CRM Record-Level Integration - Critical to Your Customer Relationship Strategy
There is no question as to the importance a solid CRM application plays in a firm's overall business strategy. But just having the best-of-breed CRM app doesn't mean that you've connected all the dots in the end-to-end customer experience. Having your CRM integrated at the record level with your client-specific data will enhance not only the interactions with your clients, but also aid in predictive up-selling and retention initiatives.
What is a Legal Practice 2.0?
Do your friends call you a "techno nomad" or a "21st century minimalist"? If all you need to run your legal practice is any web enabled device, than you've probably been labeled by one of these terms. You see, in the 90s, the prevailing trend was bigger is better: bigger cars, bigger hamburgers, bigger houses and bigger technology. But with a downturn in the economy, more fuel conscience consumers and the rise cloud computing, consumers and businesses alike are learning how to do more with less, including their technology needs.
Legal Technology in the UK: Q&A With Jason Plant
This week I discussed the current trends in UK legal technology with Jason Plant, who is an IT manager at a large UK law firm and also writes a popular legal technology blog titled No Option for Law Firm!.
Q&A With Bill Winterberg on Technology for Financial Advisors
This week I had a good discussion about technology for financial advisors with Bill Winterberg, one of the most technology forward minds in the Financial services market.
Are Cloud Security Worries a Thing of the Past?
Has the world been rid of its cloud computing security concerns?
Turn Your PC Into A Global Network: Part II for Financial Services
Part I: SaaS for Lawyers; Part II: SaaS for Financial Advisors; Part III: SaaS for Accountants With SaaS technology, the PC can be made to serve as a global network. Today, in part 2 of a 3 part series, we will discuss how financial advisors and broker dealers can reduce hardware costs, decrease their carbon footprint, increase mobility and enable collaboration with clients while providing SEC and FINRA compliance through cloud computing and SaaS.
Turn Your PC Into A Global Network: Part I for Lawyers
Part I: SaaS for Lawyers; Part II: SaaS for Financial Advisors; Part III: SaaS for Accountants JFK's goal was to send a man to the moon; Bill Gates wanted to put 'information at your fingertips'; and Sun Microsystems claimed that the computer was the network. JFK's dream was realized by Neil Armstrong, Bill Gates's dream has been realized by the iPhone and Blackberry, and Sun Microsystems dream is now truly being realized by anyone with a Facebook, Pandora, or Google account through cloud computing and SaaS.
Quintec International Becomes NetDocuments Channel Partner in the UK for Cloud-Based Document Management Service
Quintec International has become a primary UK Business Solutions Partner and Authorised Training Centre. Since its inception, Quintec International has worked with law firms, corporate legal departments, government, insurance and financial institutions providing specialist consultancy in multi-layered collaborative environments, including document and content management systems, and advanced network monitoring, control and security software.
Virtual Lawyer Moves to the Cloud - Case Study
James Linehan runs a solo law firm in Oklahoma City. He is a pioneer in legal technology and has been running a virtual paperless firm for over 10 years. With the emergence of cloud technologies, James has eliminated his need for servers and software and now runs his practice from the cloud.