The terms “legal practice management” and “legal case management” get thrown around a lot, and sometimes they’re used interchangeably. But here’s the thing—they’re actually two different software systems. So, what’s the difference? And how do you decide which one is the right fit for your law firm? Legal case management Legal case management does what it sounds like—it helps lawyers … Read More
How Can Law Offices Efficiently Check for Conflicts of Interest?
A good client intake process involves a little planning, but it should pay back dividends in terms of time saved once it’s up and running. This is especially true for conflict of interest checks, which are critical for the intake process. The importance of conflict of interest checks Conflict of interest checks should be done before signing an agreement with … Read More
What Features Should Legal Case Management Software Have?
When it comes to legal case management software, particular needs will vary by firm and practice area—but there are a few specific aspects that all law offices should think about before signing on. Fits your firm’s work patterns The point of case management software is to set you up to run your law office more efficiently and smoothly—and ultimately, save … Read More
What’s the Best Workflow Management Software for Law Firms?
As a business, it’s always good to look for new ways to improve your workflows. After all, your time is valuable—and the more hours you save, the more billable work you can do. Your practice management software can have a big impact on the course of your day by working with you—or leaving you with more tasks. So, what should … Read More
How Can Lawyers and Paralegals Keep Each Other Up to Date on Cases?
Thanks to advances in digital technology, remote and on-the-go collaboration is more streamlined than ever before—enough so that staff and clients expect team collaboration to progress smoothly, in the office or from home. But how should lawyers and paralegals keep each other up to date on cases? Note sharing can be a very effective way of keeping your team up … Read More
Can I use a spreadsheet to manage my law firm cases?
Spreadsheets work well for quickly organizing small quantities of data—and because they’ve been around for decades, most people are very familiar with them. But familiarity doesn’t make them a Band-aid for any kind of office work. In fact, in certain situations, spreadsheets can become dangerously unwieldy—taking up time they’re supposed to be saving. Tracking who’s doing what For law firms, … Read More
How can our law firm track case tasks?
When it comes to case management, it’s easy to end up committed to a certain way of doing things—and lose sight of the fact that other lawyers and firms approach your same problems with very different strategies. We’ve put together a few common approaches to tracking case tasks so you can choose from the tools available to you. Spreadsheets Spreadsheets … Read More
How can my law firm keep track of all our cases?
Law firms have to keep track of a lot of information. Yet it should be a minor component of a lawyer’s work. After all, a lawyer’s job is to work with clients on a case—not get stressed out worrying that things aren’t organized or that they’ve missed a deadline. So, what can lawyers do to keep track of their cases? … Read More
What are options for lawyers when courts aren’t open for trial?
When courts are closed and trials are postponed or held, moving client matters forward can be a challenge. Coming up with alternative options, if your client is open to them, can be a way to still provide a resolution by avoiding formal court proceedings. Depending on the type of law you practice, there are a few options available. Alternative Dispute … Read More
What are case management best practices for law firms?
Case management can quickly become complex, keeping track of deadlines, matter documents and tasks. With the proper tactics and tools, it can become a way to keep case costs under control, make sure clients are satisfied and that every responsibility is completed. To stay on top of their cases, firms should use the following best practices to make sure that … Read More
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