Halpern & Associates’ Technology Assessment process examines all aspects of a firm’s existing technology management, whether in-house or outsourced. The resulting report covers:

• Inventory of software licenses, contracts, and in-service dates
• Current spending on hardware leases and software subscriptions
• Evaluation of IT team to assess knowledge, responsiveness, customer service skills
  • Evaluation of the ticketing system to determine
  • Users’ most common questions
  • Speed of ticket resolution
  • Assessment of end-user skill sets as a basis for ongoing training:Skills required for each role within the firm
  • Areas for group training
  • Areas for individual coaching
• Recommendations for aligning technology with business goals, increasing efficiency and reducing frustration

Call today to request a technology and skills assessment for you firm.

Many firms schedule monthly or quarterly sessions to deliver short, focused training seminars. These combine a presentation with group discussion to ensure that technology usage aligns with firm policies and procedures. At the end of each session we present a summary of topics and issues covered, thus building the firm’s institiional knowledge. Issues we address include:

•  When attorney time is so valuable, how can a firm afford to send people to classroom training?
• What learning tools are available?
• How can we measure results?

Contact us to request a custom-designed training program today.

A Texas law firm asked Halpern & Associates to help them identify the best Table of Authorities tool for their firm. The criteria were:

• It had to be easy to learn and remember, because it would only be used once or twice a month.
• It had to provide meaningful results and easy-to-use reviewing tools, since Tables of Authorities always need to be inspected before they’re finalized.
• It had to be fast. Tables of Authorities are usually created at the last minute, and the software had to make the process is speedy and smooth as possible.

Using an 80-page sample pleading provided by the client, Halpern & Associates:

• Identified the best tools on the market
• Compared their features and benefits
• Guided the group discussion that led to the final purchasing decision

When you’re not sure what tool to use, Halpern & Associates can give you expert perspective.

Because ProLaw serves both front and back-office users, upgrades can mean major upheavals. Several mid-sized law firms have relied on Halpern & Associates to help update ProLaw installations that have been in use for over 15 years. As part of the upgrade to 2017, these firms needed to update their 300+ document templates, and re-design all their administrative reports using the new SSRS reporting language.

Halpern & Associates has the necessary skills to ensure that document assembly of ProLaw data runs smoothly and accurately, and that reports show the level of detail required in a readable format.

Call today for a quote for your ProLaw customization project.

Clio, the web-based Case & Practice Management system, contains powerful document assembly tools, but to be effective they require customization. A small estate planning practice hired Halpern & Associates to perform an in-depth workflow analysis. We used that insight to design a series of intake forms that feed into both Clio’s client relationship management system and into the construction of form documents, ready for customization in Microsoft Word.

If you’re tired of struggling with boilerplate language that doesn’t reflect your firm’s practice, or entering data manually into several different systems, call for an estimate.

Halpern & Associates partners with the administrative team to create detailed, persuasive presentations on what to invest in and why.

Too often, a firm’s technology strategy is “spend as little as possible.” In fact, we’re able to demonstrate how strategic investments pay off quickly when they provide efficiencies and ease of use. The challenge is identifying which technologies offer real pay-offs, and ensuring that upgrades occur regularly, instead of waiting for a crisis.

When you’re ready to chart a new direction, contact Halpern & Associates.