RUNNING THE MODERN DAY SMALL LAW FIRM From Client to Court, the basics for running a small firm in 2019 The Rollins and Chan Law Firm

Topic Covered Marketing the practice (wordpress, wix, square, etc) Customer Relations Management Software Case management software Start of a Practice Case from inception to end Case management software – generating automated letters, calendars, and dates Administrative Side (accountants, quickbooks)

Marketing Website (Wordpress, Wix, Godaddy, square) Social Media (Facebooks, Youtube, Google etc) Blogging, video blogging PPC v. Organic Reviews (think amazon) (https://www.dcbar.org/bar-resources/legal-ethics/opinions/Ethics-Opinion-370.cfm)

Customer Relations Management Software Traditional business use CRM

Customer Relations Management Software Law Firms must use CRM as well:

Customer Relations Management Software How does it Work? Client makes contact with your Firm Small sales pitch, ie.. Best blah blah Automatically generate emails Customer Relations Management Software Nice speaking Intake Form Engagement letter

Customer Relations Management Software

Customer Relations Management Software Intakes for different types of cases

Customer Relations Management Software The intake forms are designed like any other intake forms; you can put in what you want

Customer Relations Management Software After the case is sold – you are move into your case management software Case Management Software

Case Management Software – “clio” “my case” “practice panther” etc

Case Management Software Calendar Task Documents Assembly & Storage Contacts Billing Payments Accounts (Trust) Communication (encrypted) Reports

CLIO - SAMPLER New Name New matter

Case Management Software Task It – Control and Employ

Case Management Software Document Assembly

CLIO - SAMPLER Generate Documents from templates

CLIO - SAMPLER Communication Centralized in one location

Close Out Case – Reviews etc

Gsuites DropBox OneDrive Gsuites (Google business application – Comes with calendar, email, storage (drive file stream) 10.00 per month - unlimited Dropbox (storage of documents) 10.00 per month Onedrive( Docusign email w/engagement letter

Administrative Side Trust Accounting Within Clio Office Accounting Separate business and personal expenses Automatic mileage tracking Create and send invoices on the go Maximize your Schedule C deductions Quarterly estimated taxes calculated automatically