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Comprehensive Legal Practice Management Software Audit

Comprehensive Legal Practice Management Software Audit

Is your law practice struggling with legacy software that causes functionality headaches such as:


  • Recording attorney and staff time spent on client matters?

  • Creating client invoices, handling the pre-billing process and bulk invoicing?

  • Automating the new client intake process?

  • Searching, retrieving and storing documents and templates?

  • Recording time spent handling emails and attributing that time to a client matter?

  • Maintaining client trust records that are “audit ready” all the time?

  • Lacking Key Performance Indicators (KPIs) that are available at a glance?


There is a dizzying array of law practice management software (LPMS) available today, and attorneys have precious little time to explore all the options available.  After beginning a search for new software, attorneys often grow weary of the process and make hasty choices, or they stop the search and fall back to using their current system with all the faults it may have.


I can guide your search, based on the particular needs of your law practice and your professional goals.  While the process will vary depending on your particular needs, I usually begin my audit of your LPMS by interviewing the firm's attorneys and staff for the challenges they face and their desire for particular functionalities.


The next step is to present you with a report of my findings and offer various solutions for you to choose from.  No two law practices are alike, and thus there is not a “one size fits all” solution.  However, there are objectives that are common to all law practices:


  • Bank grade encryption and security for you and your client’s data.

  • Cost effective solutions.

  • Ease of implementation and training in the new tools you have chosen.


Whether you think your current solutions are adequate or not, you owe yourself the piece of mind that a thorough audit will provide you.  I do not believe in change just for the sake of change.  Sometimes all that is needed is a better understanding and utilization of your current software.

If you are interested in learning more about my auditing services for legal practice management software, just contact me below to set up a call. I would be happy to discuss your specific needs and provide you with a proposal for my services.

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