Choosing The Right Law Firm Management Software
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Transcript of Choosing The Right Law Firm Management Software
![Page 1: Choosing The Right Law Firm Management Software](https://reader034.fdocuments.net/reader034/viewer/2022042814/554d55e7b4c90578428b4692/html5/thumbnails/1.jpg)
Choosing The Right Law Firm
Management SoftwarePresented by:LexisNexis
http://www.lexisnexis.com
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Steps To Select Law Firm ManagementSoftware
n Before investing your firm’s money into law practice management software, it’s important to understand the process.
n This includes selecting a vendor, installing the software and undergoing training and compliance.
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Choosing The Features Of The Law Practice Software
n Law practice software can include a number of features, specialized to each firms’ needs.
n These features can include billable time tracking, document management, as well as email integration.
n Determining which features are important to your firm can make the selection process easier for all involved.
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Try Before You Buyn Some vendors will send a representative to your
office for a demonstration or do a virtual presentation.
n Make sure the vendor allows you to actually use the software to get a hands-on feel for its responsiveness and intuitiveness.
n Test the software using specific scenarios such as client reports or viewing two attorneys’ calendars at once.
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Installation And Trainingn Training is critical after the
installation and testing process is complete.
n Training ensures your entire firm gets the most use out of the law practice management software.
n This training is essential for everyone, from attorneys, to paralegals to office support staff.
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Why Third Party Consultants?n A third party consultant provides the necessary
education to give employees the confidence to use the law practice management software from day one.
n They will arm employees with information about the ins and outs of the software, ensuring it is used to its full potential.
n These consultants can ease the transition period, eliminating a lot of downtime.
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Compliancen It’s natural that some
employees of the firm may resist the change to the new practice management software.
n Some may try to find ways around the new technology, but don’t allow this to happen.
n Write and distribute clear policies to ensure that all tasks are completed within the new firm management system.
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Ensuring Everyone Compliesn Many times, the most resistant users are the more
senior employees.
n Because of this, it’s imperative that these employees are on board with the new system from the beginning.
n Allowing these senior attorneys to resist the change sends a mixed message to other employees.
n Using two different systems throughout the firm can also jeopardize paper trails and audits, causing serious problems down the road.
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Choosing The Right Law Firm Management Software
n Determining which law firm management software is best can be an easy process.
n Ensure you’re selecting the right one by focusing on the features you need and then choosing law practice software that meets those needs.
n With the right commitment from everyone in the firm, the transition can be a smooth process, helping the firm to achieve new levels of efficiency in no time.
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About LexisNexis
n LexisNexis is a leading provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting and academic markets.
n The company can customize its products to the needs of the modern law firm and offers unique features that generic software solutions cannot.