Congratulations! You’ve decided to start a new law firm and are ready to move into an office, hire your first employees, and invest in the right Case Management Software to make your new venture successful. But before you begin building out your practice with all of this exciting work, it’s essential to take time to assess your options for new law firm software. After all, this is going to be the backbone of your business: if you choose poorly here or rush into a decision without thorough research first, it could come back to haunt you later down the line when things get really busy at work.
Test the software with your team
Once you have chosen a law firm software that is right for your firm, giving it a test run with your team is important. Unfortunately, many attorneys are not technical, so the ability to use any technology should be simple and intuitive. If this is not the case with your chosen software, then it should be reconsidered as an option for your law practice.
Ensure everyone on staff can easily access the new program and understand how it works. For example, you want every employee, from the receptionist to the paralegal to a lawyer, to use the same system and understand how each section of the software operates so that no one feels left out or confused about its purpose or use within your firm’s operations.
Do extensive research on all of your options
Before you make a decision, you should do extensive research on all of your options. You can start by looking online. Search for Case Management Software and see what comes up. Read reviews from other businesses and talk to other lawyers about their experiences with different platforms.
Another important thing is getting feedback from your clients; they’ll probably have some good insight into what they like or dislike about their experience with your firm’s current software program and be able to give you suggestions for a new one.
Develop a clear rubric to evaluate each vendor
To evaluate each software platform, you’ll need a rubric—a set of guidelines to help you assess each option. A rubric is a helpful tool because it ensures that all vendors will get equal treatment and there’s no room for personal bias or error.
A good rubric can include important elements like:
- What the vendor offers (e.g., are they only a CRM? Or do they offer other tools?)
- How many users will be supported by the software (e.g., personal legal assistant vs. law firm)
- The price point (cost per user or cost per seat)
- The length of time your firm has been in business
Choose a solution that truly suits your firm’s needs
Choosing a new software solution is a big decision, and you want to ensure that the product you select works well for your firm. That’s why you should choose a solution that truly suits your needs.
Here are some questions to ask yourself when evaluating different options:
- Does the platform offer all of the functionality that I need?
- Is this product flexible enough for my firm’s future growth potential?
The key to selecting the right law firm software is to be thorough and patient. You have to test it with your team and do extensive research on your options before making a decision. Once you’ve settled on a solution that truly suits your firm’s needs, you can finally get down to business. Hopefully you found these tips helpful.