When your problems become bigger, you know you’re doing something right.
As you add new staff, the simple data sharing, content management solutions and other systems of the past just aren’t going to do the job anymore. You’re going to need to level up your tech as you keep leveling up as a law firm.
The main reasons you need to embrace new technologies is to increase efficiency, productivity, security and visibility. Technology is meant to make your life easier. Don’t fight the changes, embrace them, and you will be leading your law firm to a brighter future.
Here are two must-have technologies for your growing law firm:
Law practice management software (LPMS)
You probably already had a simple solution to file sharing such as Dropbox or Google Drive. But then you might also have spreadsheets, file folders and single-function tools strewn about in a way that makes sense to you, but explaining the system to new firm members will be like a crash course in chaos theory. These are fine when you are just starting out, but as you experience growth, you’ll have new need for a more unified system.
The solution is all-in-one Law Practice Management Software. With an LPMS you have a complete system for everything in your practice to coexist seamlessly. You will also improve your firm’s security in the process, as well as creating a more efficient workflow, easier access to data, transparency across your firm and clients and centralized and accessible documents.
Does all this sound amazing? Too good to be true? Well, it’s not. The only issue is going to be selecting the right LPMS for your firm as they are rarely apples-to-apples comparisons (yes, we get the pun). We can help you there.
Customer Relationship Management (CRM)
While the LPMS bundles in just about everything you need to run your firm, you’re going to want to add in one more technology system to ensure that all your needs are met. A CRM focuses on client intake, client acquisition and relationship management. With a robust CRM you’ll get features that simplify analytics, automated workflows, appointment scheduling and more. You’ll also get calendar and email syncing, email templates, document templates and eSignatures.
What does that all mean? Put simply, we know a lot of attorneys get business-related text messages to their personal phone. And attorneys then leave their firm…with those text messages that no one at their old firm knows about. Data is lost, people are unaccountable. A lot of CRMs have text message integration so all your data is accessible in one place, no matter what else happens.
Two software systems, a CRM and LPMS, are really all you need (plus an all-Mac office) to create a beautiful, effective, productive law firm that is positioned to grow and adapt with whatever the future holds.