Calming the Case Management System Chaos! : Part 3
Published on March 13, 2019

If you are looking for a new case management system and are overwhelmed by the whole process, check out Part 1 and Part 2 linked here for a great site that will help you compare quickly and some great tips before starting your conversion!

Once you have converted, there are some simple best practices to roll out in your organization that can assist with a smoother transition.

  • Fully utilize the system and all its capabilities. Often a system can do far more than it is used for and expense is wasted on other systems that can be removed and thus eliminating the cost. Some examples are document management, conflict checks, billing and invoicing, project management, bookkeeping/accounting and more can be eliminated as these functions are usually rolled into a lot of case management programs.
  • Provide a weekly quick training on new features. Help your team digest the new system in small pieces. Highlight a feature for 30 minutes that will improve processes and help save your team time. They WILL pay attention!
  • Check in with the key stakeholders weekly for the first month. Your project champions can help work out kinks and keep the office positive. Some people will suffer in silence and getting feedback from their peers is easier than going to the boss. Find solutions quickly to these pop -p issues.
  • Don’t change your mind after 3 months and roll back to an old system. It takes time to adjust to change and you just invested a lot of time, effort and cash into the future of your firm. If you are frustrated with the system and it’s popular in the industry, it’s not likely the system that is the issue. You may need to better educate, dedicate personnel to correcting issues or just give your people time to adapt to change.

Utilizing technology is critical to the success of all law firms today. We know choosing a system and converting can be overwhelming. Legal Back Office is a wealth of knowledge, resources and hands-on assistance to support you during this process.

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