Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Are You Ready for Change?

30 Sept 2025 · 1 min

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0:46

In this brief dialogue, two speakers discuss the critical steps law firms should take before adopting new practice management software. They stress that adoption is not a simple yes/no decision; firms must carefully assess their specific type, practice areas, and reporting requirements. Rather than copying a colleague’s choice or installing software without a plan, they advise a thoughtful evaluation of what the firm needs, who will manage the system, and how to ensure the software delivers the necessary business reports. The conversation warns against the common mistake of “buy‑and‑pray” implementations that lead to staff frustration and inadequate business insights.

Chapters

Are you ready to adopt a software change? And are you ready to adopt and understand what that movement looks like?
And that's more than a yes and no answer. Yes. You know what? You need to really sit down and think this through. To your point, Sarah, don't call your friend, the attorney down the street, and say, what are you using? And, and, oh, that sounds great. Boom. That's what I want. Really need to investigate, you know, your— what type of law firm do you have? What is your practice area or areas? What do you want out of the software? So many people just buy something and put it in and pray and say, well, you know, somebody on the staff will deal with this. And then they get all upset because they're not getting the type of reports that they need to run the business side of the