[WSBAPT] Practice Management recommendations/warnings

[Christie Martin]

Clio

________________________________________


Christie L. Martin | Martin & Richards, LLP
Attorney at Law




B: 503-444-3449



C: 503-545-9199



F: 360-637-0300






On 1/29/19, 7:42 AM, "wsbapt-bounces at lists.wsbarppt.com on behalf of Sarah Jael Dion" <wsbapt-bounces at lists.wsbarppt.com on behalf of sarah at dionlaw.com> wrote:

    Does anyone have either recommendations or warnings with respect to practice management software/platforms? I am 80% estate planning and 20% probate, and I am a solo practitioner. I need to move my practice data to a web-based system for automation of some tasks and to facilitate hiring assistance. I’d be very grateful for words of wisdom from anyone with experience using a web-based practice management system. 
    
    Thanks for your input (and patience, as I am sure this has been discussed previously)!
    
    Sarah Jael Dion
    
    Dion Law PLLC
    206-550-4005
    sarah at dionlaw.com
    
    This message is private and may contain privileged communications. If you are not the person for whom this message is intended, please notify me immediately and delete the message. Please do not copy or send this message to anyone else. 
    
    
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