The best examples of software for legal firms will enable you to manage your cases efficiently and securely, while supporting client communication and general administration like scheduling, document control and billing. It may sound ambitious, but with the right research you can find all this functionality and more. Making the right decision can not only improve the day to day operation of your firm but can also support growth. While you will find plenty of software options on the market, there are some key considerations which every legal firm should keep in mind when choosing a software provider.
Here are 4 tips for choosing the best software for your legal firm.
Match software to your firm’s needs
The right legal practice management software for your firm should be able to cope with your day to day operation, whether you are a one-person firm or are managing lots of lawyers and legal staff. You should write down what your objectives are, and how software could make your goals more achievable, e.g. saving time through more efficient working practices will increase our caseload capacity. When you have a clear idea of why you are implementing software, you will have a list of features and functionality which the software must have.
Prioritize contact management and scheduling
Lawyers have busy schedules and it is important that they have enough time to prepare for every meeting. A top priority for any legal firm is to have a reliable and intuitive calendar which can be viewed by multiple authorized users and will integrate seamlessly with scheduling/communications. Some software enables clients to request a meeting with a lawyer via the software which can make scheduling much easier for both parties.
Another potential feature is an in-built meeting timer which will accurately record how much time is spent in meetings for billing. When a lawyer is not preoccupied with timing or billing, they can focus on the client and improve the productivity of the meeting. With several clients and lots of different interactions and meetings, it is essential that your software can store, organize, and export all the necessary data in a secure way.
Examine billing and accounting functionality
Billing and accounting can be complex, but this is another area which legal management software can help with. The software can save you time and money by keeping records of payments, creating invoices, accounting reports and billing. With all of this taken care of, your lawyers can concentrate on delivering a professional service to your clients.
Security is crucial
Your case management software will be handling a lot of sensitive data about clients and staff via a cloud storage system, so it is crucial that it is protected from cybercriminals. Documents should be shareable, but not accessible to any but the intended recipients. All data should be encrypted, for example, so that it cannot be intercepted by someone outside of the organization (or an unauthorized user within the organization). This is particularly important if the software will be accessed via mobile devices by staff who are working remotely.