PBworks Legal Edition Tutorial

PBworks Legal Edition helps law firms increase attorney and staff productivity, boost billable hours, and improve client satisfaction by enabling more effective collaboration, both inside and outside the firm.

During this 14-part tutorial, we'll show you how you can use PBworks to generate concrete benefits in a number of key areas, such as practice management, case management, client extranets, electronic deal rooms, and operational knowledge sharing.

You can go through each module in order, or skip ahead to the one that makes the most sense for you.

Overview

Hewes & Associates is handling a variety of client matters, including the spinoff of Frobisher Online, as well as the Marsh et al. v. Albany County case.  Patty Hewes and Tom Shayes, working with Ellen Parsons, are using a variety of PBworks Legal Edition solutions to manage the firm and collaborate with clients.  Their goals are: improve practice efficiency with a legal database, manage the Marsh case using a case management workspace, coordinate with the client using an extranet, provide a deal room for the Frobisher Online financing, and streamline internal processes with an intranet.

Throughout this tutorial, we will be referring to the following individuals who participate in Hewes & Associates' various workspaces:

Tutorial Table of Contents

Practice Management

• Capturing Legal Research
• Starting A Network
• Sharing Institutional Experience
• Building A Document Library

Case Management

• Creating A Shared Workspace For Each Case
• Collaborating On Case Strategy And Administration
• Managing Important Case Facts

Client Extranet

• Creating A Shared Workspace For Each Client Matter
• Uploading Documents For Review
• Drafting And Revising Documents
• Generating And Archiving Meeting Agenda And Notes

Electronic Deal Room

Legal Intranet

• Documenting Common Procedures
• Sharing Resources And Instructions
• Streamlining Staff Onboarding And Training

First Topic: Capturing Legal Research »