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Best Tech Tools for Lawyers

Easy-to-use Software and Tools for Lawyers

In recent times, as with any business industry or profession, the Legal profession must put in place more efficient and cost-effective operations to increase revenue and remain competitive. The types of simple software and tools that are available for lawyers to be able to automate document generation, legal practice management, legal research and marketing will contribute to:

  • Increased productivity
  • Increased profits
  • Reduced costs
  • Reduced errors
  • Increased client satisfaction and
  • Increased traffic of new clients

This guide will focus on the kinds of software and tools that lawyers use and how they can help effectively and efficiently serve clients.

Legal Document Automation Platforms

Creating complex legal forms, contracts, and documents is time-consuming, expensive, and more apt to contain manually-generated errors. The inefficiency and costs of manually generated legal documents do not provide a good customer experience. Time, costs and mistakes are limited because document automation platforms are available.

Using contract generation software for legal contracts will generate details that legally must be contained in the agreement while being customized according to differing state laws and contract provision additions. Here are examples of legal documents and contracts that can be generated using this kind of software:

  • LLC operating agreements
  • Non-disclosure agreements (NDA)
  • Employment contracts
  • Bills of sale
  • Loan agreements
  • Powers of attorney
  • Lease agreements

Legal Management Software

This tool is a must for law practices with the goal of efficient operation, effective management and exceptional service for the client. Legal management software helps manage the significant sectors of law practice, including case management, customer relationship management and billing and accounting.

Case Management System

The specific features of case management software can vary depending on the needs of the law practice and its clients. However, general features will help with the management of cases in any law firm. For example, they may include:

  • Case information and document tracking and management
  • State and jurisdictional legal practice area reference guides
  • Checklists that can be customized
  • Consolidated calendar and scheduling
  • Secure communication and filesharing

Security is not an issue with this software because the features and information are maintained and stored on a secure cloud-based platform.

Customer Relationship Management System

Legal customer relationship management (CRM) software will facilitate the transitional process of turning potential new clients into retained clients. This software tool will help manage client communication regarding important activities such as:

  • Client intake
  • Client scheduling
  • Client follow–up
  • Referral tracking
  • Revenue tracking

This tool will also monitor and manage communications that provide up-to-date and accurate information on a client’s legal matter that is shared with applicable personnel. Ensuring that a customer is kept informed on their legal situation offers the best client experience and results in a repeat or retained client.

Billing and Accounting Management System

In this sector of law practice, errors cannot be tolerated. Clients cannot afford to be overbilled, and law practices cannot afford to lose money by errors created by manual tracking. A billing and accounting management system will eliminate mistakes by providing the following benefits:

  • Tracking time spent on a client’s case
  • Generating and sending invoices
  • Receiving payments
  • Providing a client billing platform

Legal Research Tools

There are also various types of software for legal research tasks, such as finding statutes and case opinions. Now, law libraries don’t have to be maintained, making trips to the courthouse library no longer necessary.

In addition to case management, CRMs and billing management, some legal management platforms also include quick access to articles and case law for legal research. But, there are also paid platforms that law firms often use, such as Westlaw, Lexis, or Casetext.

Free platforms are also available that lawyers can use. Here are some examples of some free platforms:

  • CourtListener: Sponsored by Non-Profit Free Law Project
  • Caselaw Access Project (CAP): Sponsored by Harvard Law School
  • Findlaw for Legal Professionals
  • Legal Information Institute (LII): Sponsored by Cornell Law School

Legal Marketing Tools and Software

To create a steady revenue stream, a lawyer must properly market the law practice. Word-of-mouth may work in some instances, but lawyers must implement a consistent marketing plan.

However, when a lawyer has to perform marketing tasks, they are not practicing law, which is not efficient. Therefore, marketing tools and software are needed to make more time for practicing law. Marketing tools and software will help create the following:

  • brand awareness
  • reliability and credibility
  • relations with clients who initiate communication and
  • a marketing strategy
  • a high ranking law firm website
  • automated email marketing
  • leads

Incorporating simple and easy-to-use tools and software that lawyers use into a law practice, such as document automation, legal management, legal research and legal marketing tools and software, will help reach goals of efficient operation, effective management and exceptional client service.

The post Best Tech Tools for Lawyers appeared first on Find US Lawyers.



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