Practice Tools: What you’ll need to be an effective advocate

Having the right tools is essential to running an efficient and effective advocacy business. In this post we’re going to make a list of must have software that you’ll need to get up and running.

  1. Dibcase Case Management software – Included calendar, task management, document generation etc. (Free for solos)
  2. Adobe Acrobat CC – Excellent editor for PDF document editing. ($15 per month)
  3. RingCentral phone number ($50 per month) better than using a cellphone. Includes fax capabilities and puts a professional face on your business.
  4. WordPress Web Page with your own domain name ie. A web page shows people you are a real business.
  5. Microsoft Office Suite – Word and Excel are essential apps for analyzing data and ERE download processing.
  6. Email Account (Google Account) or domain specific address. For example you can have looks better than
  7. Dropbox or GoogleDrive account -Both offer a limited amount of free storage
  8. PC or Mac Laptop (15″ or larger). Client’s can’t see a 13″ computer of iPad at hearings. You’ll want a computer that has a long battery life and a bright clear screen. I would recommend a Macbook Pro 15 if you can afford it. Otherwise, get a Lenovo, Asus, Acer, etc.
  9. Google Listing (Free) Make sure to add pictures and a description of your business. Figure out your message and include your USP in your business description. Ask your satisfied (approved clients if you have any, yet) to leave a 5 star Google review for you.
  10. Make sure your business is listed (Free) with Bing, Yahoo, Facebook, and other major search engines.
  11. Business cards – Get some quality business cards (Vistaprint) with your contact information so you can hand them out to anyone who will take them.
  12. Join NADR or NOSSCR for professional networking and continuing education class opportunities.

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