Top 2018 Law Practice Management and Legal Technology Tips

At MyCase, we spend a lot of time thinking about how to help lawyers run their law firms more efficiently and effectively. That’s because, at the end of the day, that’s our end goal: to help our customers streamline their law practices so that they can provide the best possible representation to their clients.

One way that we accomplish this goal is by providing lawyers with the resources and information that they need to run cutting edge 21st century law firms. Much of that information is shared on this blog, and now that 2018 is drawing to a close, it’s time for a round up of the top law practice management and legal technology tips shared over the past year. Without further ado, here are our top pieces of advice.

How to delegate effectively

Delegating isn’t easy. As lawyers we can sometime be perfectionists – and even a bit controlling. These traits make it difficult for us to comfortably delegate to others, since it oftentimes seems as if it would be easier to do the work ourselves rather than oversee someone else’s progress. But, if done properly, delegating can save you lots of time.

The trick is knowing how to effectively delegate, and we shared lots of great information over the past year designed to help you do just that. For example, check out this blog post from Megan Zavieh, where she provides a step-by-step process to get you started. Here are the first steps:

(S)tart small. Pick a task that is either easily explained, so it is a simple one to teach someone, or is a tremendous emotional or time drain…After identifying the task, write out exactly what you do when you perform the task, so you can explain it to someone else…Sit down with the person you’re delegating to and explain the task in minute detail. Make sure they understand exactly what you expect the end result to be, and how you achieve that result…Then, let the other person do their job.

For even more tips on delegating, make sure to download our free guide, How to Delegate Effectively and Efficiently.  In it you’ll find lots of great advice on delegating – and it’s free! So what have you got to lose? Check it out today!

How to improve law firm communication

Clear and streamlined communication between law firm team members is important because it saves time – lots of time. And, time is money, especially in law firms. That’s why it’s so important to ensure that you have the tools in place that make it easy for everyone in your firm to communicate. As Jared Correia explains in this blog post, “Five Ways to Improve Office Communications in Your Law Firm,” one way to accomplish this is to use the right legal software tools for your firm’s specific communication needs, and these days you have lots of great options to choose from:

System change was a major problem in the past, because it involved massive shifts of data — a new on-premise structure would be adopted and downloaded on each device, along with a revised physical server infrastructure. (S)ystem change is far easier, with the rise of cloud technology. And, the fact that cloud technology is mobile, accessible and more user-friendly than its predecessors — ease of shifting into and out of products creates a system where vendors are incentivized to continue to modernize their products…In the modern law firm environment, then, you’re more likely to adopt management systems, with internal communications, and/or adopt a private communication module for staff, in order to reduce the time you spend in traditional email.

No doubt internal communication between team members is important, but so is external communication with clients. For lots of advice on improving external communication with your law firm’s clients, download this free guide: “Fixing Your Law Firm’s Communication Problem.” In it you’ll find lots of great tips on how to provide exceptional client communication.

Bill more efficiently and get paid more quickly

An efficient law firm billing process is incredibly important. After all, the more streamlined your firm’s time-tracking and invoicing processes are, the more accurate your firm’s invoices will be and the more likely you’ll get paid quickly. Seems like a simple concept, but creating an efficient billing process isn’t always as easy as it sounds.

Not sure where to start? Then you’re in luck – this blog post will get you on the right path in no time: “Law Firm Billing 101: How to Invoice Efficiently and Get Paid Quickly.” In it, you learn why streamlined billing is so important and how to ensure that your law firm’s invoices are sent out – and paid – quickly. It all starts with an efficient legal billing software program that automates invoicing and payment processes:

Administrative tasks like billing and invoicing can be huge time suck if not done efficiently. That’s why it’s so important to have streamlined processes in your law firm that: 1) reduce the repetitive tasks associated with tracking and entering billable time, 2) simplify the invoice creation process, 3) make it easy to send invoices to clients, and 4) standardize the steps required to accept, receive, and account for payments.

Once you’ve read the blog post, you’ll no doubt want to learn even more about how to improve your law firm’s legal billing processes. Great news! This free guide will answer all your questions and more, so download it today: “Law Firm Finances: Billing and Invoicing Tips.”

The benefits of automating your law firm

And last, but not least: law firm automation. There are lots of routine tasks that are repeated in your law firm each and every day. These tasks are ripe for automation! Once you identify and automate these tasks using readily available legal software, like law practice management software, you’ll be well on your way to reducing inefficiencies and saving lots of time and money.

There are many aspects of your law firm’s processes that can be automated. For example, as explained in this blog post, there are at least 3 key areas that most firms can automate. One example is task automation:

The days of using old school paper tickler systems will be long gone, replaced by convenient, automated workflows that you create at the start of a case that will allow you to assign tasks to your assistants and track their progress. Workflows can be created to track court and statutory deadlines by automating client intake so that task templates are automatically created for important dates that relate to specific types of cases or trials.

Other areas discussed in the post that can be automated include billing and document assembly. Has your firm automated these processes yet? If not, what better time than now? Not sure where to start? You can learn even more information and how-tos on law firm automation from this free guide, “Tips for Automating Your Law Practice.” It’s just one more great resource to help you get on the path to an efficient, profitable law practice in 2019!

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