Technology Checklist

Use the following Technology Checklist to assure a successful practice whether you work at an office, home, or on the road.

Office Productivity (e.g. Office365 or Google Workspace)
Phone (e.g. RingCentral or Skype)
Conferencing (e.g. Microsoft Teams, Google Meet, or Zoom)
Practice Management (e.g. Clio Manage, MyCase, Practice Panther, and Rocket Matter)
Client Relationship (e.g. Aptivo, Clio Grow, Salesforce, or Zoho CRM)
PDF Creators (e.g. Adobe Acrobat or FoxIt)
Pasword Manager (e.g. Dashlane or Last Pass) 
Reputation Management (e.g. Birdseye or Podium)
Employee Incentives (e.g. Bonusly)
Bookkeeping (e.g. QuickBooks and ZipBooks)
Social Media Management (e.g. Hootsuite or Sprout)
Email Marketing (e.g. Constant Contact or Mailchimp)

Laptop (e.g. Apple Mac Book Pro, Dell Latitude or Microsoft Surface Pro)
Docking Station
External Monitors
Peripherals (e.g. wireless keyboard and wireless mouse)
Accessories (e.g. headset, microphone and speakers
Scanner (e.g. Fujitsu or ScanSnap)

Virtual receptionists
Virtual assistants 


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