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Law Practice Management Software

Monday, January 9, 2017 10:58
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(Before It's News)

Stock image: software running on a laptop screen.

There’s a lot to consider when it comes to choosing the right law practice management software for your practice. You have specific needs and there are a lot of programs out there to choose from, which can easily become overwhelming. We’ve broken down important features to consider and have also defined what a check mark for what each feature means in our table below.

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Installation On-premise On-premise Cloud Cloud Cloud Hybrid Cloud Cloud Cloud Hybrid On-premise Cloud
Apps
 
 
 
Windows
Web app (runs from your server)
Windows
Web app (runs from your server)
Web app
iOS app
Android app
Web app Windows
Web app
iOS app
Android app
Windows
iOS app
Android app
Web app
iOS app
Android app
Web app
iOS app
Android app
Web app
iOS app
Android app
Windows
Web app
iOS app
Android app
Windows Web app
iOS app
Android app
Productivity  
• Email ? ?
• Calendar ? ? ? ? ? ? ? ? ? ? ? ?
• Client/Contact Mgmt ? ? ? ? ? ? ? ? ? ? ? ?
• Case/Matter Mgmt ? ? ? ? ? ? ? ? ? ? ?
• Task Management ? ? ? ? ? ? ? ? ? ? ? ?
• Secure Portal ? ? ? ? ? ? ? ? ? ? ?
• Conflict Checking ? ? ? ? ?
• Document Mgmt ? ? ? ? ? ? ? ? ? ? ? ?
• Document Assembly ? ? ? ? ? ? ? ? ? ? ?
Accounting  
• Timekeeping ? ? ? ? ? ? ? ? ? ? ? ?
• Billing & Invoicing ? ? ? ? ? ? ? ? ? ? ?
• Online Payments ? ? ? ? ? ? ?
• Basic Bookkeeping ? ? ? ? ? ? ?
• Trust Accounting ? ? ? ? ? ? ? ? ? ?
• Full Accounting ? ? ? ?

Email: Outlook or Gmail integration with practice management software is common, but not everyone uses or wants to use those platforms to send secure mail to clients. We gave a check to the software programs that have a completely autonomous email solution built into their software, without needing to hook up to a third-party provider.

Calendar: What would management software be without a calendar? As an essential part of running your practice smoothly and successfully, we gave a check to all software including a calendar.

Client/Contact Management: Keeping detailed information about clients and storing contacts is crucial. We gave a check to each program that lets you manage contacts.

Case/Matter Management: If you can store everything case and matter-related in the program, we gave a check.

Task Management: Check off steps with software that lets you track day-to-day tasks.

Secure Portal: There’s a lot of important, sensitive information shared between you and your clients. We gave a check to each program that has high-grade security.

Conflict Checking: Rest a little bit easier knowing that every program with a check here is programmed to flag conflicts.

Document Management: We gave a check to each program that lets you store documents.

Document Assembly: The programs with a check here let you put together documents, edit, and more.

Timekeeping: We gave a check to all programs that let you track time right in the software, making sure you don’t miss any billable hours.

Billing/Invoicing: As one of the most important parts of running your practice, we gave a check to each program that lets you fully manage billing and invoicing.

Online Payments: Many programs let you manually enter or track when payments are made, but few actually take payments themselves. We gave a check to programs that process payments right in the software, without needing to mess with third-party providers.

Basic Bookkeeping: It’s common to be able to track dollars and payments from specific clients, but what about your practice as a whole? We gave a check to programs that go above client-level and allow you to keep financial records for your entire practice.

Trust Accounting: If you can fully manage trust accounts from within the program, we gave a check here.

Full Accounting: A lot of programs let you sync up with QuickBooks to manage accounting, but we wanted to note the programs that let you manage accounting without having to go to a third-party vendor.

Law Practice Management Software was originally published on Lawyerist.com.



Source: https://lawyerist.com/law-practice-management-software/

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