Case Management

4 Signs Your Law Firm Needs Case Management Software

Legal case management software has been around for decades. Although many firms have invested in law management softwares, many haven't....


Legal case management software has been around for decades.

Although many law firms have invested in technology, a large percentage still has yet to make the leap.

Some attorneys implement technology at the onset. Most firms, however, gradually recognize they need intuitive case management software to streamline their practice.

This often means waiting until there is a crisis before looking for a solution. Don’t let this happen to you.

Here are four early signs your law firm should invest in law firm management software at your practice. 

1. You Feel Unorganized

Disorganization can manifest itself physically in the form of messy desks and misplaced paperwork. It can also lead to feelings of stress, as you constantly try to figure out what needs to be done, how to do it, and in what order. At its most extreme, disorganization can even lead to a missed statute or deadline.

This is one of the most obvious signs that a law firm needs software. Case management solutions like CASEpeer help law firms organize files digitally, capturing all important information in one easy-to-access place. Some solutions also include built-in notifications and reminders to keep you on top of your deadlines.

2. You Lose Track of Leads

You work hard to get leads to call your law firm.  But prospective clients can be easy to lose without the right processes. Some firms may have large volumes of leads coming through and simply not enough staff or know-how to organize them effectively. Others may not have a follow-up process in place at all.

Legal CRM systems allow firms to track leads right from the start. Some even have workflow tools to remind you to follow up with clients on specified days after your first contact with them. Case management software gives law firms an effective process to follow when a lead comes in.

3. You Run Multiple Marketing Campaigns

This sign is less obvious than others. Many law firms run multiple marketing campaigns, but few know how those campaigns are affecting their numbers.

Measuring marketing campaigns is as important as running the campaigns themselves. Without this insight, it is easy for firms to waste money on strategies that don’t work.

Practice management software that tracks referral sources gives law firms insight into each campaign’s effectiveness. Tracking the increase – or decrease – in clients referred by different marketing strategies can help firms make more informed decisions. Law firms that know what’s working and what isn’t can spend marketing dollars more effectively.

4. You Want to Take Work Out of the Office

These days, it’s expected for many professionals to work outside of the office. Whether on vacation, at home, or in court, modern attorneys want to access their files on the go.

While it’s possible to take paper files home or edit on Google Sheets, these solutions don’t allow attorneys to see a complete picture of each case. Cloud-based case management software, in comparison, allows attorneys to take all their cases anywhere with an Internet connection.

The Right Law Firm Software Makes Case Management Pain-Free

If your firm is struggling with any or all of these things, it could greatly benefit from implementing case management software. For many attorneys, the process of finding a solution can be daunting, but it is well worth the return over time. The right case management software can save you time, make your clients happier, and help your firm run more efficiently.

Ready to start your search for case management software? Read our guide to finding the best case management solution for your firm.


About CASEpeer Law Firm Software

CASEpeer is secure a case management solution designed for personal injury attorneys. From intake to settlement, our robust features help law firms become more proactive and powerful. Our goal is to help your law firm grow. For more technology insights and practice management tips, visit our blog.

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