Have you just started your law practice and wondering how am I going to manage my caseload? What kind of applications do I need to run my law practice? Is Outlook and QuickBooks enough for running my practice efficiently? I don’t have the money to spend on hardware and software, what do I do and how do I get my practice going? I need to collaborate with my clients and other attorneys, how do I make that work?

We get these questions from a lot of our clients and lawyers who are just starting out. We have a cost effective solution for them.

Introduction

AdvologixPM is a SaaS based solution built on SalesForce.com platform. Salesforce.com is the most successful cloud-based application. It’s the gold standard. The company, Salesforce.com, has a market capitalization of $8.23 billion and revenue of $1.24 billion. It has over 67,900 customers. The company claims that 200,000+ developers have created over 135,000 custom applications with over 1,000 applications and service listings on its AppExchange. The benefit here is there is no need to prove stability, or establish security, or prove scalability. AdvologixPM has the power of the “Force.com” behind it.

AdvologixPM is licensed for $70.00 per user per month which includes complete practice management, document automation and management, account management and billing, mobile access, workflow customization, web intake forms, mobile access to contacts, tasks and events and synchronization with Outlook. You can also add third party applications including NetDocuments and QuickBooks synchronization.

Product Highlights

AdvologixPM primary records are Accounts, Contacts and Matters. The secondary record types include events, tasks, calls, messages, notes and attachments, emails and alerts, issues, and research, billings and invoices.

Accounts are your main client record that you are going to bill to. Matters are linked to an Account and Contacts are linked to multiple Accounts and multiple Matters.

When you log in, the reminders window shows reminders for all scheduled activity that is due today and past. The Home Page shows the calendar with all your events and tasks. The past due tasks will be in red. On the calendar you will be able to see the event details when you move your cursor over the client name or the description.

The system has a customizable tab navigation which makes it easy to look at all your matters, contacts, billings, invoices, payments and the system has robust reports. When you open the matter record, you will see a quick view of all the record types and the number of records in each type. When you hover over the record type, you will see a quick view of all the records in that list. You can open an existing record or add a new record right from this view mode.

Every record type is customizable giving the developer the flexibility to customize the interface to a particular law practice area allowing the lawyer to capture information to their specific need.

AdvologixPM uses DDP (Dynamic Document Processing) for document automation. The data stored in the system is integrated into word document templates that are then converted to PDFs. Templates can be setup for mail merge and these documents can then be stored as attachments to matters. DDPS can output to PDF or the original document format (.doc, .xls, etc.) In this examples yellow fields are merged from the matter record and pink fields are merged from the related contact records.

AdvologixPM is tightly integrated with NetDocuments giving the end user the full capabilities of a fully functional document management system. NetDocuments will allow firms to take their document and data sharing at a much higher level giving the firms the power to share their information with their clients.

AdvologixPM integrates seamlessly with Outlook with AdvologixPM Connect Toolbar for Outlook 2007.

This tool bar gives the user the ability to sync their data with outlook. The user can download contacts, events, tasks, and also bill from Outlook while browsing emails and sending out emails as well.

StopLoss Billing View allows the user to capture time that they have not billed for yet. This view shows unbilled events and tasks, making it easy to look at all unbilled items and create billing items for them.

On the matter tab the user can see all the billings by viewing the billing tab, all the expenses and invoice activity.

AdvologixPM has a very comprehensive reporting package with 100s of reports to analyze information from different perspectives due to the ability to filter and sort on multiple criteria.

Conclusion

AdvologixPM is a comprehensive and powerful, extremely configurable practice management system giving you a wealth of information. The views of the records are clear and easy to navigate. There is comprehensive security, offline backup of the entire database is available, and there is import and export capability. AdvologixPM offers an offline client which allows a user to access major practice management functions without being connected to the internet. The offline client syncs with the main system when the user reconnects. The system syncs with Outlook and integrates with other web based applications like NetDocuments. MobileLite for AdvologixPM is a full featured application for Blackberry, iPhone, Windows Mobile. AdvologixPM on force.com platform is for the new breed of “Virtual Law Offices” who seek freedom.

The goal of this article is to help you put some of your fears to rest about choosing the right cloud computing application to run your business over traditional software. There are so many debates going on about the security of hosted applications and much as some of the arguments might be valid, do they all apply to every business entity? Are you really making the right business decision for your mission critical applications by listening to chatter that may not apply to you?

Technology has been evolving in the last 100 years at a pace that has always caused fear and anxiety for mass adaptation. Do you remember when cell phones first came out and people were very cautious and reluctant to buy cell phones and use them. They could not imagine getting away from the big traditional phone sitting in the office or living room. Today there are a lot of businesses that do not have traditional land lines and run their entire business on a cell phone. How secure if your information if you lose your cell phone and every person we know cannot spend a minute without their cell phone.

Choosing the right platform for your mission critical applications requires simple common sense. The problems manifest when you don’t know or have the right questions to ask. I recently had a discussion with a client and she said “you don’t know how to ask what you don’t know”. I hope this helps you ask the right questions you need to ask yourself and the vendors you are evaluating.

Let’s talk about some of the concerns.

• I have lost control of my data. I can’t get my data if it is residing on someone else’s server.

When you are evaluating vendors, ask them how easy do they make it for you to walk away with your data should you choose to terminate the service at any time. Are they going to charge you any penalties? What format is your data going to be in? Do they give you complete control to backup your data on demand (instantly)?

• I can’t access my information if I am not on the internet.

As true as this statement is, how often are you really not connected to the internet? Mobile devices all have internet connections, allowing you to browse any web site at any time. You can go to an internet café in the absolute worst case scenario. In reality you are more at a risk with the server that you have in the office going down. Alternative access with cloud computing solution is going to be far less expensive than waiting for a computer technician to arrive and fix the problem for you. The biggest value of cloud computing is access anywhere, anytime to your valuable business data. A lot of the SaaS vendors synchronize with offline calendar systems. You can also export your key data such as contacts and calendars.

Ask your vendor if they provide an offline application that will allow you to perform your most important tasks while disconnected from the internet and automatically synchronizes the changes that you made offline when you reconnect to the internet.

• I am risking client confidentiality with data residing on another vendor’s servers.

Ask the vendor what security certifications the vendor has. The right choice in a cloud computing vendor will have certifications meeting many government, banking and other regulatory requirements. A cloud computing practice management company is no different than the computer technician you have supporting your systems today. They, ethically, are allowed to work on your behalf with confidential data, as referenced in the ABA’s ethics opinion 08-451, as an example. Ask where your data is being stored to ensure the jurisdiction does not present any jeopardy to any of your client data obligations. Plus a lot of the firms now store backups offsite with accredited backup vendors. Are you breaching client confidentiality with your data being stored offsite?

• Cloud Computing practice management companies are not reliable. Will the company still be in business next week?

These are very broad statements and I believe these statements apply just as much with traditional software vendors. The reality is: traditional software vendors get bought out or are sold to other vendors, the new management makes decisions that are right for them and sometimes software is sunset not really keeping your interest in mind. We see it happen all the time. Since cloud computing is a new concept still in adoption stage, the anxiety is heightened when the same level of anxiety applies even more to the high end traditional software vendors.

• Cloud computing practice management systems are not secure.

The reality is, more than 95% of all law firms would NEVER be able to afford or deploy the level of security in their own computer systems that are provided by choosing the RIGHT cloud computing practice management system. Find out where the data is stored. Is your data encrypted? Can your cloud computing vendor access your data at all, without you providing access? Also, KNOW that your cloud computing vendor can support auditing your data. Can your vendor support requests for investigative discovery? What are their audit levels? How can you control these? Ask any and all questions that you can think of that would be a future liability. If the vendor cannot address that, then you need to look for another vendor.

• It’s safer for me to do backups to prepare for disaster?

Ask the law firms in the Gulf Coast region, who have been victims of catastrophic storms the past few years, if they think they having their server on site is more than just a “feel good” level of physical security of their data….. ALL their data. Those in this region with cloud computing systems, continued business while others scrambled to recover for months.

Are your backups truly tested or do you assume that because backup complete and you are now safe? Have you run a test restore to see if your backups work? Do you store the data offsite at an accredited data storage facility? If you really do all of this…. how much is that costing you? The almost certainty is that most firms never employ the same level of disaster recovery and data protection that is provided by the RIGHT cloud computing practice management system.

• The ultimate question is: Can you confidently answer positively to every potential risk mentioned above with your traditional in-house practice management system?

Let us know what you think…

Most Law Firms that work on contingency cases or flat fee services believe that they do not need to track how much time an employee is spending on a particular task. The hourly fee firms track time for billing purposes only. A lot of time firms will track time just so that they can produce a statement for the courts. Is it really true that Law Firms do not need to track employee performance?

That is not true. Any firm that is in business needs to track employee performance as it impacts their bottom line. Here is a simple example. Let’s say it takes an employee an hour to produce a document when it should normally take half an hour. If you don’t track that time, how are you going to know that you just lost half an hour of your employee’s time which could have been utilized for a different task? You will also have no idea that this employee is struggling with that task or needs more training to do their job better.

Obviously, you do not want to micro manage your employees. So why not setup a system where you capture all the time the employee spends working on different tasks and then at the end of the day evaluate what was done with reports.

This leads into conformance issues. Office managers tell us that the employees don’t have time to capture how much time they have put in on a task and some employees won’t put their time in as they are an attorney. Are attorney’s exempt for performance evaluations? The bottom line is no. A law practice is just like a traditional business where lack of performance becomes a huge overhead that is not recoverable and affects the bottom profit line for each and every law practice. It surely cuts into the partner’s profits.

So how do you get employee conformance? By simply designing an incentive plan, that has points for conformance and negative points for non-conformance. Employee performance evaluations and raises can be based on those points or even design bonus plans based on that.

Have you ever sat down and evaluated what is your true employee overhead? Something to think about…

How prepared are you to get your business up and running in the least amount of time, if you mission critical systems go down? Have you designed a plan to address this? Is doing daily backups of your data enough?

Recently we turned our server off for maintenance and upon reboot the server failed to start. It sat there during boot process with Windows error – corrupt file – system32\drivers\pci.sys repair file by starting windows setup using the original setup CD-Rom

Right off the bet I went looking for the original CDs and could not remember what we had used. Once I found the CD we put it into the server and reloaded all the drivers in boot mode. Turn on the machine again and now we can log into the machine but we started getting all sorts of windows errors. So then we had to decide if the hard drive was bad or was it a windows issue.

We purchased new hard drives and load the image and still no go. We finally realized after about 48 hours that the image itself had gone bad. The hard drive crashed which corrupted the windows image and left us in a very bad state. The next thing we discover is that the server itself was having issues and so now we have a double whammy.

We finally decided to use my laptop to install the most essential applications and transfer the database including client files and get my business up and running while we figure out how to address both the server and hard drive issues.

Moral of the story is: Just backing up of your data is not enough. Every business needs to do a thorough dry run of their disaster recovery plan in the event that you do go completely down. You have no idea if the plan is truly working unless you have tested it out when you are up and running.