Outlook BCM as Case Management
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The document discusses using Microsoft applications like Outlook and Business Contact Manager for practice management software in a law office. It finds that over 50% of firms currently use Outlook for this purpose. While Outlook alone is not a true practice management system, using it together with Business Contact Manager allows users to link emails, documents, phone calls and calendar events to client matters. This functions as a basic practice management system at a lower price than traditional legal software options. However, it lacks some security, mobile syncing and scheduling features of full practice management software packages.
Outlook BCM as Case Management
- 1. Customized Practice Management for Your Firm Craig Bayer: cbayer@lawot.com Using Microsoft Applications In the Law Office New Orleans August 1, 2008
- 2. Practice Management American Bar Association Technology Survey shows that only 53% of firms use Practice Management Software What was the number one PMS? Microsoft Outlook at a whooping 51%
- 3. Traditional PMS TimeMatters followed with 12% Casemap was 11% - not even a PMS
- 4. What is a Practice Management Software? It is a software package that allows you to create an electronic file and link every: Phone Call Email Document Calendar Event / To Do
- 5. PMS Software cont It also allows you to: Generate Documents Customized Information Create Time Entries Sync Information with a Mobile Device
- 6. Business Contact Manager Windows XP or Later 512 Ram 1 GHZ Processor Outlook 2003 or later
- 7. Is Outlook PMS? NO!!! There is no way to create a matters and link all those pieces of information together.
- 8. Is Outlook with BCM a PMS? YES!!!! You can create Clients (Accounts) and multiple Matters (Business Projects) You can link all your emails, documents, phone calls to a matter You can bill for time
- 9. Matters = Business Projects
- 10. Matter
- 11. Price Standalone Price with Outlook 2007 is $149.95 (Per Machine) Office Professional 2007 price is $499.95 Office Small Business is $299.95 Discounts when using Volume Licenesing
- 12. Legal PMS Prices Amicus Attorney is $699/$599 TimeMatters is $700/$400 PracticeMaster is $295/$150 Outlook with Business Contact Manager is the cheapest solution.
- 13. Features in BCM Phone Calls Emails Documents Calendar Document Generation Customization Mobile Sync
- 14. Phone Calls
- 15. View Phones Calls from a Matter
- 16. Email Tracking
- 17. Document Linking Word 2007 Excel 2007 PowerPoint 2007
- 18. Attaching Documents PDF Documents Wordperfect Documents Pictures Files
- 19. Calendar
- 20. Tasks
- 21. Document Generation Mail Merges are easy with Word Because Business Contact Manager uses an SQL Database, you can pull any information to it.
- 22. Customization
- 23. Smartphone Options Business Contact Manager can only be installed on a Windows Mobile Device No Blackberry No Iphone No Palm Treo Does not support push synchronization
- 24. Other Features Offline / SQL Replication Billing and Accounting Software
- 25. Offline Capabilities Leave your Office and take Database Offline Using the power of SQL Replication you can have your information with you on the go and update over the internet real time.
- 26. Billing and Accounting Software Microsoft Accounting Professional 2008 is $199.95 Office Accounting Express 2008 comes with Office Professional and Office Small Business 2008
- 27. Weakness No Security No Push Sync No Blackberry / iPhone / Windows Mobile All information is shared with everyone No Schedule Chains or Precedents
- 28. Thank You For Listening! Law Office Technology www.lawot.com Craig Bayer (Cbayer@lawot.com)