2. 1, 2, 3 …
1)
Ensure that
the new
software is
compatible
with your
existing
systems
3. 1, 2, 3 …
1)
Ensure that
the new
software is
compatible
with your
existing
systems
2)
Choose
between a
cloud-
based
option and
one hosted
in house
4. 1, 2, 3 …
1)
Ensure that
the new
software is
compatible
with your
existing
systems
2)
Choose
between a
cloud-
based
option and
one hosted
in house
3)
Familiarise
your staff
with the
system
and
its benefits
5. 1) Sort out any compatibility issues
Can your case management software communicate
with your existing systems?
6. 1) Sort out any compatibility issues
Can your case management software communicate
with your existing systems?
Ideally, these should work together to create a complete
practice management solution.
7. 1) Sort out any compatibility issues
The integration of your case management software with
your existing solutions:
- Will save you time (you don’t have to enter data several
times in different systems)
8. 1) Sort out any compatibility issues
The integration of your case management software with
your existing solutions:
- Will offer you a rich pool of data which in turn will help
you get a better understanding of your firm’s situation
10. 2) Certain case management systems
can be operated from the ‘’cloud’’
• Access to your cases from
anywhere, at any time
• A simple IT infrastructure
• Minimal overhead costs-
no servers, no hardware
maintenance required
11. 2) Certain case management systems
can be operated from the ‘’cloud’’…
If you want to host your case
management system ‘’in
house’’ you need to have your
own server(s) and invest in
their periodic maintenance.
…others will only come
as an on-premise
solution
• Access to your cases from
anywhere, at any time
• A simple IT infrastructure
• Minimal overhead costs-
no servers, no hardware
maintenance required
12. 3) Familiarise your staff with how the
system works
The last thing you
need is invest in a case
management system that your staff
don’t want or don’t
know how to use.
13. 3) Familiarise your staff with how the
system works
Check that your software provider
is able to offer all the training
and support your
staff needs to make best
use of the product and understand
how it works.
14. 3) Familiarise your staff with how the
system works
The success of the project depends
on how comfortable
your fee earners and
support staff feel
using the new case
management
software.
15. Legal case management software
can ultimately make transactions
more profitable
and confer your law firm
a competitive edge
16. Yet, its ROI depends
on its correct
implementation…
