Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Client collaboration in practice management software #lawfirms

12 Jun 2024 · 1 min

Watch on YouTube

0:43

Store Standard Operating Procedures in your client portal so when you solve a problem, you document it and upload it immediately. Next time a client hits the same issue, the answer is already there. When choosing practice management software, check three things: can you share resources with clients, is communication secure, and how does document storage work.

Chapters

One of the tips and tricks that we've been doing with our legal clients is going into that portal and giving them a folder where they can put their SOPs for working with their legal software. When I'm working with them on some sort of issue and answering a question, I'll go, let's go ahead and SOP this and drop it in your folder so you'll know how to do it next time. Nice. And, you know, is their software back to this, this subject. Is their software able to do that with their clients? How secure is their communication? How are they storing their documents? How are they getting what they need? You know, so that's a real strong consideration to think about with legal practice management software.