printer is supposed to be used by what document. Instead, Word keeps track of printers by user session. When you start Word, print jobs will automatically go to your system default printer. If you change to a different printer for a particular document, all subsequent documents during that session of Word will go to the new printer - until you change back to your default printer. To avoid wasted paper and time re-sending print jobs to the correct printer, keep track of which printer is currently selected in Word when you bring up the Print menu. 
MacCorner
MacCorner - Spring Cleaning for Your Mac
- Jeffrey Schoenberger, Esq.
Now that May, and warm weather for those of us in northern states, is upon us, our thoughts naturally turn towards rebirth. In addition to household spring cleaning - i.e. packing up the winter clothes, cleaning off the patio furniture, planting your flowerbeds and gardens - your technology would similarly benefit from a spring cleaning. Here are some suggestions.

Save on Amicus Small Firm to Premium Upgrades During May
Law firms without an Amicus Attorney maintenance agreement can upgrade from Amicus Small Firm to Amicus Premium at a discount until May 29, 2015. 

The discount is 50% off the first upgraded license ($999 x 50% off =$499.50), and 20% off each additional upgraded license ($499 x 20% off = $399.20).  

Amicus Premium 2015 adds the Amicus Client Portal. It gives clients real-time access to select Amicus matter information through a secure online portal. There is also a new Exchange email link to synchronize your email directly with Exchange. See the Amicus Attorney site for the full list of features.

If you are interesting in upgrading to Amicus Premium 2015, please contact Danielle Faries by email or telephone at (727) 544-5400.
Notice to PCLaw & Time Matters Users
You may have received an email from LexisNexis asking you to confirm your current CIC (Certified Independent Consultant). This is just a reminder to please contact [email protected] to make sure your account is tagged properly.
Meet Affinity Consulting Group's Client Services Team
Serving our clients as efficiently and effectively as possible has always been a priority for each of us at Affinity. With that in mind, a few years ago, Affinity created our Client Services Team that is dedicated to being a first line of support for your legal software needs.  We wanted to take a moment to re-introduce you to this team and make sure that you understand how they can help you.

Newsworthy - Spring Cleaning Edition
Each month we bring you quick links to a variety of newsworthy items dealing with technology products, services, and other topics of interest to lawyers as they seek to better manage their practices. For May, let's get serious about spring cleaning of our office, mobile, and home technology.