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A solo lawyer can handle 20-30 active cases at any given point in time. An organized lawyer can even take on more matters with some cases being entirely managed by a lawyer, and others with the assistance of support staff to manage the cases partially. In both cases, finding ways to be efficient, organized, and … Read more
You can streamline your intake process with client intake software and attract and keep quality leads with the following practice management system features. Intelligent client Intake: Gather all the information you need from the jump: plaintiff data, incident information, relevant documents, contact info, and more with our intelligent intake forms that are tailored to personal … Read more
In the extremely competitive personal injury practice, almost every firm invests its hard-earned money into marketing to get new clients. But do you know if it was client referrals or digital marketing or the outdoor hoarding or the TV ad etc that brought in new leads last month? Do you know which of your intake … Read more
What is legal client-intake management? A PI firm needs to gather a lot of information before it decides whether it can commit its resources and accept a case. Thus a legal client intake is a robust process of collecting detailed case information from prospects in order to correctly qualify leads and accept them as cases. During this … Read more
If you are using manual methods to manage your cases you might be facing the following issues. And the many other daily frustrations that come with an antiquated way of working. If you recently faced any of the issues listed above, you need a modern practice management software solution. Here is everything you need to … Read more
There are three ways to find the best legal practice management software: First, any software you invest in should not have a negative impact on your practice. It should easily integrate fully with your practice both now and in the future. For example, you buy a case management software to better manage cases. Then you … Read more
The systems are only as good as the end user’s utilization of them, so if they’re burdensome, or cumbersome on staff then it would be counterproductive. Most personal injury law firms do not utilize up to 70% of these legacy systems’ functionalities because they are too clunky and might even require an engineering degree to … Read more
What is the point of executing the tasks if you can’t measure your performance? Because when you measure, you know where you stand, hence you know where to improve. With the best legal project management software, Dashboard and Reports in CloudLex® give you intuitive analytics to measure individual and firmwide task management performance. With legal … Read more
Task management is usually a feature integrated into your case management software so that cases can be broken down into tasks allowing the progress of each case to be managed efficiently. We don’t recommend having a separate legal task delegation software; it should always be a native part of your case management because when … Read more
The easiest way to stay on top of your deadlines and tasks, and those of your team, is to track the progress of tasks based on their priority. The way to do this is, ask your team members to update the status frequently so you know what % of tasks are completed before they’re due … Read more
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