Case Management and Accounting Tech: Implementation, Migration, and Integration

Take a deep dive into today’s case management and accounting tech with one of the leading voices in legal technology, Allan Mackenzie, the founding partner of the firm Efficient Legal.  Moving from older systems and into the cloud can open lots of doors, affordably. Even small firms can dig into today’s modern technology to help manage documents, accounting tasks, and more.  Iron out the wrinkles in your data management, connect platforms, and work seamlessly and efficiently. Case management systems have evolved to include dashboards, workflows, document assembly, phone call and text messaging systems, and even accounting tech and credit card processing. Hear what Mackenzie looks for when he sets out to build the right-sized system for a law firm, whether that’s a solo practice or a large organization.  Questions or ideas about solo and small practices? Drop us a line at [email protected]   Topics: Think your legal software and systems are fine because they’re what you’ve always used? Think again. Six months is an eternity in legal tech, and if you haven’t reviewed and renewed your software suite, you could be leaving money on the table.  Integrate everything, including your billing, collections, and your phone calls, into every part of your firm, from information management to confidential storage and efficient search and recall.  Your clients are texting more than ever. Today’s case management systems incorporate technology to securely receive, sort, and store text messages. Resources: Clio Legal Tech MyCase Smokeball CARET (formerly Zola) Leap Neos Dialpad RingCentral Ion8 Lightbulb Slack Quickbooks MyFirmData Zoho Invoice Centerbase Microsoft Teams Universal Migrator Actionstep Dropbox Dash ABA Techshow 2026  Previously on New Solo, “Winning The Battle: When It’s Time To Modernize But There’s One Holdout”  Previously on New Solo, guest Peggy Gruenke, “What’s New in Legal Financial Management? An Expert’s Perspective”  Previously on New Solo, guest Amanda Moore, “Money Management 101 for Solo and Small Firm Professionals”  Clio Cloud Conference 2025 Clio Legal Trends Report