Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Where you're starting v where you're going with practice management #lawfirms

7 Jun 2024 · 1 min

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In this brief discussion, three participants explore how a law firm is currently organized and what tools it uses for practice management. They probe the existing workflow, asking whether the firm relies on disparate solutions such as Google Sheets or Access, and what users like or dislike about those tools. The conversation highlights concerns about a fragmented system—different pieces handling different tasks—and whether a single, unified software platform could better serve the firm’s needs. The speakers aim to surface pain points and desired capabilities to inform a more cohesive practice management strategy.

A factor to consider is how are they organized now in the firm?
Exactly. Yeah, yeah, yeah.
Access— what are you using? Are you using Google Sheets? Are you using like—
And what do you like and don't like about what you're doing?
Right.
You know, what, what do you want it to do?
Yeah. Is it disjointed where you're using a little something over here for this and a little something over here for that? Is it some— is it something that you're using a different amount of pieces for that you think might be best served by one software.
Um, kind of like in the firm, let's say you're a solo attorney and then you get a part— a part-time paralegal or a contract paralegal to help you, then you're growing. And what works for the 2 of you possibly, or the 3 of you, might work. But where do you hold all this data? And to me it's like, where do you hold it? But also, who has permissions? Who needs to know this information? Before you look at a software, you might want to take a moment to kind of review.