Task management for your law firm can be challenging, with multiple clients and pressing deadlines. Inadequate task management could damage your organization’s revenue and reputation. Lawyers who fail to prioritize time-sensitive tasks may miss deadlines, lose clients, or become subject to malpractice claims.
Organizing your law firm’s tasks requires an effective task management system to manage your time. The ability to stay on top of responsibilities with practice management software allows attorneys to handle their workload effectively, prepare for potential crises, and satisfy their clients at all times.
Improving your task management strategy helps you determine what needs to be done and when and how long it will take to complete every process. For instance, your firm’s client intake process may involve several tasks, such as sending a client intake form and interviewing the client, which take varying amounts of time to perform.
Your law firm’s success depends on discipline and daily planning of your workload. When you achieve this objective with practice management software like backdocket, your attorneys can focus on helping their clients achieve their goals. Cloud-based practice management software enables your firm to oversee tasks, boost productivity, and prevent oversight of important deadlines.
Backdocket’s cloud-based capabilities keep your practice organized, efficient, and focused. Our practice management software allows you to access and track tasks easily. We can also customize the platform dashboards to meet your firm’s needs.
Any law firm wanting to improve its performance and collaboration in task management should consider the following capabilities offered by backdocket:
With backdocket, you can sync tasks between the software and Microsoft Outlook or Google Calendar. As a result, attorneys and staff members can view tasks from backdocket in their personal calendars. Adding task reminders to their Google or Outlook calendars can also trigger notifications on their phone or desktop, helping them stay aware of crucial deadlines and meetings.
Bottlenecks may occur when multiple team members have competing tasks that need immediate completion. You can use backdocket to organize your firm’s claim workflow by assigning tasks to different team members. Assigning multiple people to a claim ensures that everyone knows the type of task and deadline for completion.
This approach also ensures your staff works on the most critical claims processes throughout the day. Additionally, if a team member becomes overwhelmed with their workload, you can reassign a task to another staff member to perform and complete the job on time.
You can view all tasks by case to see the progression of the assignments in backdocket. This feature allows you to identify bottlenecks that might slow down your team’s progress. It also provides insight into which cases need follow-up meetings with a client.
The task list lets you see what your team and individual users are doing on a case-by-case basis. Moreover, you can seamlessly manage each type of task in your workflow by customizing how you view, assign, and manage it.
Creating a to-do list will help you finish tasks and consider what your law firm needs to accomplish in the coming months. You can set up backdocket to send you daily emails containing a list of tasks to complete. These emails will help you prepare your duty inventory and track what needs to be accomplished on certain days and weeks. It allows you to plan your day accordingly to reach daily, weekly, and monthly goals.
Setting up notifications for task completion is essential, so other members know when to take action. For instance, when a lawyer working on a car accident claim schedules a meeting with the client for a free consultation, they can mark the task as completed.
A task completion notification alerts a paralegal assigned to the case to begin collecting medical records for the claim. The paralegal can then communicate with the client to obtain a release form so the attorney can review their medical documentation.
Backdocket allows you to create tasks, set due dates, and track your progress. Our platform is designed to help busy lawyers and staff members stay on top of their workload by providing an easy way to manage their daily tasks.
Schedule a free demonstration of our practice management software and learn more about how backdocket can help your practice stay organized.
Running a successful law firm requires constant communication at all levels, including between staff and clients. Your attorneys are responsible for simultaneously managing several cases containing sensitive client information, highlighting the need for real-time, easy-to-access reports and communication.
Taking advantage of cloud-based technology is essential to keeping your firm up-to-date with the best practices for security and accessibility. Cloud practice management software like backdocket lets your attorneys and staff members work more collaboratively within the firm and with clients through better communication and automated features.
A cloud-based platform can improve your law firm’s internal relations by allowing lawyers to communicate more easily with their clients. Employees need to share documents and messages quickly to meet customer demands for speed and responsiveness. A cloud-based practice management software facilitates instant communication between attorneys and staff members with a task-based system.
Attorneys can assign tasks to staff members based on the status of their cases. Upon completing a task, staff can take on new duties. Backdocket’s task management system enables entire law firms to collaborate on issues easily without waiting for emails and phone calls.
Using Office 365 and Google Calendar to integrate tasks and calendars allows everyone to communicate in real time about location and share ideas, leading to greater participation. For example, if an attorney has a client based in another state, they can use a cloud-based system to schedule meetings through Google Calendar on their smartphone or tablet.
Managing information on separate computers can lead to employees accidentally saving different versions of documents. Misplacement of files can lead to confusion for everyone trying to work together on cases.
Collaboration and communication in law firms rely on transferring files between lawyers and staff members. A cloud-based system stores all documents in a central location. Having everyone access the same information allows them to maintain consistency and avoid human error. It also helps them keep track of revisions and updates to case files and offers access to real-time reports.
Cloud-based systems enable attorneys to collaborate from anywhere without being restricted to a physical office space. They can access the system while traveling between client meetings, court appearances, and their homes. These systems make it easy for staff members who live far away from the law firm office to stay in touch with clients and co-workers for a better work-life balance.
Employees can use a tablet, desktop, or smartphone that suits their preferences with cloud-based software. For example, lawyers can easily access and pull up client information in backdocket’s cloud-based system. They can also set up a task to let a legal secretary know when to reach out to another client and schedule a meeting about a case update.
Cloud-based platforms use hosting services, which means they are located offsite in data centers. The full suite of capabilities is available to your employees, letting them work from anywhere and communicate with clients. As a result, your law firm and your clients can stay in touch with little to no downtime if unexpected circumstances arise.
Encryption methods protect vital data in backdocket. The data center’s security measures ensure that only authorized users have access to this information and that it remains secure from prying eyes. They also minimize the chances of accidentally sharing sensitive information with unauthorized individuals.
A cloud-based practice management software enables employees to access information on current clients, ongoing intake processes, and key performance indicators (KPIs) without going through different applications. As a result, this cloud platform reduces errors and saves time.
By using the system, attorneys can readily access client information and update notes after every meeting or telephone conversation. This feature allows them to provide the highest quality legal representation without delay.
Additionally, cloud-based software can integrate with existing applications to sync data and strengthen work processes. For example, applications such as CallRail, Marketo, and Mailchimp can help those in marketing and business development to track marketing KPIs.
These applications allow staff members to segment leads and personalize communications with each client. They can manage prospect lists, plan tasks, and follow up as needed to nurture leads into clients.
Cloud-based platforms enable law firm employees to work collaboratively and create a healthy work environment. Backdocket’s cloud-based capabilities let law firms manage their employees remotely, track KPIs, and optimize the client experience.
Contact us today to schedule a free demo. Learn how backdocket can give you a competitive edge.
The work of many lawyers and other legal professionals extends beyond the walls of their offices. You go to local courts to file paperwork and visit your clients’ homes and offices to keep them updated on their cases.
Like many lawyers, you’re likely relying on your smartphone to stay in touch and access information in the courtroom. Phones in court are common. In fact, 83% of lawyers reported using their phones in court in 2020, according to the American Bar Association.
Cloud-based technology provides law firms the security and flexibility to stay on top of documents and cases. It also gives them the freedom to conduct business in less time and in real-time, increasing client satisfaction. At backdocket, we understand how important accessibility to information and to client-related communication is to your firm’s success. That’s why we want to share very specifically how cloud-based technology helps lawyers in the courtroom.
Better Access to Information
A cloud-based practice management platform can help attorneys save time looking for information when they have upcoming court appearances with their clients. They can access data from each client in real-time without logging into multiple software programs and sifting through emails.
Lawyers can see emails, documents, tasks, and meeting notes in one place to help stay updated with a case. Having access to their client’s claims, they can manage their workload and determine how to proceed with each case.
If a lawyer needs to know about a client’s treatment plan for a personal injury case, they can log into the platform to view their medical records. This allows them to speak about their knowledge of their client’s injuries during cross-examinations of expert medical witnesses. They can also easily update the client’s records on the platform if their medications have changed during litigation.
Improved Collaboration
Lawyers constantly deal with new clients, existing cases, and administrative issues. They have to stay up-to-date on the status of their cases. This means that lawyers must be able to communicate with their team with ease and access information quickly and efficiently.
Lawyers can spend too much time on emails and phone calls before they get all the information they need from their colleagues. Using cloud technology saves time on communication with other team members and allows lawyers to store documents securely and share them quickly.
Also, the use of cloud-based technology can help many attorneys improve their collaboration and work more efficiently across multiple devices. For example, they can see the real-time completion of tasks by paralegals, secretaries, and associates for every case.
Increased Productivity
Cloud-based technology offers increased productivity by eliminating the need to travel with physical files and documents. With just an internet connection and a laptop, attorneys can work on their cases from anywhere without worrying about losing important data due to hardware failure or theft.
Integrating Google and Microsoft Office 365 with cloud-based practice management software makes it easy for attorneys to share information with clients and colleagues immediately. As a result, attorneys can coordinate their efforts on more extensive cases, such as class action and complex litigation.
Enhanced Security
Security is one of the most important aspects of any law firm, especially regarding client information and confidential documents. Attorneys can rely on cloud-based platforms to keep their client information secure and accessible. Law firms experience minimal operational interruptions when their service providers add or update security patches on the platforms.
Client data is housed in multiple servers with backup processes that ensure access is never lost because of theft and natural disasters that can affect business operations. If a server malfunctions, the cloud storage system lets you access another server while re-establishing the connection to the original server.
These platforms use encryption technology to protect against hackers and unauthorized users accessing your clients’ sensitive information. As a result, lawyers can stay assured, knowing their client’s information remains secure against cyberattacks.
Cloud-Based Technology Can Work for Your Law Firm
Using cloud-based technology can help lawyers do everything from managing their workloads to focusing on preparing for trials and protecting their client’s interests. It also allows attorneys to access their data from anywhere at any time, whether by smartphone or laptop.
Backdocket lets anyone in your law firm access information to prepare for client meetings and court dates. Book a demo today with our onboarding specialist and discover how backdocket can enhance your workflows.
Law firms must strive to provide the proper tools for their staff members and lawyers to communicate effectively with each other and clients. In the rapidly evolving world of technology and communication methods, it benefits law firms to place customization at the forefront of their efforts.
Practice management software with robust customization simplifies communication between attorneys and clients and makes your staff more efficient. Integrating features and developing your workflows are ways customizing your practice management platform is critical to your firm’s communication.
Your law firm can benefit from customizing its practice management software’s dashboard to fit your team’s needs. Your dashboard can include custom search fields to help attorneys and staff members quickly find client information and case updates.
With backdocket, you can work with our onboarding specialist to customize your platform’s search results to display relevant information, such as case statuses or record requests.
Reports, color-coded charts, and graphs on your dashboard can help your law firm visualize key performance indicators (KPIs) from marketing campaigns and customer satisfaction surveys. Personalized dashboards can help your attorneys and staff stay on the same page regarding internal firm communication and customer outreach.
Automating the intake process in the practice management software platform can help your team communicate more effectively with clients. Backdocket’s platform can capture specific information about leads using customizable fields to help your lawyers see if the leads qualify for your practice. These fields may include a lead’s full name, contact number, and how they found your firm.
An intake workflow in your practice management software identifies which leads need immediate contact and which have not yet committed to your firm. In addition, you can filter your leads by the last time and date of contact. Once your intake process is in place, you can help your attorneys become more proactive in reaching out to leads and organize who will reach out to potential clients.
Between client meetings and court appearances, attorneys and staff members may forget to log important notes from clients. They may also miss relaying tasks and messages between law firm members. A centralized practice management system can record all client communications, including phone calls and emails.
For instance, an attorney can add notes from a client meeting. They can set up administrative tasks for the next client meeting and assign them to staff members, who can complete them before the deadline.
Staff members can also reach out to clients if needed. Task assignments allow the attorney to eliminate the risk of misplacing client information and ensure that everyone at the firm stays on task to meet the client’s expectations.
Backdocket’s practice management platform is cloud-based, meaning lawyers and staff members can access it anywhere with an internet connection. They can quickly view essential documents and set appointments with clients and investigators.
If you need to communicate with other law firm members immediately, you can easily view their calendars and assigned tasks wherever they may be at different times of the day.
Your team can communicate more efficiently and effectively with each other, even if they’re at the client’s home, in different law offices, or at their home offices. A customizable cloud-based practice management platform can streamline communication between support staff and lawyers within your organization.
It also enhances the work-life balance of your attorneys, giving them more time and flexibility on personal commitments.
Practice management software enables integration with other programs, such as email marketing platforms, that can help maximize your client outreach. You can create streamlined, high-performing email campaigns to send to leads with email marketing software such as MailChimp or Marketo.
Within your customizable practice management platform, you can track which campaigns have the most significant impact on opening your emails and getting leads to contact you for consultations. Customized dashboards and reports enable you to reach out to customers more quickly and follow up with them more efficiently.
Grow Your Law Firm with Practice Management Software
Law firms can benefit from practice management software by improving communication within the firm and staying in touch with clients. Backdocket keeps your staff on track while providing customizable insightful dashboards to help you keep track of important deadlines.
Contact our team to schedule a free demo to find out how we can help you customize our platform for your firm’s needs.
The modern digital age has changed the way that law firms work. Today’s legal professionals are more focused on efficiency than ever before, which means using technology to streamline their practices and boost client satisfaction.
Satisfied customers can improve referrals and help your law firm stay competitive. Approximately 44.5% of global organizations regard the customer experience as a competitive factor in driving business.
Having practice management software for your law firm can help you improve the efficiency of your practice by satisfying your clients. Contact management and automated tasks make communication between your law firm and clients easier.
Find out how practice management software affects your clients’ experiences and how a cloud-based application like backdocket can save your firm time while maintaining high standards of professionalism.
Efficient Customer Communication Management
Keeping track of interactions with your clients and contacts in one place is a critical feature in contact management. Practice management software can store, locate, and auto-populate important contact information for ongoing cases.
Attorneys and staff members can add notes from client conversations into the practice management software. Emails and files related to the case are linked together for streamlined document management.
Any member of your law firm can view the full details, context, and history of every client interaction in the firm’s cloud. For example, if you need to update a client about their case status, you can pull up their information and see the most recent notes from prior conversations.
Your clients will appreciate you informing them about developments in their cases and when they need attention. Efficient communication and customer service make your clients more likely to refer friends, family, and others in their social circles.
Improved Task Setup
Using practice management software allows you to keep track of everything related to a specific case, from documents to emails exchanged between you and your client. It also helps you set up tasks, such as filing motions or drafting legal briefs.
Legal practice management software allows lawyers to enter new cases into the system consistently. It provides a centralized location where you can track all your active cases. You can also use it to create templates that save time when entering new information into the system.
You may need to assign administrative tasks to support staff, such as paralegals and legal secretaries. In that case, you can automate your to-do list by setting up workflows and triggering new to-do actions. Improving the workflows and tasks in your practice management software can help you free up your time to meet with your clients and meet their expectations.
Better Calendar Management
Client meetings and court dates on a centralized calendar in the practice management software can help everyone in the law firm see what’s going on daily. It lets lawyers know about upcoming customer meetings and who must be at a conference or court appearance. Automated reminders also help clients and legal staff know when an important appointment or court date is approaching.
A calendar integrated with Office 365 and Google can help your lawyers update their clients on important meetings and court dates. In addition, it gives your attorneys a better idea of how long each case takes and how far it has progressed over time.
Clients gain peace of mind when their lawyers provide regular updates on their cases’ progress. They know what stage the case is at in the system and whether they need to be present for hearings or litigation meetings.
Automated Customer Service Surveys
Your associates and support staff members can automate with legal practice management software like backdocket, including following up with clients after closing their cases. Follow-up surveys allow law firms to ask questions about a client’s experience during their case.
Surveys can include questions about client satisfaction with the communication between their lawyer and support staff. You can also ask your clients how they found your law firm and if they would recommend it to others.
This automated feedback provides detailed information about the client’s experiences to your lawyers and staff. It also helps them identify areas for improvement, such as responding more quickly to emails or automating client reminders.
Enhance the Customer Experience with Backdocket
A well-designed practice management software can help you improve the customer experience with automated tasks, calendars, and record-keeping. Strengthening customer relationships and personalizing communication is the key to any law firm’s success.
Backdocket can help transform how your associates and staff communicate with clients. Learn how practice management software affects your customers’ experiences and schedule a free demo with backdocket today.
When faced with a disorganized or poorly-managed practice, your firm may find it challenging to land cases and attend to clients. Poor practice management can lead to the loss of talented attorneys seeking professional growth opportunities.
However, it’s possible to retain your best and brightest attorneys by simplifying workflow through efficient practice management software. Download our free guide to learn how using backdocket’s practice management platform streamlines daily tasks to help retain high-quality attorneys at your firm.
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At backdocket, we’ve built an efficient practice management software to help small- to mid-size firms improve their workflow and retain talented legal staff. With the help of our cloud-based software, your firm’s workflow will become smoother and faster than ever, helping you attract top candidates to your firm.
Contact us today for a free demonstration.
Lawyers put in endless work hours, often without seeing results. Tasks like invoicing, intake, and other administrative and data management needs are non-billable hours that can be a time and resource drain. Streamlining your firm’s operations and using efficient solutions can enable you to work smarter, not harder, in pursuing your goals.
Several administrative tasks can waste time and resources for a law firm. Improving on these practices can elevate your efficiency and increase revenue.
To make your law firm more efficient, take advantage of the top 3 ways to work smarter and not harder when running a law firm.
1. Efficient Practice Management Software
An efficient law practice management system can help you manage your law firm productively. Software can automate various tasks to reduce your workload. You can use it to create and store documents, case information, appointments, contacts, and track billable hours.
Law practice management software can also create and manage client files, calendar appointments, to-do lists, and scheduling reminders. In addition, it can generate reports that can be used to improve your firm’s productivity.
By leveraging the power of flexible law firm management software, you can focus more on providing quality legal services to your clients.
2. Customize How You Manage Your Cases
Your law firm handles various cases, from personal injury and individual malpractice suits to class action cases. Backdocket helps you customize your practice management software to fit your practice’s specific needs. You can increase efficiency and improve outcomes by tailoring your system to the way you work.
Take a look at the way your firm is currently managing cases. Are there any areas where you could improve the process? Perhaps you could automate a manual data inputting system? Or maybe you’re not taking advantage of practice management software?
If you’re not using automation, backdocket can help you to start incorporating it into your workflow. Automating repetitive tasks such as uploading digital signatures for mail merge can free up time for you and your staff to focus on more important matters.
You may also want to consider changing the way you organize your data. Having a well-organized system makes it easier to find information when you need it and help you avoid mistakes. Additionally, conducting searches with custom fields can make accessing your data a quick, razor-sharp process.
3. Streamline Your Firm’s Operation
Streamline your firm’s operations by ensuring all your documents are organized and easily accessible. This includes client files and internal law firm documents.
From streamlined claim ledgers to automating your practice’s check requests, backdocket can save you valuable hours. Our record timeline tracking feature allows you to manage your workflow from an intuitive overview without having to search individual claims every time.
Your law firm is unlike any other; using your data efficiently can set you apart from your competition. Backdocket gives you the ability to track and collect specific metrics and can give you the power to remove the guesswork from your decision-making. Taking the best action can be as simple as analyzing the data, allowing your firm to run smoothly and seamlessly.
Contact backdocket today to learn more about how our practice management software boosts your productivity. Schedule a demo to experience backdocket’s thorough onboarding process and ask our support team questions about the platform.
Technology is rapidly advancing, significantly impacting how people live and work, including in the legal industry. A 2022 study found that 79% of law firms expect to offer hybrid work arrangements to their employees within the next five years. Hybrid work can change how lawyers work when they use cloud-based technology to help them meet their clients’ demands and workload requirements.
Cloud-based technology provides a safe, efficient way for lawyers to collaborate with coworkers and clients. It’s an essential for your firm to learn how cloud-based technology contributes to a healthy work-life balance and better productivity.
Many legal professionals experience mental health issues and addiction due to long hours and high-pressure environments. A 2016 study of 12,825 lawyers found that 20.6% have alcohol issues, 28% of attorneys reported symptoms of depression, 19% experienced anxiety, and another 13% dealt with significant stress.
Cloud technology helps lawyers create and maintain an effective and realistic schedule. A practice management service like backdocket lets lawyers access calendars, task lists, and other tools to help them stay on track with deadlines and tasks. In addition, working remotely allows lawyers to avoid conflicts with family life and other personal commitments, which can lead to stress and fatigue at work.
A cloud-based practice management service streamlines scheduling, billing, file management, and document creation. It helps all attorneys and staff members share files quickly. They can collaborate on client cases and access the information they need, whether at a client meeting or at home.
Cloud storage promotes transparency by keeping all crucial documents in one location for partners, attorneys, and staff members to access. As a result, it makes it easier for everyone to view the latest information for current clients. They can view the pipeline of potential clients interested in the firm’s legal services to improve their marketing campaigns.
With cloud-based technology, a law firm doesn’t have to maintain on-site private servers and file cabinets. Regular maintenance and updates are included as part of the cloud storage service, so you only pay for what you need.
Law firms can also save essential documents without buying additional equipment like printers and scanners to print hard copies. Working in a cloud-based storage system makes it easier for attorneys to go online to find what they need quickly and efficiently.
Widespread technological use means clients demand flexibility and agility. Legal teams must also manage off-site meetings, courthouse appearances, and communication between attorneys and clients. Using shared documents makes remote collaboration between your law teams more effective, especially when traveling between meetings and courtrooms.
Cloud storage lets lawyers and legal teams access documents and schedule meetings quickly. It enables them to communicate better with their clients through video conferencing and online meetings. Viewing your team members’ calendars and assigned tasks in backdocket can save you time when you need to consult with other legal team members.
Legal professionals often need to share confidential information with others outside the firm, such as clients or attorneys. Cloud storage ensures that this information remains private, even if an accidental leak or security breach occurs. It also makes it possible to share files without sending them through email or traditional methods that can put sensitive information at risk.
Encryption techniques are essential when working with colleagues with sensitive information like client files, attorney notes, and confidential emails. Backdocket’s servers use standard data security measures to keep confidential information safe from potential data breaches. Only authorized staff members can access the personal information stored online, so it will never be lost or stolen.
Cloud storage services allow attorneys to work remotely without sacrificing efficiency and personal time. They help lawyers learn how cloud-based technology can enhance their work-life balance.
If you’re looking to improve your law firm’s work culture, backdocket can help you change the way your law firm stores data and communicates with others. Get a free demo today to find out how you can establish a better work-life balance for your law firm.
Many law firms already use practice management software to boost efficiency and streamline organization in the workplace. But when it comes to ethical compliance, you may be doubtful that legal tech can improve upon traditional methods.
However, as legal technology continues to improve, practice management software has become one of the most effective and widely used ways for a law firm to maintain and even improve ethical compliance. Learn the benefits of LPM software and discover how practice management software can help your firm maintain ethical compliance.
Legal Practice Management (LPM) software aims to provide your law firm with an integrated and streamlined system that helps manage day-to-day business operations and company workflow. Good legal software assists with scheduling, billing and bookkeeping, client communication, and file organization.
LPM software is efficiency software designed to lighten your firm’s workload by taking care of all your firm’s bureaucratic and organizational tasks, so you are free to focus on assisting clients.
Investing in LPM software can be a smart financial move for your firm. This software lowers production costs and reduces the cost of training new employees, meaning more profits for your firm.
Also, it can help you impress your clients with fast and efficient case handling and improved client service metric scores. After witnessing your firm’s high levels of proficiency and organization, your clients will feel comfortable sending more assignments your way.
When you work in the legal field, you commonly deal with sensitive and confidential information. Because of this, many lawyers still manually do things like client billing to avoid potentially sensitive details from becoming common knowledge.
Unfortunately, while manual input can possibly keep your client’s information safe, doing everything by hand takes time. Even the best manual record-keepers are prone to human error, and errors are the fastest way to put your firm’s reputation at risk.
Good legal practice management software ensures that your sensitive information is safe and can help your firm uphold its commitment to ethical compliance. If you’re worried about protecting your firm’s security and ethical compliance, discover how LPM software addresses some common ethical compliance issues.
Legal practice management software can address many common issues law firms face when maintaining ethical compliance and client security.
The number one culprit of mistake-making is not your LPM software; it’s you. LPM software protects you from making errors that can lead to ethical or security issues.
Human error includes more than just typos and math mistakes. If you fail to inform your client about important information related to their case, your communication error can quickly lead to a claim. Forgetting to stay in regular contact with your client can result in losing them if there is no good reason for your lack of communication.
Missing deadlines, meetings, hearings, or forgetting to file documents on time are other human error issues that represent a serious risk to your law firm. An unclear or overcrowded schedule can make it especially hard to stay on top of your work to-do list and lead to preventable oversights.
This software, like backdocket, removes the human error element by facilitating easy communication within the office and with clients, providing meeting reminders, and offering scheduling software that will keep you on top of your appointments. It organizes all your information, making it easy to move between documents and check for errors, and stores your information in a secure central location.
Poor record keeping opens your law firm up to a host of ethical issues. An effective document management system can save your firm from financial ruin if your company is audited or experiences a data breach.
Most law firms have no shortage of files, and keeping track of everything can be difficult without LPM software. Backdocket allows its users to track the timelines of records requests without needing to open up every individual claim. With backdocket’s customizable search field, all the documentation you need is organized and available at a moment’s notice.
From improved scheduling, organization, and client communication, to ethically-compliant record-keeping and billing, backdocket has everything you’re looking for in legal practice management software.
If you’re looking for a way to maintain or improve your firm’s ethical compliance, backdocket can help you avoid errors that can tarnish the reputation of your business. Build your clients’ trust by protecting their important information with backdocket.
Call us or request a Free Demo online now. Invest in your firm’s security and organization today.
In the past, law firms seeking to computerize their data had to follow the same example as other businesses: setting up their own on-premises and hiring IT personnel to maintain them.
This approach is becoming increasingly antiquated, as on-premises servers are expensive and challenging to scale up as your firm grows. Cloud technology is today’s ideal solution for law firms looking to streamline business data management.
Discover how cloud practice management software can help your firm and the advantages of using the cloud over traditional servers.
When law firms switch from in-house servers to cloud-based technology, they can save a lot of money on operational costs. Cloud-based services allow you to only pay for what you use, which means you spend less on maintenance costs and system support.
These savings lower the barrier for small-to-medium law firms to take advantage of cloud-based services and grow their businesses. Additionally, they eliminate the need for additional staff to troubleshoot and fix a computer server’s hardware and software.
The cloud allows users to store data and documents in one location, improving work productivity and collaboration. According to a Pew Research study, 59% of Americans working from home do so all or most of the time.
According to Owl Labs, 86% of those working from home at least part of the time can better support and be present for their families. 84% report they would also be happier to work from home.
Cloud-based technology allows you to stay connected while traveling between offices, client meetings, and courtrooms. For instance, you can access records and refer to client notes while in a meeting with the client. Cloud-based practice management software offers you and your staff an effortless experience instead of working with paper notes and spreadsheets.
Most importantly, anywhere access lets you spend more time with your loved ones while staying on top of your caseloads.
Using cloud-based technology allows law firms to scale their legal services. Law firms no longer have to manually update their systems constantly since the cloud does it for them. A practice management software onboarding specialist can work with your firm to design a user-friendly interface with customizable fields.
Since a specialist can easily manage your cloud storage through the software, they can deploy new improvements quickly based on your firm’s preferences. This allows you to scale up at peak times, meet your clients’ needs, and make your workflows more efficient. Cloud technology provides greater flexibility without causing you to spend more on maintenance.
A cloud-based practice management software platform, such as backdocket, can back up data if a server malfunctions. Whenever a server fails, the cloud storage system can transfer data to another server and reestablish a connection. As a result, the data in the cloud stays intact and accessible with no disruption.
Your practice management application specialist at backdocket can assist you with backing up and restoring your data since it is all in the cloud. Backup and recovery are more convenient than when using traditional in-house servers. Law firms that use cloud systems are less vulnerable to thefts or natural disasters with a lower reliance on physical servers.
Cloud computing relies on the internet, which could pose a security risk since hackers can exploit your internet connection to access your data. Using a customized practice management solution created by those who understand the operations of law firms keeps your sensitive data in a secure setting.
At backdocket, we use encryption techniques to prevent unauthorized access and loss of data to ensure all law firms keep their data secure. You can feel safe using our services because we maintain our servers with industry data security standards.
Our servers employ multiple encryption methods to protect all data uploaded on our servers, including the AES-256 encryption algorithm and the Secure Socket Layer (SSL) and Transport Layer Security (TLS) protocols.
Cloud services help law firms scale their operations, reduce costs, and future-proof themselves in an era of remote work and accessibility. Your law firm can benefit from using backdocket to maximize performance and manage sensitive data.
If your firm is ready for digital transformation, contact us to book a practice management service demo.
