Understand the difference between integrated software systems and independent systems that "link" with other software applications. Explore the difference between software integration and synchronization of data. Learn how you can enter data into one system and automatically reutilize it in another, improving efficiency. Software covered includes practice management, time and billing, accounting, document management, along with document assembly links and syncs.
Active Practice LLC, Edina, MN
Wells H. Anderson is president of Active Practice LLC. He works with small law firms and solo attorneys throughout North America via phone and screen-sharing. Anderson is among the top Time Matters practice management software experts and is the first consultant in the United States to be certified in the comprehensive ActionStep cloud-based service for practice management, workflow, document assembly, accounting and other law office functions.
Oklahoma Bar Association, Location
Jim Calloway is the Director of the Oklahoma Bar Association Management Assistance Program. He publishes the award-winning weblog Jim Calloway’s Law Practice Tips at http://jimcalloway.typepad.com and has served as co-author of three American Bar Association books on law practice management, How Good Lawyers Survive Bad Times(with Ross Kodner and Sharon Nelson) and Winning Alternatives to the Billable Hour: Strategies That Work, Second and Third Editions (with Mark Robertson). Mr. Calloway also produces, with Sharon Nelson, the monthly podcast, The Digital Edge: Lawyers and Technology.