The Basics of Online Practice Management: A New View into Case Information Out of Stock

 

Law Practice Management (LPM) Webinars

 

It’s hard to believe that lawyers have had access to online practice management programs for 15 years or more. One of the significant innovations in these  web-first programs compared to their traditional, desktop-based rivals is offering everywhere-access for case look-up, document access, and new features like client portals, where people outside the firm can see and interact with their own client file. Of course, the firm remains in control of who can see and modify what. But, just as the word “car” means everything from an econobox to a luxury sedan, different products offer different features. This seminar walks through the key features of online practice management, how they work, what you can use them for, and compares different vendors’ products.
 
 
CBA-CLE and CBA have partnered with Affinity Consulting Group to bring free law practice management and technology-related resources to members and passholders. Affinity Consulting Group specializes in strategic technology and management solutions for law firms and legal departments of all sizes. Find out more about the law practice management resources, access past webinars, and sign up for upcoming webinars.
 
Upcoming webinars:
- February 26, 2025 – AI As Your Associate: Legal Researching with Artificial Intelligence
- March 12, 2025 – Creating a Client Intake Form
- March 26, 2025 – It’s Time for a Change: Superior Methods for Drafting Complex Legal Documents
 
 
CBA-CLE will email webinar access information 24-48 hours before the program.
 
Home studies will be available 2-3 weeks following the live program.
 
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
 
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
12:00 – 1:00 pm
The Basics of Online Practice Management: A New View into Case Information
Presented by Jeff Krause, Esq., Affinity Consulting
 
  •   Standard Price
    $75.00 USD
  •   Member Price
    $0.00 USD
  •   General Credits
    1.00
  •   Ethics Credits
    0.00
12:00 – 1:00 pm
The Basics of Online Practice Management: A New View into Case Information
Presented by Jeff Krause, Esq., Affinity Consulting
 
Click to Add to Cart or Visit Fastcase

To access the PDF:

1. Log in to the CLE Dashboard.

2. Scroll down until you see DASHBOARD-AT-A-GLANCE.

3. Click on the BOOKS tab and find the title.

4. Click on the book icon labeled Download. The product will download as a zip file.

How to open the Zip file:

1. Save the downloaded .zip file to your hard drive

2. Right click on the file and select Extract All – this will open an extraction wizard.

3. Click Next and then select the location to extract the files to on your computer.

4. Click OK.

5. Click Next to begin the extraction process.

6. Click Finish when complete.

7. You will now have a folder on your hard drive containing a PDF version of your book and, if applicable, a folder with Word and PDF versions of the accompanying forms