Practice Management Systems
Practice Management Systems are solutions that typically manage all accounts, time and billing, matter and document management functions within a law firm.
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Legal Accounts, Time and Billing: compliance with local jurisdiction legal accounting rules.
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Client Onboarding: tools to assist practices with meeting their risk and compliance obligations.
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Matter Management: managing data, tasks and information pertaining to clients and matters.
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Document Assembly: producing document templates and merging of matter data.
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Document Management: secure storage, searching and retrieval of client and matter documents.
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Workflow Toolkits: standard and bespoke business process automation tools.
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Customer Relationship Management: for generating and convert new customer enquiries into chargeable revenue.
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Customer Portals: Online document sharing and collaboration with customers.
A key buying criteria when considering a new Practice Management solution (which is a long term investment) is the anticipated longevity of the solution - linked both to the stability of the business structure behind it and the age of the underpinning technology. Implementing such a solution is no small undertaking and a significant change for your staff, so making the right decision is critical and should result in a long term successful partnership with the chosen provider.
If required, Hindsight Legal Consulting can provide help and guidance to assist with system selection and implementation.
Contact us on +447507971296 or at enquiries@hindsightlegal.com
