Nowadays, it seems as though the best-crafted practice management software solutions have such powerful functionality that they all but render in-person office time obsolete. Though working remotely is not necessarily the primary objective of every legal professional, choosing a law office practice management software with the ability to enable this is a great rule of thumb. Why? Because investing in a solution that powerful means optimizing your firm’s procedures and performance, be it in-person or across the world. Read on to learn what features render a practice management solution powerful enough to enable your firm to transcend its walls.
Automated Client Intake
The best law office practice management software will make your client intake process as efficient as possible with minimal effort on your part. This means populating an intake form onto your website, as well as automatically creating a new contact once a form is submitted. Should your automation be fully optimized, your practice management software will also create a workflow as soon as this new contact is created, populating all of the relevant tasks and deadlines onto the calendars of every relevant associate in your firm. In short: the solutions are the ones that kick off your client intake for you.
Secure Client Portal
Once your client intake process is completed, the next step is to hit the ground running with optimal communication. The best means of establishing reliable, effective communication with your clients is through the use of a secure client portal. These enable you and your clients to share secure documents, deadlines, and messages easily and without the endangerment of your privacy. Essentially, this is a non-negotiable feature for any law office practice management software.
Sophisticated Email Integration
Whether it’ from your office desk or a remote corner of the world, access to your email should give you a direct connection to your practice management software. Look for a practice management solution that integrates directly with major emailing platforms, such as Gmail or Outlook. These email plugins will allow you to create and search for contacts, track time, and synchronize communication with your practice management software without navigating beyond your email inbox.
Versatile Billing and Invoicing
The optimal law office practice management software will give you billing and invoicing tools as comprehensive and varied as the legal services you offer. Just as you should not be limited to the four walls of your office in order to get your work done, nor should you be restricted to clunky invoice templates for your billing; look for a solution that allows you to create custom invoice templates. Also search for practice management software with capabilities for both flat fee billing and time tracking, as well as for notifying you when your clients open and view invoices submitted to them.
The Best Law Office Practice Management Software
Are versatile. Are optimized. Are efficient, effective, and sophisticated without sacrificing ease of use. Stay attentive to the aforementioned features as you evaluate the many law office practice management software options available to you, and you’ll be primed to find a solution capable of taking your work – and your firm’s efficiency – anywhere, anytime.
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