T
otal Attorneys advertised practice management in the cloud for $1/month per user. I recently came across Josh Campman’s review (Choosing Practice Management Software Part 1.5 of 2) and checked out their website (TotalAttorneys.com). I have not had a chance to review the offering, but plan to in the future. For now though, I wish to note that price-points are not what they seem. For many cloud-based practice management systems, there is a fixed fee that covers everything. This is true for RocketMatter, Clio, and Houdini ESQ. For AdvologixPM, there is a base fee that cover quite a lot of features, but there are add-on’s for a few extra dollars a month per user. TotalAttorneys is different.
Category: Practice Management
TotalAttorneys – Cloud Based Practice Management for $1
XpressDox Integration With Salesforce
Previously, I have written about XpressDox integration with Salesforce.com and Advologix from a technical side, how from Microsoft Word you can access your template library, launch a template, and pull data from a Salesforce.com based practice management system. Such approach is very powerful and cost effective. But it also requires you to have Microsoft Word installed with an XpressDox plugin.
This post, however, focuses on implementation of a completely cloud-based assembly engine integrated into Salesforce.com. A prototype has been tested and implemented on a client site; however the tool is not yet ready for public distribution. In this system, a simple button would be added to the Matter object (or any object) in Salesforce.
How to Access Amicus Attorney Custom Records From HotDocs
At the recent Gavel & Gown consultants conference, I demonstrated a new way to access data stored on Amicus Attorney Premium Edition. Because Premium Edition is run on SQL Server platform, there is a way, through a secure connector to access the data for document assembly through HotDocs. More on that later.
Live from my iPad
I finally broke down and got an iPad, a Johnny come lately. I prefer to be just behind the cutting edge, particularly when the item costs over $500. It was CloudForce New York that finally pushed me, or rather my partner, over the edge. For now, I am loading up on apps. My iPhone is filled with games which, for now, are banished from the iPad.
And so, I will add to the plethora of posts. This is not fan-mail, but rather a thoughtful inquiry into the use of this device.
Cloud to Desktop – Connecting XpressDox to Advologix
Salesforce is a powerful tool for practice management. It’s implementation by AdvologixPM brings that power in a digestable form to attorneys. Until now, your main option for document assembly has been to create basic merge templates. The DrawLoop addin allowed you to create packages; multiple templates with designated outputs. But in the end, you were still restricted to Word-Merges.
XpressDox 4.0 introduces the Salesforce.com Data Source Configuration Tool
Now there is another option, XpressDox. This tool is a power document assembly engine (with most everything you would expect from rival products), but at a very competitive price point. What I want to show here is live and dynamic connection between the desktop version of XpressDox (NOTE: it also works with the Server version as well).