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Choosing The Right Law Firm Management Software Presented by: LexisNexis http://www.lexisnexis.com

Choosing The Right Law Firm Management Software

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Before investing your firm’s money into law practice management software, it’s important to understand the process.

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Page 1: Choosing The Right Law Firm Management Software

Choosing The Right Law Firm

Management SoftwarePresented by:LexisNexis

http://www.lexisnexis.com

Page 2: Choosing The Right Law Firm Management Software

Steps To Select Law Firm ManagementSoftware

n Before investing your firm’s money into law practice management software, it’s important to understand the process.

n This includes selecting a vendor, installing the software and undergoing training and compliance.

Page 3: Choosing The Right Law Firm Management Software

Choosing The Features Of The Law Practice Software

n Law practice software can include a number of features, specialized to each firms’ needs.

n These features can include billable time tracking, document management, as well as email integration.

n Determining which features are important to your firm can make the selection process easier for all involved.

Page 4: Choosing The Right Law Firm Management Software

Try Before You Buyn Some vendors will send a representative to your

office for a demonstration or do a virtual presentation.

n Make sure the vendor allows you to actually use the software to get a hands-on feel for its responsiveness and intuitiveness.

n Test the software using specific scenarios such as client reports or viewing two attorneys’ calendars at once.

Page 5: Choosing The Right Law Firm Management Software

Installation And Trainingn Training is critical after the

installation and testing process is complete.

n Training ensures your entire firm gets the most use out of the law practice management software.

n This training is essential for everyone, from attorneys, to paralegals to office support staff.

Page 6: Choosing The Right Law Firm Management Software

Why Third Party Consultants?n A third party consultant provides the necessary

education to give employees the confidence to use the law practice management software from day one.

n They will arm employees with information about the ins and outs of the software, ensuring it is used to its full potential.

n These consultants can ease the transition period, eliminating a lot of downtime.

Page 7: Choosing The Right Law Firm Management Software

Compliancen It’s natural that some

employees of the firm may resist the change to the new practice management software.

n Some may try to find ways around the new technology, but don’t allow this to happen.

n Write and distribute clear policies to ensure that all tasks are completed within the new firm management system.

Page 8: Choosing The Right Law Firm Management Software

Ensuring Everyone Compliesn Many times, the most resistant users are the more

senior employees.

n Because of this, it’s imperative that these employees are on board with the new system from the beginning.

n Allowing these senior attorneys to resist the change sends a mixed message to other employees.

n Using two different systems throughout the firm can also jeopardize paper trails and audits, causing serious problems down the road.

Page 9: Choosing The Right Law Firm Management Software

Choosing The Right Law Firm Management Software

n Determining which law firm management software is best can be an easy process.

n Ensure you’re selecting the right one by focusing on the features you need and then choosing law practice software that meets those needs.

n With the right commitment from everyone in the firm, the transition can be a smooth process, helping the firm to achieve new levels of efficiency in no time.

Page 10: Choosing The Right Law Firm Management Software

About LexisNexis

n LexisNexis is a leading provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting and academic markets.

n The company can customize its products to the needs of the modern law firm and offers unique features that generic software solutions cannot.