Increasing your firm’s average fee is a key strategy for improving profitability and sustainability. However, it can be challenging to charge increased rates if your firm struggles with inefficient billing and communication or inaccessible data storage.
Switching to a cloud-based practice management software can streamline these workflows, allowing your firm to increase its average fee and boost client satisfaction.
Clear and effective communication helps to ensure that everyone in the firm is on the same page, reducing misunderstandings and errors that can slow down progress and result in wasted time and resources.
One way to streamline communication is by using cloud-based practice management software. This type of software allows all firm members to access the same data and collaborate in real time, regardless of their location. This makes it easier to coordinate tasks, delegate responsibilities, and ensure everyone works toward the same objectives.
Cloud-based practice management software also provides a centralized location for all communication, including emails, messages, and documents. This eliminates the need for multiple communication channels, such as phone calls, emails, and in-person meetings, which can be time-consuming and inefficient.
With streamlined communication, your firm improves client satisfaction and case outcomes, allowing you to charge more for your services.
Using efficient and secure data storage can help firms increase their average fees by making managing workflows and streamlining processes easier. This can result in faster turnaround times, increase client satisfaction, and create opportunities for upselling additional services.
Cloud-based practice management software provides a single location for all data storage. This eliminates the need for multiple storage locations and makes it easier to quickly find the information you need. Cloud-based storage is also more flexible than traditional on-premise storage, allowing team members to access data from anywhere with an internet connection.
Cloud-based practice management software offers secure data storage protected by multiple layers of security. This can include encryption, firewalls, and regular backups to protect data against unauthorized access, breaches, or loss.
Automated billing processes allow firms to focus on providing clients with high-quality services while reducing the time and resources required for billing-related administrative tasks. Automated billing can help firms increase their average fee by reducing the time it takes to bill clients and improving cash flow.
Automated billing software can automatically calculate fees, generate invoices, and apply payments, reducing the likelihood of errors resulting in late payments or client disputes. This can improve client satisfaction and reduce the time required for follow-up tasks.
Automated billing processes also save time. Manually generating invoices, tracking payments, and following up on overdue payments can be time-consuming and labor-intensive.
By automating these tasks, firms can reduce the time spent on billing-related tasks, freeing up resources for higher-value tasks. This can help improve the firm’s financial health and create opportunities for upselling additional services.
Backdocket is a cloud-based practice management software designed to help law firms maximize efficiency and profitability. The platform provides tools for streamlined communication, centralized task management, automated billing, and secure data storage. Backdocket frequently helps customers by implementing:
Backdocket’s cloud-based storage platform provides specific features that can enhance efficiency and profitability for your law firm. Secure and centralized data storage allows for consolidated storage of all client information and documents storage in one location. This reduces the need for multiple storage locations and simplifies the process of quickly finding the required information.
Backdocket’s workflow management and process automation capabilities facilitate streamlined workflows, leading to faster turnaround times, increased client satisfaction, and potential upselling opportunities. These features, in conjunction with backdocket’s powerful search functionality, can enhance operational efficiency and profitability for your firm.
By automating tasks such as invoice generation, payment tracking, and payment reminders, backdocket minimizes the time and effort required for billing-related activities. This automation frees up resources for higher-value tasks, thereby increasing overall productivity.
Backdocket’s payment reminders and multiple payment options enable firms to reduce the time it takes for clients to pay invoices, leading to improved cash flow and reduced instances of overdue payments. These features can help firms improve their financial health and create opportunities to upsell additional services.
Backdocket’s task management features provide a centralized platform for assigning and managing tasks, making tracking progress easier and ensuring timely completion. This functionality helps firms to optimize resource allocation and identify areas where additional resources may be required.
By streamlining task management and minimizing the risk of errors or miscommunications, Backdocket enables firms to operate more efficiently and effectively. The system’s customizable task views and reporting capabilities provide valuable insights into team productivity and workload, which can inform strategic decision-making and increase profitability.
Backdocket’s centralized communication platform enables firms to consolidate all communication channels, including emails, messages, and documents— into one location.
This functionality eliminates the need for multiple communication channels, such as phone calls, emails, and in-person meetings, which can be time-consuming and inefficient. The centralized communication platform also allows for easy tracking of important details and reduces the likelihood of miscommunications, leading to increased efficiency and productivity.
Backdocket’s powerful search and tagging functionalities make locating specific communication threads and documents easy, further streamlining communication processes and saving time. By providing a streamlined communication platform, backdocket helps firms optimize resource allocation, improve collaboration, and increase profitability.
Backdocket is a powerful tool that can help law firms of all sizes improve their efficiency, profitability, and client satisfaction. If you want to take your firm to the next level, reach out for a free backdocket demonstration today.
As a law firm, staying organized and managing time efficiently is crucial to providing high-quality legal services to clients. Syncing your calendars to practice management software lets you easily manage all your staff’s appointments, court dates, and deadlines in one place. This ensures your team stays on top of its responsibilities and never misses a critical event.
Understanding the benefits of syncing your calendar to cloud-based practice management software can help your law firm become more productive and successful.
Calendar syncing is the process of integrating multiple calendars into a single platform to streamline scheduling and improve organization. It lets attorneys and staff connect their calendars with the firm’s practice management software for better personal and practice-wide organization and performance.
Calendar integration uses software that pulls data from various sources, such as Google Calendar and Outlook, to automatically update the firm’s calendar in real-time. This process ensures that all appointments, meetings, and deadlines are recorded and easily accessible for everyone in the firm.
As a practice-wide tool, calendar syncing enables managers to view the availability of individual attorneys and staff, assign tasks and appointments efficiently, and delegate responsibilities effectively. This can significantly enhance the firm’s productivity, reduce scheduling conflicts, and improve overall communication and collaboration.
When you use a practice management system like backdocket, you can access automatic calendar syncing for your firm. Implementing calendar syncing with your practice management platform can help you see the following benefits:
Backdocket’s powerful integration with Office 365 and Google allows the seamless syncing of tasks and calendars. With the ability to book resources, schedule events, and view the calendar by individual users or the entire firm, backdocket simplifies the management of day-to-day schedules.
In addition, users can track their task status or automate their to-do lists by setting a trigger for new tasks to populate when designated tasks are completed.
Backdocket’s case tracking function is another essential tool for legal professionals seeking to manage their cases more efficiently. With real-time alerts and automated processes, backdocket helps keep clients’ cases on track and moving forward.
By streamlining workflows and providing a central hub for case-related information, backdocket enables legal staff to stay productive and achieve better outcomes for their clients.
Don’t let manual calendar updates and scheduling conflicts hinder your firm’s productivity. Sync your calendar with backdocket’s practice management software for real-time collaboration, improved communication, and cost savings.
Our intuitive platform allows seamless integration and easy access to your firm’s important information. Schedule a demo today to see how backdocket can revolutionize your firm’s workflow.
Dashboards are a powerful feature within practice management software that can help your law firm increase productivity. These digital reporting tools provide a clear and concise overview of important data, track key performance indicators, and identify potential areas for improvement.
With advanced KPI dashboards, your firm can prioritize tasks, improve workflows, and make data-driven decisions to grow productivity and boost revenue.
Dashboards provide an accessible and at-a-glance summary of crucial data, making it easy for your law firm to monitor its performance and identify top performers. For example, a dashboard can show billable hours, revenue, and client acquisition rates, allowing you to track your attorneys’ progress and reward top talent.
Backdocket’s practice management software offers a dashboard featuring key metrics such as top clients, matters, and billing trends. With this information at your fingertips, your law firm can quickly identify and proactively address potential issues, boosting productivity and ultimately driving growth.
Dashboards help your firm track key performance indicators (KPIs), which allow you to measure progress toward goals and make data-driven decisions about your operations.
Important KPI metrics for law firms include:
Backdocket offers personal dashboards tailored to a law firm’s unique needs, displaying the searches and KPIs that matter most. The dashboard includes color-coded charts and graphs for easy visualization.
Backdocket’s software also enables firms to track marketing campaign performance and lead attribution, giving them valuable insight into the effectiveness of their outreach efforts.
Dashboards can improve productivity by highlighting areas of your firm’s performance that may require improvement. By identifying areas for improvement, dashboards help firms stay competitive and continuously enhance their operations.
With backdocket’s dashboard feature, your firm can identify areas for improvement quickly and efficiently. The software’s customizable KPI tracking lets you monitor your performance in real-time and stay on top of critical metrics.
For example, the dashboard might highlight a trend of missed deadlines for a particular attorney or practice area, prompting your firm to take corrective measures to boost performance.
Backdocket’s marketing campaign tracking feature can help your firm understand the effectiveness of your outreach efforts, enabling you to optimize your marketing strategy and generate more leads.
Dashboards can improve your law firm’s workflow by providing visibility into the status of cases and tasks, enabling teams to collaborate more efficiently. By monitoring progress and identifying bottlenecks, dashboards ensure your staff can easily prioritize workflows and allocate resources more effectively.
The ability to customize dashboards to track specific KPIs and tasks means that team members can quickly and easily access the information they need to complete their work. With backdocket, your firm can tailor workflows to your specific needs.
For instance, you may add a widget to display upcoming deadlines for cases or tasks, helping your attorneys prioritize their workload and allocate resources efficiently.
Backdocket’s dashboards let team members view tasks and deadlines in real-time, collaborate on matters with colleagues, and track performance metrics to ensure they are meeting their goals. The result is a more streamlined workflow, reduced administrative burden, and increased productivity for the firm.
Dashboards help staff prioritize tasks and manage their workload more efficiently, which boosts productivity. Dashboards allow staff to quickly identify high-priority tasks and focus on completing them. This ensures your firm addresses critical matters on time, reducing the risk of missed deadlines or overlooked client needs.
With backdocket’s dashboards, staff members can easily view and update their task lists, identify upcoming deadlines, and collaborate with colleagues to ensure that workflows are handled efficiently. Dashboards help increase productivity and drive success for the firm by empowering staff to prioritize tasks effectively.
Backdocket is a cloud-based practice management system that can help your law firm increase productivity and streamline workflows. Designed with law firms in mind, the platform features customizable dashboards, KPI tracking, and marketing campaign tracking features, giving your firm real-time analytical tools to boost operations.
Schedule a demo today and see how backdocket can help elevate your firm’s performance and see continued success.
Originally published August 23, 2021. Updated May 11, 2023.
One of the biggest problems facing attorneys in a growing law firm is having too much to do. That can sometimes be a good problem to have, especially if it means your services are in demand. However, a jam-packed schedule can also become a major hindrance if left unaddressed.
The best way for lawyers to make their lives simpler and more manageable is delegation. You’ve probably heard a lot about the wonders of freeing up your schedule through delegation, but it can be challenging to know where to begin.
Let’s look at the most important aspects of finding which tasks to delegate and who to delegate them to.
Which tasks do you regularly do that don’t match your skills? If you aren’t great at doing them, and it’s not essential that you perform these tasks yourself, then you’ve just identified to-do items that should be delegated to others at your firm.
If you are constantly late on certain tasks and these delays are creating roadblocks for other team members, consider it a sign that you should take those responsibilities off your plate. Again, it’s important to ask yourself if it really needs to be you that has these duties. If the answer is “yes,” then look elsewhere to free up more bandwidth. If the answer is “no,” then feel free to delegate away!
If your role as a practicing attorney is being hampered by administrative tasks, such as filing legal documents or addressing employees’ questions, then you’re not able to fully focus on your priorities.
Many lawyers face this fork in the road as their firms grow. They can choose to either focus on the business and/or administrative side of running their firms or on the legal aspects of handling cases.
If you’re currently juggling all these responsibilities, then it’s time to decide which path to take. If you’ve made the decision to focus on casework, it’s time to delegate as many administrative tasks as possible.
If you dive into how you spend your hours every week, you might find that several “small” tasks aren’t even worth real estate on your calendar. Taken individually, these tasks are so small they might even be overlooked. In aggregate, however, they become a serious time suck.
You’ll likely notice that many of these tasks are administrative in nature, such as booking appointments. But you might also encounter basic research tasks or other responsibilities that could easily be delegated to other team members or removed from your schedule entirely. Routine phone calls and unnecessary meetings are common culprits to be placed on the chopping block.
The burden of your tasks could otherwise be greatly minimized by using practice management software to centralize and manage it all.
Some of the tasks you regularly perform might be, from your perspective, a misallocation of your time. However, those same tasks could be a great opportunity for other team members. For example, if you typically pull public records from a county clerk’s office database, it might affect your workflow. Yet, for a legal assistant, doing this task could be a chance to learn something new.
It’s not easy to change habits, and that includes performing certain duties as part of your job. You’ll be tempted to do “just this one thing” that you’d sworn to delegate. You’ll feel the urge to micromanage those you’ve trusted to take on these tasks. Barring a crisis or unforeseen circumstances, DO NOT give into this urge.
Once you surrender yourself to the process and start focusing on those tasks you deem most important, you’ll find your work life far more manageable and engaging. Stay the course and focus on what you’re best at!
Through backdocket’s customizable dashboards, you can easily see all the tasks you have on your plate. You can also communicate easily with teammates to help free up your time and focus on the work that matters most.
If you’d like to learn how backdocket can help your firm grow, contact us today to schedule a free demonstration of our practice management software.
Are you looking for ways to improve mental health and well-being in your law firm? Our free downloadable guide explains how backdocket’s practice management software can help reduce stress for your employees and promote work-life balance.
Download the PDF today to learn more about how backdocket’s software can help your law firm.
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Backdocket’s automated features can help reduce workload, streamline workflow, enhance communication, improve work-home balance, and reduce stress for your law firm.
With customizable dashboards, real-time notifications, and integration with popular tools like Office 365 and Google, backdocket is a powerful solution for managing your law firm’s operations and boosting the well-being of each team member.
Schedule a demo today and see for yourself how it can transform your practice.
Practice management software has become vital for law firms seeking to streamline their workflows and attract and retain top legal talent. A survey by the American Bar Association in 2022 found 83% of lawyers would like high-quality access to office online files to feel supported for their work.
Streamlining business processes with practice management software can help law firms boost productivity and retain employees. Keeping skilled employees also means creating an efficient workplace to enhance employee morale.
Discover how a cloud-based practice management software like backdocket can help your firm stay organized and retain quality employees.
Practice management software can help firms retain highly skilled legal talent because the team is more efficient, effective, and collaborative.
When a law firm is transparent about their expectations and goals, employees are more likely to take responsibility for their actions. This accountability creates a culture of excellence, where people are motivated to perform their best work and stay committed to the firm.
Customizable dashboards in backdocket may help your new hires and tenured team members alike measure their performance across different cases for concrete results.
For example, you can set up a dashboard to show client satisfaction KPIs such as net promoter scores from customer service surveys. If you see an employee who has a low net promoter score according to your dashboard, you can offer a performance improvement plan to help them boost their score.
Many employees want hybrid work arrangements from their employers, whether for work-life balance or flexibility in their working hours. According to the ABA, 44% of young lawyers, often women and lawyers of color, would leave their current job for a better opportunity to work remotely.
Your law firm can benefit from practice management software facilitating remote working for all employees. The software enables them to access critical case updates and collaborate on files in real time. Staff members and attorneys can work together to manage client lifecycles, create and assign tasks, and track files from anywhere.
Team members can communicate more effectively when visiting a client at the hospital, at another office location of your law firm, or at home. They can stay connected and focus on the needs of your clients.
Using practice management software enables your staff to gain a deeper understanding of legal areas and practice areas. The software lets firms set up automated task workflows to ensure timely responses and high-quality communication with all employees and clients.
A task assignment helps divide the workload among team members, ensuring everyone stays on track and completes their tasks on time. For example, a team member can automate certain tasks, such as creating a new intake with one click, saving time from manual data entry and preventing human error.
Having a clear workflow roadmap also helps employees understand the steps involved in completing a task, helping ensure streamlined operations throughout the firm. This creates a more structured work environment that can retain workers who prefer standardized processes.
Legal employers who care about increasing morale and minimizing stress must ensure their workers feel valued and engaged. Through practice management software, law firms can encourage all attorneys and staff members to share ideas and work together by fostering a culture of transparency and teamwork.
For example, younger employees are often more comfortable with technology than their older colleagues. They can use practice management software like backdocket to improve communication, streamline processes, and work more efficiently. By investing in the well-being of your employees and promoting a positive work culture, you can retain them and achieve long-term success.
Law firms can benefit from practice management software like backdocket to streamline processes and enhance communication while attracting and retaining top legal talent. A cloud-based platform can help you create a positive work environment promoting collaboration, efficiency, and performance to motivate and support your staff.
Contact us today to book a free demo to learn how we can help you create an effective practice platform for your firm’s needs.
Originally published August 31, 2020. Updated April 10, 2023.
Sometimes a law firm’s needs are self-evident. When caseloads are too heavy, hiring another attorney can help. If your support staff spends too much time answering phone calls or greeting clients, you clearly need a receptionist. However, the need for some positions isn’t always as obvious. One of the best examples is the role of an operations manager.
An operations manager is an upper-level management role, and it includes looking at the entirety of your law firm’s operations to maximize opportunities and reduce wasteful or redundant processes.
An operations manager can turn a good law firm into a great one. But are they necessary at every firm? Our blog dives into the topic.
Though the responsibilities of an operations manager might vary from one law firm to another, they tend to have similar job descriptions.
Good operations managers have strong organizational and time management skills that help improve a firm’s administrative processes. They’re problem solvers, wear many different hats, and they provide a higher-level view of what a firm does effectively and where it can improve.
There are a few indicators that your law firm needs an operations manager:
If you feel overworked, disorganized, and in need of help, it’s time to evaluate what’s missing from your firm. It might just be an operations manager.
Just because your firm struggles to stay organized doesn’t mean hiring an operations manager is the solution. There are also reasons not to create this role at your law firm:
Before deciding to invest in hiring an operations manager, first consider other solutions to your problems. Some challenges can be better addressed by using the right tool.
For example, practice management software could improve your firm’s organization and communication at a fraction of the price of an operations manager.
At backdocket, we work closely with small- to mid-size firms to make sure they have the tools they need to better communicate internally and with clients or third parties.
Backdocket helps team members save time and focus on their job duties through easy-to-use dashboards, centralized information, and automated tasks.
If you’re unsure whether you want to hire an operations manager or if you’re simply looking for a smarter way to work, we encourage you to consider all your options.
Contact backdocket today to schedule a free demonstration of our practice management software.
Keeping your billing accurate and efficient is one of the most critical aspects of running a successful law firm. A strong financial strategy plays a crucial role in this process. If done correctly, it can increase profits, improve client relationships, and create financial stability for the firm.
A vital component of this strategy is accurately tracking and accounting for all billable hours. Backdocket can help your firm better track its billable hours with integrated calendars, automated billing, and invoicing processes.
Learn how your firm can benefit from practice management software to streamline the billing process and help your attorneys make the most of their billable hours.
Many law firms struggle with tracking billable hours since attorneys may spend time on non-billable activities such as networking and ongoing legal education. These activities may be crucial to your firm’s success and inform your legal knowledge when working with clients.
However, lawyers who don’t log their hours by the end of the day may cost your firm revenue. Not logging hours as soon as they happen can result in losing up to 10% of an attorney’s billable time. A delay of even one day can result in a 25% increase in lost time.
Maintaining a steady cash flow for your practice depends on integrating your legal billing process into your financial strategy. Effective billing practices for your strategy include transparent client communication, accurate billing reports, and scheduling to track your billable hours.
A streamlined billing process using backdocket can prevent your firm from falling behind on rent or mortgage payments, utilities, and payroll. By reducing the time spent on billing and minimizing non-billable hours, you can create more opportunities for billable hours.
A law firm’s success relies on tracking billable hours, and implementing best practices for timekeeping can help streamline the billing process and increase profitability. These strategies can help you track billable hours, including automation and calendar integration with backdocket.
Encourage all staff members in your firm to track all their hours to gain insight into how they spend their time and help you make informed decisions about task management and allocation. They can take notes on their daily tasks, review incoming calls and emails, and track their time.
With backdocket, you can generate reports on your intake process, case status, and marketing KPIs. These reports can help you track individual performance and firm-wide progress on how much time employees spend managing leads and converting them into clients.
Lawyers can generate invoices based on their billable hours using backdocket. Automating billing and invoicing can make it easier to track billable hours and ensure accurate and timely invoicing based on those hours. Your firm can also use backdocket to send follow-up reminders to clients when payment is due.
Billable hours can include case-related expenses for expert witnesses, lab tests, court filing, and medical record requests. If a lawyer doesn’t track these expenses, they can add up and cause cash flow issues.
Backdocket ensures a steady flow of on-time payments, avoiding financial issues that can stall your firm’s success. You can use the practice management software to track expenses, invoice clients promptly, automate check requests, and manage claim logs.
Lawyers typically review their billable hours by examining their calendars and email communications at the end of the week or month. However, accurately recalling the time spent on a specific task or the details of a phone call can be challenging.
Backdocket’s calendar integrates all your calendar events from your Microsoft 365 or Google Calendar. No matter where you update your calendar, all your events will appear across all calendars. If you have meetings all day or want to designate time for specific tasks, you can document your billable work quickly.
Implementing the best practices for tracking billable hours can improve the efficiency of your law firm. By tracking all hours, automating billing, and using a calendar, you can optimize your time and resources for maximum profitability.
Call us today for a demo on how backdocket can streamline your firm’s billing processes and boost its profitability.
Law firms may struggle to manage administrative work, billing, and client communication, causing decreased productivity and quality of service. Attorneys who miss critical deadlines and fail to communicate with staff members can cause a law firm to lose clients.
A cloud-based practice management system can streamline your firm’s operations and prevent you from overlooking crucial client communications. Backdocket lets your attorneys and staff work together within the firm and with clients for better communication and case outcomes.
Without centralized practice management software, lawyers and staff must spend time searching for documents and information across multiple sources. Customizable dashboards can streamline the workflow by providing easy access to relevant data and documents.
Your law firm can customize your practice management software’s dashboards to see real-time updates and information to improve internal communication. Personalized dashboards can help your law firm create reports and color-coded charts based on customized KPIs from marketing campaigns and client satisfaction surveys.
The dashboards also allow attorneys and support staff to quickly locate client information and case updates, thanks to custom search fields. Easy access to the dashboard enables your attorneys and staff to keep up with internal communication and customer outreach.
An onboarding specialist at backdocket can help you customize reporting and case search results to meet the standards of your firm’s practice area and unique needs.
A practice management system is essential for recording client communications, such as phone calls, emails, and meeting notes. Law firm attorneys and staff members can easily share tasks and messages using this system to ensure they schedule consultations with potential clients and follow up with those who inquire about the law firm’s services.
Attorneys can assign tasks to different staff members, ensuring they understand the tasks to complete. Backdocket lets you track the progress of tasks by case, identifying potential bottlenecks to prevent overbooking client meetings and court appearances. This feature also helps in scheduling follow-up meetings with clients.
The task list enables attorneys to monitor the activities of the legal team and individual users on a case-by-case basis. You can also customize how to view, assign, and manage your tasks with daily emails of your task to-do lists.
Using cloud-based practice management software can help law firms improve internal communication by enabling attorneys and staff to collaborate anywhere. This flexibility allows attorneys to stay in touch with co-workers while on the go.
The software allows employees to access their work and data from different devices, including tablets, laptops, and smartphones. Attorneys can access the software to communicate with colleagues about case updates, even when they are not in the office. They can also assign a task to a legal assistant to gather forms to file for a claim after meeting a client.
Centralizing a firm’s calendar is an excellent strategy for enhancing internal communication. This approach enables easy access to daily tasks, deadlines, billing hours, and updates from anywhere. This approach keeps everyone informed about the current status of cases and fosters seamless communication between attorneys and staff members.
Synchronizing Microsoft Outlook or Google Calendar calendars with practice management software allows real-time collaboration. Through the software, all employees in the law firm have a clear view of all tasks, important deadlines for legal paperwork submissions, and upcoming court appearances.
When synchronizing calendars on a cloud-based platform, your team stays on the same page for communicating with clients and updating cases. For example, a law firm operating in multiple states can use Google Calendar to schedule client meetings, which will appear in the practice management software.
Employees working on separate computers may save different versions of documents or lose files, which can lead to confusion when sending them to each other.
Using cloud-based software for storing and sharing files is crucial for effective internal communication in law firms. All team members have access to the same information within the system, promoting consistency while reducing the risk of human error. This system facilitates tracking revisions and updates to case files and provides access to real-time reports.
Practice management software can enhance the internal communication of law firms.
With backdocket, you can manage essential deadlines with dashboards and internal scheduling, boosting your firm’s productivity.
Schedule a free demo to see how backdocket can be tailored to fit your firm’s needs.
The importance of law firms having a solid document management system cannot be overstated. When a firm’s documents are securely and efficiently stored in the cloud, it allows them to locate, access, and securely share them with clients and colleagues wherever they are— 24/7 quickly and easily. Cloud-based practice management software like backdocket helps law firms do all of this while remaining ethically compliant.
Read further to learn how a secure and efficient document management system is essential to a firm’s success and how backdocket’s practice management software can assist in making it a reality.
One major threat to the security of your documents is human error. The American Bar Association says one of the most critical duties of any lawyer is to make every effort to “prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation of a client.” Practice management software protects you from making errors that can lead to ethical or security issues for your clients.
Possible ethical errors include:
Also, a serious ethical concern is poor record keeping. This opens your law firm up to serious ethical issues. An efficient system for managing documents can protect your firm from data breaches and complete financial ruin if the firm is audited.
Backdocket removes the element of human error by making internal and client communication easy, offers scheduling assistance to remind of upcoming meetings, and keeps you on top of your appointments and your data. All of your information will be securely organized and stored in a centralized location so everyone at your firm is ethically compliant.
When considering investing in a practice management software for better document management, you should understand the operational benefits—including workflow and your firm’s profitability.
Here are a few benefits of adopting an efficient document management system:
Having client data at the tip of your fingers at all times is critical to running a firm efficiently. By using one system for document management, attorneys can have immediate access to every client note. This can come in handy while in communication with the client. This type of efficiency speaks volumes about your business, as clients can trust that their lawyer knows the ins and outs of their case history. It shows professionalism and genuine care for the details of their case.
Whether you’re in court, at home, or meeting with a client, it’s critical that you have the access you need to file and process client documents. This touches every element of your business. It’s essential to your firm’s overall productivity and case management. With backdocket, you can access your client data anywhere, any time, and on any device.
Some firms switch between platforms to track workflow and monitor deadlines. This switching back and forth is a recipe for disaster, as it could cause you to miss critical deadlines. But with backdocket, your firm can automate workflows and keep everyone who touches cases on the same page.
If you’re ready to provide a more efficient and secure system for managing your firm’s legal documents, backdocket is here to help. With unlimited cloud storage and a centralized dashboard for easy access to real-time client data, we can help small to mid-sized law firms create an ethically sound and efficient document management system to improve workflow and boost profitability.
Call us today for a free demonstration of how backdocket can help with your firm’s billing processes today.
