How to Identify What's Important to You in Case Management or CRM Software for your Law Firm

In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager interviewed Lindsey Corbin, the founder and CEO of Delegate Legal, a company that focuses on outsourced paralegal support and technology consulting for law firms.

Rising operating expenses and evolving client expectations for better communication channels are common drivers for firms seeking new systems. As a virtual paralegal firm specializing in supporting small firms and solo practitioners, Lindsey has a unique perspective on the challenges and opportunities associated with upgrading technology. 

Signs Your Law Firm Needs a Tech Upgrade

Identifying the signs indicating the need for a technology upgrade in a law firm is important for maintaining efficiency and meeting client expectations. The first sign often involves overhead expenses associated with outdated systems spiraling out of control. This prompts firms to seek ways to reduce costs and optimize their operations. Whether it's a matter of saving a few hundred dollars a month or streamlining processes to enhance profitability, cost considerations often catalyze change.

When it comes to choosing a new system, Lindsey and Emery discussed how firms must carefully consider their current needs and future growth aspirations. This is especially relevant for attorneys transitioning from large firms to starting their own practices. While it may be tempting to opt for sophisticated, enterprise-level solutions, firms must ensure that these systems align with their present circumstances and can be effectively implemented and utilized by all team members.


Strategies for Identifying What's Important to You in Case Management Software for Your Law Firm

Lindsey and Emery emphasized five strategies to identifying what you need in new case management software (Also, see Choosing the right software for your firm).

  • Understand that building your firm's technology infrastructure doesn't have to happen overnight. It's acceptable to begin with basic tools like spreadsheets and gradually upgrade as your firm grows and needs to evolve.

  • Be cautious of practice management systems that push for purchasing seats for every team member. Explore alternative options like co-counsel features that allow for collaboration without the need for additional seats, saving cost in the process.

  • Before committing to a new system, ask thorough questions to ensure it aligns with your firm's needs and goals. Don't hesitate to seek clarification on features, pricing, and scalability.

  • Recognize that it's okay to reassess your technology decisions down the line. If a system isn't meeting your expectations or if your firm experiences rapid growth, be open to making changes or adjustments as needed.

  • Understand that technology decisions are not set in stone. You have the freedom to make adjustments or even start over if necessary. Embrace the idea of continuous improvement and don't be afraid to pursue a "do-over" if needed.

Summary

Rising operating expenses and evolving client expectations are driving law firms to seek new technology solutions. Lindsey highlighted the signs indicating the need for a tech upgrade, with cost considerations often being the primary catalyst for change. She emphasized the importance of carefully assessing current needs and future growth aspirations when choosing a new system.

If you are considering a software upgrade, visit Lindsey's website at delegate.legal.

To receive a free legal case management software consult and to view a database of legal case management software, visit our case management center.

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