In today’s digital landscape,

firms need to constantly evolve how they build and maintain their practice and connection with their clients. And, real-time document access and the ability to communicate via a scalable, cloud-based, legal technology is key. Your choice to invest in legal workflow software and adopt automated processes can greatly improve your firm’s operational efficiency, connectivity, and transparency. 

Before your firm selects and implements any new legal practice management software, you should first understand what you want to achieve and how your new solution will support your essential processes — a lawyer’s daily routine. To do so, you should take stock of what workflow management issues you can address in order to improve productivity and enhance the client experience.

  • Streamline tracking time and billable hours
  • Automate operational workflows to simplify day-to-day tasks and activities
  • Boost profitability by identifying bottlenecks and staffing issues
  • Implement case specific legal workflows
  • Create role-based dashboards
  • Improve management of your account receivables
  • Create a connected firm-to-client experience
  • Enable a 360-view of client interactions across the organization
  • Improve responsiveness to client requests
  • Generate custom reports that measure return and productivity

2. Factor in costs

Automated legal practice management software is typically sold on a subscription-based model and paid monthly or annually. This generally results in more predictable and less expensive costs. And, since cloud-based software is hosted through a web browser, maintenance updates, security and troubleshooting are less cause for based software is compatible across operating systems and mobile devices via apps — enabling your staff to provide the responsiveness clients expect from anywhere.

3. Focus on security and compliance

Lax digital security leaves firms and their clients particularly vulnerable to malware, ransomware, viruses and spyware — unbeknownst to them. Firms of every size are ethically obligated to protect the privacy and security of their clients, by any means necessary. To abide by these rules and offer clients the protection they deserve, cloud-based legal practice management software offers the level of data security mandatory for clients.

With cloud-based practice management software, you can store and access client records easily and more securely, and with a more robust backup system than any on-premise solution can offer on a local server. Information is encrypted, so only those with advanced permissions can access it.

4. Think about software migration

Migrating data isn’t just about uploading with a single click; it’s about determining the scope of conversion and smoothing over any hitch. The process of shifting from several piecemeal programs to one software system can be complex. The good news is that it’s a one-time process that, with expert guidance, can ultimately save countless billable hours and money.

Here are some steps to consider:

  • Take stock of your data:
    Create a full inventory of all assets and associated applications, including client contacts, matter files, employee records, filings, business documents, email folders, calendars, workflow elements, financial data, tasks and events. This is also a great time to archive or even purge long-outdated information.
  • Involve a migration expert:
    AbacusNext can help you determine compatibility between your established programs and a new practice management system. We’ll also work closely with you to determine what steps you have to take and to ensure the data structure is ready for migration.
  • Begin the migration process:
    Depending on your original platform, some data might have to be transformed manually before migration begins. Whenever and however possible, both systems will run at the same time to ensure a seamless transition between the two and ensure no billable hours are lost.
  • Evaluate a small migration test:
    A migration expert might recommend running a list of reports to evaluate an initial migration in tandem with the data back-up for conversion. Immediately following the test, a process called user acceptance testing begins to identify any potential issues, tweaks and corrections that need to be made.
  • Train staff:
    When switching to a new legal practice management software system, it’s important that everyone can quickly adapt to new, more efficient workflows with as little disruption to firm operations as possible.

Ready to transform your firm with legal workflow automation software? Learn more about strengthening your law firm’s efficiency and profitability with CARET’s solutions.

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