Author: Chelsey Lambert

Mistaken identity! The difference between a CRM and a Case Management System.

You may not know this, but my background includes quite a bit of sales experience. When speaking to attorneys about technology, I often hear. “What’s a CRM, isn’t that what a case management system does?” To which I reply, “No, not really.” A vague answer for a vague question. The following post is aimed to shed light on a very confusing gray area of functions when shopping for a case or practice management system.  First you must understand what each tool was built to accomplish. To do this, let’s focus on the two distinct areas of a law firm....

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Smokeball Review – A Practice Management Powerhouse of Tech & Time Recording

If you’re in the market for a practice management system, you are probably overwhelmed with the growing list of solutions to choose from. There are quite a few things to know about this relatively new, but fast-growing provider to help you understand what separates Smokeball from the rest of the pack. First, full disclosure. I had the great pleasure of serving as the Vice President of Marketing for Smokeball for two years. During which time, I watched this product mature from its early beginnings to the serious contender in the case management marketplace that it is today. Smokeball’s intention:...

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Trial3D Review – A Litigation Attorney’s New Trump Card

We’ve all watched the TV Law Drama shows, with somber lead in music, and over-exaggerated outro’s. No matter what your guilty pleasure of choice is, CSI, Law and Order, Suits or the often-ridiculous ramblings of Ally McBeal they all have one thing in common. Complicated, flat, and uninspiring courtroom exhibits. Which may not seem like a big deal to those of us watching from the outside. But… to the victim or defending attorney, their life, business, or reputation depends on how well those assets can tell a story. When CEO and Co-Founder, Jabez LeBret first told me about Trial3D...

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The Number One Investment in Technology You Need to Make Right Now

You can buy all the technology in the world but if you don’t make this one investment, every dollar you spend will be wasted. You will be frustrated, and for most, head back into the marketplace looking for the next big thing. Only to go through the same painful cycle of implementation and failure again. I learned this lesson from training lawyers how to use technology to run their business, execute marketing campaigns, and build client relationships. To see value and a return from the technology you purchase it comes down to your investment of one thing. COMMITMENT There...

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LINC by Legalinc Review – Private Label a Business Law Cash Machine

Online business formation sites, and dozens of other providers have been “stealing” business from law firms for years. First… this is a fallacy. Lawyers just haven’t been given an entry point into the same service model that is easy to implement with an attractive enough margin. Enter, LINC. What is it?  When a consumer files for an LLC, S Corp, C Corp, Inc, or any other business formation there are a series of forms to complete, articles to file, and deadlines to adhere to. LINC gives attorneys the ability to not only re-sell the same packages as the online...

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Chelsey Lambert

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