Big Firms

Introducing New Software to Your Employees

So you’re ready to adopt new case management software at your law firm. You’ve done your research, chosen the best product, and are excited to move forward. If you’ve introduced… Read More >


So you’re ready to adopt new case management software at your law firm. You’ve done your research, chosen the best product, and are excited to move forward. If you’ve introduced other changes in technology and policy over the years, you’re prepared to encounter resistance.

Any kind of change can seem daunting to a busy office, even if the eventual improvements are substantial. Here are our suggestions for making the legal software transition easier for you and your staff.

Introducing software in law firms

Include Employees in Choosing the Solution

Attorneys and staff will be more receptive to the idea of something new if they participated in choosing the product. From the beginning, include your employees in the selection of the new legal software.

Ask staff about their needs, and find out what they like and dislike about your current system. Make sure you take their feedback into account when choosing the best solution for your firm. When you announce your decision, communicate which of their problems the new software will solve.

Choose Intuitive Case Management Software

If employees are spending more time figuring out the program than actually working, there is a problem. The best case management software is simple to use. If you choose a solution that causes more problems than it solves, your team will not embrace the change. It defeats the purpose of adopting a new solution to begin with.

Eliminate this risk by arranging a demo for you and your staff. Talk to other law firms using the same software about its ease of implementation.

Pick Someone to “Own it”

This can be you or another tech-savvy employee. Either way, you need someone to lead the implementation of your new software. This person needs to be comfortable with technology and willing to help others if they have trouble. Of course, they also need to like the new practice management software.

The bigger the law firm, the more valuable a lead implementer will be. Ideally, give your selected employee time to familiarize themselves with the program. They should have direct access to the software account manager in the event that any issues arise.

Whether you are changing software or adopting technology for the first time, the right solution will make your practice more efficient. Communicating with your staff throughout the process will make for a smooth transition.


CASEpeer is secure case management software 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 attorneys grow their businesses. For more personal development and practice management tips, visit our blog.

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