The digitalization has reached the legal industry. With more and more legal specialists discovering the tech designed specifically for them, practice management software gains popularity.
You may end up asking: why is it happening? Is it wrong to run your law firm the “old way”? Is it a mistake not to use the latest tech?
It’s both “yes” and “no.”
Why “no”? Because to each their own, isn’t it?
And why “yes”? Because why would you stay stuck with the old ways to manage businesses and do everything manually when an application can help you work better, smarter, and faster? Or even replace you with some of the most mundane activities and get them done for you while you focus on what’s the most important – your clients.
Practice management software such as Taskeo is a wonderful way to improve the way you run your business. Let’s talk about five benefits of using legal software in your practice.
Track time and bill your clients easily
Billing your clients can already get so complicated – there’s no need to make the process more complex with several invoicing and time tracking apps. In fact, the simplest it is for you to bill your clients, the more time you can spend on actually helping them. And not only that but also the clarity levels between you and your clients will significantly increase.
It’s now possible to track the time you spend working on a case and bill your clients based on that. Taskeo equips you with a built-in time tracking and billing module, so you don’t have to look for a third-party solution.
Track your time right within your tasks, turn them into neat reports and export them to bill your clients in the simplest way possible. With Taskeo advanced features, you can assign tasks to a client, and based on that, generate reliable reports that you can easily turn into invoices.
Manage your clients and contacts effectively
Legal specialists can benefit from customer relationship management (CRM) software, just like the other types of businesses do. Lead generation and nurturing your existing contacts is essential to increasing your law firm’s revenue.
Law firms don’t operate in a different way than other businesses. To maximize your revenue and build your brand in the industry, you need to capture and manage leads effectively, nurture your contacts, and engage with them on a regular basis.
Usually, CRM platforms help you with this task, making sure you always follow up with clients and accordingly prioritize your customer base.
The problem is, not all CRMs out there are built with law firms in mind.
With practice management software such as Taskeo, you no longer need to look for generic CRMs. Taskeo has a CRM module designed for a lawyer such as yourself, synchronized with your appointment scheduling and billing modules.
Prevent Data Loss With Practice Management Software
You might already know that storing your case files in a digital form is far more comfortable than archiving them in a physical form.
But what if your data gets lost?
Hard drive failure is a common occurrence. Sudden power outages can damage your hardware and contribute to data loss. Oftentimes, data recovery processes aren’t one hundred percent effective. Some of your files could be lost to you forever.
This is one of the reasons why you should invest in a professional practice management software to store all the important information in a well-secured, private cloud.
Practice management software such as Taskeo serves you with a double backup and stores your data in a physically protected data center. High-level centers such as this Taskeo uses are prepared for the worst – including power outages, which are prevented with redundant hardware and back up power sources.
Additionally, the platform itself comes with high-level security, including user access permissions and IP restrictions that prevent unwanted visitors from taking as much as a glance at what you store in your account.
This way, nothing ever gets lost, and everything is perfectly safe.
Save Time Looking For Files
Manual browsing files, whether digital or physical, can quickly become an unbearable chore. What if you could find your files easily, without checking every file one by one?
Taskeo equips you with a smart search function that will streamline your file management processes. Just type in your query and see the results coming back at you within seconds.
The advanced OCR technology soon coming too Taskeo will allow you to search text on images as well so you can easily browse all your scans.
Simplify Meeting Management
It can be tiresome to exchange ten back-and-forth emails to schedule one meeting with your client. Taskeo makes it easier with the inbuilt meeting scheduler. Simply set up your availability and then share a link to your calendar so the other party can choose one of the available dates.
It’s as simple as that:
● Create an account in a platform with an inbuilt meeting planner (such as Taskeo)
● Create your availability calendar and define when you’re up for meetings
● Send the link to your calendar whenever someone wants to meet with you or…
● Embed the meeting form directly on your website; arranging meetings has never been easier.
Take your law firm to the next level
Practice management software slowly becomes a must-have for all legal specialists. Taskeo was built to solve all the issues you face daily. Unlike creators of more generic management platforms, Taskeo team talks to lawyers all over the world to learn how to serve them better.
The platform is free to check out. Are you ready to create your own account now?