[WSBARP] Billing and Accounting Software

Wed Dec 9 15:13:07 PST 2020

Hi Chris,

We’re pretty happy with Clio Manage. We also use Clio Grow to track leads and push automatic e-mail notifications to clients. Clio has a lot of integrations, so if you add LawPay you’ll get automated credit card processing; integrate Quickbooks Online and you’ll get automated bill and payment syncing into your P&L, etc.
You might want to check out the reviews on Lawyerist, they list out 20+ options: https://lawyerist.com/reviews/law-practice-management-software/
If you want help sorting through the options, you can schedule a free call with the new WSBA Practice Management Advisor, Margeaux Green. https://www.wsba.org/for-legal-professionals/member-support/practice-management She should be able to explain some of the pros/cons. There’s some helpful information on that site as well.

Say hi to John Yip for me! I miss his calm demeanor around the office. Feel free to reach out if you have some questions, I am an admitted legal tech nerd.

Best,
Nick

Nicholas Pleasants
Owner

[(Logo) Pleasants Law Firm]<http://www.pleasantslaw.com/>

Pleasants Law Firm, P.S.
2300 130th Ave NE, Suite A-101
Bellevue, WA 98005-1755
(425) 615-7070 tel/fax
nick at pleasantslaw.com<mailto:nick at pleasantslaw.com>
www.pleasantslaw.com<http://www.pleasantslaw.com>
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From: <wsbarp-bounces at lists.wsbarppt.com> on behalf of Dalynne Singleton <dalynne at glgmail.com>
Reply-To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Date: Wednesday, December 9, 2020 at 2:58 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] Billing and Accounting Software

My firm uses Practice Panther and I really like it.  Used to use Quickbooks and Abacus but this is far better and developed by attorneys.

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website:  www.glglawgroup.com

As we face the challenges presented by COVID-19, we have limited staffing in the office to maintain critical functions. Attorney/client meetings will be handled by teleconference or virtually whenever possible.  Be assured that we will continue to advise & support our clients throughout this health emergency.  If you would like to set a telephone conference, please email my paralegal theresa at glgmail.com<mailto:theresa at glgmail.com> or dara at glgmail.com<mailto:dara at glgmail.com>.

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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Chris B
Sent: Wednesday, December 9, 2020 2:19 PM
To: wsbarp at lists.wsbarppt.com
Subject: [WSBARP] Billing and Accounting Software

As of the first of the year, we are starting a new lawfirm.  The current firm is using PCLaw, which seems to be dead (or at least dying).

So, since we have the opportunity to set up a new system, what do you folks recommend?

Just to put it in context, we will be a 4 attorney firm, so we are looking for something scaled to the smaller end of the spectrum.

Any and all suggestions on what to use (or what to stay away from) are appreciated.

Chris Benis
Hecker, Wakefield & Feilberg, P.S.
321 First Avenue West, Seattle, WA  98119
206.447-1900 office – 206.447.9075 fax – www. heckerwakefield.com

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