But Wait... There's More - Financial Systems

By Joanne Kiley posted 10-13-2017 08:53


This past week members discussed security support companies, time and billing products and more. Jump to the “Something Extra” section for an ILTA collection of Office 2016/Windows 10 content. Explore curated sources on these topics including some from ILTA’s treasure chest.

Time and Billing Tools

A member recently asked about members favorite time and billing systems and received many helpful suggestions. If you are also looking for a new solution, ILTA has several resources to assist you with this journey. Begin by listening to ILTA’s on-demand series, Financial System Selection Series. These webinars cover an overview of the process, budgeting, project planning, the development cycle, designing templates and lessons learned from your peers’ implementations. The speakers in this series also presented at ILTACON this year in, “So You Need to Replace Your Core Financial System… Now What?” In the ILTA Financial Management white paper, Jim Dusenberry offers recommendations to “Selecting Your Firm’s New Financial System” and Frank Schipani provides a case study on “Migrating on Our Own Terms: A Finance System Conversion.” Do you need to explain the back office function of billing to make a stronger case to senior management for a new system? Danial Pratt of Fish & Richardson and Vanessa Lozzi of Flagstar Bank presented a webinar with explanations you can use in “Invoice Process: Billing, Receiving and Collecting – What Goes On in the Back Office?”  While selecting the system, tools, templates and processes, consider the ILTACON session “How Does It Feel to Get a Bill from a Law Firm?”

Security Providers 

This is not the time for trust falls. It’s security! What is the best vetting process when selecting a provider? Security experts across industries offered their tips and best practices on managed security service providers in “How to Hire & Evaluate Managed Security Service Providers” from the Digital Guardian. At ILTACON this year Michele Gossmeyer of Dentons, Randy Oppenborn of Foley & Lardner and David Forrestall of SecurIT360 spoke on and provided great takeaways in their slides on “Mitigating Risk Through an Effective Vendor Governance Strategy.” Shortly after ILTACON, Brad Keller of Prevalent presented an ILTA webinar on “Demystifying Vendor Risk Management for Law Firms: Getting Started.”


SOMETHING EXTRA – Office 2016/Windows 10 ILTA Content

ILTA volunteers at ILTACON and throughout the year in publications, podcasts and webinars have composed helpful information to help you research, implement, train, support and customize for Office 2016 and Windows 10.  Here’s a quick list of some of the ILTA resources available to you.


Windows 10 and Office 2016: Tales from Early Adopters

Embracing Office 2016 Across Different Devices and Platforms

A Deep Dive into Office 2016

Windows 10 Deployment Best Practices

60 New Features in Office 2016/Office 365 You Didn’t Know Existed

Windows 10 Features to Love or Hate

From ILTA Webinar Recordings:

What’s Up with All These Window’s 10 Options?

Cracks in Your Windows? Build Quality into Your Projects

Negotiating Your Next Microsoft Agreement

From ILTA Blogs:

ILTA Tip of the Week: Office 2016 – Some Changes for Rollout

From the Trenches – Upgrading to Windows 10


As ILTA’s content curator, I’m always monitoring the discussion forums to discover what topics are top-of-mind among the members. Each week, I focus on a few areas that spark your interest, and I provide some curated resources to assist your own information-gathering on the topics. If there are specific topics you would like assistance exploring, please contact me at