So your firm has begun its search for attorney case management software. This is a decision which may have stemmed from a number of factors, and it’s not a decision to be taken lightly without research and an understanding of the specific needs of your firm. So you can be fully satisfied with your investment, here we offer some useful tips when searching for the best attorney case management software.
1. Write Your Checklist of Features
A good starting point is to draft a list of features you believe your firm needs. It’s much better if you know what attorney case management software features you require, rather than software brands telling you what you need. Some common important features include:
- Automated document production and sending.
- Document management.
- Interest calculator.
- Client reporting.
- Cloud-based login from anywhere in the world.
- Easy integrations via API.
- Task and diary management.
- The ability of the software to modify and grow with your firm.
In addition to drafting a list of features you believe are important to you, it can also be useful to prioritise them. This way you begin your search for the best attorney case management software with a clear idea of what your requirements are in terms of wants vs needs.