Joshua M. Barrett, an attorney at Black Helterline in Portland, sent us an email detailing how he uses Highrise as a biz dev and marketing tool and Backpack to manage to-dos.
I use Highrise as my business development / marketing tool. Existing clients, potential clients, referral sources, etc. are all contacts in Highrise. I bcc: my email correspondence with these people to Highrise so I can keep track of my discussions with them. I use tasks to schedule follow up items so I maintain consistent contact with the people that matter most to my business development efforts. I also add important dates like first met and a periodic check-in dates which automatically trigger tasks. I use the 37signals Highrise app on my iPhone to manage these relationships on the go.
I use Backpack to manage my to-dos. I use a GTD methodology and use different pages for different contexts. For collaborative projects, I’ll create a separate backpack page and share it with other participants to make sure we are all working together. I write a blog about use of the iPad in the legal profession, tabletlegal.com. I use a separate page to capture post ideas, text snippets, blog to-dos and the like. I use Satchel for the iPhone and iPad to manage my to-do items and pages while on the go.
Powerful but lightweight, cost-effective and easy to use products. Thanks, guys.
Do you use a 37signals product in an interesting way? Let us know.
