Page 19 - June2019_BarJournal

SOLO & SMALL FIRM

redactions, text searches, and many more attorneys can respond to matters as needed, I wish you the best as you incorporate these
operations. One really great feature allows without necessarily getting pulled into long ideas into your practice.
the user to electronically sign a pdf and conversations. I recently tested WhatCall by
return it to the sender. The app simply turns dialing both a business landline and a mobile
the phone to the horizontal orientation and phone. Both calls went directly to voicemail. Christopher Greene is a solo
the user signs the signature with one finger. I hope these tips will assist in the practitioner focusing on estate
This process eliminates the need to do the organization of your practice. Many of planning and probate matters.
cumbersome print, sign, scan, and email the tips I learned at TechShow are not Chris has been a CMBA member
back routine. PDF Expert even has custom groundbreaking ideas or procedures that since 2016. He is licensed to practice
stamps to mark a document as a draft, require complex coding. Admittedly, I in Ohio and Florida. He can be reached at (330)
confidential, etc. This app is extremely easy wouldn’t have thought of them on my own. 421-6861 or chris@medinaestateplanning.com.
to use and comes with a nicely indexed
instruction manual that is accessible within
the app. Everyone will want to use the many
features in this app.
For attorneys who haven’t yet completely
embraced the idea of keeping track of
documents and files electronically and on
mobile devices, there is an important reason
to start doing so. It’s much easier to find
information within electronically stored
files. I once heard a story about an attorney PARTNERS IN
who thought opposing counsel was taking
a witness astray in a deposition. Because PHILANTHROPY
this attorney had all of the documents on
his iPad in a searchable format, he was able
to quickly find the needed information and The Jewish Federation
get the deposition back on track. Maybe the of Cleveland treasures its
attorney would have found the information partnership with professional
he needed in 1,200 physical pages. Maybe advisors in achieving their
not. The ability to electronically search text clients’ philanthropic goals.
certainly saves time and aggravation. Our staff has decades of
Beyond the programs that attorneys
use to draft and manage documents, there expertise in structuring
are a number of practice management charitable plans to meet
software programs that are designed for almost any interest. Contact
solo practitioners and small firms. These us for a consultation or
programs can easily assist attorneys with illustration. We look forward
several aspects of firm operations. One to working with you and
program automatically tracks time spent your clients to help make the
drafting in Word and Outlook. Another world a better place, today
program has a portal that allows clients to see and tomorrow.
all documents that the attorney has drafted
for a particular case. When considering a
practice management software, take a look at • Donor Advised Funds
the ABA Practice Management Buyer’s Guide. • Family Foundations
This guide currently compares 17 different • Legacy Giving
practice management software programs. Use • Annual Giving
this guide and the software companies’ free
trial periods to find the best program for your
firm and your clients’ needs.
There is one additional app suggestion
that I know most attorneys will appreciate For more information, contact
— WhatCall. This app is designed to do Matthew A. Kaliff, JD at 216-593-2831 or
something that people have long hoped e-mail mkaliff@jcfcleve.org.
an app will do — take a call straight to
the recipient’s voicemail. With this app,
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