The Challenge
Attorney Jay Friedman did not want to abandon QuickBooks, Outlook, and Word to use an all encompassing legal practice management software for his law practice. He wanted to stay with software that he knew and valued. He did not want bloated software or practice management tools that he knew he wouldn’t use.
Still, Jay wanted all the functionality of a practice management software. He needed to figure out how his financial workflows and document/ case management software would integrate. He wanted the anti-practice management software. Could everything be stitched together?