Heads up: your practice can operate better and more effectively if you invest in the right tools. Sounds complicated? It’s not. Here’s a quick guide on how to run a smooth digitization process in your law firm with practice management software.
Why should you invest in practice management software?
It’s simple. Legal technology is a rapidly growing industry devoted to solving problems that lawyers and legal specialists face every day. Companies such as Taskeo run extensive market research and partner up with industry experts to learn everything there is to learn about your most common pain points.
If there’s a comprehensive tool that will allow you to work more efficiently, why not give it a try?
Step 1: Find the right software
There are many tools out there that you can use to digitize processes in your law firm. We, however, encourage you to check out Taskeo: a rapidly growing, customer-focused practice management software that strives to deliver a comprehensive, industry-specific solution. This way, you’ll skip accumulating numerous apps that require separate subscriptions and management.
Step 2: Import your contacts
Use the inbuilt CRM of your practice management software to import all your customer data. Taskeo comes with a CRM built specifically for the legal industry, allowing you to safely store all the sensitive information. Double backups and ISO/IEC 27001:2013-certified data center ensure that nothing ever leaks out or gets lost – all the while you enjoy a professional funnel building and customer management app.
Step 3: Import your files
A good practice management system understands how crucial it is for lawyers to efficiently manage their archives. In Taskeo, for example, you can safely store all the case files that are protected by the same security measures as your contacts. Use the advanced search and the soon upcoming OCR technology to scan not only all these files but also the text on the images you upload to the platform.
Step 4: Set up workflows and invite your co-workers
You may not be fully aware of it, but each time you take care of a client’s case, you follow your own process. Using practice management software such as Taskeo helps you visualize these processes and optimize them for maximum efficiency. Let’s not forget that when working on a case with your co-workers, it’s easier to manage tasks and to-do’s when the workflow is clear for everybody.
Step 5: Start arranging your meetings smartly
It’s time to ditch the endless emails threads in an attempt to arrange a simple meeting. You could use a stand-alone meeting scheduler or you could use the function coming inbuilt in Taskeo. Simply create your own availability calendar and send links to those who want to meet with you. You can also embed the form on your website, allowing your potential clients to pick one of your available dates.
It’s that easy
Trying out practice management software doesn’t have to be costly or complicated. Taskeo, for example, is free to try out. You can set up a testing account with limited features and see if you enjoy working in a new, advanced and digitalised environment.
Are you in?