This week, on May 21, 2014, I had the pleasure of speaking to a packed house at the Kentucky Justice Association’s ‘Marketing Your Practice’ CLE. The event organizers asked me to come up with “something different” to talk about. I wanted to prepare an article, paper, or presentation on the utilization of the CRM process within a law firm, so I decided to begin my work toward that goal with this speech.
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.
A couple of months ago, I wrote a post describing how best to take advantage of Outlook and similar calendaring systems in order to create a more efficient workflow for attorneys and law firms. This blog post will discuss various calendaring options for law firms wanting to create a firm calendar.
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.
Attorneys and legal staff devote time and effort to organizing their email inboxes, but how often is paper mail organized? The paper that stacks up on your desk is just as distracting as having 1,000 emails in your digital inbox. Your desktop mail inbox pile likely contains a number of extremely important items.