Guides and eBooks
Each year, we produce eBooks and white papers on topics that resonate with lawyers. In the past, we have covered everything from marketing and best billing practices to cybersecurity and wellness. Download all of the titles that interest you, and check back often as we’re always adding new content. Enjoy!
Protecting your Clients’ Data with Role-Based Permissions and Secure File Sharing
Back in the internet’s stone age, most cybersecurity threats were directed at (or prevented by) governments competing for online dominance.
Ultimate Guide to Law Firm Business Intelligence
You wouldn’t start a cross-country road trip without planning out a route. You wouldn’t try to make a cake without reading through the recipe.
Trust Accounting Best Practices for Lawyers
When operating a trust account, there is no room for mistakes because errors could result in some serious consequences. This guide will go over some industry best practices (and provide specific examples!) that will help keep your law firm in compliance.
How to Identify and Avoid the Hidden Fees of Legal Credit Card Processing
While accepting credit cards in your law firm will definitely help your business in the long run, it’s important to understand what you are paying for. This free guide breaks down some of the confusion behind legal payment processing.
Level Up Your Law Firm: E-Signature and Secure File Sharing
This guide will shed some light on how e-signature and secure document sharing can be used to level up your law firm, and expound upon what is required to ethically use these features
Law Firm Automation- How to Simplify Your Practice
Law firm automation enables lawyers to spend more of their time on activities that require their expertise rather than tedious tasks that can be automated. In this free white paper, you’ll understand what there is to know about automation and how to implement it in your firm.
Legal Project Management: A Beginner's Guide to Boosting Productivity and Profitability
This free guide provides helpful information on how an Legal Project Management system can benefit your firm, including the software and tools you’ll need to get started.
Legal Practice Management Buyer's Guide
This is a concise, unbiased guide for busy lawyers and legal professionals to help figure out your practice management journey. Discover how to make the best decision for your law firm and maintain ongoing success!
How to Solve Your LEDES Billing Headaches
This white paper will touch on the major headaches of LEDES billing and how to solve them. You’ll learn how to improve your workflow, streamline your billing, minimize errors, and reduce invoice rejection.
The Beginner's Guide to Microsoft 365 for Law Firms
Microsoft 365 will not only save your law firm time and money, it can also help streamline your workflow. In this guide, we’ll explain what’s so great about the product and how to quickly start using it.
Accepting Credit Cards in Your Law Firm
Making the switch to online payment processing might seem daunting, but it’s actually very easy! In this eBook, we’ll walk you through every step of the way. You’ll discover how you can make your collections a whole lot easier and bring in more revenue than ever before.
The Rocket Guide™ to Working Remotely as a Lawyer
For lawyers, pivoting to a remote environment doesn’t have to be difficult. This guide will serve as a foundation for running a successful remote law firm.
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