Q3 Newsletter: The Latest from Your Law Office in the Cloud


Join Legal Workspace at ILTACON!


Are you attending ILTACON in Las Vegas? If so, say hi to the Legal Workspace team in booth 636. All Legal Workspace clients are invited to join the Legal Workspace team for our VIP events at Border Grill at the Mandalay Bay hotel. RSVP to reserve your spot at happy hour or breakfast.

The Top-Five Critical Security Controls to Consider for Corporate Counsel Evaluations


Corporations consider many different factors when deciding whether to hire a law firm. Security wasn’t usually a major factor, and law firms used to fly under the radar when it came to questions about keeping client data secure. That has all changed. Legal Workspace’s CEO, Joe Kelly, shares the top five security factors Law Journal Newsletters.

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The Top Case and Practice Management Tools for your Firm


The Legal Workspace applications team weighs in on the top case and practice management applications for law firms. In this post, we evaluate PracticeMaster, Needles, Time Matters, and LawBase. However, give us a call if you would like to explore or need help customizing alternative options. Our apps team is certified in and has experience with most legal applications.

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How Much is Spam Email Costing Your Firm?


The average worker receives 121 emails per day, and nearly 50 percent of those emails are spam. It takes some time to differentiate spam from the real thing—about 16 seconds per email on average—which doesn’t seem like a whole lot of time until you start doing the math:

If your employees are anything like the average worker, your employees and attorneys spend 16 minutes each day, 80 minutes each week, 5.5 hours each month, and 69.3 hours each year managing spam email.

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6 Tips to Stabilize and Reduce Out-Of-Control IT Costs


If you feel like your IT costs have spun out of control, you are not alone. According to the “2016 ILTA/InsideLegal Technology Purchasing Survey,” firms of all sizes spend up to 10 percent of their budgets on technology. As IT infrastructure and technology eat away at the bottom line, many are seeking ways to control and stabilize IT budgets.

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Q2 Newsletter: The Latest from Your Law Office in the Cloud


How to Safely Share Documents in the Cloud


Many of our clients use the cloud to share files. After the recent Harleysville Insurance Co. v. Holding Funeral Home ruling, we’ve put together a few tips to ensure our clients are safely sharing information. Read more >>

Your team at Legal Workspace can provide security training or document management tool recommendations.

California Lawyer: Is Technology Hurting Your Firm?


How do you know when technology is eroding your firm’s profitability? Legal workspace chats with California Lawyer to discuss preventing technology from hurting growing firms.

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The Texas Bar Journal: Winning Strategy


Legal Workspace’s CEO talks with the Texas Bar Journal about 5 ways firms can attract and land new corporate clients. Winning new corporate clients can be a challenging proposition for any firm in today’s legal profession.

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Your Software Can Do More Than You Realize


Most law firms use only use about 40 percent of the functionality of workflow automation or case management software. If you’re not taking advantage of triggers, checklists, calendaring and other built-in tools then your firm could be wasting billable hours. Our Legal Applications team can set up underutilized features and customization to help your firm achieve maximum efficiency.

Reach out today >> 

10 Tips To Steamline Case Management Software


Practice and Case Management applications empower attorneys to streamline their law firms. Over time, the databases need to be cleaned-up to preserve data integrity and accuracy. Here are 10 tips to keep your practice management database trim, relevant, and running at optimal speed.

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Feel free to reach out to our legal applications team to learn more about customizing, automating, or upgrading your applications.

Streamline Firm Management with Legal Applications

Most law firms realize the benefit of using Practice and Case Management software. These tools help keep a firm organized, track performance, and balance workloads. They’re created especially for law firms, so—while they deal with quotidian details—they’re organized by case or matter.

Smaller firms may rely on this type of software because they don’t have the resources to put toward a case manager or law office administrator. Mid-size and larger firms may have managers, administrators, and other support staff who use this software as a tool for organization.

Whether a law firm is small or large, Practice and Case Management software can make a profound difference in efficiency of operation.

What Case and Practice Management software can do for you

Case Management software concentrates on doing one thing well: managing cases. These applications store information about matters and cases in a searchable database. Most Case Management software allows users to check for conflicts of interest and statutes of limitations.

Practice Management software can help a law firm with case management, as well as other day-to-day tasks, such as calendaring and contact management—even document assembly.

Some law firms cobble together their practice management technology by using a variety of specialized applications, such as Quickbooks for billing and Outlook for contact management. This can work up to a point, but one benefit of using Case or Practice Management software is that everything is in one place. And, many Practice Management software options integrate with other applications (such as Outlook) for ease of use.

The key is determining what needs your law firm has and finding the right software to address those needs.

Popular Practice and Case Management software

Here are some popular applications that will help law firms manage their practices and cases:

1. PracticeMaster: This option is made by Tabs3, so it integrates with their billing software. It also provides calendaring, conflicts and contact management, and document assembly, as well as research, email, and phone call tracking. Other programs with which it integrates include Quickbooks, CalendarRules, Worldox, and Outlook. PracticeMaster works well for small to medium law firms.

2. Needles: A good solution for law firms of all sizes, Needles features calendaring, document scanning and assembly, client contact information, case and matter management, and time and billing.

3. Time Matters: LexisNexis is the parent company of Time Matters, which works best for medium-sized law firms. It provides calendaring; task, client, and project/matter management; and calendaring. It integrates with Office suite as well as other LexisNexis applications.

4. LawBase: This software handles case and practice management for firms of all sizes. It also integrates with HotDocs and Outlook.

Questions to ask

Because Practice and Case Management software will have a direct effect on everyday issues, it’s important that law firms select a program that works for their specific needs. Here are some questions that can help you narrow the possibilities:
• If we’re already using Outlook, Quickbooks, and other applications, what other features in your software can we benefit from?

• What features are included in your application? Calendaring? Contact management? Conflicts of interest checks? Document assembly?

• Does your software integrate with applications we’re already using?

• Do you provide a client portal?

• Is customization possible?

• Is your software hosted on servers or in the cloud? Can I access your application remotely?

• Do you provide regular backups? At what intervals? How often do you upgrade your software?

• What happens if I have a maintenance issue? Do you provide training or support?

If you need assistance determining which type of software has the features you need, or if you want help integrating new applications with your existing system, Legal Workspace’s application support specialists can help. You can take advantage of Legal Workspace’s Software as a Service licensing model for certain Case Management or Practice Management applications. Legal Workspace can also move existing licenses for software to its cloud environment.

The work that goes into the daily management of a law firm can be streamlined with Case and Practice Management software. There are many good programs on the market that will save your law firm time and effort. The key is to select the program that integrates well with the applications you currently use and that provides additional features that you need.