With a range of technology trends set to shape the legal industry in 2021, it is clear that innovation and digital transformation are key to success. One of the most effective ways to stay up-to-date with the competition is through practice management solutions. Legal practice management software is designed to help legal professionals with their day-to-day workflows and business operations to help firms run smoothly. This software can help with appointment scheduling, client communications, document storage and sharing, billing, payments, and more.
Most of these software also integrate with or provide functionality for other software that can help with productivity, accounting and workflow management. These integration features mean you can use many of these practice management solutions with other software you already use everyday like Vxt. Legal practice management software can help you complete administrative tasks more efficiently and also allows you to store all information in one secure place. To help you decide which practice management solution is best for your law firm in 2021, we have listed 5 of our favourites below.
Clio is one of the industry’s most popular practice management solutions, and for good reason too. This software allows you to keep all your cases, contacts, calendars and billing information organised in one central place. With the ability to access case details from anywhere and unlimited document storage, a solution like this can be your law firm’s hub when working remotely. Clio helps to streamline day-to-day processes and keeps cases organised so you can spend less time doing minor work and focus more on billable work to grow your revenue. The Clio Suite is also made up of two elements: Clio Grow – a powerful client intake tool made for law firms, and Clio Manage – at cloud-based legal case management software. This software is a complete client intake and client relationship management platform with cloud capabilities, meaning you can manage your law firm from home with Clio.
Smokeball is one of the only cloud-based legal practice management solutions that automatically records time. Firms using the software’s automatic time tracking function end up billing more than 4 hours every day, a stark contrast to the 2.02 hours billed on average, according to industry reports. This can earn your firm an extra $135k of revenue per fee earner. You can also use Smokeball’s time tracking to know where you lose and make money, helping your firm get work done faster and better optimise your processes. The software also features over 17,000 automated forms and a range of integrations with MS Word and Outlook. Managing your firm’s accounting is also made easier thanks to its integrations with MYOB and Xero. Smokeball provides you with the insights you need to increase your firm’s productivity and profitability.
Zola Suite is an end-to-end practice management solution that connects back-office and front-office tools to deliver software that is built for the business of law. With top-class matter management tools, email management, robust accounting, billing and reporting, Zola Suite helps your firm maximize efficiency. The software also offers customer relationship management software for prospect and intake management. With Zola’s CRM, leads from your website’s contact forms are automatically entered and you are able to then track where leads are coming from and easily generate reports. Complete integration with your firm’s intake forms and retainer agreements allow you to onboard clients with just a few clicks in Zola Suite. You are also able to manage and track matters from start to finish with a suite of case-centric tools. Zola Suite also has its own mobile app built for iPhone and Android, allowing you to access legal matters on the go.
MyCase technology is a complete case management solution designed to enhance the performance of your legal practice and help you scale firm operations. All important case details – contact information, calendars, documents, emails, tasks and invoices – are all available in a single, organised location. MyCase is reliable, secure and is trusted by many law firms. With thousands of customers spanning an array of practice areas, MyCase is designed to take on your firm’s needs. Also featuring a comprehensive suite of integrations and functionalities, there’s no need for multiple software packages or a reliance on legacy systems. With an intuitive interface, data importing and implementation resources, onboarding your firm is quick and easy, no matter if you’re using a cloud-based solution for the first time, or switching over from another software.
Lawmatics, as the name suggests, is another practice management solution designed specifically for use by lawyers and law firms. As Lawmatics includes custom fields and custom emails to help with drip campaigns, this system allows you to better manage your new and current clients while optimising the intake process. Much like the other software on this list, there are automated workflows for matters like sending documents for e-signatures, tasks and emails. What makes Lawmatics stand out is its focus on marketing automation and client intake, helping you get leads, while also nurturing current clients – turning old business into new business. This includes automated follow ups to ensure you respond to new potential clients immediately, as well as re-engaging your collected database of past clients. Automating your intake process and marketing efforts helps you create a repeatable process you can set and forget, enabling you to spend time on the most valuable tasks.
Overall, any of these practice management solutions will help streamline processes and improve efficiencies within your law firm. They also offer additional features that help you automate marketing and client intake, providing you with more time to focus on the most crucial tasks first. If your law firm is considering adopting a practice management solution, then any of the above will help organise administrative tasks, streamline appointment bookings, simplify invoice creation and billing, and store client and case records in one central and secure location.