PRIVYCOUNSEL

PrivyCounsel continues to drive their mission forward: “improve the health of your firm” by introducing new dashboard features this holiday season. These new dashboard features help simplify and bring focus on what matters most in your law practice.

what’s neW on the Dashboard

• Upcoming Appointments

  • Manage virtual or in-person appointments across all the clients (matters/cases) to display prioritized list of appointments.

  • With one click, you can add or update the matter appointment on your Microsoft, Apple, or Google calendars.

  • One click access the ‘Client eFile” for all internal and client communications, files, and financials.

  • Simplify appointment scheduling, edits, rescheduling, and cancel appointments.

• New client referral sources and reporting for a better client relationship and referrals focus.

• Enhancements to matter and task KPIs to bring focus and help prioritize the time in the law practice portal.

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~Enjoy the journey

INSIGHTS to iMprove SOLO AND BOUTIQUE LAW FIRMS

• Insight #1: Estate Planning for Your Law Practice - What's your end Game? “Imagination is everything. It is the preview of life's coming attractions.” - Albert Einstein

• Insight #2: Measuring the Health of a Law Firm “Most people use statistics like a drunk man uses a lamppost; more for support than illumination” -Mark Twain

• Insight #5 The Golden Age to Start - Reboot Your Law Practice “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness… -Charles Dickens 1812 – 1870

• Insight #6 Measuring ‘Sweat Equity’: How to Shape Your Law Firm Legacy

• Stabilize - Reset Your Law Practice

~Enjoy the journey

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