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Law Firm Business Management Made Ease
From case management to client records, Claris FileMaker solutions simplify workflows and keep your legal practice organized with ease. Many firms rely on generic software that forces them to adapt to rigid systems. A recent Forbes article highlights that law firms today must adapt to new legal technologies, balancing both challenges and opportunities to stay […]
Key Metrics Your Law Firm Should Monitor Regularly
Having established KPIs in a law firm is important because it helps identify areas for improvement, optimize operations, and ensure growth. By monitoring metrics, lawyers can make better decisions and improve overall success. Tracking key performance indicators (KPIs) is indispensable for law firms aiming to refine operations, maximize efficiency, and drive sustainable growth. By consistently […]
Accounting Security and Logging
Accounting applications are essential for businesses, minimizing errors and ensuring transparency. Audit trails and logging are no longer optional—they are essential tools that enable accountability by recording financial and operational activities. What is an Audit Trail? An audit trail records transactions and events step by step, documenting financial transactions from entry to reporting. Logging captures […]
Transforming Client Service in Law Firms with Custom Solutions
Client service is the foundation of every successful law firm. It builds trust, ensures efficiency, and drives client satisfaction. Leveraging tools like Claris FileMaker enables law firms to deliver exceptional experiences that strengthen client relationships, increase retention, and generate referrals. Law firm client service is about delivering an exceptional experience at every touchpoint. Solutions like […]
The Ultimate Guide to Data Management
Good data management keeps everything in place—organized, secure, and ready when you need it. With the right approach, you save time, avoid headaches, and make smarter decisions. Picture this: you’re making big decisions, but you’re not sure if the data you’re relying on is accurate, secure, or even accessible when you need it. Frustrating? Absolutely. […]
Optimize Law Firm Operations with Technology
Running a law firm involves more than legal expertise, it requires efficient operations, good communication and strategic time management. But with complex cases, demanding clients, and increasing competition, how can firms stay productive without sacrificing quality? The answer lies in smarter workflows. By integrating legal technology, workflow optimization, and automation, firms can reduce administrative burdens, […]
Finance Automation: The Key to Better Decisions
Automating finance saves time, minimizes errors, and improves efficiency, allowing teams to focus on strategy and growth instead of repetitive tasks. Finance automation is transforming how businesses handle their financial operations, offering solutions to simplify processes, reduce errors, and enable smarter decision-making. Manual financial tasks are prone to delays, inaccuracies, and inefficiencies. These challenges can […]
FileMaker for Law Firms & Financial Services
Streamlining law firms and financial services operations can be challenging, but the right tools can transform efficiency and drive success. FileMaker offers a flexible, customizable platform that helps firms automate workflows, improve collaboration, and integrate essential technologies. We often recommend a powerful, flexible platform that transforms how you manage your business processes. Claris FileMaker offers […]
Law Firm Business Management Made Ease
From case management to client records, Claris FileMaker solutions simplify workflows and keep your legal practice organized with ease. Many firms rely on generic software that forces them to adapt to rigid systems. A recent Forbes article highlights that law firms today must adapt to new legal technologies, balancing both challenges and opportunities to stay […]
Key Metrics Your Law Firm Should Monitor Regularly
Having established KPIs in a law firm is important because it helps identify areas for improvement, optimize operations, and ensure growth. By monitoring metrics, lawyers can make better decisions and improve overall success. Tracking key performance indicators (KPIs) is indispensable for law firms aiming to refine operations, maximize efficiency, and drive sustainable growth. By consistently […]
Transforming Client Service in Law Firms with Custom Solutions
Client service is the foundation of every successful law firm. It builds trust, ensures efficiency, and drives client satisfaction. Leveraging tools like Claris FileMaker enables law firms to deliver exceptional experiences that strengthen client relationships, increase retention, and generate referrals. Law firm client service is about delivering an exceptional experience at every touchpoint. Solutions like […]
The Ultimate Guide to Data Management
Good data management keeps everything in place—organized, secure, and ready when you need it. With the right approach, you save time, avoid headaches, and make smarter decisions. Picture this: you’re making big decisions, but you’re not sure if the data you’re relying on is accurate, secure, or even accessible when you need it. Frustrating? Absolutely. […]
Optimize Law Firm Operations with Technology
Running a law firm involves more than legal expertise, it requires efficient operations, good communication and strategic time management. But with complex cases, demanding clients, and increasing competition, how can firms stay productive without sacrificing quality? The answer lies in smarter workflows. By integrating legal technology, workflow optimization, and automation, firms can reduce administrative burdens, […]
10 Benefits of FileMaker for Law Firms and Financial Services
Discover the 10 Benefits of FileMaker for Law Firms and Financial Services, including streamlined data management, secure access, and more. Coupled with the expertise of a Platinum FileMaker Consultant, your organization can unlock new efficiencies and achieve better results. Streamlining operations can be one of a business’s most challenging yet rewarding pursuits. Whether you’re managing […]
The Role of FP&A in Financial Strategy
Financial planning and analysis turns data into decisions, driving budgets, forecasts, and strategies to keep businesses on track. Financial planning & analysis (FP&A) is a major framework for organizations looking to align their financial goals with sustainable growth strategies. By leveraging FP&A, businesses can transform data into actionable insights, enabling more effective decision-making, accurate forecasting, […]
Budgets & WIPs Reporting
Using Budgets to Drive Accurate Work in Progress (WIP) Reporting Running a company is hard. And reading financial statements can sometimes make it harder. So hard, in fact, that they come with their own set of rules and vocabulary that often seem to complicate rather than clarify. For most people, debits and credits don’t make […]
Accounting Security and Logging
Accounting applications are essential for businesses, minimizing errors and ensuring transparency. Audit trails and logging are no longer optional—they are essential tools that enable accountability by recording financial and operational activities. What is an Audit Trail? An audit trail records transactions and events step by step, documenting financial transactions from entry to reporting. Logging captures […]
FileMaker for Law Firms & Financial Services
Streamlining law firms and financial services operations can be challenging, but the right tools can transform efficiency and drive success. FileMaker offers a flexible, customizable platform that helps firms automate workflows, improve collaboration, and integrate essential technologies. We often recommend a powerful, flexible platform that transforms how you manage your business processes. Claris FileMaker offers […]
Master List Creation in Claris FileMaker
Whether you’re a seasoned FileMaker developer or just starting out, this guide provides insights into multiple approaches, from simple looping to advanced techniques like Execute SQL and Execute Data API. Discover the pros and cons of each method and make informed decisions when generating lists of values from your data.
The Art of FileMaker Layout Design
As a FileMaker consultant, you encounter many homegrown systems that, while functional, often leave users feeling overwhelmed and frustrated. These systems become indispensable for day-to-day operations but simultaneously grow cluttered, confusing, and inefficient. This is usually why companies turn to professional developers for help—no one wants to work in a system that exhausts them. Thoughtful […]
Claris FileMaker 21.1 and Claris Connect Updates
Claris made exciting updates to Claris FileMaker 21.1 and Claris Connect. These enhancements are designed to offer small business owners, app developers, and IT professionals more power and flexibility than ever before. Claris Connect Enhancements The latest updates to the Claris Studio connector include advanced CRUD actions, giving you the power to programmatically update and […]
Claris FileMaker Development & Aaron’s Journey
Discover Aaron’s inspiring journey from IT Manager to Managing Director at Codence. Learn how his passion for FileMaker development, problem-solving, and music has driven his success in the tech industry.
AI Adoption in Business Workflows
Discover how AI can enhance efficiency, reduce costs, and drive data-driven decisions. Explore our innovative proof-of-concept tailored to your business needs.
Guard Clauses & Bearskin Hats
In the world of software development, writing code that’s both robust and maintainable is essential. Two fantastic techniques to achieve this are using guard clauses and the try-catch pattern. These methods help manage errors gracefully while keeping your code clean and easy to read. I recently presented on this topic at Engage 2024, and in […]
Master DataTables in Claris FileMaker Pro
Welcome to the multi-part video series that will teach you how to implement DataTables in your Claris FileMaker Pro solutions effectively. Whether you prefer reading, watching videos, or trying out demo files, we’ve got you covered. If you’re new to this series, we recommend starting from the introduction below and view the series in order […]
Integrating ChatGPT with Claris FileMaker
Learn how to integrate your custom Claris FileMaker solution with Chat GPT using the OpenAI API. Get set up, understand how it works behind the scenes, and choose the right model for your projects.
Getting Started with ChatGPT as a Claris Developer
Unlocking the Power of OpenAI: Writing Custom Functions in Claris FileMaker with GPT-4.
The Life Changing Magic of the Genesis General Ledger
Dive into our multi-part video series on the Genesis General Ledger Reporting tool. Introduction to the Genesis General Ledger Report Find and Drill Down in the Genesis General Ledger Exporting the Genesis General Ledger Report Obviously, life changing magic is an outlandish claim, but finding an easy way to mine your accounting data for answers […]
The Value of Verification Scripts
You don’t know what you don’t know. It’s as true in Claris FileMaker as it is in life. As Claris FileMaker developers, we strive to create workflows in our solutions that enable data to tell accurate, insightful, and succinct stories. Even if the process of data entry is disjointed, spanning multiple tables, users, and periods […]
The Genesis Accounting Advantage
Discover the powerful features and benefits of Genesis Accounting, the robust accounting solution designed by Accounting Professionals and Claris experts. From standard accounting capabilities to advanced reporting and customization options, Genesis Accounting offers businesses a comprehensive and streamlined financial management experience.
Simplify Development with Claris Studio
New Form Experiences with Claris Studio 1.11 Claris Studio 1.11, released on June 14, 2023, introduces exciting enhancements that empower developers to create customized and efficient form experiences for their clients. With valuable feedback from the developer community, Claris has incorporated new features that optimize data formatting, streamline user journeys, and provide enhanced calculation capabilities. […]
What’s New in Claris FileMaker 2023?
The latest iteration of the Claris FileMaker Platform, was released in late April, 2023. This new version, dubbed “2023”, is an incremental update to the existing Claris FileMaker 19.6 platform. The new version numbering scheme, which will undoubtedly mirror the progress of the years to come, is representative of the Claris commitment to continual updates […]
