Whether you are thinking of buying law practice management software, or you are considering switching vendors, there is a lot of advice on the Internet that could help you select the right software for your firm. Unfortunately, many of these recommendations aren’t true. The software should help you facilitate your work and help your employees progress. If you don’t know which software to choose, then you should talk with some law firms and ask them to help you select the software based on your needs. But, we also have some suggestions, and this is our five-step process of choosing right practice management software.
Strat with your goals
In most case, what law firms start their software purchase by looking at a list of features, without understanding what your practice needs. If you have decided to buy legal software, then you need to look at long-term goals. For example, solo firms who want to remain solo have different goals than firms that plan to bring additional attorneys and staff. Also, practices that want to add a remote team in the future have the different needs that companies that have an office staff. So, knowing what you want and where you are planning to take your firm, will give you clarity about the software you need.
Think about future innovations
Most law firms retain practice management software for ten years, which is an extended period. In this case, you need to think about future needs and analyze potential risks. It is essential that you have a general idea about future technologies because every day we have some new software developing on the market. If you have an outdated software which provides you some essential functions, then maybe you should think about switching to a newer generation.
Ask your advisor for help
If you have a technology consultant, then he can be an excellent resource for selecting a practice management software. Excellent tech consultants are experts in a variety of software, assessing your security, pricing references, and new technology trends. In most case, tech consultants earn money in three different ways: they can charge you for advice, they can re-sell the commissions when they recommend a sale to a particular vendor, or they can make a contract with your law firm. In this case, it’s essential to have an open relationship with your tech advisor and tell him your needs and requirements.
Narrow down your choices
Once you get a bright idea about the software you need, then it’s time to narrow down your options. There are some essential features your legal software should have:
Software security protocol
Design, interface, single and multiple uses
The features that can facilitate your work
You should always compare a couple of models before you decide for one. It will help you have a clear picture of their functions, and you will be able to determine which one suits your firm the best. But, keep in mind its use because your employees need to learn how to operate it.