As law firms grow and take on more clients and cases, the DIY system can get a bit overburdened. That's when case management software really makes a difference. Moving from disparate solution-focused individual apps to one platform really streamlines the entire process and helps keep the firm on track. One centralized platform for managing cases, tasks, and communication. Below are some of the top reasons to adopt case management software.
Case management software helps streamline workflows, reduce administrative tasks, and improve communication. With features like workflows that automate the to-do list, document automation that streamlines routine document completion, a streamlined billing cycle including giving clients the option to pay online through their portal, and providing one centralized location to track it all, teams are available to spend more time on high-value activities, like working with clients and solving the legal issue at hand.
We can describe it all and point out the benefits, but the proof is in the pudding. With the end of the month coming up, it's time to start your billing process. Track the time it takes your firm to process this next round of invoicing. Some of it can't be avoided - you need to review each invoice to ensure its accuracy - but the process of putting the invoice together? That should be super simple and fast. And then, let us know! We bet we can beat it.
With case management software, anyone that is involved with the matter and is given access to the software easily collaborates together. That includes the clients, too. So not only can the legal team work together, but the client is involved too. And we know that clients want visibility. They want to be part of the solution. So whether it's uploading documents, creating documents, setting tasks or appointments, and more, case management software makes it simple to work together toward a common goal. Client satisfaction is higher when a client portal is available, too.
Everyone is online these days. The more apps you use, the more the data is spread out. That means you have a greater likelihood of a data breach, simply by using multiple separate apps. Moving to a comprehensive case management software limits that data risk as you are now using only one platform. Look for software that gives a comprehensive audit trail, granular permission sets to limit what each person can see, multi-factor authentication, and 24/7 monitoring. Most if not all case management software out there already offers these things. SimpleLaw goes one step further. Each subscribing law firm has a unique web address or URL. There is no centralized app.simplelaw.com. With the individual URL, the specific address of the law firm must be found in order to enact a data issue. With that benefit, data security is localized further.
With cloud-based case management software, law firms can access, view, and add information at any time on any device. If the last few years taught us anything, it's the benefits of not having to be physically in the office in order to work. No need to carry around your laptop if you have a computer at home. No need to save data to your desktop and then have to email it to yourself. You get the idea. The data is accessible at any time on any device. Certainly, easy access to data is a key benefit.
With a comprehensive reporting tool, law firms can easily and quickly analyze data and identify trends. How are leads finding our firm? Do we see a higher conversion from lead to client from one source versus another? What is the average length of time a matter is open for our firm, by type of matter? By tracking the several hundred available fields, law firms can customize reports to answer any question they may have in order to continually improve their performance.
Case management software not only streamlines administrative processes, it also eases the entire work process. Client satisfaction, collaboration, automation, and remote access are real benefits to everyone. Is your technology making managing cases and your practice simple? If not, it's time to make the move.