Deciding on a Practice Management Software

Deciding on a Practice Management Software

Case and Practice Management Software has offered attorneys with a proper method of managing client and case information that comprises contact details, documents, calendaring and other specifications that can be managed by automated process that are gradually been used in practice management. Such software can be used to disseminate information with other solicitors in a law firm and reduce any chances of duplicate data being incorporated into the system, more so when it comes to billing issues. Some of the programs are connected with personal digital assistants or PDAs so that the schedules and calendars are readily available whenever the need for the same arises. There are some case management programs that are web based and therefore assure anytime access and from any part of the world.

Case management software differs when it comes to its features, size and compatibility. Legal firms have different needs depending upon the size of the business and their functional area. Some programs may not be suited for bigger firms and therefore inept to serve their diverse requirements. A large number of them are ideal for the document management of small law firms. As the owner of a law firm or as an individual legal practitioner, you need to determine the kind of software that you need, and for that you need to have a clear idea about your case management requirements.

Features that are found in each of the legal practice management software include:

Contact Management: This feature helps in tracking, maintaining logs and storing details such as emails, phone calls and any other form of relevant correspondence.

Case Management: Information related to each and every case managed by the firm is also incorporated into the system. The data is accessible through a centralised database which is accessible to the people concerned. It is also equipped to manage to-do lists, helps in searching the database fast, conducts checks of statute of limitations and also conflicts of interest checking.

Time and Billing: One of the chief functions that the software serves is that of generating and managing client invoices and bills. Majority of them are equipped withSolicitors Accounts Software in order to handle a huge volume of data, keep a track of the accounts apart from creating case relevant reports for attorneys

Time Tracking: There are facilities for billing on an hourly basis, transactional and contingent basis as these are often connected to accounting and billing programs

Document Assembly: The software is equipped to handle word processing programs.

Calendaring and Docketing: Through this tool the staff of a law firm can view the deadlines, schedules, appointments and task lists. It also manages dates and schedules appointments on that basis.

It is necessary to check the matter/client database functionality before investing in it. Things to look out for include:

Audit trail for conflict checks

Imitation dates

Undertaking recording

Experts register

Automated checklists and workflows

Recording Important notes

Anti-money laundering checks

Supervision, commentary and risk management banding

It is an essential tool for any law management firm and therefore has been internalised as part of their systems over the years. It is necessary to make a review of your requirements before investing in such software for your firm.

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