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Choosing The Right
     Law Firm
Management Software
            Presented by:
             LexisNexis
     http://www.lexisnexis.com
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.
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.
Try Before You Buy
n   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.
Installation And Training
n   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.
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.
Compliance
n   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.
Ensuring Everyone Complies
 n   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.
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.
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.

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Choosing The Right Law Firm Management Software

  • 1. Choosing The Right Law Firm Management Software Presented by: LexisNexis http://www.lexisnexis.com
  • 2. 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.
  • 3. 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.
  • 4. Try Before You Buy n 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.
  • 5. Installation And Training n 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.
  • 6. 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.
  • 7. Compliance n 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.
  • 8. Ensuring Everyone Complies n 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.
  • 9. 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.
  • 10. 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.