// archives

Case Management

This category contains 19 posts

Importing with Daylite-Part One

A quick recap of where we are.
Some months ago, I settled on Daylite as the practice management program we’d use once we switched to Macs. While it lacked a number of features right out of the box that I needed, Marketcircle (MC) is really working hard to provide the performance and features […]

Displaying Notes in Daylite

While setting up some merge templates in Pages, I got an email from Andy Warwick, a web designer/programmer in England, who developed a great widget for Daylite. His widget allows you to display a running list of notes in Contacts or Projects (and some other database objects). It only displays those notes which […]

Daylite 3.7.4 Beta Released–Merges with Pages!

It’s been a busy few months at work so the blog got the short end of the stick. But in the last week, I’ve been working on finalizing the plan to transition from my Windows machines at work to a new set of Macs. Most of that time has been spent tweaking categories, […]

Merging data with documents in Daylite 3.7.2

Before I get to the next screencast, I wanted to write something about the next frontier in Daylite: merging. And about how encouraged I am by what I’ve discovered so far. Read on.

Screencast 2–Document Management in Daylite

Screencast No. 2 takes a look at document management in Daylite 3.7.2. Lots to cover. More after the jump.

Daylite 3.7.2 Released

A new version of Daylite is released adding some more functionality to the calendar, merge capability with Word 2008, a new legal template and a number of bug fixes. More after the jump.

Document Management in Daylite: Screencast No. 2 Status Report

A report on the status of the new screencast on document management using Daylite. A Tale of Naive Optimism.

Screencast No. 1–Custom Form Data Display

Our first screencast looks at the Daylite interface, categories and keywords, creating a case record, creating a custom form and displaying custom form data with a widget. And it’s only 56.5 MB for a 27-minute demonstration. Very happy about that!

Using Macs in a Law Practice: Guest Post

Tom Hart explains how he uses Mac hardware and software in his law practice and also discusses the improvements he’d like to see in future versions of the same.

Using Daylite Screencast in Production

Well, an hour here and an hour there and pretty soon you’ve figured out how to make a screencast. I’m happy to say that we’re about ready to record our first screencast; just waiting on a cheap headset to show up and we’ll begin. This will be the first in a series […]