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Legal
Teams: Coaching for Success or Managing for Survival?
Compliments of: Nancy Byerly Jones, Attorney and Leadership/Management
Consultant
I often quote a former practice advisor for the Law
Society of Alberta, Paul McLaughlin, whom I heard say
that all receptionists should be viewed as "Managers
of First & Last Impression." I could not agree more
as our receptionists are the first to greet visitors
in person and by phone. Their marketing "hats" are huge
when you think of the positive or negative impact they
make on behalf of an office to the public...
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Saved
E-mail Attachment Preferences in Amicus Attorney 7
When an e-mail is saved that includes an attachments
these can be viewed from the e-mail itself, either from
within the Communications on a File or Person record...
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more
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Print
Preview Feature in Amicus Attorney 7
Amicus
Attorney 7 now allows you to perform a print preview before
you print out something you may not need or like. This also
gives you the opportunity to print in either portrait or landscape
mode, as well as choose shrink to fit so that your data can
fit on one page...
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Time
- Reviewing Your Performance for a Month
You
can look up all your posted and unposted Time Entries
for a particular month. The Monthly view in the Time
module is similar to the Month view in the Calendar
module, except that instead of your To Do's and Appointments,
it lists your posted and unposted Time Entries in each
day...
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more
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Posting
Time Entries
When
you are satisfied with your Time Entries for a particular
day, you should post them to your accounting system...
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Journal
Entries
Use
the Journal Entries program to post transactions such
as interest, bank charges or year-end adjustments to
your general ledger accounts. Journal entries don't
affect client files. Journal entries should consist
of an equal debit and credit...
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