Video Tutorial: FilePro Document Review
FilePro offers significantly better and safer ways to manage all documents and client communications. For example, instead of emailing a draft document for internal review [...]
What is Workflow in FilePro?
When we speak with our clients about Workflow in FilePro, we are normally referring to automating a pre-determined set of tasks that need to be [...]
Introducing FilePro 18.3
The much-anticipated new version of FilePro has just been released. If your firm uses FilePro, you should have received a separate email containing details of [...]
FilePro Best Practice: Risk management
Risk management should always be on the agenda for lawyers and practice managers. But it can take time and is often overlooked in a busy [...]
NRC Best Practice – EOFY Checklist
It’s the end of financial year and you have a stack of tasks to attend to. Thankfully, one of the advantages of FilePro is that [...]
NRC Best Practice – Using your FilePro database for CRM
Customer Relationship Management is an important part of every business, and especially law firms. This month we’re looking at how to use FilePro for both [...]
NRC Best Practice – Health Check Learnings
Over the past few years we have been completing FilePro ‘Health Checks’ around the country. We visit our firms to highlight new features and discuss [...]
FilePro Update – The Outlook Addin
FilePro has recently had major updates to the Outlook Addin. This month’s Best Practice article will walk you through the highlights to this update and [...]
NRC Best Practice – Workflow
This month we are highlighting an underutilised yet dynamic feature that delivers enhanced efficiencies to day to day matter management for FilePro users – Workflow [...]
NRC Best Practice – Transferring funds from your trust account
Preparing your invoice and marking funds for transfer When you create a client invoice in FilePro, you can see the available trust funds and enter [...]