r/solofirm

▲ 6 r/solofirm+2 crossposts

Serving as a reference for a California moral character and fitness application

Has anyone served as a reference for a California moral character and fitness application?

What types of questions do they ask?

How many questions do they ask?

Do they follow up with additional questions based on the answers?

Do they contact you by phone or email?

reddit.com
u/coffee_piano — 5 days ago
▲ 140 r/solofirm+1 crossposts

Dear Clio: Please stop with the pop-up ads while I am trying to work.

And I mean the ads that pop-up when I am actually using your product, logged in to my paid account.

And enough with the spam emails.

I am sure I am not the only one tired of this.

reddit.com
u/BuckyDog — 13 days ago

Looking for cheap practice management software

Hi all,

I launch Q3 last year and I'm sitting around 38-40 clients now. I have been operating off an excel spreadsheet. I'm thinking about getting a management software and would like some suggestions that are not too expensive. I try to run a fairly lean shop. Also my clients are not all "high touch."

Am a crazy for not having this already? Or, do you think I can manage for a little while longer. I do feel like the system I have right now works just fine...so IDK. Thoughts?

reddit.com
u/Gold_Junket1119 — 10 days ago

Experience with Bank of America IOTA accounts

I initially went to BOA to open my IOTA account when I started my firm in January. It was a shit show. Three different branches couldn't figure out how to open one (yikes). I opened one at a small local bank, which turned out to be a mess. My family has used BOA for years, so it would be easier to have all accounts in one place, so I'm considering switching (I found a competent business banker who can help). Anyone have good/bad experiences with BOA? Thanks!

reddit.com
u/magenta_thompson — 12 days ago

Anyone else lose billable time because you forgot to log it right away?

I'm a software developer who built a tool after seeing how much time attorneys lose to billing admin. You tap record, describe what you did in plain English, and it formats a clean billing entry. Built on top of Clio.

Looking for a few solo/small firm attorneys to try it free and tell me what's wrong with it. No commitment, no pitch. DM me if interested.

reddit.com
u/Brave_Neck993 — 13 days ago