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Legal Administrator Panel Discussion: Strategies for Leveraging a Practice Management Solution

Thursday, September 9, 2021 2:00pm - 3:00pm EDT  
Host: ALA Legal Marketplace
By: John Travers, Controller/Operations Manager, Case Linden PC; Brad Borden, Firm Administrator , Burdett, Morgan, Williamson, & Boykin, LLP; Sandra Haislet, Firm Administrator, Practus, LLP; and Jordan Schuetzle, Director Proposition Strategy and Market Development, Thomson Reuters

Many law firms have adopted practice management solutions to better manage their clients and matters; to facilitate docketing, time entry, billing, and accounting; and to improve profitability and client service. Join this panel discussion to learn how legal administrators have seen success at their firms by using ProLaw as their practice management solution.

Three learning objectives:
a.) See how a practice management solution can streamline billing and other processes
b.) Learn best practices for a successful implementation and rollout
c.) Discover tools that enable remote working

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Presenters

John Travers
John Travers

Controller/Operations Manager, Case Linden PC

John Travers is the Controller/Operations Manager for the Kansas City law firm of Case Linden. Case Linden is a growing regional law firm engaged in the prosecution and defense of civil claims throughout Kansas and Missouri for local, regional, national and international clients. John was the first employee of the firm in 2001 and since then he has designed, built and implemented all business systems and procedures for the firm. He is responsible for supervising all aspects of financial management including development and management of the firm's operating budget, supervising all aspects of the firm's facilities, information technology and human capital as well as their business development and client retention efforts.


Brad Borden
Brad Borden

Firm Administrator, Burdett, Morgan, Williamson, & Boykin, LLP

Brad Borden is the Firm Administrator at Burdett, Morgan, Williamson, & Boykin, LLP in Amarillo,TX. BMWB is a 20-lawyer firm which provides businesses, non-profits and individuals with a wide array of legal services in many areas of the law, including: real estate, administrative, banking, lending, collections, oil and gas, estate planning, probate, intellectual property, employment, and business entity formation and succession.The early part of Brad's working career was in college coaching and teaching. Brad was hired as the growing firm's first administrator in 2013.This career path might appear unusual at first glance. However, the role of college head coach is much like running a small business (leading, planning, budgeting, purchasing, fund-raising, supervising, and recruiting) leading to a smooth transition. Brad manages all business aspects of the firm including billing and accounting, HR, IT systems, marketing, and recruiting. While at BMWB, the firm has migrated from an on-site IT/server system to a fully cloud based environment. The firm also converted from Tabs3 to ProLaw in 2014. The team at BMWB has built out extensive custom reports and forms in ProLaw


Sandra Haislet
Sandra Haislet

Firm Administrator, Practus, LLP

Sandra Haislet is the Firm Administrator for Practus, LLP, a 100% virtual law firm with attorneys throughout the United States focusing on Commercial Litigation, Financial Services, Healthcare, Labor & Employment, Insurance, Tax, Trusts & Estates, Trademarks and Patent work. Sandra has managed small to Medium size firms since 1999 with a focus in finance. She has over 10 years’ experience using Prolaw in two prior law firms along with one a successful migration from Omega. Sandra is currently migrating Practus from Tabs3 to Prolaw with the intent to utilize Workspace, PaperlessPerforma, eBillingHub and other Thomson Reuters partner software integrations. She is the current chair of the Phoenix-area ProLaw User Group since 2014.


Jordan Schuetzle
Jordan Schuetzle

Director Proposition Strategy and Market Development, Thomson Reuters

Jordan Schuetzle is the Director Proposition Strategy and Market Development for Thomson Reuters’ midsize law firm segment. Before joining Thomson Reuters, he practiced law for eight years, with a focus on business law for early stage startups, technology commercialization, and venture capital and angel investing. He regularly leads CLE sessions for attorneys and was an adjunct assistant professor for years. Jordan passionately follows new technology and regulatory trends affecting the legal industry and the practice of law.


Sponsors

  • Thomson Reuters

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