Running a legal business can be very complicated, especially in the early days when you have a varied range of tasks demanding your attention. As well as practicing law, managing cases and court documents, you’ll also have to perform administrative duties, accounting tasks, and invoicing and billing. Many of these tasks are taking you away from the most important aspect of your business. Some of them you may not feel very qualified to perform and others you may actually hate doing! The good news is that there is a vast array of software available that can make things much easier and help drive you to success.
Legal Practice Management Software
This type of software is used to streamline a lawyer’s workflow. It generally offers a centralized database, fast and flexible searching, calendar function, phone messaging, task tracking, mobile access and app integration. Using this software will make your legal business more efficient and stop you getting lost under a desktop piled high with files. It will also reduce and eliminate a number of calendar and deadline related issues, many of which could result in malpractice claims. Whatever area you practice in, the software can be customized to your specific needs. Make use of a cloud system, and your employees will be able to access information anywhere there is a secure internet connection.
Legal and Law Firm Accounting Software
This particular type of software can be bought as part of a legal practice management software package or standalone. A lawyer will usually bill clients based on time, so work time and schedules need to be managed very carefully and accurately. At any time, a client is within their rights to ask for a detailed report of your time. Accounting software will help you break your time down into date, activity, and billable or nonbillable categories. You will be able to record annual goals for total billable hours and compare this figure with the actual time worked. Many different companies offer this type of software, but Red Brick Solutions is one notable example.
Customer Relationship Management System
CRM (Customer Relationship Management System) software tracks, logs and stores details relating to phone calls and emails. Reminders are provided to ensure you never forget to get back in touch with a client. It will help you to improve your sales and customer retention. Your law business will be dealing with clients on a daily basis, and your success will depend on creating strong, lasting relationships with them. A CRM system will bring all the important data together so that you can provide your clients with a better service.
Adopting new processes and systems can be very scary but picking the best software for your business will make the change easier. There are hundreds of different software packages available, and it’s important you conduct your research thoroughly and find the best one for your needs. Many of them offer similar benefits, and there will be those that can be customized to your needs. They are all designed to make your business life much easier by streamlining your processes and freeing up your time, pushing you forward to achieve success.