Law firms are increasingly adopting digital tools to help them work more efficiently. With the right technology, lawyers can connect with clients, share documents, and collaborate with colleagues more efficiently. However, they must always consider how their ethical obligations to clients intersect with their use of technology.

Focusing on these fundamental considerations can help you choose a practice management system to secure your documents and client information.

Ethics to Consider to Protect Your Client’s Data and Documents

The use of technology by lawyers is essential for advancing the interests of their clients. They must consider these ethical obligations when dealing with digital communication and files.

Diligence and Client Communication

You should always be diligent about communicating with your clients about what you can do for them, how long things will take, and what they can expect from their relationship with you.

When any decision requires informed consent, you must communicate it promptly to the client under the American Bar Association (ABA)’s Model Rules of Professional Conduct. Informed consent means you must explain the facts that apply to your client’s case, the benefits and drawbacks of a proposed action, and any options.

If you have lawyers and staff members working remotely, it is important to maintain seamless client communication. You may need to update your website, automatic email response, and voice mail system with information about your firm’s remote status.

Additionally, attorneys should regularly check voicemails, emails, and other client communication methods to stay in touch with clients. Maintaining constant contact with clients ensures prompt responses to reasonable inquiries.

Competent Representation

A law firm must be competent in representing its clients, including understanding the benefits and risks of relevant technology. For instance, an attorney who doesn’t know how to forward an email and save documents to a computer is limited in the legal services they can provide to clients.

Competent lawyers should understand these technologies and use them in a way that safeguards the property and information entrusted to them.

Legal professionals can build technological competence by studying publications, reading blog posts, and listening to podcasts. Additionally, they can work with the practice management software’s onboarding and support specialists to gain confidence in using it.

Client Data and Confidentiality

Firms must monitor all office resources connected to the internet, including external data storage and vendors who offer data services. As a result, they need to use secure Wi-Fi, keep data private, and communicate securely with clients. Additionally, lawyers must keep all client information confidential unless the client gives their informed consent and, if necessary, in cases of certain death or harm.

Law firms must consider how to store confidential information and the level of encryption for all data to ensure its security. A cloud-based practice management system can back up client data in multiple data centers if one fails. It also allows law firms to access data from anywhere to work on client cases while on the go.

Ensure Compliance with backdocket to Protect Your Client Data

Many law firms turn to practice management software to help protect client data and ensure compliance with ABA rules. Backdocket’s practice management software can organize workflows that help keep your clients’ information private and secure.      

Communication Tools

Communication is critical to ethics compliance to ensure clients receive updates regarding their cases. Backdocket lets you set up reminders for contacting clients. The customizable fields in the clients’ records let you take notes as you talk to them.

Your lawyers can inform their clients about important appearances with a calendar integrated with Microsoft Office 365 and Google.

Document Organization and Reporting

Organizing your documents in all your clients’ records helps maintain ethical compliance. The backdocket platform allows users to track timelines for record requests without opening up each claim.

Its customizable search field makes it easy to find any documentation you need for a client. Customized reports help you see the statuses of your cases and which clients require follow-up.

Privacy and Security of Client Data

Backdocket uses standard security measures to ensure the confidentiality of all client information. You can work with backdocket’s onboarding specialist to designate certain users for access to client information. Its cloud storage capabilities make it easy to share documents without sharing them through email and text messages.

Find Out if backdocket Can Work for You

Ensure you use technology ethically to communicate with clients and secure their data. Using backdocket can help you comply with ethics guidelines related to communication, competent representation, and client data security.

Book a demo today and learn how we can help you customize your platform to help you make the best of our features and connect with your clients.

Using new practice management software can help your firm develop new processes and convert prospects into clients. However, it requires your employees to understand and fully use its features.

It may take time for your firm to adjust to new software, but your staff can enjoy its benefits with the proper training and onboarding processes. Discover how to involve your staff when implementing a new practice management platform for a smooth experience for all your team members.

Show the Benefits of the Software to Your Employees

With an onboarding specialist’s guidance, your lawyers and staff members can learn the benefits of the software from a display of the practice management software’s advantages. An in-person or virtual presentation can address staff concerns and show your team how much more efficient their jobs will be with the new system.

For instance, your firm may need help managing its documents effectively and spend a lot of money on paper, printers, and photocopiers. You can show that a cloud-based practice management system ensures that all files remain accessible and secure. Keeping track of documents and contacts can streamline your case management workflow for your firm.

All employees should receive training even if they use the software occasionally, so they know how to use it correctly. Educating lawyers and staff about legal technology and its benefits helps them commit to learning and understanding it.

Plan for the Training Process

An onboarding specialist can support your law firm by using practice management software to answer questions. Practice sessions and hypothetical scenarios allow staff to learn how the software works without hindering business operations and ongoing cases.

Incorporate training sessions into your weekly and quarterly team meetings and keep your team informed of the progress of the software implementation. Give your team a chance to experiment with the practice management software, including the functions they will use most often, such as managing claim ledgers.

Training opportunities can reduce anxiety inherent in learning new platforms, allowing employees to experiment and learn at their own pace.

Designate Super Users for the Software

Everyone at your firm should learn the new software; however, you may select a few employees to be super users. They should know about new technology and have in-depth legal terminology and workflow management knowledge. These staff members can learn new software faster, figure out the best workflow practices for your firm, and help others use the platform when needed.

Identify and involve these individuals as early as possible in the training process so they can support other team members. Ensure super users receive extensive training on how the software works, enabling them to assist colleagues during the transition.

Provide Incentives for Training

Employees may find it challenging to learn new software to accomplish their tasks. Motivating them with rewards and morale-boosting activities will help make the transition less stressful. The likelihood of people using the software increases if they know they will receive compensation for their efforts.

Incentives such as the following can help your employees become more enthusiastic about using the new software:

Celebrate Successes with Your Firm

In time, staff and attorneys will see results from using the new practice management software as they become more proficient. Celebrating the results can boost engagement throughout the firm and demonstrate the value of the technology.

For example, firm-wide emails can highlight how the new platform has resulted in positive results. You can share how the software has increased potential clients who showed up to their consultations due to automated emails and follow-up calls initiated by the platform.

Celebrations should occur whenever a new process is developed and when a staff member notices a reduction in time spent on tasks that used to take hours.

Commit to Ongoing Learning with backdocket

Employees who understand the benefits of new legal technology can make the best of training and learning opportunities to use it. Backdocket’s onboarding specialists can help you determine your firm’s workflow and create a plan for implementing backdocket with your employees.

Schedule a demo with us today. Learn how backdocket’s functionalities can help your firm thrive with new processes.

Many law firms focus on managing current clients to help them achieve favorable results. However, they may need to pay more attention to marketing efforts, including acquiring new clients. The American Bar Association’s 2020 TechReport shows that 13% of law firms, including 32% of solo legal practices, report that they don’t have anyone responsible for marketing in their firm.

The best way to grow your firm is to spend more time on lead management. Effective lead management can help you cultivate interest among prospects, follow up with leads, and streamline the client onboarding process to support conversions.

Discover how your firm can boost its lead management strategies to help you retain more clients and increase your revenue using backdocket’s legal practice management software.

How Is Lead Management Different from Case Management

Case management refers to the processes involved in providing legal services to clients working with the law firm. The process includes research, drafting, negotiations, filings, and court appearances and occurs after a client has retained your firm.

Lead management happens before you retain a client. It refers to the pre-retention stage when a law firm reaches out to prospective clients and engages with them. The lead management process aims to convert potential prospects into paying clients.

3 Best Practices for Managing Leads at Your Law Firm

Legal prospects who first approach your firm for representation should receive priority treatment from your staff members and lawyers. Having better lead management can help you demonstrate the value of your services and showcase how your law office can help them reach their goals.

During the pre-retention stage, your firm has three main ways to improve the management of its leads:

  1. Respond to Your Leads Immediately

Following up with your leads as soon as they contact you can help establish their trust in your firm and increase the chance of converting them into clients. They may look elsewhere if you respond slowly or fail to answer their inquiries. Forbes notes that the average lead response time for many businesses is 47 hours, and 71% of qualified leads have yet to receive a response.

With practice management software like backdocket, you can set up a workflow with staff members designated to follow up with prospects after their initial outreach.

Automated emails using practice management software can let a lead know you received their first message, and a staff member will reach out to them as soon as possible. Using automated to-do lists can help your staff remember to call and greet them and assist them in making an appointment with an attorney for intake.

  1. Use Email Marketing to Engage Leads

Email marketing can help ensure your firm remains top-of-mind with leads so they remember your organization when it comes time to hire a lawyer. Email marketing can nurture these leads and help you maintain engagement. A practice management software platform like backdocket integrates with email marketing platforms to aid you in targeting these prospects and their legal cases.

For example, your firm can send out automated email newsletters with general firm announcements. Other ideas to pique the interest of your prospective clients include:

  1. Track Lead Sources

When running marketing campaigns for your law firm, keep track of your lead sources to understand where they originate. During the intake phone call, you can ask a lead how they heard about you. This information will help you make better marketing decisions in the future.

For instance, if a lead found your law office through LinkedIn or Facebook, you may need to develop a social media strategy using these platforms to increase awareness and attract more clients.

Backdocket’s practice management software lets you monitor the statuses of all your leads and see which sources brought them to your firm. You can access this information on backdocket’s dashboard and customizable reports. Attorneys and staff members can input client information into backdocket after speaking with them so you can better manage your intake process.

Convert More Clients with Backdocket

The backdocket platform makes managing and converting prospects easy to ensure your firm’s financial stability and growth. You can track which marketing efforts generate the most conversions and integrate them into your marketing efforts.

Request a free demo today, and let us show you how we can improve your law office’s lead management efforts.

Tracking KPIs are important for measuring your law firm’s success and improving processes. Enter your email to download our free guide and learn how you can better track your KPIs by setting specific goals and achieving them.

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Contact backdocket Today

If you’re ready to boost your law firm’s KPIs and productivity, consider implementing backdocket’s cloud-based practice management software.  Contact us today to schedule a free demo of our platform to see how it can help you grow your practice.

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.

How You Handle Your Task Management System Makes a Difference

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.

5 Ways to Improve Your Firm’s Task Management Strategy

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:

  1. Sync Tasks in Outlook and Google

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.

  1. Keep Track of Each User’s Tasks

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.

  1. View All Tasks for a User or Claim

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.

  1. Track Your Daily Tasks

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.

  1. Set Up Task Completion Notifications

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 Can Boost Your Workflow

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.

Instant and Robust Employee Communication

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.

Easy File Sharing

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.

Flexible Remote Working

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.

Reliable Data Security

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.

Improved Client Communication

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.

Empower Your Law Firm with backdocket

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.

  1. Customizable Dashboards and Reports

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.

  1. Improved Intake Process

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.

  1. Efficient Task Delegation

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.

  1. Increased Internal Communication

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.

  1. Better Client Outreach

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.

Retaining Attorneys by Simplifying Workflow Ebook

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Simplify Your Firm’s Workflow with backdocket

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.