For lawyers who are starting their own law firm having the right office supplies with help with staying organized and improving productivity. An additional purpose that office supplies should provide lawyers is to set a strong first impression whenever clients enter the office.

Whether you’re changing directions in your career or just getting started practicing law, having the right supplies and best website design will be determined by your budget and personal preference. However, one thing to consider is that purchasing the supplies for your lawyer’s office is one of your first business decisions. Purchasing a beautiful mahogany wood desk then experiencing budget cuts, later on, could result in an office environment that’s less than ideal.

Furniture Set First Impressions

Although legal services aim to help people in various situations, lawyer’s must consider their practice with business in mind. Setting a good first impression begins the moment prospective clients steps foot in your office, takes a look at your suit, and scans the conditions of your office.

• Desks: This will be your workstation. Having a spacious and large desk can help with productivity and reducing the feeling of working in a cramped space. You should consider the height of your desk in relation to your body size. If you have a computer, will you place it on your desk or have an additional side table to use it?
• Chairs: While your desk is vital for your workflow, having the right chair requires careful consideration. Consider this the throne of your working world. You’ll want to invest in something that is comfortable for the days you’ll spend hours working on your cases. Depending on whether you purchase a chair with wheels or four wooden legs, you may want to purchase a plastic floor covering to improve mobility and reduce damage to the office floor.
• Bookshelves: these are a necessity for a lawyer’s office. Bookshelves allow you to organize all your law books, keep them in place, and show them off to those browsing around the room. It’s best to choose a bookshelf that matches your office furniture to avoid clashing.
• Writing Supplies: this one may seem obvious, but it is important to have a bulk supply of writing instruments to work with your clients. In addition, your clients may be required to fill out forms and provide their signature so it is important to have extras at hand. As your practice grows, you can invest in branding your law firm, you can get pens with your logo, law firm name, and contact number.
• Envelopes: here’s an office supply lawyer’s don’t want to run out. Law offices send out letters to clients and other attorneys on a daily basis. Buying envelopes in bulk is a simple and affordable solution which allows you to have envelopes available whenever you need them.
• Lighting: most offices are built with good lights to keep the office bright and functional. However, you may find that some parts of the office may feel darker than others, especially if you’re stuck working after hours. Investing in a lamp to provide additional light in the office can help make it more inviting.

A few more fundamental supplies lawyers should have in their office include trash cans, recycling cans, magazine and coat racks.

Lawyer Office Supplies: Quick Checklist

In addition to the items above, you probably need the following items below. You can cut costs if you buy in bulk and keep extras in a storage space. Also, creating a partnership with a supplier can provide you with additional benefits and discounts.

As you prepare your office it can be easy to forget all things you need for your office. Here’s a checklist to ensure you have everything you need:

• Stationary supplies
• Legal pads
• Paper (legal-size and standard)
• Envelopes
• Protective desk covers
• Coffee Machine (a must)
• Sticky notes
• Pens
• Pencils
• File folders
• Staplers
• Staple remover
• 2 and 3 hole punch
• Tape
• Sticky tabs
• Scissors
• Rubber bands
• Paper clips
• Corkboard and pins
• Three-ring binders

This list should serve as a starting point to getting the supplies you need at your office. You will be able to find most of these supplies at your local stores or you can shop online to find more variety and style. While it may be tempting to cut corners to save some money in the start, remember that the environment of your lawyer’s office can shape the overall impression of your legal practice. If you’re not too concerned about your office space because you often meet clients somewhere in the community, here are some things you’ll find in a lawyer’s briefcase.

Imagine having a solution to writing out the same forms, again and again. For lawyers manually inputting information, legal document software may be a new way forward.

Legal document software provides lawyers with the ability to accurately and quickly create legal paperwork. Automation in the legal world may seem like a frightening future. However, when you can save time on redundant tasks, greater opportunities for the firm can be found.

What is Legal Document Software

Legal document software is a modern approach to improving efficiency and workflow at the office. By reducing the workload, lawyers can focus on reducing costs, saving time, and keeping their clients happy. Don’t be confused with legal management software, as this focused primarily on creating important legal materials.

Legal document software provides lawyers with a variety of templates that can be branded, designed, and customized for every client’s need. Templates allow lawyer’s and their assistants to complete tasks in much less time.

Functions of Legal Document Software

Aside from the obvious time-saving benefits of having ready-to-use documents, legal document software provides the following functions:

1. Document Scanner Tools. If you have to scan your documents, you can easily upload into the program and convert them into PDFs and images to send to clients.
2. PDF Tools. Since PDFs are a common document format lawyers send to clients, the PDF Tools allow editing, modifying, and adding signatures to legal documents.
3. Automation Tools. There are certain parts of documents that must be added to every document. By creating a template in advance, these elements can be added to a legal document to save time.
4. Data Control. Saving and organizing files are easily managed. You can also ensure that newer versions and updates never override previous versions to reuse them again if needed.
5. Integration Tools. If you have a CRM service or want to send documents directly to your client’s emails, the integration tools allow you to connect your accounts.
6. Legal Signature Integration. Some legal document software can be used with digital signature tools to create legally binding documents for computers or mobile devices.

Legal Document Software Precautions

Just as you secure your legal documents in locked cabinets and safe locations, you must consider the safety and security of your digital documents. Failing to keep your legal documents safe can lead to some serious legal consequences. Protecting your digital documents from hackers and theft must be a top priority.

To combat comprised data, legal document software offers a range of solutions to ensure you legal documents remain safe. Some may use a two-step authentication (i.e. providing a password and a pin code on your phone) or require a direct portal through a secure channel.

Storage Options

When deciding on which legal document software to purchase, you’ll want to consider whether to have a cloud-based storage or on-premise storage.

Cloud-based storage offers a secure server from the service provider to save and access data. Going back to the previous point, you should check with the service provider to ensure that your data is encrypted, has back-ups, and high-grade security.

These cloud-based products are offered via subscription license. You will be expected to pay a recurring monthly fee, or if available, a reduced annual rate. This may seem like an appealing choice as the fees are much less in the beginning.

On-premise storage allows you to manage and store documents directly on your devices. You own the software, instead of subscribing month-to-month, and you may require your own IT support. Keeping your data on private servers and away from your own laptop can prevent a situation where your computer malfunction and all data is lost.

Examples of Legal Document Software

MyCase offers cloud-based document solutions to improve communications with clients and minimize daily legal tasks. It features an intuitive form filling tool with task automation. They also provide solutions for organizing case documents, sending encrypted messages to clients, the one-click firm generated reports, billing solutions (i.e. invoicing and payment collection), and calendaring.

Pricing is just $39 per month for their cloud-based subscription. You can also try MyCase free for 30 days.

Abacus Law provides case management and document automation software. This is a cloud-based service with AES 256-bit encryption. With applications for androids and iOs, you can even access documents from your smartphone. In addition to their automation services, Abacus Law offers a full suite of useful tools such as email management, analytics software, and accounting software.

You’ll have to contact their sales department for a quote or schedule a time to see a demo.

TimeSolv has not only document management solutions and automation but also other tools to manage many aspects of your firm. Their document automation software allows you to create custom files unique to each customer while reducing the workload with custom templates.

They have a sliding pricing scale, depending on the size of your firm, with the starting price being $34.95 per month/timekeeper. You can also try it free for 30 days.

PracticePanther offer legal document solutions for small sized law firms. Their focus is to cut costs and save time for lawyers. They also offer a suite of services such as 1-click invoicing, email integrations, CRM, chat applications, and trust accounting. They offer a secure cloud service following HIPAA compliance.

Their monthly plan starts at $59 per month with a 7-day free trial.

Important Note

Legal document software is not an alternative to creating and managing all documents. The vast number of documents required for lawyers to perform their duties can be too much to convert into digital documents. Digital software should be used primarily to reduce redundant tasks and improve workflow in critical areas of your practice.

Although lawyers fight to protect their client’s interests,  it is equally important to protect themselves from legal malpractice. Lawyer-client communication is one of the biggest factors that lead to situations where clients turn on their lawyers. Others include time management and not meeting deadlines.

Regardless of the reasons behind the claim, there are a few things lawyers can do to avoid legal malpractice.

1. Require a retainer. To avoid losing funds request money in advance for your services (you can set up an automated accounting system to remind you when your trust fund is running low). Whenever a client fails to replenish the retainer, stop working. Your services are based on the hours you put in for the client which they have to pay for. By establishing this strict guideline, it holds you accountable for your services and reduces problems with collecting payments later on.
2. Have a written contract. When you’re consulting a new client, be sure to provide them with your core services in writing. Include in this document information about your retainer, terms of service, and clearly define what you are obligated to do under the retainment.
3. Document diligently. While it will be impossible to document every detail regarding your matter, putting a consistent effort toward documenting your interactions with clients can reduce legal consequences should your client sue. Letters may be effective, however having emails, notes, and documents with time-entries can be most effective. If you’re providing advice regarding serious issues due to drastic situations, you may want to consider recording this information. If for any reasons a client confuses your words and questions what you said, you can look back on your documentation to provide clarity and avoid malpractice.
4. Get to know your client. This point should be number 1: know who your clients are. If you’ve established your law firm as a limited liability company (LLC) you’ll have to clearly distinguish between your responsibilities, your interactions with your client, and the relationship with the firm. You may have to state in clear terms that you are only a representative of the firm and what that means between you and your client.
5. Never miss a deadline. For new lawyers, they can be most challenging if you underestimate your workflow and time management. Setting realistic deadlines and completing tasks ahead of schedule can avoid conflicts with your clients. Remember, when you deliver earlier than the client expects, the results tend to lead to a satisfied client.
6. Avoid suing your clients for fees. Although you may have the documentation and support to provide a claim against your client, pushing a lawsuit on a client to collect fees can backfire. If you sure your client, they’ll likely review their own documentation and experience then find a way to countersue for malpractice (i.e. implying that was the reason they stopped paying in the first place). Even if you are insured, some insurance policies are exempted from protecting you from malpractice claims if you are suing your clients for missed fees.
7. Refer clients to others. It can be tempting to take on clients in an area you are not familiar with if you are experiencing financial pressures. The best thing to do is to build your network and refer such clients to close connections to avoid misrepresenting a case that may be too much to handle. In the long run, building relations with other lawyers and firms can lead to referred clients coming back to you.
8. Understand the ethical rules. This applies especially to conducting online marketing and other web related tasks. The ABA has ethical rules that all lawyers are expected to follow. While the rules themselves may not be black and white, understanding what you can and cannot do online can help you avoid problems should sensitive information be leaked or clients have a bad experience with some of your outsourced legal staff.
9. Connect with your client. It is important to know your client, especially when detailing the contract for your services, but it is just as important to build rapport. Are you operating a profession or running a business? While it can be enticing to provide legal services to earn a salary, there comes a line between working for money and working for people. If your clients are just a means of making money to enjoy your lavish, rich lifestyle, it shouldn’t be a surprise that malpractice lawsuits continue to come in.
10. Get malpractice insurance. In the worst case scenario, having malpractice insurance can protect you. Malpractice insurance policies vary from provider to provide so you should review carefully the terms and protective benefits before choosing the right policy. Here’s more information about malpractice insurance for lawyers.

These are just 10 points to avoid malpractice at your law firm. If your focus is providing exceptional legal services, build connected relationships with your clients, while providing fair fees, getting sued should be the least of your worries.

Accounting programs for lawyers make your legal services run more effectively and efficiently. There are many accounting programs available and most are designed to improve time management, billing, accounting, and case management.

To save you time, here is a review of the top 7 law firm accounting software designed specifically for lawyers. Hopefully, you will find the best software program that is the right fit for your legal services.

#1: Clio

Clio’s focus is to reduce the number of time lawyers spend on administrative tasks. The best part about Clio is that you only need to pay for the monthly subscription. After you subscribe, you won’t need a network administrator to maintain the software and you can run it on your PC or mobile device.

In regards to security, Clio’s cloud-based allows you to store sensitive information on your computer while being accessible to you anywhere.

Clio is one of the most simple accounting software programs for lawyers by handling all your basic administrative tasks while on the go.

Features:  

• Matter Management
• Time Tracking
• Billing
• Client Payments
• Legal Accounting
• Calendar
• Lead Tracking
• Document Management

Pricing starts at $39 per month and you can get started with a trial using just your email.

#2: Xero

Xero has been rising in popularity in recent years and has been in competition with QuickBooks (#5 on this list).

Xero features an easy-to-use software service because it is entirely web hosted. There is no downloads or installations required. You can access your accounting information from any device and all browsers (Google, Firefox, Windows, etc.).

With a subscription to Xero, you can add unlimited users to manage your accounting. There is no additional fee for users which is common in other accounting software services on this list.

The highlighting feature of Xero is that is most useful for small law firms and includes comprehensive user guides as well as responsible customer support.

Features: 

• Payroll Management
• Unlimited Users
• Expense Tracking
• Invoicing and Billing
• Customizable Reports
• W2’s and 1099’s
• Direct Deposit

Xero’s starter plan limits you to 5 bills and 20 bank transactions. However, you can try their software free for 30 days.

#3: Bill4Time

Bill4Time is a dedicated billing software solution for lawyers. They focus on providing law firms with the ability to create professional invoices quickly and easily.

Clients will have the option to pay online which will be tracked and recorded on the dashboard. Bill4Time accepts Paypal, Stripe, and all major credit cards. From a billing perspective, Bill4Time makes client billing seamless.

Features:

• Client Billing
• Time Tracking
• Invoice Templates
• Client and Account Management
• Reporting
• Online Payments
• Expense Tracking
• Mobile Apps

Bill4Time’s starting price is focused on solo law practitioners with more options for those running a law firm with multiple partners. You can also sign up to try Bill4Time for 30 days.

#4: Legal Files

Legal Files provides case management and matter management solutions to improve a law firm’s legal management needs.

Legal Files is commonly used by corporate legal departments, law firms, university legal departments, insurance companies, and various levels of government.

Its features allow lawyers to manage their cases, emails, documents and contracts, contact information, e-billing, and invoicing. Legal Files’ key feature is that it allows lawyers to automate their office workflow to free up time for lawyer’s to dedicate to their clients.

Features:  

• Corporate Matter Management
• Government Case Management
• University Matter Management
• Insurance Litigation Management
• Contract Management
• Law Firm Case Management
• Investigation Management
• Legal Aid Case Management

Legal Files offers pricing licensing packages with a one-time payment. You’ll have to contact the company for more information on a package that suits your firm.

#5: QuickBooks

QuickBooks made the list because it provides a powerful accounting software solution for every industry. It has detailed reporting metrics allowing you to capture the costs of all your firm’s activities. From gas mileage to expenses to payroll, QuickBooks does it all.

QuickBooks for its well-rounded accounting solutions and robust set of features. They have an as strong reputation and have been in operations since 1983.

While the capabilities of using QuickBooks and all its add-ons may seem overwhelming, their user interface and customer support make integration into your law firm’s accounting needs simple and straightforward.

Features:  

• Cash Flow Control
• Expense Organization
• Spending Automation
• Custom Invoicing
• Easy Payment Solutions
• One-click Reporting
• Multiple-user Access
• Payroll Solutions
• Taxing

QuickBooks has some of the most affordable pricing plans for their accounting software. You can save 50% by purchasing right away or start with a trial for 30 days. There are also additional add-ons such as Enhanced Payroll ($19/month) and Full-Service Payroll ($49/month) available for the Simple Start, Essentials and Plus plans.

#6: PCLaw by LexisNexis

PCLaw by LexisNexis is a trusted software management solution used by over 15 000 law firms. It offers complete control over your billing and lets you charge for the time effectively.

PCLaw is a robust accounting software for lawyers and is streamlined toward accurate billing through their Time Entry Advisor.

Installing PCLaw just takes minutes and all upgrades are managed within your maintenance plan. For a worry-free, lawyerfocused accounting software, PCLaw would be a great choice.

Features:  

• Accurate Time Tracking
• User-Friendly Interface
• Billable Hours Tracking
• Accounts Payable, Receivable, and Banking
• Financial Reporting
• Trust Accounting
• Advanced Security Settings
• Visual Analytics

#7: ProLaw by Thomson Reuters

Thomson Reuters is a dedicated and trusted intelligence technology company that has developed ProLaw specifically for lawyer’s accounting needs.

This accounting software is suitable for mid- to large sized law firms. Their suite of accounting solutions provides expense management along with mobile tracking for lawyers who spend time working on cases remotely.

Like other law firm accounting software on this list, ProLaw offers custom invoicing, accurate tracking, and document management. The program is more sophisticated than others here but their training modules and both online and email support provide you with the help you need to get set up.

Features:  

• Case and Matter Management
• Secured Data Storage
• Financial Reporting (1099s, Budget, Billing, etc.)
• Cost Recovery
• Expense Tracking
• Calendaring & Docking
• General Ledger
• Online Bill Payments
• Billing and Invoicing
• Bank Reconciliation
• Accounts Billable and Receivable

To start using ProLaw, you’ll have to contact their sales team for a quote.

We already know that if your law practice isn’t present online, you’re depriving yourself and your potential clients from finding you. A good website is one of the best ways for a broad range of clients to find your services, learn about what you do, and most importantly, get in contact with you. This is essential when considering that even way back in 2013, 76 percent of consumers used online resources when looking for an attorney.

Once your site has convinced a visitor that you can handle their needs, they’ll want to contact you. The methods and devices people use to access the Internet have changed significantly according to iLawyerMarketing’s study. They asked participants what devices they’re most likely to use when searching the internet for law firms, and overwhelmingly, the most common answer was smartphones, followed by a combination of smartphones and a desktop or laptop computer—this means making sure that your website works just as well from a mobile device as it does from a personal computer.

The value of traffic from phone calls can’t be understated: A Google-commissioned survey performed by Ipsos asked which phase of decision-making is most likely to involve a phone call to a business. Findings here are critical to how your law firm designs an online experience: 65 percent of respondents said they’re most likely to call during the research phase, and 68 percent said they’re most likely to call once they’re ready to purchase. Lucky for you—we’ve compiled 3 easy ways to use the phone to your advantage.

Make Your Contact Information Impossible to Miss

According to the 2014 U.S Consumer Legal Needs Survey, 74 percent of those who begin a search for an attorney online end up contacting via phone, so making your phone number clearly accessible is everything. Therefore, it’s a good practice to add a phone number at the bottom of every page on your website, as well as at the end of certain passages of text. When a visitor is finished reading, they’re immediately faced with a phone number they can easily call. This Tallahassee law firm’s website does a good job:

The office’s address and phone number immediately follows the text, which itself includes a link to their contact form.

Images: pelhamlaw.com

They also feature their phone number at the bottom and top of every webpage, in addition to a separate “Contact Us” tab. With even a quick scroll through their site, you know the information you’d need to contact them is available with just about zero effort required to find it.

Enable Click-to-Call

The same Google survey referenced above found that 72 percent of those who search for local professional services are “extremely likely” or “very likely” to call a business if a phone number is accessible directly from search engine results. This means ensuring that your website works smoothly from a mobile device is paramount—especially since they’ll likely be contacting you from the same device they used to find your website.

These local firms, as well as a button that places a call to them, are available immediately from a search of “Tallahassee law firms”. This feature will also allow your site visitors to tap your number and automatically initiate a call. The ability to call a firm immediately after searching greatly increases the likelihood of an interested party giving you a call—if there’s one thing you make sure of when it comes to your firm’s Web presence, it’s this. (Your trusty website provider can help you with this)

Choose a Phone System to Back You Up

Now they’ve looked through your site, found your contact information, and they’re ready to call—there’s even a decent chance they’re ready to do business. Do you have a telephone system in place that can make sure every caller’s voice is heard? Any attorney knows they spend a lot of time fielding phone calls; they might even have a receptionist or someone else do it for them. But what about when you’re out of the office?

You can’t exactly answer a potential client’s call from a courtroom or an appointment, which is why the right phone system is so important in converting interested leads into trusted clients. Cloud-based phone solutions are affordable and integrate easily into an existing desk phone system. They allow you to route calls to the proper destination using an auto attendant. (Press 1 for Billing, Press 2 for Dave) They can also be easily configured to route calls from one phone number (say, your office phone) to any other device (a personal mobile phone, house phone, or even an answering service) through Voice over Internet Protocol, or VoIP, software. This means business calls are accessible from any device, regardless of where you are.

Additionally, they often feature other useful tools like voicemail and call recordings sent straight to your email and the option of local or toll-free phone numbers to fit the size of the market you’re looking to reach.

As Sam Glover of Lawyerist put it, your website is your business card. Except, of course, that it can hold a great deal more information and is far less likely to end up in the trash can outside of a Starbucks. The fact is, the majority of incoming clients will find you online, and creating an informative and effortless experience on your website puts you in the best possible position to gain new clients. All that’s left is to make sure you answer.

Julian de Sevilla is a Marketing Specialist at Tresta, a cloud-based phone system for businesses. He manages the company’s social media accounts and writes about a range of topics regarding communication and technology on Tresta’s blog.