Q & A: Law Firm Case/Practice Management Software

The marketplace is full of legal software solutions claiming to make work-life at your law firm easier. While some programs can deliver on that promise, others may not be the best fit for your practice. This makes it hard to determine which ones are worth your time and money. For the best legal practice management, the following are essential questions you should ask regarding your law firm case and practice management software before committing to a particular software company.

What exactly is Law Practice Management Software?


Law case management software simplifies your daily operations and efficiently manages client and case records, appointments, schedules, documents, deadlines, and accounting. Legal practice management software is not new, however. Today’s cloud-based software is a game-changer, providing lawyers with 24/7 access to their law firm’s data from any location using an internet-enabled device. It gives lawyers the convenience of mobile, flexible access to information at an affordable, cost-effective price.

What is a case/matter management software?


Matter management is an essential feature of law practice management software. However, some software is targeted at precise practice areas and may apply case management in different ways to manage information specific to those practice areas. Legal case management software for attorneys is the digital tool that allows your law firm to keep detailed records regarding an incident and taking those records through a path. With cloud-based case management software, lawyers now have the freedom to work from outside the office. Server-based systems are becoming obsolete as law firms move to the cloud for easy access to all essential information available at any time, anywhere.

What does task management include?


Basic task management includes the creation of tasks with due dates that can be linked with cases and or matters and assigned to different attorneys. Some software sticks to basic task management, while others offer enough features to please those who like to get things done quickly and efficiently.

Conflict Checking – what exactly is it for?


This applies to a legal software that has a conflict checking feature. Execution varies, but at a minimum, you can search the whole database for matching names. The software checks for conflicts intuitively and accurately, allowing for a lateral staff member to input their conflict database into the system, work quickly when new clients contact you, and conform to the rules of professional conduct for examining conflicts.

How do you reduce time-consuming manual processes to sign up more clients?


Implement online intake forms. All you do is add the custom fields for each practice area. Then, set up a decision tree if you want smart forms to hide/show fields based on responses.

What are online intake forms for?


With a scripted approach for phone or in-person intake meetings, any staff member can do the legal intake since the form has everything needed to qualify or disqualify a potential client. The online intake forms can also be easily texted or emailed to potential clients. Law Ruler legal intake forms, for example, are mobile-friendly and viewable on desktops, laptops, and smart devices. Not all practice and case management software companies offer this service.

How can you know if any cases have fallen by the wayside?


Having the right report can be the difference between victory and failure. The larger a docket gets, the less that you can personally look at each case.  Law Ruler reporting and analytics will help with that and you can also use their reporting and analytics to fuel growth.

Still, have questions about finding the right legal case management software for your law firm? Schedule a free consultative demonstration call to see if Law Ruler is the right fit to help you grow your practice. Law Ruler is always available to answer questions or to discuss marketing and practice management strategies with you. Call us at (866) 603-5233 at any time.

You may be interested in

Q & A: Law Firm Case/Practice Management Software

The marketplace is full of legal software solutions claiming to make work-life at your law firm easier. While some programs can deliver on that promise, others may not be the best fit for your practice. This makes it hard to determine which ones are worth your time and money. For the best legal practice management, […]

FREE TRIAL