Manage a Practice

Ask an Expert

Missouri Bar members have two easy ways to get their legal technology and law practice management questions answered by an expert at Affinity Consulting Group. At no cost, members can email their question to an expert or schedule a one-on-one, remote consultation.

Document Management

White Papers

8 Proven Steps to Double your Referrals - Rainmaker 
8 Things Killing Your Law Firm 
A Guide to Marketing Your Law Firm on Facebook - Rainmaker 
How to Create a Client Intake Form 
How to Make Your Website the Hub of a Successful Marketing Strategy 
How To Manage Leads And Convert Prospects Into Paying Clients 
Improving Communication with Technology and Policy 
Making Documents ADA Accessible 
Sample Client Intake Form 
Why Template Building is Critical for All Law Offices
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Checklists & Charts

Document Assembly Tools Comparison Chart 
Document Automation 
Document Management Software Comparison Chart 
Document Management System Feature Considerations







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Management

White Papers

8 Things Killing Your Law Firm
Develop and Follow Policies
Everything has a Process Part 1 - How to Identify Yours
Everything has a Process Part 2 - How to Improve Yours
Leadership Conundrum
Process Workflow Worksheet with Sample Workflow.xlsx
Strategic Planning Worksheet

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Checklists & Charts

Email Etiquette






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Money

White Papers

Basic Accounting Information You Need to Understand
Basics of Law Office Time, Billing, & Accounting
Budgeting and Account Management
Client Costs Advanced
Client Trust Funds
Law Firm Financial Reporting
My Accountant Wants Me to Use Quickbooks
Time vs Value Billing - Shifting the Risk
Timekeeping and Billing Systems

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Checklists & Charts

Cloud Based Time, Billing & Accounting Comparison Chart 
Firm Account Bank Reconciliation Summary 
Server-Based / Traditional Time, Billing & Accounting Comparison Chart 
Time, Billing, & Accounting Feature Considerations 
Trust Account Bank Reconciliation Summary 
Year End Summary Checklist




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Practice Management

White Papers

Practice Management Software Implementation Considerations





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Checklists & Charts

Moving to a New PM System 
Practice Management Cloud-Based Comparison Chart 
Practice Management Server-Based Comparison Chart 
Practice Management Feature Considerations 
Pre-Conversion Data Cleanup

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Technology

White Papers

3-2-1 Backup Strategy 
A Lawyers Guide For Buying a Desktop 
A Lawyers Guide For Buying a Laptop 
Antivirus and Antimalware Software 
Avoid These 3 Common Security Blind Spots - Accellis 
Backing Up 
Best Practices for Hardware Maintenance 
Causes of Business Disasters 
Email Encryption 
Encryption Options for Online Sync Programs Like Dropbox, OneDrive, Box and Google Drive 
How to Choose an ISP 
Inhouse or Hosted Servers - Are You Making the Right Choice 
Know Your Options - Lost Data Can Often Be Recovered For a Price 
Law Firm Ransomware Defense 
Meeting the Reasonable Care Standard 
Mobile Hardware Strategy 
Notebook vs Desktop 
Operating Systems for a Law Firm 
Password Managers 

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Checklists & Charts

Answering Services Feature Comparison Chart 
Encryption Services Feature Comparison Chart 
Office 365 Feature Comparison Chart 
Password Managers Feature Comparison Chart 
VPN Services Comparison Chart 
Web Meeting and Video Conferencing Services Feature Comparison Chart 














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Missouri Bar Resources

Connect.MoBar (Online Communities & Discussion Groups)

 

Fastcase  |  Free Online Legal Research

Forms Bank

Legal Ethics Opinions

Missouri Bar Member Benefits

MoBarCLE Deskbooks & Guidebooks

The Missouri Bar Private Insurance Exchange