As the world becomes smaller through increased technology, firms face mounting competitive pressure. Many firms wonder how to, and which technological resources should be utilized in the office. Some firms want to begin focusing on clients outside their cities, states, or regions. This is done through an increase in value to prospective clients. This value is made evident through the processes your firm makes in creating new and modern approaches to the way you do business.
Practice and case management software is an effective tool which allows attorneys a convenient and streamlined process which manages client and case information. This also includes contact information, calendars, vital documents, and numerous other areas of importance. This is done through effectively employing automation throughout your practice. This software can further be used in information sharing, and will assist in the prevention of duplicate content creation in regards to, and in conjunction with, any billing and/or data processing programs.
Practice and case management software comes in many packages and platforms, thus, providing an array of services which can complement most any size firm. Packages that may be created with a larger firm may not be suitable for solo practices or smaller firms, and vice versa. Your firm’s needs should be in the forefront of selecting any practice and case management software package. There are also consultants who specialize in assessing your firm, and helping you to decide which package(s) may work best for you and your practice.
The functions of practice and case management software varies by package and vendor, but include advanced case management tools such as collecting and placing all of your firm’s cases in a centralized database which allows for fast search results, and includes relevancy returns such as statutes, conflicts of interest, and more.
Time tracking functions secures, compiles, and records billable time, links accounting software, and allows for direct and automated billing options.
Document processing instantly drafts any/all documents, and links directly to any word processing software your firm currently uses.
Contact management conveniently tracks, stores, and logs phone call and email information.
Law firms are facing a significant change from what is known as attorney-centered practices, to information-centered practices. The ability to standardize/streamline the way your firm conducts its day-to-day operations, manages clients and case information, employs research methods, billing methods, and case development methods is vital to ensuring growth in today’s rapidly changing field of law.
Jeff Hughes, J.D.