The DOs and DON'Ts of choosing a Practice Management System

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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"We at Spires Legal wholeheartedly recommend Ingemar and his team at Hunnings Consultancy Ltd. Ingemar has supported us throughout our journey from new start up to established firm. It is refreshing to have a consultant that takes the time to understand your business and its priorities, stands by your side as it develops and is flexible in approach as your needs change.
The feedback we have from our team, and which we regularly hear from others is that Ingemar is an insightful and knowledgeable trainer who is comprehensive yet engaging in his approach. Still unsure? Five minutes on the phone with Ingemar and you will be sold on how much value he can add to your business!"

Arj Arul - Director at Spires Legal

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