Here are some thoughts on what to consider when looking to choose a Case or Practice Management System, beyond price.
- Don’t try to “rebuild” your existing system in your new system
- Do look at how the new solutions can benefit your business processes
- Don't just go for what others are choosing
- Do look at what is not working now and why
- Don’t just listen to the loudest voice in the firm
- Do check where the data is held
- Don’t be driven by short term goals – on average firms change their PMS every 13 years
- Do think how your staff will need to work in the future – how mobile should they be
- Don’t imagine that everyone will see things as you do
- Do plan to train and train again – to get the most out of your investment
- Don’t assume that change will be painless
- Do look for some early wins to gain buy-in
- Don’t allow the leadership team to shirk its responsibility to enthusiastically back the project
- Do get your hands dirty – this is a tool : you learn by using it
Ingemar has been involved in many projects implementing case and practice management systems, both whilst in practice as a solicitor and afterwards when working for HCL.
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