Take the plunge & change your outdated case management software!

When it comes to technology, resistance is futile. Whether you’re a visionary ‘early adopter’ or a sceptical ‘laggard’ you and your business will change and adapt to new technologies; it’s only a matter of when.

Don’t believe me?

Look at the phone in your pocket. Is it a Nokia 3310?

Launched in September 2000 it was a real classic. Robust (regarded as the most ‘unbreakable’ mobile phone), massive battery life (typically around one month between charges) and it did everything you needed – at that time.

But I’m guessing the phone in your pocket is not a 3310.

Remember when you switched? It was quite scary. These new phones didn’t even have instructions – you learned how to use it by playing around with it and using it.

When you ditched your feature phone for a ‘smart’ phone, were you one of the first ‘early adopters’ or one of the reluctant ‘laggards’. You were probably somewhere between the two – but you switched. Resistance is futile.

If you are thinking of upgrading your legal case management software soon here’s some things to consider:

1. The software should be cloud-based and have the ability to track, manage and automate all aspects of a case, from enquiries/leads, notes, and deadlines to document management and communications. It should also integrate with the key platforms you use every day. Additionally, it should have an intuitive, familiar user interface, that is fully customisable, allowing you to quickly access the information you need and work the way you want to. It should also have the ability to generate reports, charts and dashboards to help you better understand the case and your overall business. And please, accept nothing less than best practice in a system –  full customisation and automation throughout. It exists and don’t let any provider tell you otherwise.
2. The cost of the software is obviously an important factor. Many law firms are reluctant to invest in new cloud-based software, but it’s important to consider the long-term benefits of a better case management system. The cost should be weighed up against the potential savings in time and money that a new system can offer. And let’s be realistic, if you want a better product sometimes you have to pay more than you do currently. Particularly if you have been using a low cost, outdated system for a number of years. Think of it not as a cost but as an investment. Look for the functionality you want and tell the provider what you can afford to pay.
3. Finally, the ease of implementation is essential. A good legal case management system should be straightforward and easy to use, allowing lawyers to get up to speed with using the software without any real issues. Furthermore, your provider should offer comprehensive in-person training and support. Investing in a new system will be an invaluable tool for any lawyer. With the right software, law firms can customise and streamline their processes, save time, and better manage their cases.

For me through, the best tip when it comes to changing your case management system is all about having the confidence to change your mindset and in many cases the mindset of your team. So, let’s not continue to frustrate ourselves by complaining about it. If you have the opportunity to get a free trial of a new platform try and create the time to be curious – press that button, play around with that document, input that data and just see what happens. You won’t break it, I promise!

If you need more advice, drop me a line. You can reach me by emailing grant@denovobi.com or call me on 0141 331 5290.