I advise from start to finish and everywhere in between

Billing, Financial Reporting and Practice Management software is typically a mystery to lawyers. They sort of know what it is but they don't know how to make it work for them. I hear this all the time:
  • "My billing is a chore every month. There must be an easier way. Can you take a look at our process and advise how to improve it?"
  • "We need a new billing system. What is the best for our needs?"
  • "My practice is disorganized. How can I get it under control?"
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Expertise
Established in 1982, Donald Coker is one of the veterans of the Law Office consulting world. Over his 40 years as a consultant, he has seen many times what works and what doesn't.
Reputation
Donald Coker has lectured or taught at most Law Schools in New England at one time or another. He designed and taught a course titled "Technology in the Law Practice". He has been published in most Legal Journals with over 100 articles.
Quality
Donald Coker prides himself on working with everyone in the practice, and teaching them the value of their contribution to the success of the system . That is the key to his and to your success.

Make your business more successful

We are focused on delivering the best client experience possible.
  • If your billing system makes it a chore to get your bills out every month, we can analyze your software, define your needs, analyze the work flow process and make specific recommendations to help smooth the process. The goal is to get the most from your existing software and put into place the policies and procedures to support it. You will have a written report to use as the framework for success.
  • Once those policies and procedures are in place, we will make sure they are working. That may mean occasional revisits to the firm to see what reality is and again reccomend any changes or enhancements to fine tune the process.
  • If you are not getting the financial information you need to run your firm successfully, we can work with your existing software to determine if it is capable of providing the information you need. If it cannot, we can easily put software in that can. Tabs3 is the best software for the Law Office. Period.
  • Our Practice Management Software, PracticeMaster, allows you to organize your matters and manage your documents, your emails, your calendar, add notes to the file, and track all activity on a matter. Full integration with Outlook and billing provides you with single entry record creation.

Our services

There are really only 2 pieces to our services: 1) analysis of, and recommendations to improve your existing system(s), or 2) implementing the finest billing and practice management system on the planet..
603-905-9740 (direct)
Business Strategy
Systems analysis tools and techniques are used to define your current systems and workflows. Interviews with attorneys and staff are conducted in confidence. Documentation of existing prolices and procedures and the problems and issues that exist.
Process Improvement
Based upon our 40 years of experience, we have seen what works and what doesn't. There is never a one-size-fits-all solution. We tailor the recommendations to suit your existing staff strengths.
Advisory Services
Metrics for performance will be defined and the systems will be put in place to measure those goals.
Sales and Marketing
The CRM capabilities of PracticeMaster can be fine tuned to suit your cross-selling efforts, or simply to stay in touch with potential or current/former clients. Many of our clients use it for newsletters, announcements and other marketing efforts.

Get a no charge initial consultation

An initial consultation is, as always, at no charge.
Existing systems consultation
Typically a one hour discussion of your current processes, software and goals. Typically the purpose of this consultation is to understand where you are and where you want to go.
Tabs3 - the leading Billing, Financial and Practice Management Software
Tabs3 is the granddaddy of them all. Established in 1979, it has evolved to the simplest, yet most comprehensive software available today. Coupled with the Financials, it provides the Law Firm with everything it needs to be a thriving business. Use PracfticeMaster, and it gets even more powerful with email management, document assembly and management, notes to the file and calendaring.....and of course it syncs with your handheld devices and Outlook.
Online consultation
With advent of COVID, most firms are happy to conduct on-line discussions. I can use my remote meeting software or we can use yours. The use of remote connection software allows us to train and support your attorneys and staff without travel time and needless extra added expense.

Let us help you!

Feel free to call with any questions. I am at your service.
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