If you’re reading this, it’s because 2018 is coming to close and you’re done messing around. You want to enter 2019 strong, and to do so, you need the best technology out there for small business with a focus on the legal industry. We have you covered.
Our top virtual tools for law firms that help us collaborate and build great success for our team here at Lawfecta and our wonderful clients. We happily recommend all of the following with confidence:
The recipe for success in any business is to keep a clear and open communication channel with your staff and to find ways to increase productivity and boost the way your virtual team interacts with your law firm.
We’ve put together a list of the most popular online legal tools, which can help optimize your communication, boost efficiency, and promote your online presence.
Items below may contain affiliate links.
Manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting, all from one platform. Set reminders, track time, and send secure messages to clients and co-counsel. Expedite the billing and payment process so you can focus on what matters most. Securely access legal documents and information from anywhere, on any device—office, home, courtroom, or elsewhere. Clio also offers webinars to help you get started with Clio and also learn about all the great features they offer. Get your Clio free trial here.
Your time is valuable. Don’t give it away for free. Handle billing, client intake, case management and calendaring all from one application. Keep track and generate invoices for all your billable time entries & expenses. Allow clients to view their invoices, previous payments, operating and trust account balances. Manage your trust and operating account balances for every client and matter and request and accept retainer payments into your trust account. Enjoy carefree access across all your computers, smartphones, and tablets with our legal mobile apps for attorneys. Try Practice Panther free and receive 10% off of your first year.
Trello for Case Managment
Trello is a free productivity tool that lets you make lists that live in the cloud. It allows you create “Boards” which contains customizable lists and columns so that you can track or manage any type of project or case. It gives you the ability to keep a client’s important case information organized and in one place that multiple people can access (if you so choose to allow). You can let your client intake staff start a Trello board for each potential client, and that way, as the prospect moves from one stage to the next, the information will be in one place. Trello is free to sign up.
Whether you’re a first year attorney or a partner, TimeSolv allows easy communication, tracking, and accounting for the whole firm. TimeSolv’s time tracking features allow you to track time anywhere on any device, regardless if you’re online or off. Accept online payments with their Client Portal integrated with LawPay to get paid faster. Easily store client documents or integrate with NetDocuments or Dropbox. Create document templates for creating custom files in seconds. Try TimeSolv with their Free Trial offer.
The solution that keeps employees productive and data secure. Dropbox lets you take your collaborative documentation to the cloud with easy file-sharing between multiple users and multiple computers. Storing or backing up your files online lets you harness the power of the internet, and free up space on your own computer too. It also lets you instantly access the very same document that your virtual staff are using. Dropbox is free to download and use.
G Suite Business
Easily work on documents, spreadsheets, and slides across your devices, with or without internet. Work in a single document with teammates or people outside your company. See edits as others type, communicate through built-in chat, and ask questions in comments. Keep photos, stories, designs, drawings, recordings, videos, and more. Your first 15 GB of storage are free with a Google Account. Your files in Drive can be reached from any smartphone, tablet, or computer. So wherever you go, your files follow. Get 20% off of your first year.
Virtual Office Solutions
Da Vinci Virtual
Virtual offices are growing more and more popular with attorneys as they either streamline their law firm or decide to go with a virtual law firm. Da Vinci’s virtual office offerings are like no other, and they have already helped multiple lawyers who want to optimize their practice and ditch physical office space. Davinci also has built a team of legal virtual receptionists. They provide you with 24/7 customer access by including an auto receptionist solution to catch calls after hours, and during business hours a live team is there for you. Get started here.
Opus will provide you with all the tools you need to get ahead of the competition like a personalized live receptionist answering phone calls, a corporate business address for all your mailing and packages, personalized voice mail box which converts to email, fax number that will convert to email and much more for only $99/month. Get started here.
Using Regus’s network of workspaces means you avoid set-up costs and capital investment. Everything is fully outsourced. You can add or reduce workspace on flexible terms depending on your current needs and future requirements. From their app you can easily find and book space and manage your accounts, to professional and inspiring work environments, they enhance your productivity. Get started here.
Real humans. Perfect books. Every month, your Bench bookkeeping team imports bank statements, categorizes transactions, and prepares financial statements. Monthly financial statements and expense overviews keep you in control of your money. Visual reports help you see the big picture and give you actionable insights to help you grow your business. This is a hands off bookkeeping system which we highly recommend whether you need monthly bookkeeping or need to catch up on your books, Bench.co does it all (and we use it here at Lawfecta!). Get 20% off your first 6 months of bookkeeping.
This FREE online accounting and bookkeeping tool is worth checking out. Track everything and connect to other Wave products such as payroll, payments, and invoicing. Every invoice paid is positive incoming revenue for your business. Wave enables you to easily create and send professional invoices, with advanced features like recurring billing and automatic payments. For an additional fee, you can process payroll for 1099 and W2 employees. In addition, Wave offers accounting coaching and bookkeeping services to help manage your finances. Get a FREE WaveApps account.
Virtual Receptionist Solutions
Da Vinci Virtual
Davinci has built a team of legal virtual receptionists. They provide you with 24/7 customer access by including an auto receptionist solution to catch calls after hours, and during business hours a live team is there for you. They also provide virtual offices. Da Vinci’s virtual office offerings are like no other, and they have already helped multiple lawyers who want to optimize their practice and ditch physical office space. Get started here.
Live virtual receptionists answer calls with your company’s customized greeting, transfer callers, take messages, and more—impressing callers and giving you peace of mind! With Ruby, you get our legendary virtual receptionist service, a business phone number, and a suite of features for a fraction of the cost of an on-site hire—leaving room in the budget to reinvest in your business. Their mobile app empowers you to route calls to wherever you are, access call details, and adjust your call-handling on the go—eliminating the distraction of a ringing phone. Get started here.
Get in front of customers when they’re searching for businesses like yours on Google Search and Maps. Google is where people search for what to do, where to go, and what to buy. Your digital ads can appear on Google at the very moment someone is looking for services like yours. Whether they’re on desktop or mobile, a well-timed ad can turn people into valuable clients. Only pay for results, like clicks to your website or calls to your business. Check out Google Adwords and expand your online reach.
Reach people in the Bing Network everywhere or focus your paid search ads on cities, counties and areas within a certain distance from your business. Grow your business using the Bing Network, which small business owners find more affordable versus Google AdWords because the Bing Network has lower Cost Per Click (CPC) fees which makes your advertising dollars go further. Earn $100.00 in search advertising when you spend $25.00 in Bing Ads.
FlyWheel Website Hosting
We use FlyWheel for Lawfecta.com and cannot be happier. Starting at only $15.00 per month, FlyWheel offers amazing support, blazing fast website speed, FREE SSL Certificates (added security), daily site backups and hacker free security – meaning if your website ever gets hacked, they will fix it for you without any added cost. Lastly, if you already have a website and want to migrate to FlyWheel, they will perform this service for you for free. Check out FlyWheel Website Hosting.
NameCheap – Domain Names and Hosting
NameCheap is our go to recommended service to register domain names. They provide free private registration – which means if someone looks up the domain name in the WhoIs database, they cannot see the name of the registrar, phone number or address. NameCheap constantly has promotions going to get discounted services. Check out NameCheap.
Tawk.To Website Chat Service
This FREE chat application easily integrates into your website allowing your visitors to connect with you in real time. They have an app for both Apple and Android devices to handle your chat requests on the go. Further, they offer a “Live Chat Agent” solution for $1.00 per hour which allows you to have a live person available at anytime you chose to answer chat requests for you. Get a FREE chat application on your website.
Toll free numbers can make your business sound more professional. See when an incoming call is for business so you can answer accordingly and sound professional. Make your business look bigger with an automated greeting to welcome callers and direct them to departments or employees. Get emails with MP3s and text transcriptions of your voicemails so you can quickly prioritize them. Your Grasshopper number is a virtual fax number! When customers send faxes, they’ll arrive as PDFs in your inbox. Get started here.
FreedomVoice provides Toll Free Numbers and Virtual Phone Systems. They provide a powerful virtual phone system that will answer every call for you and direct callers to the right call forwarding or voicemail extension. This is just one of many amazing virtual phone system features that will save you time and help you sound professional. Virtual Phone Service from $9.95/Month, Free 30 Day Trial.
Send and receive faxes from anywhere using your computer, tablet or smartphone. The fast & easy way to send and receive faxes by email. Local, toll-free, and international numbers available. Get started here.
Evernote helps you capture and prioritize ideas, projects, and to-do lists, so nothing falls through the cracks. Plan, keep records, and manage projects from any device–even offline. Evernote is free.
Jing is a clever little program that allows you to instantly capture screenshots and add voice commentary to videos of anything you can see on your screen. This is a great way to add clear, visual instructions for your virtual staff members and it helps them stay focused with clear guidelines. Software like Jing makes it very easy to communicate with your team in a visual manner, just as if they were in the same office as you. Jing is free to download.
AppSumo aggregates tools that small business owners can use to grow their business, from accounting tools to marketing software – all for extremely reduced prices. Many AppSumo products offer lifetime licenses saving small business owners hundreds in operating costs per year. Check out AppSumo to discover new tools to grow your business..