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Download legal software for pc.Law Firm Practice Management Software
Download legal software for pc.The Best Types of Legal Software used by Law Firms In 2021
With so many different tools on the market, all serving different purposes with different selling points and specialties, it can be tough to understand what types of law software are the actual must-haves for your law practice. And when you finally do figure out which types of tools your firm needs to be using, it can be near impossible to evaluate all of the different options available.
Practice management softwares for lawyers helps you centralize all aspects of your practice in one location. Matter management, task management, new client intake, reporting, timekeeping, billing—every aspect that goes along with running a successful legal practice.
The major benefit to using one central platform solution for managing your entire practice rather than dozens of individual tools for each use case is how nicely everything can connect together.
You can automate and streamline important workflows, keep your data and documents secure by not needing to manually move it between tools, and access all of your practice information from one central location. Document management, matter management, task management, client communication tools, reporting, marketing, etc. Litify Matters is a great fit for mid-sized and large law firms especially but can be used by in-house counsel, nonprofits, and even government agencies as well.
Running a solo practice? Clio is a great software for attorneys — solo practitioners and small law firms. As your firm grows, you may want to look into a practice management solution built for larger firms, but Clio is a great tool to get started with. One of the most important elements of your legal practice is your documents. Every day your staff interacts with legal contracts, case files, non-disclosure agreements NDAs , intake forms, and more.
Document management software helps you not only store these documents, but generate new copies quickly when you need them. Google Drive and Dropbox are the familiar faces that most firms already know about and look to first for document management. If your document management needs are small, they can definitely cover the basics and do the trick. But the more detailed your document requirements become think advanced document templates, complete control over user access or connecting folders to specific matters —the more difficult it becomes to rely solely on the big box tools.
On the opposite side, you have Conga Composer. The challenge you may face as you generate more and more documents will be how to efficiently store them, connect them to specific matters and share them with clients.
If your practice relies on being able to efficiently generate and manage large amounts of files, having a document management tool that excels in both document generation and document storage and management is key.
Docrio combines the storage functions you get from the big box tools with the document generation features you get from a tool specialized in easy-to-use templates. On top of that, it also adds the ability to directly connect everything to specific clients, matters or cases, and integrate document management directly into your current workflows. Still, at its core, the goal of task management software is to keep track of what actions need to be taken throughout the duration of a case.
For simple and straightforward project and task management, Trello is a great option. Rather than updating one task or project one time, your workflows will need to include manually updating Trello and your practice management software separately every time. Similar to Trello, Asana is a multi-purpose project and task management program. Your best bet would be manually creating new sections in Asana every time a new client is signed on.
When it comes to managing tasks specifically related to legal matters and cases, the best solution is going to be one that directly connects to your overall practice management software.
This will help your entire firm operate more efficiently, and open the door for powerful automated workflows that can be triggered based on task completion or matter status changes.
With COVID forcing law firms to adopt remote work systems essentially overnight, video conferencing and video call software has become a lot more popular worldwide.
By now, pretty much everyone is familiar with Zoom. Zoom is a great software used by law firms. That said, there have been security issues in the past with Zoom, like hackers being able to access private meetings and fake, unsecure links that contain malware designed to trick meeting attendees.
Similar to Zoom, Google Meet is a video conferencing tool for organizations needing to host video calls with their staff or clients. Google Meet had been in second place mostly because of performance and quality issues that would pop up as more people joined a call, but the product has been making positive strides recently.
The alternative to the two major video conferencing players above is Uplink by Litify—the main difference being Uplink was built specifically for lawyers to communicate with clients. There are three major benefits to using Uplink rather than Zoom or Google Meet. And third, an activity log of every call is stored directly within Litify.
Westlaw Legal Calendaring is one of the better docketing software tools on the market today for law firms and attorneys. One of the most popular features with Westlaw Legal Calendaring is that it can automatically schedule deadlines and important dates to your Outlook calendar based on the current court rules, with these rules being monitored and updated on a regular basis by Thomson Reuters.
If you decide to use Litify as your primary practice management platform solution, you can also manage the calendaring and docketing aspects of your firm directly with Litify Inbox. One of the major features available is the two-way sync ability between Outlook and Litify.
Plus, when you make changes from one location, it will automatically sync between the two. Another commonly used legal calendaring tool is CalendarRules.
The main functionality for law firms is typically billing clients, tracking billable hours worked and managing costs and expenses. Quickbooks is one of the leaders in the accounting software industry overall, and that extends to the legal vertical as well. You can manage standard accounting tasks, client billing, financial reporting, etc. Similar to Quickbooks, Accounting Seed is a popular tool in the accounting industry.
You can access most of the same functionality in Accounting Seed as you can in Quickbooks, and the same data can be integrated with your practice management software. At the end of the day, both are good choices for most firms and it likely comes down to which tool your accounting department prefers.
Customer Relationship Management CRM software is mostly used in the sales and marketing world, but most definitely plays a role in legal practice management as well. Law firms can use CRM software to manage intake, keep track of what stage a potential client is currently in, and monitor conversations happening with each client firm-wide. Salesforce has been the 1 CRM in the world for 6 years running —and for good reason. The possibilities within Salesforce are virtually endless.
The Salesforce AppExchange in particular is home to thousands of tools that can be directly integrated with your Salesforce organization. One of the best parts about Salesforce for law firms in particular is Litify.
Since Litify is built on Salesforce, you can connect your entire practice management platform to one of the most powerful platforms in the world in Salesforce—giving you access to all of the resources, capabilities and security features that come equipped. Overall, HubSpot is a great platform with plenty of functionality across sales, marketing and customer service.
The downside for law firms in particular though is that HubSpot is built mostly for sales teams without a lot of room for customization to fit the needs of a law firm.
Internal communication software is used to move real-time conversations from email threads and in person to messenger-style tools.
The main goal is to help your organization communicate more effectively and efficiently—especially when working in part remotely or managing a fully remote law firm. Plenty of organizations already rely on Microsoft for massive parts of their business.
The complete Office suite, Outlook email and calendars, OneDrive for document storage, etc. With Slack you can create multiple public or private channels related to specific clients, cases, matters, departments, social activities—you name it.
For example, you can automatically send notification messages when the status of a legal matter is updated. The larger your firm becomes, the more difficult it can be to provide 1 to 1 support to every staff member when they need it. Handshake from Aderant lets you house all of your data in one location, then access it through intranets, extranets and search features.
One of their main selling points is speed—with their Handshake search and Expertise locator features built to speed up the process of finding information when you need it. Another popular knowledge management system for law firms and legal professionals is West km from Westlaw and Thomson Reuters. West km is a great tool for storing and retrieving large amounts of documents through advanced searching that can be repurposed to save time.
With Litify, you can accomplish the same primary objectives offered by Aderant Handshake and West km—housing documents and data in one place, then accessing it easily through search. The added benefit to using Litify as your knowledge management system versus a standalone tool like the two options above is how it connects to your current workflows and systems.
Plus, you can use the integrations built into Litify or an advanced API to connect your knowledge management software to any other tool you need. Remote phone system software works the same way a standard phone system would in a support or call center—the main difference is that you no longer need actual phones to operate the system. One of the more popular options with law firms in particular is RingCentral.
They position their business phone software as easy to use, quick to set up, and well connected so you never miss a call. RingCentral also integrates with plenty of popular customer relationship management CRM and law firm practice management software—including Litify.
Vonage is another player in the online phone system space to consider. One factor in particular that makes them stand out from the pack for some is their strong integration with Salesforce. Another popular phone system software option is Nextiva. For law firms looking for a VoIP voice over IP solution they can use to make and receive calls online and from any location, Nextiva is a great option.
Aircall operates no differently than a regular phone would in a call center. You can make and receive calls just the same. The major differences are the tracking features and ability to manage your call center from anywhere with an internet connection.
With reporting software specifically built for law firms, you can keep track of the metrics that matter most to your firm. An Excel spreadsheet can be a powerful tool. Where Excel spreadsheets can drop the ball at times when it comes to data visualization, Google Data Studio is quite the opposite. You can create deep reports full of custom visualizations in Data Studio to highlight any important legal KPIs key performance indicators.
Instead of relying solely on reporting systems that require you to manually export data individually from every single tool your firm uses, you can create live-updating dashboards and custom reports in Litify to monitor the numbers that matter most to your firm any time from anywhere. Timekeeping software has long been a staple in the legal industry. On top of the basic billing functions, timekeeping software can also help you better understand which attorneys and staff members are your most efficient and strongest performers.
One of the more common methods for tracking time in law firms is a combination of Excel timesheets and software built in-house by a development team of your own. There are plenty of time tracking tools on the market—some of the more well-known being Toggl , Harvest and Clockify.
While all three are great tools on their own for tracking time in general, none are built primarily with the needs of an attorney or entire law firm in mind. In addition to using 3rd party tools and spreadsheets designed specifically for time tracking, you can also manage timekeeping directly inside of Litify through stopwatch and time log features.
For each legal matter, you can either use the stopwatch features to track time live or manually log hours by task, add descriptions, set if the time was billable or non-billable and more. So there you have it—an in-depth breakdown of the different types of software your practice should be using in some capacity, and a handful of the leading options for each. It takes time to set up a new account from scratch, transfer over any data existing in other tools or physical on-premise documents, train your staff on how to use the tool efficiently, and integrate the tool into your current workflows.
Instead, we recommend starting from the top with a practice management platform solution.
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The challenge you may face as you generate more and more documents will be how to efficiently store them, connect them to specific matters and share them with clients. If your practice relies on being able to efficiently generate and manage large amounts of files, having a document management tool that excels in both document generation and document storage and management is key.
Docrio combines the storage functions you get from the big box tools with the document generation features you get from a tool specialized in easy-to-use templates. On top of that, it also adds the ability to directly connect everything to specific clients, matters or cases, and integrate document management directly into your current workflows.
Still, at its core, the goal of task management software is to keep track of what actions need to be taken throughout the duration of a case. For simple and straightforward project and task management, Trello is a great option.
Rather than updating one task or project one time, your workflows will need to include manually updating Trello and your practice management software separately every time. Similar to Trello, Asana is a multi-purpose project and task management program.
Your best bet would be manually creating new sections in Asana every time a new client is signed on. When it comes to managing tasks specifically related to legal matters and cases, the best solution is going to be one that directly connects to your overall practice management software.
This will help your entire firm operate more efficiently, and open the door for powerful automated workflows that can be triggered based on task completion or matter status changes. With COVID forcing law firms to adopt remote work systems essentially overnight, video conferencing and video call software has become a lot more popular worldwide. By now, pretty much everyone is familiar with Zoom.
Zoom is a great software used by law firms. That said, there have been security issues in the past with Zoom, like hackers being able to access private meetings and fake, unsecure links that contain malware designed to trick meeting attendees.
Similar to Zoom, Google Meet is a video conferencing tool for organizations needing to host video calls with their staff or clients. Google Meet had been in second place mostly because of performance and quality issues that would pop up as more people joined a call, but the product has been making positive strides recently.
The alternative to the two major video conferencing players above is Uplink by Litify—the main difference being Uplink was built specifically for lawyers to communicate with clients. There are three major benefits to using Uplink rather than Zoom or Google Meet. And third, an activity log of every call is stored directly within Litify. Westlaw Legal Calendaring is one of the better docketing software tools on the market today for law firms and attorneys.
One of the most popular features with Westlaw Legal Calendaring is that it can automatically schedule deadlines and important dates to your Outlook calendar based on the current court rules, with these rules being monitored and updated on a regular basis by Thomson Reuters. If you decide to use Litify as your primary practice management platform solution, you can also manage the calendaring and docketing aspects of your firm directly with Litify Inbox.
One of the major features available is the two-way sync ability between Outlook and Litify. Plus, when you make changes from one location, it will automatically sync between the two.
Another commonly used legal calendaring tool is CalendarRules. The main functionality for law firms is typically billing clients, tracking billable hours worked and managing costs and expenses. Quickbooks is one of the leaders in the accounting software industry overall, and that extends to the legal vertical as well.
You can manage standard accounting tasks, client billing, financial reporting, etc. Similar to Quickbooks, Accounting Seed is a popular tool in the accounting industry. You can access most of the same functionality in Accounting Seed as you can in Quickbooks, and the same data can be integrated with your practice management software.
At the end of the day, both are good choices for most firms and it likely comes down to which tool your accounting department prefers. Customer Relationship Management CRM software is mostly used in the sales and marketing world, but most definitely plays a role in legal practice management as well. Law firms can use CRM software to manage intake, keep track of what stage a potential client is currently in, and monitor conversations happening with each client firm-wide.
Salesforce has been the 1 CRM in the world for 6 years running —and for good reason. The possibilities within Salesforce are virtually endless. The Salesforce AppExchange in particular is home to thousands of tools that can be directly integrated with your Salesforce organization. One of the best parts about Salesforce for law firms in particular is Litify.
Since Litify is built on Salesforce, you can connect your entire practice management platform to one of the most powerful platforms in the world in Salesforce—giving you access to all of the resources, capabilities and security features that come equipped. Overall, HubSpot is a great platform with plenty of functionality across sales, marketing and customer service. The downside for law firms in particular though is that HubSpot is built mostly for sales teams without a lot of room for customization to fit the needs of a law firm.
Internal communication software is used to move real-time conversations from email threads and in person to messenger-style tools. The main goal is to help your organization communicate more effectively and efficiently—especially when working in part remotely or managing a fully remote law firm. Filehippo even recommends own program like filehippo scanner, update checker etc.
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It keeps timestamps of the documents which can be used as evidence. It is a solution for a notary system and can also be used for archiving legal documents to use at later stages.
There is a dire need for software like these to help a lawyer go through the day without sweating about little troubles like signing and archiving documents. This powerful tool can take care of all your billing needs. Legal billing is a free legal billing software that lets you bill your clients, track time and expenses, print invoices and get paid for your hard work right from your desk.
This will save you a lot of time that goes into handling billing. Once you manage it to work, you can use it to take care of invoices and time tracking for once and get busy doing more important things.
This free legal software is absolutely perfect for small firms to solo practitioners. This software and the rest we have covered are free and you can keep using them for free for the rest of your life.
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