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Missouri Bar members have two easy ways to get their legal technology and law practice management questions answered by an expert at Affinity Consulting Group. At no cost, members can email their question to an expert or schedule a one-on-one, remote consultation.

Document Management






Practice Management





White Papers

8 Proven Steps to Double your Referrals - Rainmaker 
8 Things Killing Your Law Firm 
A Guide to Marketing Your Law Firm on Facebook - Rainmaker 
Acquire Search Program or DMS
Converting Documents from WordPerfect to Word
Disruptive Legal Technologies
DMS and Paperless Terms You Need to Know
Document Automation Considerations
Document Automation Stumbling Blocks
Establish File Naming Conventions
How to Create a Client Intake Form 
How to Make Your Website the Hub of a Successful Marketing Strategy 
How To Manage Leads And Convert Prospects Into Paying Clients 
Implementation Steps for a Successful Paper Reduction System
Improving Communication with Technology and Policy 
Legal Drafting Methodologies
Making Documents ADA Accessible
Managing Your Documents with a DMS
Managing Your Documents without a DMS
Paper Reduction Strategy
Rules for Template Building 
Sample Client Intake Form 
The Case for Commercial Drafting Systems
The Case for Gold Standards
The Case for Adding Document Assembly Technology to Your Templates
What is Document Assembly
Why Template Building is Critical for All Law Offices

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Checklists & Charts

Document Assembly Tools Comparison Chart 
Document Automation 
Document Management Integrations Comparison Chart
Document Management Software Comparison Chart 
Document Management System Feature Considerations
Document Management System (DMS) Software Evaluation Scorecard
PDF Programs Comparison Chart

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White Papers

8 Things Killing Your Law Firm
Assess Your Practice: Comprehensive Self Audit
Creating a Successful Team Through Training
Develop and Follow Policies
Everything has a Process Part 1 - How to Identify Yours
Everything has a Process Part 2 - How to Improve Yours
Leadership Conundrum
Outlook - Top 10 Tips and Tricks
Process Workflow Worksheet with Sample Workflow.xlsx
Strategic Planning Worksheet

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Checklists & Charts

Email Etiquette
Training Best Practices Checklist

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White Papers

Accounting Guidance for Year End Success
Basic Accounting Information You Need to Understand
Basics of Law Office Time, Billing, & Accounting
Budgeting and Account Management
Client Costs Advanced
Client Trust Funds
Contingency Fee Agreement
Law Firm Financial Reporting
My Accountant Wants Me to Use Quickbooks
Sample Fee Agreements
Self-Audit for Lawyer Trust Accounting
Time vs Value Billing - Shifting the Risk
Timekeeping and Billing Systems

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Checklists & Charts

Cloud Based Time, Billing & Accounting Comparison Chart 
Firm Account Bank Reconciliation Summary 
Server-Based / Traditional Time, Billing & Accounting Comparison Chart 
Time, Billing, & Accounting Feature Considerations
Time, Billing, & Accounting (TBA) Software Evaluation Scorecard 
Trust Account Bank Reconciliation Summary 
Year End Summary Checklist

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White Papers

Practice Management Software Implementation Considerations

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Checklists & Charts

Moving to a New PM System 
Practice Management Cloud-Based Comparison Chart 
Practice Management Feature Considerations 
Practice Management Server-Based Comparison Chart 
Practice Management (PM) Software Evaluation Scorecard
Pre-Conversion Data Cleanup

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White Papers

3-2-1 Backup Strategy 
A Lawyers Guide For Buying a Desktop 
A Lawyers Guide For Buying a Laptop 
Antivirus and Antimalware Software 
Avoid These 3 Common Security Blind Spots - Accellis 
Backing Up 
Best Practices for Hardware Maintenance 
Causes of Business Disasters 
Comparing Microsoft 365 and Google Workspace
Disruptive Legal Technologies
Email Encryption 
Encryption Options for Online Sync Programs Like Dropbox, OneDrive, Box and Google Drive 
How to Choose an ISP 
Inhouse or Hosted Servers - Are You Making the Right Choice 
Know Your Options - Lost Data Can Often Be Recovered For a Price 
Law Firm Ransomware Defense 
Meeting the Reasonable Care Standard 
Mobile Hardware Strategy 
Notebook vs Desktop 
Operating Systems for a Law Firm
Outlook - Top 10 Tips and Tricks 
Password Managers 
Recommendations - Headphones
Take Back Your Day with Scheduling Software
Video Conference Professionally
Webex Virtual Court Proceedings Quick Reference Guide
Windows 11 Tips

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Checklists & Charts

Answering Services Feature Comparison Chart 
E-Signature Services Feature Comparison Chart
Encryption Services Feature Comparison Chart 
Google Workspace vs Microsoft 365 Comparison Chart
Office 365 Feature Comparison Chart 
Password Managers Feature Comparison Chart 
Voice Over Internet Phone (VOIP) System Evaluation Scorecard
VPN Services Comparison Chart 
Web Meeting and Video Conferencing Services Feature Comparison Chart 

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