You have purchased Abacus Law and you don’t know how to use it, or how to implement it into your legal environment. Follow these steps and you’ll not only have Abacus Law running smoothly using efficient legal office procedures, but you’ll be the office hero!
STEP 1 – PREPARE AN EFFECTIVE CLIENT IN-TAKE SHEET
Most firms that want to use Abacus Law properly need to organize their client in-take procedures. By doing so, the firm is guaranteed that Abacus Law will operate efficiently.
Organizing client in-take procedures requires that firms analyze their client in-take sheets, billing entry procedures, records management, and document production and management. Since these procedures rely heavily on the client in-take sheet, an improperly prepared one can bottleneck the flow of information.
Not all firms have complex client in-take procedures, and some firms will use Abacus Law only for simple calendaring. Whether a firm uses Abacus Law to track client, matter, document or event information, setting up an efficient client in-take sheet is the FIRST STEP in implementing Abacus Law in a legal environment.
After the in-take sheet is completed, Abacus Law is modified to accommodate the in-take sheet. Information is stored exactly how the firm uses it.
We have prepared several client in-take sheet samples. Please use these samples to create or update your firm’s client in-take sheet. The samples are organized by area of law.
After you have drafted a working model of a client in-take sheet, call us at 510-882-1920 to schedule an initial consultation. During the consultation, we’ll discuss the in-take sheet and address any possible problems. We will also plan the best method of implementation, training and support.