If you want to improve the efficiency and operations of your law firm, having a good quality law firm management software can help. Whether you want to automate payments, increase security of client documents, or an easier client intake system, there are a range of management software available.

Here you can explore the features, benefits and prices of the best law firm management software available to guide you toward choosing the right system for your law firm.

Top Features of Law Practice Management Software

Not all law firm management software are the same. The following is a list of features you can find in certain software solutions.

• Accounting – Manages your payroll, accounts, billing, receivables, and creates financial reports.
• Billing and Time Tracking – Records your billable hours and transactions.
• Case Management – Provides your with a central database that can check for statute of limitations and conflicts of interest. You can use this software solution for quick searching, task management, and phone messaging.
• Customer Relation Management (CRM) – Track, store and relay e-mails and messages to clients. Create an automated messaging system to send reminders to clients and more.
• Docketing and Calendaring – Allows you to schedule appointments, meetings, court appearances, deadlines, etc., by day, week, month and year.
• Document Assembly – Creates automated templates for legal documents which can be simple letter heads to complex legal documents.
• Document Management – Connects files and links to a word processing application and your attorney website.

Benefits of Having a Law Firm Management Software

There are numerous benefits for using a law firm management software. Here are a few:

• Increased Efficiency. The tasks between lawyers and support staff can be coordinated, recorded, and managed with ease. You can set deadlines and delegate duties to staff appropriately.
• Time Saving. By linking all contacts, tasks, appointments, important dates, and notes in an easy to access format for cases and scheduling.
• Improved Organization. Instead of relying on cabinets of files and papers, you can securely store information in searchable archives. Retrieving important information about your clients and cases become quick and easy.

List of Law Firm Management Software

• Clio. Clio is an all inclusive law firm management software with many practical tools to run your law firm. Clio provides tools for invoicing, billing, calendars, time tracking, reporting, accounting, and management for cases, clients, and documents. Their Starter Plan goes for $39 per user / month.
• Bill4Time. Bill4Time is a dedicated time tracking software that allows you to track time accurately and efficiently. You can use your laptop, mobile phone, or tablet to track time with your clients and bill them accordingly. Getting started is as low as $25 per month.
• Lexicata. If you’re looking for an easier solution for client intake, Lexicata is a Customer Relationship Management software. Lexicata allows you to keep track of prospective clients, send follow up messages, and increase your chances of obtaining new clients. Pricing is customized and based upon the size of your law firm.
• MyCase. MyCase is a professional case management software that lets you manage your cases, track time, automate billing, and communicate with your clients. MyCase aims to improve efficiency between lawyers and their clients by providing an intuitive all-in-one platform to manage your law firm. MyCase is available for $39 per user / month.
• Firm Central. Developed by Thomson Reuters, Firm Central is a powerful cloud based law firm management software. They boast strong security features to give you peace of mind with your confidential client information. You can use Firm Central to manage your documents, contacts, calendar, legal research, time tracking and billing. Their pricing starts at $40 per user / month for their basic package.
• FilePro. If you’re looking for a powerful law firm management software, FilePro is packed with features to make your legal service run smoothly. With management tools for document assembly, activity based pricing, conflict checking, time tracking, trust and office accounting, and workflow processes, FilePro can be tailored to maximize your firm. FilePro offers a free trial or you can obtain a quote for your law firm.
• SmartAdvocate. If you’re looking for a state-of-the-art Plaintiff’s personal injury case management software, SmartAdvocate would be your choice. This law firm management software was designed by active, practicing, personal injury lawyers and paralegals. You can use SmartAdvocate to manage all your cases, access them anywhere through the cloud, and improves productivity at your law firm.
• Lawcus. Lawcus is a simple and legal practice management software that provides everything you need to run your law firm. From work automation to document assembly, Lawcus has a range of tools to improve the efficacy at your law firm’s office. Pricing starts at $34 per user / month.
• App4Legal. App4Legal focuses on providing your law firm with an intuitive way to track your data, manage your processes, and access your data anywhere. This law firm management software operates on a secure cloud server and starts at a very affordable price. To get started with App4Legal it’ll cost you $10 per user / month.
• Case Master Pro. Case Master Pro is a unique law firm management software because of it’s additional debt collection system. You’ll also have access to a series of tools for case management, billing, accounting, administration, custom reporting, document management, and an integrated payment dashboard. You’ll have to contact their sales team to receive a quote for your law firm.

Hesitant To Get Started?

If you’re hesitant to invest in these law firm management software, you can start by signing  up for a free trial. You can give each system a try and if you find it makes your law firm much more efficient and effective, you can make the investment and purchase it. The following legal management solutions offer a free trial: Clio, Bill4Time, MyCase, Firm Central, FilePro, App4Legal.

Think of starting your own law firm? Here is a simple checklist to guide your toward setting up your office, deciding on the area of law you will practice, your legal responsibilities, staffing demands, and much more.

Name Your Law Firm

It all starts here: naming your law firm. This is going to be the most important decisions you will have to make for your law firm. Your name will identify who you are and what you do. Using your own surname is a traditional approach to naming a law firm, however, there may be some added benefits when you include the type of law you practice (i.e. Mathers & Son Divorce Lawyers Inc.).

Choose One Area of Law

This is important. You could provide a generic practice and try to assist anyone who comes in the front door. This is a rare approach for lawyers nowadays. Pick one or possibly two areas of law to specialize your practice exclusively. You won’t get good if you practice a little of this and a bit of that. You’ll build you confidence and credibility faster when you dedicate your time and efforts on a clearly defined area of law.

Choose A Location

 Opening a law firm, much like any startup, can be done from home. While this may serve as a financially viable solution in the beginning, in the long run, you’re going to want an office. Starting with an office in a key location (i.e. convenient and comfortable for clients to enter for consultations) is key. If you’re on a tight budget, consider sharing some office space or try virtual law offices to act as your front desk.

Legal Stuff

As a lawyer, the last thing you want to do is miss the fine print for the legal obligations you are under. Permits, licenses and identification numbers are likely required to start your own law firm. Check with your local laws to see what will be required from you.

In addition, you have to consider your taxes. Your choices include sole proprietorship, partnership, limited liability company, corporation. Each has their own pros and cons and you’ll have to decide which will be best for your personal practice.

Office Furniture

If you’ve found a great location for your office, you’re going to need it furnished. Consider how you want the appearance and aesthetic of your office to be. Also, there are a few office necessities you don’t want to forget:

• Photocopy machine
• Personal computer
• Telephone System and requisite service
• Fax machine (if necessary)
• Desks
• Chairs
• Cabinets and book shelves
• Trash cans and recycling bins
• Magazines and magazine racks
• Interior decorations
• And, don’t forget the long list of office supplies (pencils, envelopes, etc.)

Get a Professional 1-800 Office Number

This is not a necessity but a great idea for branding purposes. Having a 1-800 of 1-855 number can be used to establish yourself as being professional and serious about practicing law. You can even use this number with call forwarding to your personal or direct phone line. Getting a number like this can be set up in less than a day. Try contacting your local telephone service providers for more information.

Library

Every lawyer needs a library to stay up to date as well as for fact checking and research. In your field, law is an ongoing, evolutionary process. Practice guides and case law are constantly being updated. If you choose a location near a law library, you can minimize the cost of your own. There are also a variety of online sources that can assist you with this as well.

Start A Blog To Find Your Clients

Starting a blog may be one of the best solutions for finding new clients. Sharing your knowledge and expertise online can help build your credibility and authority in your community. Also, websites allow people to search and choose lawyers and firms that best suit their needs. If your website is setup correctly, clients will be coming to you instead of you having to search for your clients.

Build a Referral Network

 Let everyone know that you are going to be starting a law firm. Meet with other practicing lawyers and ask how they found and received their cases. If they’re in a different field of law, you may be able to build some connections that pass off some clients in your direction. Or, they may be overwhelmed with work of their own and will refer clients to other lawyers they have a relationship with (i.e. you). This is a mutual exchange. If you’re a divorce lawyer and someone comes to you asking for criminal defense, you can refer them to someone in your network.

Another alternative is to set up a system where you can pay people you trust a referral fee. This can incentivise people to send work to you. There are certain laws in place that govern this so you should try to learn how it would be applied to you.

Join Local Organizations and Listservs

Aside from building a referral network, join local organizations like Southern State Criminal Law Association, to connect with fellow lawyers in a similar area of law to discuss cases. Joining this or a listserv, which is an email that gets sent to every single member on the list, is a great way to gain advice and other perspectives from lawyers in your practice. This is extremely useful for those just starting out and require a mentor who can answer questions.

Systems

Like any business, have a key outline of operating principles will help you manage and run your law firm more efficiently and effectively. Here are a few key systems you should consider:

• Accounting: There are a variety of software programs that can easily manage your finances. Another alternative is to hire an accountant.
• Time Tracking & Billing: Keep on top of how you track your time and the way you bill your clients will save you from a lot of headaches. Your billing system should issue invoices to clients regularly and in a timely manner for all work as it is completely.
• Filing: There are going to be a lot of files to organize and storing away. Having easy access so you can find certain documents in the future will create a hassle free work environment.
• Docketing and Calendar System: Every law firm should have a system in place that manages docketing and calendars. Lawyers are humans too and the chances of forgetting something can happen to them too.
• Client Conflict: At some point in your career you are likely to experience a few clients unimpressed with your practice. Have a system in place that allows you to manage conflict and keep it in check is a must.

Get Insurance

This is the last thing you want to happen to you in your law firm. However, it is something that must be consider: getting sued for malpractice. There are malpractice insurance companies that can provide you with the protection you need for your practice. This is especially important for those starting a sole proprietorship.

Final Notes

Starting a law firm requires a lot of planning and preparation. You’ll need a budget to cover startup expenses, opening of new accounts, and much more. When the office is set up and you’re ready to work, the next thing to do is to start marketing your law firm.

In today’s tech driven world, there is significant comfort and convenience using instant messaging. Since legal advice is not likely to be delivered in this way, what’s better, in-person or phone consultations?

There’s no denying that in-person consultations lead to stronger rapport, deeper connections, and easier conflict resolution. However, some people are just too busy to put aside a few hours to receive a consultation on the far end of town.

Which method will you use?

Ease of hiring an attorney

Almost everyone is looking for the quickest and safest route that answers their problems. Having access to your services can likely be best achieved by providing a place to find you online.

Your website may be the key place where you find new clients. Knowing precisely what you can offer (in-person or phone consultations) will make the ease of hiring an attorney that much simpler.

Also, if you have started a blog, you have likely already built a relationship with your prospective client and their phone call or message to schedule a consultation is the next step forward.

Overview Of Phone Consultations

There is a clear convenience for both you and your client when it comes to phone consultations. Whether you have a website scheduling appointments or a staff member taking your calls, providing this style of consultation may free up more of your time which you can devote to more prospective clients.

Consider the following:

1. Will providing phone consultations affect the number of clients you receive compared to meeting in-person?
2. Will providing phone consultations allow you to help more people?
3. Will providing phone consultations led to more successful outcomes?

Phone consultations have the ability to start a relationship. There is some commitment to both your service and their legal needs that will be discussed over the phone.

Whether in-person consultations build stronger rapport or not, people seeking a phone consultations are looking for a solution to their problems and are likely unwilling to wait any longer to get that.

Features & Benefits:

• Flexibility in scheduling for both you and your client
• Provide urgent solutions for some clients
• Attract more clients who don’t want to/can’t meet in-person
• Convenient for clients with busy schedules
• Expand your reach for legal services

Overview Of In-Person Consultations

There are somethings that can never be replaced by technology and that’s the level of intimacy that comes from face-to-face human connections.

Regardless of whether you decide to offer phone consultations or not, there will always be some people seeking to speak with you in person.

Perhaps this is your selling feature. You have established yourself as a respectable and impressive performing firm and clients are eager to walk in to sit in your offices to get your advice.

It could be the handshake, the assurance of your character, or simply the process of entering into your office that makes things “feel official.”

In-person consultations are irreplaceable.

In person consultations can give your clients the opportunity to engage in high stakes conversations. If you are addressing sensitive topics, providing this style of consultation is advised.

In general, there are simply some topics that should not be addressed over the phone. Any cases involved emotional situations like divorces, children, and death requires that human element to be handled well.

Features & Benefits:

• Comfort in disclosing sensitive information (i.e. emotional cases involving children)
• Access to traditional styles of consultations
• Generally, more practical for elders (may have problems hearing over the phone)
• More security and privacy for corporate clients

Consider Whether An In-Person Or Phone Consultation Is Right For You

If you are marketing your legal services well, you may be getting 20 to 50 requests for consultations per month. Perhaps you’re getting more and screening hundreds of calls and concerns.

Depending on the size of your law firm (i.e. individual practice vs. group of associates) you may or may not be able to handle the amount of consultations requests.

If you’re a small law firm, here are a few things to consider:

1. Do you have the extra hours (100+) to provide all these consultations this month?
2. Does your staff have the additional hours to handle the logistics (i.e. scheduling consultations, following up with those who don’t show up, etc.)?
3. If needed, are you willing to put in the extra hours — working into the evening and weekends?
4. How successful are you in these consultations? How often do they lead to your legal support?

If you have a high number of requests for in-person consultation, this can take up a significant amount of your time. If you have a website set up and it is capable of making bookings, you can save yourself a lot of personal struggles.

Investing in a lawyer website may be an ideal choice as it can alleviate the weight of calls coming in to request in-person consultations and direct prospective clients to book a phone consultation at their convenience.

Contrasting Consultation Styles

What if phone consultations led to a lower no-show rate? Convenience is key when people are seeking answers to their problems. Being able to get an answer over the phone rather than wait for an uncertain amount of time is what many people are looking for. People don’t want to wait.

This demand for immediacy can eliminate the need to “build rapport” for a relationship to build between client and attorney. The urgency some people are facing leads to people making faster decisions based on other sources (i.e. your website, reviews, etc.).

Imagine this, your legal office is empty. Can you be trusted to take on their case if you don’t have any clients that keep you busy? Your perspectives may not commit to you because you don’t appear to be very busy. And, if you aren’t busy, perhaps they may think that you are not very good.

However, if you are offering more phone consultations than in-person, it would be easy to believe that previous presumption.

So how should you value your time?

Phone consultations should be limited to lower-stake cases. These are great for clients who don’t want or need an in person conversation and they are much more flexible with their time.

What Does Research Say About Using In-Person Or Phone Consultations

Research by Heather Hewitt, Joseph Gafaranga, and Brian McKinstry examined the differences in consulting methods used by doctors: in-person or phone consultations.

They interviewed 18 professional medical practitioners and 65 of their patients.

Their results showed that phone consultations are capable of dealing with smaller, single issues and concerns. Whereas in-person consultations led to many more problems to deal with and discuss.

The phone consultations tended to be shorter while in-person consultations led to periods of silence. This research article suggests that it is during those moments of silence that new topics and problems are introduced.

One final point that was discovered, in-person consultations tend to elicit more concerns and questions from the doctor and phone consultations were more direct and focused at solving the problem at hand.

Their conclusion: Phone consultations take less time and focus on a single problem. In-person consultations involved more problem disclosure.

Knowing Your Consultation Style

So what’s going to be your style: in-person or phone consultations? There’s no right answer to this question and your decision should be based on the kinds of legal services you provide.

There are certainly some situations, such as bankruptcy and criminal defense, where providing phone consultations is the quick and easy solution for your clients.

Providing phone consultation can even give you the freedom and flexibility to work remotely.

However, the traditional in-person style is a standard in the legal world, especially for emotionally charged situations.

Whatever you decide, defining your consultation style allows you to provide legal services in a way that suits your client’s need, scheduling, and personal preference.