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Automated Client Billing
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A critical goal of any well managed law office is the improvement of client management, attorney-client relationships, office management and office efficiency. Software is where technology encourages us to look for automated solutions. Key the information once and then use the information over and over to accomplish more than one task.
If the primary goal is the automation of redundant tasks, then you must locate all critical data centrally so that all users in the firm can call up this data when needed to allow for the completion of standard tasks. This allows for the time needed to produce quality results when working with tasks of more importance.
Today's modern law office will typically make use of automated technologies for time and billing, financial, case management, document management, document assembly, litigation support and practice specific software. This allows for an organized and efficient law practice that is less likely to suffer malpractice or violations of professional conduct rules. Deadlines are more often met and with less stress. Clients experience prompt and professional communications, documents are ready when needed, case document information is available quickly and to all those you need it.
One of the most critical tasks in the law firm is a workable time and billing solution. The safeguarding of client funds and the instant access to that financial data allows the counsel to meet the demands of their clients and community. Technology in the form of the right software becomes the solution, the problem is choosing that software solution.
First the redundant tasks must be identified. Second, determine whether they can be automated. Next, determine whether the existing computer or computer network support the automation.
A current software review must be done. Can existing software integrate with the new solution, will existing software be phased out. If so can current data be moved to the new software.
Planning and Budgeting. Total cost of the project should take into account the time needed for reviews of current systems, consultation, customization, training and support.
The Staff. Inform the staff. What will be expected of them. How will it affect the way they currently perform their tasks. Will training be required.
Keep your focus. Will this plan achieve the most important goal – increasing service to your clients and community and compliance with the rules of professional conduct.
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