Office 365 Case Management System: Presentation
ฝัง
- เผยแพร่เมื่อ 1 ส.ค. 2024
- Finally, a case management system that adapts to the law firm and their staff - it's economical, efficient, secure, mobile, and intelligent. Take control of your cases and your life. Manage your cases and your offices from anywhere using the power of Microsoft 365 (formerly Office 365). Build a better system for a better you.
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What was your biggest takeaway from this presentation? Let me know below in the comments.
Thanks for the presentation. One of the good things about O365 for business is that it's in compliance with ABA ethics rules for security, including encryption - I'm considering Sharepoint as a client portal because of that and your presentation helped. It's OneDrive cloud is FEDRAMP Moderate, which means it's in compliance with stringent requirements set forth by the government.
Well said and thank you for the feedback. I'm happy you like the presentation.
This is an AWESOME video...im in your facebook group...such an amazing person..thanks for all of the info
Thank you so much for the amazing feedback! I appreciate you 🤗
What's your "server" for you files when you do this? is it a private cloud server, or hard server? That is where are you actually keeping your electronic copies of pleadings, orders, discovery, correspondence, etc.
We use Prevail Case Management which allows Outlook and the Calender to be incorporated into it. Curious, my firm is me and three paralegals. Have you a Template for a Law firm already set up for ease of installation?
Have you ever integrated Priority Matrix in Office 365 for case management? If so, please make a video on it. Thanks!
Thank you! Thank you for all your amazing helpful content🙏 I happened to stumble across you page and I’m so IN LOVE and really appreciate that you can help people like me that need this for the legal world🙌 this will be really helpful for me to be more organized for my legal cases at work🙌 Thank you again and can’t wait for for helpful content 😍
You are so welcome! It is always so great to hear (read) my content is helpful. Thank you for watching and commenting. I appreciate you!
I am a solo practitioner. I currently do not use any of the programs on Microsoft 365 to manage my practice. However, I am looking to finally get organized with everything. I am looking for to be able to manage my cases, look up clients and cases easily, and overall organization made easy. Is this something for me?
Yes, organization is key! Microsoft 365 is how I got organized and how I stay organized. It is the best method for me and absolutely time and cost-saving. More importantly, I'm just as productive outside the office as I am inside the office. If I bill 8 hours in a day, I can do it from my office or from my boat (with a few more distractions). Thank you for stopping by and commenting. I appreciate you!
You’ve got such an impressive presentation and business platform! I’m really enjoying learning more concepts from you that I can integrate into my case/task management as a Paralegal.
Thank you so much! There is lots more to come. Thank you for watching and commenting. I appreciate you!
When documents have been “OCR” optical character recognition will the system support that upon downloading to Office 365 ?
Yes, it will. Even if you do not OCR something for text recognition before uploading it to Microsoft 365, the document will go through that process when it is uploaded. All of Microsoft 365 is searchable.
Another great video! I've been passing them along to some of the powers that be in an attempt to get our office more paperless and mobile. Plus, our current CM is GIGO. Thanks!
Yes ..... get your office paperless and mobile. They will all be much happier for it. Thank you so much for commenting and sharing. I appreciate you!
I am very interested in the VIP plan that you offer for $200. Is that still available? I did not see it on the website.
Been waffling for about a year wondering how to ditch my present PM software..... only issue i would be concerned about is integration with accounting software...
Yes, I agree that one of the biggest issues with Microsoft 365 is that there is no integration with an accounting platform. However, I truly believe that will change, as Microsoft is forming new agreements and bringing in new vendors all the time. I'm vetting a few financial systems right now for some clients - one of them is Financials for Office 365 offered by Capterra.
This was great, but what do you use for your time tracking and invoicing software?
I used TimeSolv. It is a third-party solution, but it integrates with Outlook, which means we can turn emails and events into trackable/billable time. TimeSolv offers a 30-day no obligation trial, and I have a code that gives you 60-days free, which is ARROW365. www.timesolv.com Good luck and let me know if you need anything else! Thanks for watching. I appreciate you 🙂
@@ArrowConsultants_MistyMurray I actually do have more questions. I am not sure what state you are in, but here in Florida there are many stipulations in the Florida Bar Rules regarding the nonlawyer and attorney relationship.... do you have an email or phone number I can reach you at for a short conversation?
Thank you so much!
Misty, this music is distracting. Sorry.
Ok. Good to know.
@@ArrowConsultants_MistyMurray I didn't hear it until I read this comment.