Financially Legal

In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager interviewed Casita Simpson, the founder and CEO of Simpson & Associates, a company specializing in CRM design and paralegal support.

In a previous discussion, Emery and Casita shared how firms can establish and gain adoption of Standard Operating Procedures (SOPs). View that discussion here.

As a follow-up to that conversation, Casita and Emery discussed the critical aspects of building and scaling standard operating procedures (SOPs) from the client's perspective. Clients can tell when a firm has clear SOPs and when the firm is improvising. Each client interaction can be thoughtful and clear or confusing and ad-hoc. In this discussion, Casita and Emery discussed how you can map the client journey and implement SOPs that ensure client consistency and clarity. 

In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager interviewed Lindsey Corbin, the founder and CEO of Delegate Legal, a company that focuses on outsourced paralegal support and technology consulting for law firms.

Rising operating expenses and evolving client expectations for better communication channels are common drivers for firms seeking new systems. As a virtual paralegal firm specializing in supporting small firms and solo practitioners, Lindsey has a unique perspective on the challenges and opportunities associated with upgrading technology. 

In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager interviewed Casita Simpson, the founder and CEO of Simpson & Associates, a company specializing in CRM design and paralegal support.

Establishing and expanding Standard Operating Procedures (SOPs) can be a challenge without a clear strategy. Many firms fail to develop and expand adoption of these SOPs, which leads to a breakdown in client communication and ensures that procedures can only be run by certain individuals at the firm. 

In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager interviewed Casita Simpson, the founder and CEO of Simpson & Associates, a company specializing in CRM design and paralegal support.

Client communication can take various forms, ranging from case updates to invoice delivery. One of the crucial advantages a firm should anticipate from its case management software is enhanced client communication. In this session, Casita and Emery explored strategies to leverage your case management platform for optimizing client communication.

In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager spoke with Julia Taylor, the owner and managing paralegal of LevLegal, a company focused on assisting law firms with paralegal services, billing, administration and technology setup. 

Law firms often forget or fail to get buy-in from their teams in a software transition, leading to poor adoption, unrealized benefits, and in some cases, a failed implementation. In this session, Julia outlined some practical tips for bringing your team along to get the most out of your firm's new software.

In our latest Legal Case Management Jam Session, Confido's Emery Wager spoke with Lea Wold, CEO and founder of Checkmark Projects. With more than fifteen years of experience in operations, Lea shared her insights into the often-overlooked science of preparing for software demos from the buyer's perspective. While most of us sit through software demos to be sold, Lea proposed a more proactive approach that ultimately saves time and reduces the chances of picking the wrong software.  

We had an exciting discussion with Casita Simpson, the founder and CEO of Simpson Associates. Casita brings more than ten years of experience as a paralegal, working with both large corporations and small law firms, specializing in CRM design, paralegal support, and legal document drafting. We discussed when and how to upgrade from a cobbled together set of non-legal software to a complete legal case management solution. Casita has been instrumental in assisting numerous firms in this transition. In this session, she discusses the challenges, opportunities, and success stories involved in making this transition. View the session here or read on for the summary.

Have you ever experienced sticker shock while shopping for legal case or practice management software? Have you ever opted for lower-cost software to run your firm, because you just couldn't stomach the expensive option? Maybe you have even tried to cobble together solutions to stay under free trial limits?