Web-Based Practice Management Programs

In this episode of The Florida Bar Podcast, host Adriana Linares interviews Practice Panther Vice President of Accounts Mor Assouline, Clio Director of Sales Engineering & Strategic Solutions Joshua Tanzola, Rocket Matter CEO and Founding Partner Larry Port, and MyCase Senior Customer Success Manager Marielle Levy about cloud-based practice management programs. The interview begins with a group analysis of topics that customers most frequently ask questions about, such as security and data migration, and how each respective company handles these inquiries. Josh explains what change management means in regards to practice management programs and Mor gives examples of why cloud security is safer than traditional file keeping methods. Larry discusses the importance of client portals and how difficult it can be to transfer client data from old systems and Marielle stresses the importance of two factor authentication. The interview closes with a group review of client accounting needs and how each company’s software addresses them.

Mor Assouline is the vice president of accounts for Practice Panther. He received his Bachelor of Arts from the Florida International University College of Business Administration.

Joshua Tanzola is the director of sales engineering & strategic solutions for Clio. He received his Bachelor of Arts in business from The University of British Columbia.

Larry Port, CEO of Rocket Matter, is also a speaker and award winning writer at the crossroads of the legal profession and cutting edge technology. He frequently discusses marketing, design and efficiency, and quality techniques in the software industry that can be leveraged by lawyers and legal professionals.

Marielle Levy is the senior customer success manager for MyCase. She received her Bachelor of Arts in Political Science from the University of California, Santa Barbara.