Building A Law Firm

AOL 134: How I Use Insightly for Law Firm Project Management

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Sinopsis

If you are starting a law firm or have owned a law firm for any significant amount of time, you’ve probably considered using project management software to help make managing your law firm easier. I know I have. The hard thing is, when you look around, there are a ton of different options out there, and it’s difficult to know which is good and which is bad. I can’t speak to all of the other options out there, but today I’m going to tell you not just what I use - insightly - but how I use it. Law Firm Project Management Needs There is one thing you need to know about me when it comes to technology - I hate using stuff build specifically for law firms. I think it’s too complicated. I think it’s too cumbersome. And I think it’s designed with too many features - they are trying to be everything to everyone, and it doesn’t work. So I look outside of the legal world for my technology, and that’s where I found insightly. Insightly meets the three basic needs I have: Contact management; Lead management; Case