To Grow a Successful Legal Practice, Get on Board with Attorney Case Management Software

Case management software has emerged as one of the most important elements of the modern-day law firm. We live in a digital world, and mistakes are easy to make. To grow a successful legal practice a firm needs to get on board with attorney case management software. It is simply inefficient to operate a practice with no practice management software. Your state bar has little tolerance for technical errors and ethics boards expect attorneys to be experts in just about everything, and that includes the very latest in information technology. 

If you choose the wrong attorney case management software and end up losing crucial documents, or allow privileged information to fall into the wrong hands, the bar isn’t going to care that ten years ago lawyers were using filing cabinets rather than the cloud and are now accessing information differently.

Many attorneys find themselves trapped between three unfortunate realities:

1. You know you need good legal case management software.
2. You do not have the time, or experience to research the right software.
3. Your state bar expects you to know as much about software development as you do about determining points in litigation according to precedent.

We are not going to pretend that picking a case management solution is easy, or a one-size-fits-all solution. Different options exist for different reasons, and the right fit depends on how your law firm functions. 

The right legal case management software is a requirement for every law firm. Often, the sheer amount of information makes the process of choosing the right legal case management software is overwhelming. In this post, you will learn about specific points you must consider to grow a successful legal practice with attorney case management software.

Some of the more common features found in legal case management software include:

• Client and contact management. The ability to enter clients, contacts, and other parties.
• Case and matter management. Matter management is the epicenter of legal case management software. The functionality will vary from application to application. You need to be able to enter basic client information, link contacts, create appointments, give the matter a case number, and bill time against that matter as well as fields based on matter type.
• Basic calendaring features. Basic calendaring features will keep everyone informed of meetings, court appearances, consultations, and vacation time. This feature is helpful if you need to share your calendar with others such as with a legal assistant or another lawyer.
• Timekeeping. Legal case management software provides you with the ability to track time or integrate with your current timekeeping software.
• Billing and invoicing. Law Ruler’s legal billing software makes it easy for your staff to take care of the billing process. When you are ready to invoice a case or create a closing statement, Law Ruler software automatically pulls all relevant time entries and expenses saving your firm hours month after month and making you more profitable.
• Document assembly. Customize legal document templates and automation with an online editor as well as automate printing and delivery to clients.
• Document and email management Look for a program that allows you to store client-related documents. Document management capabilities include document version management, document tagging, and metadata profiling, and check-in/out. Email management lets you save emails and attachments to the correct matters eliminating the need to dig through your mailbox for that one email with that sensitive attachment.
• Workflow management. Workflow management will help ensure quality by letting you set specific workflow steps that everyone in your office can follow while they work, increasing both productivity and the quality of the work product.

Now that you have spent time deciding what features you need and how you want to host the software, it is time to check out Law Ruler. Law Ruler has redefined legal practice management and is the only company to offer one platform that encompasses legal billing software, intake/CRM, and case management. Whether you are a full-service law practice,  or a boutique firm focused on a specific area of law, Law Ruler has all the features that you need in one platform. 

If you are ready to grow a successful legal practice, then it is time to get on board with the best attorney case management software from Law Ruler. Give Law Ruler a call at 1-866-603-5233 to get started with a free demo today.