how to implement your case management software in 3 simple steps
TRANSCRIPT
How to implement
your case
management
system in 3 simple
steps…
1, 2, 3 …
1) Ensure that
the new software is compatible with your existing systems
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
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
1) Sort out any compatibility issues Can your case management software communicate with your existing systems?
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.
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)
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
2) Choose between a cloud-based or an on-premise solution
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
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
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.
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.
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.
Legal case management software
can ultimately make transactions
more profitable
and confer your law firm
a competitive edge
Yet, its ROI depends
on its correct
implementation…
…which begins with
identifying
the right solution
…and continues with the
proper training
of your staff
Looking for a new
case management software
solution?
