So, you have recently made up your mind to invest funds in a legal assistant software. Kudos! Just make sure you are not exploited when buying one. On that note, there are some M&A companies like Arbor Ridge Partners Firm that make legal software purchase super easy, so that should not be a problem for you.
Starting to make use of any legal assistant software could be an overwhelming experience, specifically if you have never utilized any similar assistant software before. Luckily for you, we are here to assist. Below are some tips to help you use your legal assistant software successful like a professional.
#1: Stay Organized
Organize all your existing clients as well as potential leads in a Microsoft Excel document. This can assist you in importing all your customers into the legal assistant software CRM section. Add phone numbers, e-mail addresses, and any other extra information you would love to keep a record of.
#2: Develop labels for all your clients
You could organize all your clients simply by payment status, case status, and more.
#3: Create various folders for every open case
This will assist you in managing every single open case. Some legal assistant software allows you to attach any case to a specific client, and also allows customers to have several cases joined to their file.
#4: Make task reminders for all your potential and existing clients
If you have to follow up with any potential or current clients via e-mail or phone, then set up a reminder to do that.
#5: Include all work-related appointments in the calendar
These could include various meetings with other clients and colleagues, planned phone calls, court appearances, arraignments, and more. Don’t ever miss out on an appointment again.
#6: Utilize the time tracking included software to track your time accurately
This can enable you to perfectly track the billable time you have spent on a customer, thus generating more accurate billing and less questions later. You will likely need to add notes on what you had done during this period in case any client has any other questions.
#7: Write comprehensive notes on every single interaction as concerning a particular case or client Attempting to keep all these details within your head or perhaps on a notepad could turn into a very huge hassle. Make notes about every meeting, call, or any other interaction in order to avoid forgetting any relevant details.
#8: Use the added invoicing software for billing clients
This will interface with the time tracking to make sure you get accurate billing.