Podcast appearances and mentions of allan mackenzie

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 NewSolo@legaltalknetwork.com   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

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 NewSolo@legaltalknetwork.com   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 Learn more about your ad choices. Visit megaphone.fm/adchoices

ABA TECHSHOW has been bringing the latest technology innovations to the legal community for many years, but 2021's all-virtual conference was a new challenge for its leaders. Laurence Colletti talks with co-chairs Allan Mackenzie and Roberta Tepper about how they developed and presented TECHSHOW's many offerings for this year's attendees. Allan Mackenzie is a veteran of the legal technology world and co-chair of ABA TECHSHOW 2021. Roberta Tepper is the lawyer assistance programs director at the State Bar of Arizona and co-chair of ABA TECHSHOW 2021. Special thanks to Nota for sponsoring this episode.

ABA TECHSHOW has been bringing the latest technology innovations to the legal community for many years, but 2021’s all-virtual conference was a new challenge for its leaders. Laurence Colletti talks with co-chairs Allan Mackenzie and Roberta Tepper about how they developed and presented TECHSHOW’s many offerings for this year’s attendees. Allan Mackenzie is a veteran of the legal technology world and co-chair of ABA TECHSHOW 2021. Roberta Tepper is the lawyer assistance programs director at the State Bar of Arizona and co-chair of ABA TECHSHOW 2021. Special thanks to Nota for sponsoring this episode.

March 8th is right around the corner—do you have your ABA TECHSHOW tickets? At this year’s all-virtual conference, attendees will have access to more content than ever before. On Balance hosts JoAnn Hathaway and Molly Ranns welcome TECHSHOW co-chairs Roberta Tepper and Allan Mackenzie to discuss the educational and networking opportunities available to attendees, including a wide variety of CLE sessions. Before signing up, State Bar of Michigan members can contact JoAnn for a discount code to use on their ticket purchase. Roberta Tepper is the lawyer assistance programs director at the State Bar of Arizona and co-chair of ABA TECHSHOW 2021. Allan Mackenzie is a veteran of the legal technology world and co-chair of ABA TECHSHOW 2021.

March 8th is right around the corner—do you have your ABA TECHSHOW tickets? At this year’s all-virtual conference, attendees will have access to more content than ever before. On Balance hosts JoAnn Hathaway and Molly Ranns welcome TECHSHOW co-chairs Roberta Tepper and Allan Mackenzie to discuss the educational and networking opportunities available to attendees, including a wide variety of CLE sessions. Before signing up, State Bar of Michigan members can contact JoAnn for a discount code to use on their ticket purchase. Roberta Tepper is the lawyer assistance programs director at the State Bar of Arizona and co-chair of ABA TECHSHOW 2021. Allan Mackenzie is a veteran of the legal technology world and co-chair of ABA TECHSHOW 2021.

What will an online ABA TECHSHOW look like for attendees? Jim and Sharon welcome this year's co-chairs, Allan Mackenzie and Roberta Tepper, to hear all about the reinvention of TECHSHOW 2021 in the virtual realm. With a 5-day schedule this year (March 8-12), attendees can look forward to having access to all sessions, a larger speaking faculty than ever before, and a variety of social and networking opportunities. Register now at: https://www.techshow.com/pricing/. Allan Mackenzie is a veteran of the legal technology world and co-chair of ABA TECHSHOW 2021. Roberta Tepper is the lawyer assistance programs director at the State Bar of Arizona and co-chair of ABA TECHSHOW 2021. Special thanks to our sponsors, Scorpion, Blackletter Podcast, Alert Communications.

What will an online ABA TECHSHOW look like for attendees? Jim and Sharon welcome this year’s co-chairs, Allan Mackenzie and Roberta Tepper, to hear all about the reinvention of TECHSHOW 2021 in the virtual realm. With a 5-day schedule this year (March 8-12), attendees can look forward to having access to all sessions, a larger speaking faculty than ever before, and a variety of social and networking opportunities. Register now at: https://www.techshow.com/pricing/. Allan Mackenzie is a veteran of the legal technology world and co-chair of ABA TECHSHOW 2021. Roberta Tepper is the lawyer assistance programs director at the State Bar of Arizona and co-chair of ABA TECHSHOW 2021. Special thanks to our sponsors, Scorpion, Blackletter Podcast, Alert Communications.

Excel has proved itself as a valuable tool for lawyers and law firms but there are features and functions that you might not know about that could really change the way you practice. In this report from On The Road at ABA TECHSHOW 2018, host Laurence Colletti talks to Microsoft Excel pros Ivan Hemmans and Allan Mackenzie about the Excel tips and tricks that will save lawyers money, time, and energy. Tune in for tables, graphs, formulas, and other tips that you can implement the second the podcast ends. Ivan Hemmans is the manager of technology development and communications at O’Melveny & Myers. Allan Mackenzie is a 25-year veteran of the legal technology world whose experience ranges from that of a former night-shift word processor to a Wall Street IT director with a specialty in litigation technology.

Adriana Linares considers it a badge of honor to work in the legal profession without being a lawyer. Linares co-founded LawTech Partners with Allan Mackenzie in 2004 after several years in the IT departments of two of the largest firms in Florida. Now she travels across Florida, throughout the country and sometimes abroad as a law practice consultant and legal technology coach. “Lawyers, as far as I’ve ever seen, certainly understand how to research and apply law in a way that helps their clients,” she says. “But where they might need my help is identifying tools and services that will help them with their practice management.”

Adriana Linares considers it a badge of honor to work in the legal profession without being a lawyer. Linares co-founded LawTech Partners with Allan Mackenzie in 2004 after several years in the IT departments of two of the largest firms in Florida. Now she travels across Florida, throughout the country and sometimes abroad as a law practice consultant and legal technology coach. “Lawyers, as far as I’ve ever seen, certainly understand how to research and apply law in a way that helps their clients,” she says. “But where they might need my help is identifying tools and services that will help them with their practice management.”

If you’ve ever experienced frustration with Microsoft Word or other word processors, you’re in luck. In this episode of New Solo, host Adriana Linares and guest Allan Mackenzie go in depth about how to use Microsoft Word effectively, including tips and tricks you can put into practice before the podcast ends. They cover keyboard shortcuts, setting defaults, and how to set up the quick access toolbar to meet your specific needs. Allan Mackenzie is a 25-year veteran of the legal technology world. His experience ranges from that of a former night-shift word processor to a Wall Street IT director with a specialty in litigation technology. Microsoft Word Tips for Legal Professionals from LawTech Partners on Vimeo. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

Allan MacKenzie has compiled an excellent new collection of Cape Breton music for pipers called “Co-chruinneachadh MhicChoinnich,” which contains gems from many composers. He’ll be on the show, and we’ll play through some of the tunes in the book. February 6th, 2013.

Excel is a powerful tool that is often underutilized in law offices, but lawyers shouldn’t be intimidated by it. Hosts Sharon D. Nelson and John W. Simek interview ABA TECHSHOW 2016 presenters Ivan Hemmans and Allan Mackenzie about how beginners and experts can better use Excel to improve their law practice. The conversation opens with both presenters providing keyboard shortcuts to help make your Excel experience more efficient. They then share tips and insights to help you more smoothly maneuver through the spreadsheet and it's features. From pivot tables to sorting subtotals these tips will help you better utilize Excel in your law office.