A law firm is a demanding business. The attorneys, staff and clients all need to work together to create the best possible experience for their clients. This can be challenging if your practice does not have functional practice management software in place. So, here is a comprehensive look at what makes up an effective legal case management system.
Document management is a crucial feature of any practice management software. This allows the user to import documents from various sources and then export them to other applications. It also provides an easy way for users to share documents with clients, both in real-time and via email or other means.
A legal case management system may include document management features, client information, time tracking and billing functions—all designed to make your firm more efficient at what you do best: practicing law!
Practice Area Management
Practice area management is a feature that allows you to create client profiles and assign them to practice areas. For example, practice areas are your law firm’s “departments,” which can encompass different legal services you offer or be separate divisions within the same practice area (i.e., family law vs. criminal law).
You can set up new clients in the system by entering their contact details and billing info. You can assign them to practice areas by selecting one from a dropdown menu or creating a custom one if necessary. This allows you to track each client’s progress through your workflow much more quickly than keeping track on paper!
This feature also allows you to create tasks and reminders for each activity related to each practice area, making it easier for team members who work remotely!
Client management is a must-have feature for any law firm. A good client management system should allow you to store client information, documents and billing information. It should allow you to create custom fields for each client and matter so that you can track different details about them.
Matters and Calendar
The Matters feature allows you to list all of your matters, including their status and timelines. This is especially important for law firms that handle a wide variety of cases, such as divorces and criminal cases.
The Calendar feature schedules meetings with clients or keeps track of upcoming deadlines. You can also set reminders so you’ll never forget another deadline again! And if you use Google Calendar, MatterBoard will integrate perfectly with it because MatterBoard works with Google Calendar by default without any additional setup steps necessary (just use the same Gmail account for both accounts).
Customization is probably the most important feature to look for in practice management software. This allows each user to add customized fields, reports and forms that are specific to their practice. For example, you may want to create a field where clients can rate your service on a scale of 1-5 stars. Or maybe you want to create a form for new clients so they can fill out any necessary information before coming into your office.
Billing and Accounting
The next feature you should look for in your practice management software is the ability to integrate with your accounting software. This allows you to track time and expenses, invoice clients, and generate reports daily. The more functions you can integrate into the same interface, the better!
The above are the top features of practice management software for a law firm. This article has given you an idea about how these features would help you manage your practice better.