1. 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

2. 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)

3. Marketing Website (Wordpress, Wix, Godaddy, square)
Social Media (Facebooks, Youtube, Google etc)
Blogging, video blogging
PPC v. Organic
Reviews (think amazon) (

4. Customer Relations Management Software
Traditional business use CRM

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

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

7. Customer Relations Management Software

8. Customer Relations Management Software
Intakes for different types of cases

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

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

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

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

13. CLIO - SAMPLER
New Name
New matter

14. Case Management Software
Task It – Control and Employ

15. Case Management Software
Document Assembly

16. CLIO - SAMPLER
Generate Documents from templates

17. CLIO - SAMPLER
Communication
Centralized in one location

18. Close Out Case – Reviews etc

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

20. 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