Alexa Drago

By Doug Striker, CEO, Savvy Training & Consulting When you hear the words “artificial intelligence,” you likely think of a TV robot that has learned its owners’ food preferences, schedules, musical tastes and even moods. (Where is Rosie the Robot when you need her?!) But in real life, artificial intelligence often looks and smells like […]

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  The world’s most innovative minds in legal technology are getting together for the Global Legal Hackathon during the last weekend in February to build solutions that progress the business of law or provide access to justice. Denver-area programmers, lawyers, marketers, technologists, entrepreneurs and other legal professionals are invited to participate. This is an opportunity […]

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The CBA has partnered with Affinity Consulting Group to bring law practice management and technology-related resources to members. Learn how to navigate the new MGMT HQ webpages along with your free member benefit Affinity University. Affinity specializes in strategic technology and management solutions for law firms and legal departments of all sizes. Questions? Contact Sue […]

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By Doug Striker, CEO, Savvy Training & Consulting Sometimes I think about the mind of a cybercriminal and I imagine that they’ve got to be among the most cynical, twisted people on our planet. So many of the techniques that they invent to hack into our computers derive from a sense of disdain and arrogance. […]

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Each month we will be bringing you a few tips and tricks for making your research with Casemaker that much more efficient. This month — emailing or downloading documents, making notes, sorting results, and more.  For more Casemaker tips and tricks follow them on Facebook, Twitter, and via the Casemaker blog.   Using History The History Link in […]

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By Doug Striker, Allow me to share a quote as I launch into this blog entry: “I genuinely believe that the legal industry is at a great inflection point. Our jobs will not look the same ten years from now. Technology advancements for legal services are ripe, and attorneys need to pay attention.” Now, given […]

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Solo Small Firm Section networking meetings are a great opportunity to connect with your peers, as well as a practice management and technology discussion forum. The meetings are open to all CBA members, not just Solo Small Firm Section members, the sponsoring entity. Colorado Springs routinely offers CLE credits, although sometimes there is no formal agenda, […]

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We know you are busy! So we read through numerous blog posts and find the best ones to share with you each month. Please let us know if you feel we are missing a particularly good. Quick Tips Add Bookmarks to Make Your PDF Easier to Navigate Anyone who has used a PDF reader extensively […]

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Who are my clients?

by Alexa Drago on January 25, 2018

By Art Roehrenbeck Not so long ago a lawyer’s client list was a series of index cards in a rolodex on the lawyer’s desk. It was a wall full of paper manila folders in alphabetical or numeric order. In the last 20 years, most firms have adopted some way of tracking their clients and files […]

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By Michelle Motyka As a consultant, I hear this from clients I work with every day.  When we are implementing a practice management, document management, or time, billing, and accounting system, we spend a lot of time asking questions to obtain a good understanding of what is being done now so we can translate that […]

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