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Our firm switched to SaaS because it makes the tech side of things easier. It does everything the onsite software does, except it’s easier to update, to implement, and it’s painless to access from anywhere. Here’s the basics of what we use to manage our practice:

Email and Calendar: Google Apps

Case Management Software: AdvologixPM

Document Management Software: NetDocuments

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We used to run an on-site Microsoft Exchange Server for our email and calendars.  It worked okay.   Anytime we had problems with it though, we’d have to call our tech guy. We ended up switching to Google Apps about a year ago.  The main reason I prefer Gmail to...
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