{"id":14223,"date":"2022-09-06T10:26:04","date_gmt":"2022-09-06T08:26:04","guid":{"rendered":"https:\/\/www.amberlo.io\/?p=14223"},"modified":"2023-06-07T17:45:50","modified_gmt":"2023-06-07T15:45:50","slug":"assessing-new-law-firm-software","status":"publish","type":"post","link":"https:\/\/www.amberlo.io\/blog\/law-business\/assessing-new-law-firm-software\/","title":{"rendered":"Step-by-Step Guide for Assessing New Law Firm Software"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">Thinking of getting new <a href=\"https:\/\/www.amberlo.io\/\"><span style=\"color: #ff6600;\">law firm software<\/span><\/a> for your legal practice? Not sure what to look for in a software solution or how to analyze it to see if it suits your firm? We\u2019re here to help.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">In this guide for assessing new <a href=\"https:\/\/www.amberlo.io\/\"><span style=\"color: #ff6600;\">law firm software<\/span><\/a>, we will give you step-by-step instructions on how to evaluate the software for your firm. With these tips, you can select and implement the best software to guarantee efficient service and client management. Let\u2019s get into it!&nbsp;<\/span><\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-steps-to-effectively-assess-new-law-firm-software\"><span style=\"font-weight: 400;\">5 Steps To Effectively Assess New Law Firm Software<\/span><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Here are five easy steps to follow when analyzing whether a law firm solution is right for you:<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-identify-your-challenges-and-goals\"><span style=\"font-weight: 400;\">Identify Your Challenges And Goals<\/span><\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">The best place to start before going out and speaking to software vendors is by evaluating your current operations. You need to define the challenges of your operational structure and set clear goals for what you want your software to achieve.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">For example, you may have difficulty tracking updates to client information which results in communication issues. Your goal for your software should be that it makes <\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.amberlo.io\/legal-contact-management\/\"><span style=\"color: #ff6600;\">contact storage<\/span><\/a> and updating<\/span><span style=\"font-weight: 400;\"> easy and efficient.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Other challenges or pain points that could guide your software goals include:<\/span><\/p>\n\n\n\n<ul>\n<li><span style=\"font-weight: 400;\">Privacy and security control<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Document accessibility and safety<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Remote working capabilities<\/span><\/li>\n\n\n\n<li><span style=\"color: #ff6600;\"><a style=\"color: #ff6600;\" href=\"https:\/\/www.forbes.com\/sites\/markcohen1\/2021\/03\/01\/portrait-of-the-customer-centric-legal-function\/?sh=4b82f4925cbc\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Customer experience<\/span><\/a><\/span><span style=\"font-weight: 400;\"> or journey from intake or onboarding<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Compliance<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">Once you\u2019ve identified these challenges, you can use them to find new law firm software with <\/span><span style=\"color: #ff6600;\"><a style=\"color: #ff6600;\" href=\"https:\/\/www.amberlo.io\/features\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">features and capabilities<\/span><\/a><\/span><span style=\"font-weight: 400;\"> that solve them.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-analyze-the-features\"><span style=\"font-weight: 400;\">Analyze The Features<\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"724\" src=\"https:\/\/www.amberlo.io\/wp-content\/uploads\/2022\/09\/law-firm-software-features_amberlo-blog-image.png\" alt=\"law firm software features_amberlo blog image\" class=\"wp-image-14382\" srcset=\"https:\/\/www.amberlo.io\/wp-content\/uploads\/2022\/09\/law-firm-software-features_amberlo-blog-image.png 1024w, https:\/\/www.amberlo.io\/wp-content\/uploads\/2022\/09\/law-firm-software-features_amberlo-blog-image-300x212.png 300w, https:\/\/www.amberlo.io\/wp-content\/uploads\/2022\/09\/law-firm-software-features_amberlo-blog-image-768x543.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">Before contacting vendors, you must analyze available software online. Which options have the features you need?&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Continuing from the example above, you would need a solution with a contacts system as a feature. Analyzing options according to a features list helps you narrow down your options from the vast market. That way, you can select <\/span><a href=\"https:\/\/www.amberlo.io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">a<span style=\"color: #ff6600;\"> comprehensive legal software<\/span><\/span><\/a><span style=\"font-weight: 400;\"> that does everything you need.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">At this stage, it\u2019s helpful to conduct a SWOT analysis of each of your different options before choosing your final product. This will help you clarify the Strengths, Weaknesses, Opportunities, and Threats\/Risks (SWOT) of each solution. Having this information will guide you in making the best and safest choice for your firm.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-engage-the-vendor\"><span style=\"font-weight: 400;\">Engage The Vendor<\/span><\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">With one or two solutions in mind (selected using your goals above), you can engage the software providers. This is an opportunity for you to ask questions about their product.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Some questions you may ask include:<\/span><\/p>\n\n\n\n<ul>\n<li><span style=\"font-weight: 400;\">What difficulties can I face in using your software?<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">How does your software solve the challenges I\u2019ve described?<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">How can the software save time and money?<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">What does your implementation process look like?<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Do you provide continued support to clients and, if yes, what kind?<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Do you have a trial period?<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Are there any risks in adopting your software?<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-set-up-an-implementation-plan\"><span style=\"font-weight: 400;\">Set Up An Implementation Plan<\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"724\" src=\"https:\/\/www.amberlo.io\/wp-content\/uploads\/2022\/06\/Choosing-law-firm-software_amberlo-blog-image.png\" alt=\"Choosing law firm software_amberlo blog image\" class=\"wp-image-14374\" srcset=\"https:\/\/www.amberlo.io\/wp-content\/uploads\/2022\/06\/Choosing-law-firm-software_amberlo-blog-image.png 1024w, https:\/\/www.amberlo.io\/wp-content\/uploads\/2022\/06\/Choosing-law-firm-software_amberlo-blog-image-300x212.png 300w, https:\/\/www.amberlo.io\/wp-content\/uploads\/2022\/06\/Choosing-law-firm-software_amberlo-blog-image-768x543.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">Once you\u2019ve selected software, you need to create an adoption plan. This plan should consider questions and issues that may arise from your software introduction. For example, how easy will it be for your team to adopt?<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">The implementation plan must define what this transitionary period will look like and what it will require from your team. You must define this period for your staff and office operations to make the implementation as seamless as possible.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Also, you\u2019ll need to set up training for your staff. Your staff may feel frustrated by the change, which can impede their willingness to learn and adopt the new law firm software. So, during the training session(s), clearly illustrate the value of having the software.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">It\u2019s also important to communicate responsibilities. Explain who is responsible for what in this new operations structure and outline how the software will change current processes for different roles. This can help ease confusion during the implementation phase.&nbsp;<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-implement-and-review\"><span style=\"font-weight: 400;\">Implement And Review<\/span><\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">Implementation is not the final step of assessing your new law firm software. You want to constantly evaluate how the solution functions and review its impact on performance and profit.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Run feedback sessions with staff and monitor analytics and other data to see if your investment is worth it.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\"><span style=\"font-weight: 400;\">Conclusion<\/span><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Introducing new <a href=\"https:\/\/www.amberlo.io\/\"><span style=\"color: #ff6600;\">law firm software<\/span><\/a> is no easy feat! It can be challenging without the proper support. The most important thing about this assessment process is to find a vendor that can help you along. Who you choose makes all the difference.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">At Amberlo, we offer <a href=\"https:\/\/www.amberlo.io\/\"><span style=\"color: #ff6600;\">all-in-one legal software<\/span><\/a> with a team that supports your every implementation and software need. To test out our user-friendly solution, <\/span><span style=\"color: #ff6600;\"><a style=\"color: #ff6600;\" href=\"https:\/\/app.amberlo.io\/login\/Register?lang=en\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">try our free trial<\/span><\/a><\/span><span style=\"font-weight: 400;\"> or <span style=\"color: #ff6600;\"><a style=\"color: #ff6600;\" href=\"https:\/\/www.amberlo.io\/request-a-demo\/\" target=\"_blank\" rel=\"noopener\">schedule a free demo<\/a><\/span> today.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Thinking of getting new law firm software for your legal practice? Not sure what to look for in a software solution or how to analyze it to see if it&#8230;<\/p>\n","protected":false},"author":25,"featured_media":14360,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[1620],"tags":[],"yoast_head":"<title>Step-by-Step Guide for Assessing New Law Firm Software<\/title>\n<meta name=\"description\" content=\"Introducing new law firm software is no easy feat! It can be risky and challenging. 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