Law Office Software Tools, Training and Consulting



I guess you could call me "old school". Having been a consultant to Law Offices for over 40 years, I have learned something: it is better to have software used 100% (along with the policies and procedures to support it) rather than the latest greatest AI powered software used at 25%.....or less.Over these years, I have worked with most of the software applications for Law Offices, and I have settled on three that I consider the best in class:* Tabs3 Billing and PracticeMaster (premises or cloud) - full featured powerful billing, reporting and Practice Management System* TimeSolv Cloud Billing and Practice Management - cost effective and easy to use BILLING ONLY * NetDocuments Email and Document Management - simply the best way to control your emails and documents
PLUS
*True consulting services for your current billing and practice management software - you get the most out of what you have 




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DONALD J. COKER, P.A. THE FARMHOUSE OFFICES 1283 PARKER MOUNTAIN ROAD STRAFFORD, NH 03884 603-905-9740 (DIRECT) FISH4BUGS@BREEZELINE.NET

Expert Law Office Software Solutions That Work!

Sales and Consulting Services

Donald J. Coker, P.A. specializes in software sales and consulting for law offices, leveraging over 40 years of industry expertise. Having started the consulting practice when the IBM PC first came out, Donald has watched the Law Office technolgy evolve to an overwhelming level. The Law Office of today does NOT need all the latest and greatest AI powered software - they just need tools that work. We deliver customized solutions proven to enhance efficiency and ensure training success for small to mid-sized law firms. Our basic philosophy is based on the KISS principle - KEEP IT SIMPLE Our expert consulting services are designed specifically to meet the unique needs of law practices. We work only with software specifically designed for law offices. With over 40 years of industry experience, our firm provides tailored solutions that actually work. The principal, Donald Coker, is one of the leading veterans of the legal technology consulting field and has had over 100 articles published in such journals as the National Law Journal, Mass Lawyer's weekly, and many others. He also has taught "The Role of Technology in the Law Practice" at Boston University, Northeastern University and Massachusetts School of Law.
Our sales starts with an analysis of your existing systems, identifying the problems that exist in your existing systems, and an analysis of the options: 1) Can you get the most out of your existing software? 2) If the existing software cannot provide the solutions, then address the solutions to the problems one at a time in the sales process 3) You will see how the proposed software will address each problem and how it will be resolved.
CONSULTING IS OUR STYLE
  • Sales of law office software based on problem solution, not pressure
  • Extraordinary "people skills" developed over four decades of legal industry software training and consulting expertise.
  • Dedicated to improving legal operations and solving problems
  • Tailored solutions for every legal professional - no "one size fits all" here
  • Committed to client success in law practice and to be a trusted advisor
  • True consulting where needed - no agenda and no office politics
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Tabs3 is the billing granddaddy of them all. The first generation of Tabs3 was created in 1979 and has evolved to become THE most feature rich billing software on the market today. Tabs3 Software brings together powerful billing & accounting, detailed reporting, and flexible case management in one trusted premises or cloud-based platform. You will improve profitability and client services with integrated tools for efficient billing, comprehensive financial management, reporting and powerful practice management organization. Tabs3 is a proven, attorney-trusted legal billing solution that helps your firm streamline time tracking, billing, invoicing, and payment collection. Spend less time on paperwork and more time serving your clients.
SOME FEATURES
  • Simple time entry
  • Timer converts to fees in one click
  • Work remotely with Tabs3 Connect
  • Premises or cloud based
  • Emailed statements
  • Credit card payment processing
  • Flexible billing structures
  • Dashboards and powerful customized reporting
  • Tight access controls
  • Flexible fee allocation formulas
  • Statement layout customization
  • Trust and financial accounting
  • Matter manager access to all client information
  • LEDES compatible
PracticeMaster is THE leading legal practice management software designed for law firms to track client information, manage case files (matters), handle firm-wide calendaring, run conflict-of-interest checks, and log billable time. It was developed by Tabs3 Software and integrates tightly with Tabs3 Billing and financial software. It provides true one click entry on most tasks. PracticeMaster is an easy-to-use electronic case file that organizes each matter's contacts, appointments, emails, documents, notes to the file, telephone calls, fees, costs and research. Customizable WorkFlows help you reduce administrative work. The workflows are an incredibly powerful way to automate many tasks in working up a file. Calendar plans can create an editable boiler plate calendar that ensures when a file is opened, nothing falls through the cracks. In summary, it is a centralized place that offers all the information about a file - without having the file on your desk. CONTINUE SCROLLING FOR MORE INFORMATION
  • Centralized Matter Management
  • Firm-wide calendaring and scheduling without Exchange
  • Integrates with Outlook email, contacts and calendar
  • Plug ins remind you to bill for emails and link to the matter
  • Rapid reliable deep conflict checks
  • Document and email management linked to matters
  • Add notes and phone calls to the file
  • Link research to the matter
  • Time tracking and billing integration
  • Automate routine work and eliminate missed deadlines
  • Robust security and access control
  • Customizable to your specifications
  • Document assembly creates documents in seconds
  • Powerful searching capabilities
SOME FEATURES
In summary, PracticeMaster allows you to have everything in the file at your fingertips. Parties to the file, documents, scanned images, videos, notes, emails....EVERYTHING!
If all you want is billing, TimeSolv fits that need better than anything. QuickBooks, Xero, Outlook, LawPay, and Office 365 integrations gives TimeSolv capabilities way above the others. Developed in 1999 by Thomson Reuters Elite Online Solutions, TimeSolv joined the ProfitSolv family in 2020 and has emerged as the most cost-effective leader in time & expense tracking and billing needs for law firms around the world. TimeSolv is ranked #1 for ease of use across all reviewers. Because it is in the Cloud, you can track your time from anywhere on any device....PC/MAC computer or hand-held. You can secure up to 97% collection rate with TimeSolv. There is a secure built-in online remittance directly linked to the emailed invoice for ease of immediate payment, thus eliminating delays. Easily build polished invoices that have flexible formats, and adaptable to any invoicing need. Handle your complex billing needs with ease, including automatic reminders if a payment is late. The reporting features give you the data visibility you need to manage your practice more effectively. Track billables, expenses, trust balances, and even performance. Trust Balance Tracking allows the analysis of retained trust balances and disbursements across matters. Even better, the reporting features highlight missed or incomplete time entries by users, so you can quickly resolve issues. Upgrade the feature set to the Legal Version to get even more power and flexibility. The Legal version gives you everything the Pro does PLUS conflict checks, full trust accounting, and LEDES billing, Dollar for dollar, you can't beat TimeSolv. This is all billing and no fluff.




SOME FEATURES
  • Best Dollar for dollar capabilities of any billing system
  • Fast invoice creation
  • Less manual data entry
  • Less administrative effort
  • Better accounts receivable management
  • Easy to use time tracking, billing and expense capture
  • Project and task management
  • Unlimited clients, matters, and invoices.
  • Secure document storage and sharing
  • QuickBooks, Xero, Outlook, LawPay, and Office 365 links.
  • Recurring billing and a client portal for easier billing.
  • Legal version includes Trust, LEDES and conflict checks
  • Simply the best "billing only" system available
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How many hundreds of times have you searched your computer inside and out for a document or email that YOU KNOW IS THERE, but you just couldn't find it? How much time have you wasted doing that? With NetDocuments, when you save a document, email or attachment, it is assigned a 'profile" that tells you about this item, and it allows you to search for that item in many different ways. NetDocuments automatically files emails, conversations, and attachments by date, sender, creator, matter, content, and more (user definable) with the power of AI.....all with a single click. Even link your Outlook or Gmail to instantly access all the enhanced organization, email filing, document management, and search features of NetDocuments. NetDocuments is simply the best legal document and email management system with version control, auto-profiling, VERY powerful search features, and a cloud-first experience that lets you easily find, organize, manage, and collaborate on documents from anywhere. Using NetDocuments will change the way you look at documents - you will never misfile, misplace or lose something, and it will ALWAYS be found! The profile created when you save the item, coupled with the powerful search capacity, leaves no where for an item to hide! You will ALWAYS find it!
SOME FEATURES
  • Cloud-based document management
  • Find exactly what you’re looking for in seconds
  • Tailored to meet YOUR needs
  • Built for security, scalability, and compliance.
  • Turn complex processes into automated workflows
  • Always keeps documents secure in NetDocuments.
  • Data loss prevention and more.
  • Maintain strong ethical walls
  • Granular access controls
  • Only authorized users have access to confidentials
  • Added layers of security with encryption keys
  • Automatically classify sensitive content
  • Automatically apply security policies
  • Alert administrators to security threats in real time.
  • Prevents confidential information from being shared
  • OCR digitizes all your content so it’s searchable.
  • Uses AI to instantly get faster and richer metadata.
  • Extensive help and knowledge base reference
  • Call for a no obligation demo of NetDocuments