Tag Archives: law office software

The Trip To The Cloud Doesn’t Have To Be Scary

We have loyal Easy TimeBill customers who’ve been with Easy Soft for many years. They’ve used our attorney time and billing software from version to version. Nowadays when it’s time to upgrade the software or renew a license they can choose to continue using the desktop version or to convert to the cloud version, but some are hesitant to move away from the traditional desktop software. We can assure you the transition to cloud software is easy.

We’ve posted about security before but it bears repeating: the cloud version of our legal practice billing software is as safe as or even safer than the desktop version. Data security is important in any industry but nowhere as much as in legal practice. Sensitive client files are stored in state-of-the-art datacenters protected against unauthorized intrusion by the latest data security technologies.

However sometimes resistance to change isn’t due to big things like security. It’s due to little things like familiarity. Attorneys who have used the same law office software for years don’t want to change to something new. They know how to use it. They know where all the buttons are, what all the menu options do, which data field is which. Learning new software takes time and increase the chance of making errors.

That isn’t a concern when converting to our cloud software. Put the desktop and cloud versions of Easy Soft legal billing and accounting software side by side and they look identical. The differences are inside, “under the hood” so to speak. A firm could switch the entire office over to the cloud version without telling people and odds are nobody would even realize there had been a change. The only real difference is the computer need to have an internet connection to use the cloud version but what computer doesn’t?

Not only is switching over seamless but it’s actually even easier than running the desktop version. We ensure the software is always up to date so our cloud customers don’t have to worry about downloading and installing new versions. Since attorneys can use the cloud version from tablets as well as desktops, they are no longer chained to their desks or even their laptops. That flexibility is important in today’s fast-paced world.

Some people prefer desktop time and billing software and that’s fine with us. We maintain and support both versions to give our customers choice. However, if you’re ready to try something new, then contact Easy Soft at 800-905-7638 to start your trip into the clouds.

Posted by Rick Kabra on January 14, 2013 in Legal Billing, Legal Software, Legal Technologies | Comments Off
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Case Management Keeps You From Becoming A Basket Case

Real estate professionals have to be prepared to juggle multiple clients, treating each one as the most important person in the world. Tracking the details of each deal can be impossible unless you use real estate closing software to manage all your cases.

Open the case management module in Easy HUD by clicking the “Tools” menu and selecting “Case Management”, or by pressing “Ctrl-M”. This opens up a list of all purchases and refinances being handled by your agency. At a glance you can see important information like the property city and the closing date for all current cases. Click on any case to bring up the task list and see how the case is progressing.

A case list is only as good as its most recent update, so you’ll be glad to hear that the database updates automatically. Every time HUD forms are saved, the software writes the latest case information to the list so you have the most recent data on display. If you are using the software over a network, then users can see a shared case list that documents every case being handled by the agency.

Once the sale or refinance is complete you don’t want the information to clutter up the current case list. Click the “Inactive” box on the right side of the case listing and the property will no longer be displayed among active cases. If you need to review inactive cases, use the dropdown labeled “Show” to list all inactive cases, or all cases regardless of active state.

It can be difficult to find a specific client if you handle a lot of transactions, especially if it’s an old, inactive case. You can sort by column or use the search function to find cases by buyer, seller, city, closing date or case creator. You can search for exact matches or, for example, for all cases closed before or after a certain date.

The print function makes it easy to generate an inventory report so you can track the status of all outstanding cases and ensure nothing falls through the cracks.

Proactive HUD 1 closing case management optimizes company time and maximized profits. Contact us for more information on how Easy Soft law office software automates and simplifies real estate transactions.

Posted by Rick Kabra on November 9, 2012 in Legal Software | Comments Off
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Easy Soft Makes Everything Easy, Even the NJ Case Information Statement

A little bird over in Technical Support whispered in my ear that your pre-purchase question is whether our software will help you get better results for your client relative to the NJ Case Information Statement .

Let’s try a little art of persuasion on the NJ CIS , shall we?

As we know, the NJ Case Information Statement is long, detailed, and important to the outcome of the case – “we” being are the software vendor and the lawyer; not the person who is the party to the divorce.

What clients know is that they haven’t been managing their finances, don’t want to know how little they own and how much they owe, and maybe don’t even want to get a divorce. Clients are almost certain to become defensive and resistant to your efforts to get them to provide all the financial information that you need to complete the Case Information Statement .

With Easy Soft’s CIS NJ software, you can start your conversation with your client by e-mailing them a questionnaire that is pre-loaded into our software. Clients can spend a day getting financial papers together and filling in the Case Information Statement . Then, clients can send the questionnaire back to you, along with .pdfs of any supporting documents.\

If you need more information, for example to compute any New Jersey Child Support requirements, you work back-and-forth with your client, continuing to use the questionnaire. This interactive approach is so easy, you’ll wonder why you ever struggled without Easy Soft’s CIS NJ software.

As a back-up plan, if your client still doesn’t provide what you need, you can also use our Case Information Statement software as an outline for a highly productive client office meeting. Have your client come in and talk your client through each one of the screens for assets and liabilities, family information, and income and budget information. Print out the draft Case Information Statement for your client to take home. Then schedule your client to come back in a manageable time frame with additional information.

This ease of use with your clients and technical capabilities are features that you’ll find in all of our Easy Soft legal software products. All of our Easy Soft law office software is easy to download, easy to start using, and easy to fully utilize. And, if for any reason, you don’t find it easy, our Technical Support Staff will answer your questions at no additional charge for the first year after your purchase.

Whether you’re practicing in NJ or anywhere across the US, find out why Easy Soft is the best legal software for you.

Posted by Rick Kabra on June 13, 2012 in New Jersey Family Law | Comments Off
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Meet the Smiths – Part 2: Preparing HUD forms

It’s another typical day at the office. Mr. Smith, recently divorced, is now selling the home you had distributed to him, so that he can move into a bigger house with his second wife.

You know that you will be preparing HUD forms. To make your real estate practice profitable for routine house closings, you need Easy Soft’s HUD software. Our real estate closing software will help you and your paralegal efficiently prepare the HUD settlement statements, including payouts, prorated taxes and utilities, and transfer taxes. With so many house closings being done on a fixed-fee basis, efficiency in document production is the key to increasing your profitability.

Working with our HUD softwarebegins with the client intake information. Even though there are numerous forms to complete, when you use Easy Soft real estate closing software to prepare your HUD forms and other forms, you simply input client information once. In fact, you can open a new client file and use the screen questionnaire as the agenda for your client meeting. One more click of your mouse and our HUD software automatically populates more than 200 closing documents that are pre-loaded into our software package.

We know from working with our Easy Soft clients – more than 15,000 of them – that our software products are effective at increasing profitability for routine house closings because it is designed for everyone to able to use it. The attorney, the paralegal, and the secretary. Our HUD software screens breaks down each piece of necessary information into simple fill-in fields and pull-down boxes. All math calculations are performed by the software program; no calculators or spreadsheets necessary. And, if you discover a data input error, simply correct it in the original computer screen, and all corresponding forms will be immediately corrected.

Whether you are the attorney for the seller or the attorney for the buyer, our HUD software can be paired with our trust accounting software. Each escrow account you open for a client transaction must be separately documented and Easy Soft’s Easy Trust software does just that. You simply input client information, bank information, and any escrow agent information, and then balance each escrow account as monthly bank statements are received.

Get your clients through routine real estate transactions with ease, using Easy Soft.

Posted by Rick Kabra on May 22, 2012 in Real Estate Closing | Comments Off
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Easy on Those Forms for Divorce Settlement

Easy Soft family law software is designed to help attorneys, regardless of skill level, from a new attorney to a mid-career attorney to an experienced attorney, and one of the best features is the form library included with each program that helps you fulfill your filing requirements in divorce cases.

For attorneys just starting out in matrimonial and family law, Easy Soft’s Divorce Financial Software means you don’t have to struggle with a blank sheet of white paper and a statute book.  Our legal software will guide you through input of basic case information to populate repetitive fields in mandatory forms.  It will produce entire sample documents to get you started.  And it is organized to encourage new attorneys to point, click, and learn by browsing through the library of documents.

If you are a mid-career attorney and perhaps you even already use a competitor’s program, we invite you to download a sample of Easy Soft’s law office software to take it for a test drive.  When you have many cases to work on, core efficiencies help increase your bottom line and reduce the risk of error.  You might want to partner our family law software with our law office billing software and our attorney trust accounting software to experience just how much impact Easy Soft can bring to your bottom line.

Why switch over to Easy Soft family law software if you are an advanced practitioner?  To make your job even easier.  You can add your own documents to the Easy Soft program library and insert the commands to have those documents populate from our one-entry central information screen.  And, you might have noticed that because your documents are so customized, you sometimes forget the basics.  Using “Divorce Financials Software” to automate your approach will ensure that critical provisions appear in every document, every time.

Easy Soft is a dedicated legal software company with more than 21-years of experience and more than 15,000 clients.  Each of our products can be explored on a free trial basis and purchased with a 30-day money-back guarantee.  Every program also comes with 1-year free technical support.

Posted by Rick Kabra on April 12, 2012 in Legal Software | Comments Off
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To Trust or Not to Trust? – Trust accounting

To trust or not to trust may well be a question as serious for attorneys as Shakespeare’s famous “To Be or Not to Be.”  In the words of the New Jersey Rules of Professional Conduct: “The knowing misuse of trust funds by an attorney will almost invariably result in disbarment.”

At Easy Soft legal software company, we understand the essential principles of legal bank accounts and bookkeeping.  We know that you need a business operating account that is separate from your Interest on Lawyers Trust Accounts.  We understand that having to balance two bank accounts each month causes anxiety, particularly if the IOLA account contains deposits from several clients or from one client on several matters.

What we also know at Easy Soft is that automated processes reduce the risk of human error.

With our suite of law office software, you can run your operating account, write checks for routine expenses, enter deposits, and reconcile the computer entries against your monthly bank-issued statements.  With our legal software, you can also make deposits to your IOLTA account, separately designated to the individual client, and maintain a running log for each client, even though the deposits are aggregated.  Likewise, with Easy Soft legal billing software, you can write checks from the IOLA account for appropriate expenditures and payments to the firm, and you can reconcile the monthly bank statement to the computer entries.

Easy Soft’s attorney billing software also contains built-in features to try to stop you from making math mistakes before they happen.  If you try to write a trust account check for a client invoice that exceeds the client’s own balance, “Trust Accounting Software” will instantly show a computer alert.  This alert within our legal software is an important feature to try to stop you from mistaking the account total balance for the individual client balance.

Here at Easy Soft, we’re not just asking you to take our word for it that our legal software is the best legal software on the market.  One of our customers, Attorney Jason Flynn, offered this recommendation:   “My firm would not function properly without the assistance of Easy Time Bill and Trust programs.”

Properly used, with Easy Soft’s legal billing software you will neither a borrower nor a lender be and, from trust account worries, you will be free.

Posted by Rick Kabra on April 11, 2012 in Attorney Trust Accounting | Comments Off
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