very law firm has clients, and every law firm gets its clients from somewhere. The clients can arrive either as leads or as already signed clients. Either way, formal processes and procedures should be set in place for the handling of inbound leads and clients so that no potential business falls through the cracks. Regardless of whether or not you take the case, intake plays a large part in how your firm represents itself publicly, and each potential client must be treated with the best possible customer service.
Tag: Case Management
In January of this year, I wrote a blog post describing what law firm document management software is, how it differs from case management software, and examples of document management software in the legal market today. Building upon that previous post, it is important to also discuss the advantages of having a document management system and what it can do for your law firm.
Last week I attended a two-day, advanced Needles training in New Orleans. Needles is a law firm case management software that has been on the market for 30 years, and is used by thousands of firms around the country. If you’ve never heard of Needles, here are four important things Needles can (or cannot) do for your law firm.
Law firms invest time and money in case management software, often considering document management after the fact. Case management keeps a busy law firm on track by organizing data and moving cases along. Document management is one very significant component of case management. Creating, saving, and accessing the appropriate case-related items (such as pleadings, medical records, and contacts) will make or break your ability to get the best result for your client in the most efficient and cost-effective manner.
The largest technological investment many law firms will make is in a database. Not only are databases expensive, but they also require untold man-hours to set up, implement, and maintain. A law firm’s existing corporate culture will change surrounding the initial implementation of a database or the transition to a new database. Take time to consider the following before making this important purchase.
Lawyers and staff are often frustrated by workflow bottlenecks inside their law firms, and they often reach for an expensive solution such as an entirely new calendaring system, document management system, or equipment upgrade. Nine times out of ten, implementing a simple office-wide procedure can eliminate bottlenecks and help workflow recuperate. Today, we’ll discuss the value of implementing naming conventions.
As computers have proliferated our society over the last 60 years, one main fear has remained prevalent: computers will one day take our jobs. We fear that there will no longer be a “personal touch” to our business transactions, and that we will all just be talking to machines. In the professional services space, automation and computerization are all the more scary, as customer relationships are paramount.