Is your legal firm taking advantage of legal case management software to simplify client intake and invoicing? If the answer is NO, you’re wasting your hard-earned money and valuable time relying on outdated software. By utilizing the advanced and easy-to-use legal software for lawyers in New York, your law firm will run without any hassle. Your clients and employees – everyone will remain on the same page. You must be wondering how it is possible.
The reason behind it is simple – your law firm data will be secure and easy to access 24*7 by your employees and clients no matter where they are. Undoubtedly, you won’t understand the features your firm misses out on if you have not used the latest legal case management software. In this blog, we will discuss a few things that your legal firm won’t be able to do without robust and easy-to-use legal software for lawyers in New York.
1. Client Intake
Online intake form simplifies client intake. It makes it easy for your law firm and even for clients to get and provide contact information at any time and from anywhere. This convenience and flexibility help you start each case on a positive note and simplify the virtual collection of necessary information from potential clients. If this online client intake form is part of your law firm’s legal case management software, ALL IS WELL. All the information collected through the online intake form is then immediately accessible.
2. Lead Management
Getting new clients is the biggest challenge that law firm faces. If your law firm does not have lead management and analytics features, it’s time to upgrade. The lead management feature streamlines the intake of lead and its tracking process. The latest legal case management software, like Guardian Capital, lets you store all lead data, clients’ information, and case information in a centralized storage system that is easily accessible by all the employees of law firms. It lets you track and manage leads easily. Using easy-to-use legal software for lawyers in New York, you can easily input new leads into the software and track them from prospect to client.
3. Document Management
These days, remote work is a trend. So, having the capability of accessing all case documents and collaborating on them is essential when some employees are remotely working. Choose the cloud-based legal software that gives you and your employees 24*7 access to law firm documents by providing an easily accessible and in-built document organizational system.
4. Automated Workflows
Your chosen legal software should be able to automate your workflows by tracking tasks and simplifying the firm’s processes. Relying on legal case management software with in-built automation features, you will be able to create personalized automated workflows at the start of each case. Therefore, you can assign tasks and even track their progress. It’s time to say goodbye to the paper tickler system and automate customizing to-dos at the start of each case matter. If your legal software is missing this feature, it’s time to upgrade.
5. Time Tracking
Failing to capture billable time means a loss of revenue. You are not alone in struggles to capture it. There are many lawyers out there who face the same challenges. The old-school paper-based system is no longer effective, as you will end up wasting your valuable time. Here is where time-tracking features come into the picture. Choose the software that easily captures billable hours. Therefore, you can charge it for everything. This feature tracks all your online activities during the day and lets you capture billable activities captured by the built-in feature. In short, no matter how busy you are, you will always manage to capture and track your firm’s billable activities.
6. Client Portals
Client communication is the foundation of the success of any business, and a legal law firm is no exception. Keeping your clients in a loop is important. Therefore, you must frequently contact your client about their case even if there is nothing new has happened. You may think it is challenging, but when you use legal software that has a built-in client portal feature, you don’t have to worry. Your clients don’t have to contact you to find out their next court date or to get a copy of the document from their file. Instead, they will have 24*7 access to their files and all the necessary information regarding the case.
7. Online Invoicing
Last but not least is online invoicing. If your law firm’s billing process is complex, simplify it by choosing software like Guardian Capital, which has an online invoicing feature. Therefore, now your law firm does not have to rely on paper invoices; instead, you can create and send out invoices online. With this feature, you can ensure that the client invoices can be easily and quickly created. So, if you want to automate your law firm’s legal billing process through modern legal case management software, choose the one with a built-in online invoicing feature.
Wrapping Up
Hopefully, your law firm is taking advantage of all these legal case management software features. If not, what are you waiting for? Connect with us and improve your law firm’s productivity through Guardian Capital – Robust, Cutting-Edge, and Easy-to-use legal software for lawyers in New York.
