Save Your Law Firm Time and Money with Legal CRM and Case Management Software

     Good Legal CRM and Case Management Software is not just about whether they work, but about how they can make your firm more efficient and profitable. For example, every firm must deal with client data: collecting the data either manually or using a web form, then transferring that data into your practice management software. You or your staff could do it alone, but that takes time and staff time is better spent at more high-level tasks. Or, you could automate the process. High-quality legal software is currently available to help law firms automate their workflow in these areas:

  • Scan numbers into automatically recognizable fields.
  • Plug data directly into the case management software.
  • Connect the forms so they work together.
  • Conduct due diligence and discovery.
  • Scan and then categorize documents.

     When everyone on your staff has 24/7 access to critical information, the right legal management software can ensure that nothing gets missed and cases progress smoothly. The use of legal workflow software increases efficiency in your law firm with coordinated calendars, file sharing, and task generation, and delegation. Legal calendars should be as “on-the-go” as you are. With just a click of a mouse, you can take advantage of integration to access your court deadlines and appointments. Lawyers can save time creating court rulesets and scheduling events automatically, so you’ll never miss a deadline or forward another repeated email to colleagues again. Communication can now be archived directly to allow for easy access and review of any file at any time, without having to wait for that email again.

     A growing law practice should take a look at how technology could be employed to improve workflow and to replace inefficient systems or free up labor. Every time you examine your procedures, systems, and projects, ask whether the technology could make any stage of the process more seamless and efficient. If approached correctly, automation is your legal firm’s best friend.

Workflows

     Think about the recurring work in your firm as distinct workflows that can be mapped out in structured and repeatable steps. These workflows should include things like how you intake a new client and open a new file, how new litigation is started in your firm, how you and your staff communicate about ongoing case updates with clients, how you close a file, and how you manage billing and collections. Each of these tasks has a series of steps or procedures you can outline for how you want them performed and where improvements should be considered. With your workflows documented, look for top-rated legal software vendors like Law Ruler that are built around improving, implementing, and tracking your firm’s workflow and are able to integrate with each other so your Legal CRM and Case Management Software can be an all in one solution.

     Have you found yourself creating the same tasks and events every time you start a new case? Good legal case management software lets you automate your firm’s standardized practices (e.g. those events or deadlines that always seem to arrive “mysteriously” sooner than you thought) with workflow automation.

     Below are five reasons your law firm could benefit from a comprehensive legal workflow system. These are by no means exhaustive, rather these reasons are designed to bump you in the right direction and encourage your thought process toward improving your firm’s workflow.

1. Automatic Assignment of Tasks and Approvals.

Let’s say you issue a call for a typical request for documents. When a custom action on the matter is selected, the software will create a subpoena duces tecum for the attorney to craft a document request. Upon approval, the subpoena is routed to a paralegal for service, the date and time of sending are logged to the matter, and an expected return date is added to the calendar. Additionally, a message is scheduled to be sent to the associate who is responsible for follow-up upon receipt of responses. Once received, it is routed to the responsible paralegal who will organize, and index said response. Upon completion, the associate reviews the production and creates a memo summarizing the results and sending them to the partner.

2. Better Allocation of Resources

In many law firms, there are invariably staff members who get the work done quickly but lack good record-keeping skills. These are the people who intuitively know what needs to be done but cannot tell you where they are across multiple matters or what else needs to be done. Meanwhile, other staffers are sitting around with nothing to do. With workflow software, make fact-based decisions can be made with data supported by tangible evidence. This is because each task and stage of a workflow process is logged.

3. Getting More Work Out of Your Current Staff

Any given person can work so many hours in a day. Each full-time equivalent position requires a salary, allocated overhead, benefits, and insurance. The cost of recruiting and training employees can sometimes add to the equivalent of several month’s salaries. Any tool that allows your staff to handle a greater volume of work without additional hires will add tens of thousands of dollars to your profitability.

4. Reducing Time Spent on Non-Billable Administrative Tasks

At its core, every law firm is a business. Workflow is not just for attorneys and paralegals; it should also be used by the administrative staff as well. A smooth-running administrative team is just as beneficial to the firm, particularly where key decisions need approval from time-pressed attorneys.

5. Pre-Bills to Posted Bills to Cash in the Bank

Bills will turn into cash faster when a workflow system is married to sophisticated legal practice management, accounting, and billing systems. A partner may have reached an “understanding” on a bill necessitating key billing codes on an invoice to be adjusted to increase the recoverable portion of the bill when dealing with an insurance company reimbursement policy. With the right software, it’s easy to keep track of what’s happening in your cases on one, central calendar so nothing slips through the cracks. By creating and linking calendar events to specific cases and sharing them with select users and/or clients be it an upcoming court date or deposition, the workflow automation ensures you are always prepared.

     Law Ruler, a leading legal CRM, and legal case management software platform, can help your firm transition to automation so you can grow your business. It is an invaluable toolset for your office in that it not only streamlines the workload, but it also gives your staff complete access from anywhere using a Mac, PC, or any smart device that utilizes Google Chrome. Our mobile edition is compatible with Androids, iPads, iPhones, and more. Take a look at this YouTube video for an example of how automating tasks and events with legal CRM and case management software will improve your law practice.

You may be interested in

Save Your Law Firm Time and Money with Legal CRM and Case Management Software

     Good Legal CRM and Case Management Software is not just about whether they work, but about how they can make your firm more efficient and profitable. For example, every firm must deal with client data: collecting the data either manually or using a web form, then transferring that data into your practice management software. […]

FREE TRIAL