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1 2018 © AppFolio, Inc. Confidential.

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2 2018 © AppFolio, Inc. Confidential.
Rebooted:
Rebuilding Your Law Firm Process Management by
Investing in a Law Practice Management System
(Wow. That title is stupid long.)

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3 2018 © AppFolio, Inc. Confidential.

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4 2018 © AppFolio, Inc. Confidential.

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5 2018 © AppFolio, Inc. Confidential.

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6 2018 © AppFolio, Inc. Confidential.
About Our Presentor

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7 2018 © AppFolio, Inc. Confidential.

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8 2018 © AppFolio, Inc. Confidential.

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9 2018 © AppFolio, Inc. Confidential.

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10 2018 © AppFolio, Inc. Confidential.
What If . . . ?

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11 2018 © AppFolio, Inc. Confidential.
The Case for Case Management
• Client Communications
• Paperless Office
• Workflow
• Billing and Collection
• Projecting Revenue

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12 2018 © AppFolio, Inc. Confidential.
Client Communications
• Notifications
• Client Portals
• Client Information
• Case Timeline
• Case Closed

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13 2018 © AppFolio, Inc. Confidential.
Paperless Office
• Electronic Document Storage
• Email Storage
• Client Portals
• Naming Conventions
• Data Backup

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14 2018 © AppFolio, Inc. Confidential.
Workflow
• Task Lists
• Assignments
• Reduction of Simple Errors
• Reduction of Meetings
• Training Tool

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15 2018 © AppFolio, Inc. Confidential.
Billing and Collection
• Online Timers
• Invoice Creation
• Accounts Receivable Management
• Online Payments
• Trust Accounting

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16 2018 © AppFolio, Inc. Confidential.
Revenue Projection
• Reporting, Trends
• Reporting, Granular
• Accounting Program
• WIP
• Revenue Goals

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17 2018 © AppFolio, Inc. Confidential.
Getting to Buy-In
• It’s a Team Effort
• Policies & Procedures
• Don’t Fear the Downturn

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18 2018 © AppFolio, Inc. Confidential.
It’s Never Too Late
#BillsMafia

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19 2018 © AppFolio, Inc. Confidential.
Questions?
Ask Us Anything!
Who are all these shadow people?!?!