How to Successfully Select an On-line Practice & Case Management Software Application in Eight Simple Steps

Since our first article publication, we've received a lot of feedback from both attorneys and paralegals with questions regarding the different strategies on how to select the right type of an On-line Practice & Case Management Software Application.

So, what is an On-line Practice & Case Management Application? It is a web-based software program that represents a wide variety of software tools and modules that provide attorneys, paralegals, and other industry professionals with a convenient method of effectively managing their day-to-day operations, from collecting data from your clients, matters, billing and accounting, to marketing, finance and reporting into a common database so that your law practice can share information, coordinate activities, and collaborate with your clients.

If you’re looking for your first On-line Practice & Case Management Application or looking to upgrade from an existing system, the evaluation, selection and implementation process is a long-term strategic decision for your law firm. Although, there are no perfect off-the-shelf software solutions that will satisfy your requirements completely, you need to be flexible and willing to learn how the program works to use it to the full extent of its capabilities. Work with the provider if you need help and, in some rare cases, to lightly customize the provided application. Those customizations might be the key elements that are missing in the solutions you currently use and might help improve your business workflows and successfully run your business.

The Suggested Steps

We suggest that you follow these eight simple steps before you select the On-line Practice & Case Management Application that is right for your business.

Step 1: Look for the On-line Practice & Case Management Applications with longer trial periods
Providers of the On-line Practice & Case Management Application usually offer trial periods ranging from 1 to 3 months. The longer trial periods, the better it is for you. It gives you more time to make the right decision. Be patient and willing to learn. If you need more time, ask the provider. Attorney’s Back Office ALWAYS extends trial periods up to 9 months in addition to the initial standard 3 months trial offer.

Step 2: Perform the Evaluation of the Software Application
Evaluate the software. You can do this yourself, or you can create a group of end-users from different departments within your company. If needed and budget permitting, hire a consultant to participate in the evaluation process. Establish an evaluation timeline cycle. Throughout the entire selection process, end each cycle with a meeting among all the group members that participated in the evaluation to come to an agreement and acceptance of the application’s functions and features.

Step 3: Make Your Own Assessment
Assess your daily company operations and routines. It will help you identify both your weak and strong points. This analysis and assessment will reveal problems that can be solved with the help and implementation of the On-line Practice & Case Management Application.

Step 4: Establish Your Own Standard Before Selecting the On-line Practice & Case Management Application
You will need to establish and develop your own selection standards to evaluate the available, on-the-market On-line Practice & Case Management Application solutions. The starting point for making a determination must be the applications‘ functions, pricing, platforms, compatibility, accessibility, support, and any other feature(s) that you and/or your application evaluation and selection group can think of. The standard must be set by the importance of the specific functions, features, etc., to your business, i.e. urgent, high, or low. To accomplish this, assign a score from 1 to 10, a progressive scale from 1 to 10 - low to high, to each identified standard in order to establish the assessment and evaluation process.
For example, if you are an immigration attorney practicing law in the Latino community where the majority of your client base speaks Spanish, you will need to determine whether it will be beneficial to both you and your clients to collaborate on-line using the same language. Therefore, during the selection process of the On-line Practice & Case Management Application make sure to find out whether or not the provider offers a multilingual solution.
Attorney’s Back Office is the only provider on the market that offers a BILINGUAL, both English and Spanish, solution for attorneys, paralegals and other industry professionals.

Step 5: Schedule a Demo
Call and set up a 15 – 20 minute phone meeting with an On-line Practice & Case Management Application vendor’s representative. Arrange an on-line demo of the application to obtain a better understanding and insight on the company-provider and the solution they offer. Be prepared to ask the selected On-line Practice & Case Management Application provider questions that will address your needs and concerns.

Step 6: Create a List of Providers
Create a narrowed-down list of up to three On-line Practice & Case Management Application solution providers that best meet your business needs.

Step 7: Contact the Selected Provider
Contact the On-line Practice & Case Management Application providers on your list to schedule an on-line or in-person (if the provider is local) presentation.

Step 8: Verify References
Ask the vendor to provide you with either one or two references where the selected On-line Practice & Case Management Application has been implemented and is being used.

Conclusion
By using and following this simple process, you should now be able to select the On-line Practice & Case Management Application solution for your business.

Call Attorney's Back Office at 818.217.0188 to schedule a free demo of the On-line Practice & Case Management Application. 

For more information on the features and functions of the On-line Practice & Case Management Software Application visit our site @ www.attorneysbackoffice.com