Discover the 4 Features Your Legal Software Must Have

Are you considering legal software? Here are the 4 major features your law firm should look for when selecting software for your practice:

1.) Legal Client Portal

Legal client portals allow law firms to forgo a “fact-based analysis” to ensure security measures and ABA standards are met. With a legal client portal, law firms can have the peace of mind that all their client information is safe and secure, without any additional evaluation needed. Legal client portals enable law firms to share even the most lengthy, sensitive case files with your clients.

LawConnect is a legal client portal that seamlessly integrates with LEAP’s practice management software. With its high-level security, LawConnect can store copies of law firm clients’ most valuable documents, such as insurance policies and wills, for guaranteed safe-keeping.

The three main advantages law firms have with LawConnect are safe documents, collaboration, and accessibility. Sending confidential documents via email exposes law firms to hacking and ransomware attacks. LawConnect avoids the risk of email and stores data on servers provided by Amazon Web Services. Logging into LawConnect is simple and quick; users can use their Facebook, LinkedIn, or Google Accounts to access LawConnect from anywhere in the world, anytime. Collaboration is enhanced with LawConnect’s ability to share documents quickly and securely among users. Along with these values, LawConnect offers a handful of other benefits, including but not limited to saving time, no set-up, sending and receiving documents, sharing large folders, and organized documents.

2.) Adequate Transition Process

When selecting a software provider, it is essential to confirm the provider can convert all data of the practice to the new software, including but not limited to client, staff, matter, opening balances and transactional history. While providers may promise that the process of transitioning to their practice management software may be a seamless process that is usually not the case. Without trying to take too pessimistic of a stance, it is rarely, if not impossible, to have a smooth, effortless transition phase. In fact, changing software providers is changing the approach of the practice. Thus, transitioning is a major switch that demands the attention and effort of both the provider and the law firm. The provider needs to be able to show from the outset that they are willing and able to give a law firm the attention and help they need in the changing of new processes. A provider must recognize that the change is important and provide proper account training, onsite training, support, and more during the transition process. Law firms should ensure their software provider is invested in making the new software a success. One way in which firms can be sure their provider will be active during the transition phase is inquiring about the transition process. Not only should the software providers be involved in the entire transition process, but they also need to be instrumental in the success of the firm for the long-term, as a lifetime business partner.

3.) Forms and Templates

The legal technology industry often focuses on providing accounting solutions for small law firms, rather than on creating advanced pre-configured and automated forms that is key to managing one’s matters electronically. However, LEAP works to prioritize design and automation and provides a comprehensive software, including features of accounting, billing, reporting, and time recording. With an up-to-date collection of legal forms and document automation software, LEAP helps law firms increase productivity and efficiency. Law firms no longer need to increase staff to improve their productivity.

Attorneys are always on-the-go, whether at an appointment, in court, or on the train. Legal Apps for law firms allow attorneys to turn lost time into profitable time, while outside of the office. LEAP’s Legal Mobile App is specifically designed to enable attorneys to work effortlessly from anywhere, at any time, and on any device.

4.) Legal files on-the-go

With LEAP’s Legal Mobile App, attorneys can now access all their legal forms and files anywhere, at any time. The Legal Mobile App allows attorneys to quickly view client and matter information, including all client party contact details, correspondence, critical dates and tasks and important matter financials, including office and trust ledgers. Upon opening the legal app, attorneys can easily search for their matters by filtering through the matter list or by searching for the client name. Attorneys can then open their client’s matter and have access to essential information while on-the-go. Finding directions to the next appointment is now simple with LEAP’s Legal Mobile App. When attorneys call clients via the legal mobile app they have the option to call with or without time recording. Attorneys can easily record the time and details of the conversation and perform tasks simultaneously. The ability to minimize the time tracker while recording allows attorneys to utilize other features on their phone. LEAP’s Legal Mobile App allows attorneys to quickly create time entries, notes, and emails by simply talking into their mobile phone. Voice-to-text dictation takes care of the rest.

The ultimate deciding factor is if the legal practice management system provides the law firm with the benefits they are seeking to gain. To understand how one wishes to benefit from a legal software program, one must first analyze their law firm and decide in what ways they need to improve. The choice lies with what goals the law firm wants to achieve, in both the short and long-term and how the legal software can help accomplish them.

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