Affinity Consulting Blog


Unfortunately, most legal documents are drafted using an approach that involves a high margin for error. Specifically, most lawyers simply find an existing document they previously created for a similar client or purpose, save it as a new file name, and start making changes to it.

This approach is unquestionably better than starting from a blank page and ignoring existing content. However, the approach suffers from significant drawbacks:

Software Technology LLC announced the 2016 Tabs3 and PracticeMaster Reseller award winners. These award winners are the highest performing members of the channel by a number of measures, including sales, strong client relationships and their expertise with Tabs3 and PracticeMaster. affinity consulting group won first place for PracticeMaster Reseller of the year, Tabs3 Billing reseller of the year, Platinum Reseller of the Year, and Overall Reseller of the year for 2017.

One of the keys to a great DMS is the active participation of your entire firm within the system. Of course, we've been doing DMS for almost 20 years now, so we know the excuses people use to work around the system.

Because of that, few of our most common NetDocuments philosophies that address those excuses

With so many cybersecurity threats and ransomware warnings and hijacked databases in the news, panic is beginning to set in! How can you possibly prepare for such an enemy of your law firm – and your clients?! Is it inevitable?

The Thought Leaders from Sensei Enterprises are here to put your panic into perspective with our latest installment in Affinity’s Thought Leadership Webinar Series. Cybersecurity expert and Sensei Enterprises President Sharon Nelson will share her Top 5 Cybersecurity Tips on April 28th at 11:30 am EST. Along with Sensei Vice President, John Simek, they will share five simple tips can dramatically slash the risk of law firms suffering a data breach.

Wouldn’t it be nice if you could search the existing search result that you have in front of you? In other words, you run a search and you would like to drill down further by searching that search result. You now can.

To make this easier, we recommend creating a search template and a bookmark for this search, and call it “Search Current List”. Have your Worldox Manager do this so the template and bookmark can be saved as a public search template and bookmark. Here are the steps:

  1. Run a search in your main matter cabinet/profile group (i.e. all docs in the XYZ matter – this could be done via direct access or a search template).

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