Post by Nuno B.M. Lumbrales, lawyer, partner at Lumbrales & Associados and LawRD user:

One year ago, as a partner of a newborn law office, I was confronted (relunctly and along with scarce financial resources) with the need to invest in the development of a website to the office.

At that time, our only target was to keep up along with our direct competitors, avoiding to “stay behind”, as we were resting assured that the website wasn’t going to provide us with measurable profits.

The first surprise was the budget presented to the website development and maintenance, which was quite reasonable. In fact, the competition between many of the Portuguese PME (Small and Medium Enterprises) in the computer sciences business was robust enough to assure that the prices kept reasonable and negotiable. The secret to get a good deal in computer sciences was to avoid making business with the highly acclaimed “monsters” (it only took the estimate budget of the project to get discouraged).

The second surprise was, once again contradicting our assumptions, that in our first year of existence some clients came to us stating they’d known our office through the website after performing some google searches.

At the end of the day, comparing the costs of the website and the profits coming from this specific clients, showed us that the balance was positive right in the first year, reason that led us to conclude that our investment was, in fact, profitable.

Post by Gustavo Rocha, lawyer and consultant in management, IT and quality for law firms. He’s the author of Gestão.Adv.br (content in Portuguese only):

Some issues ought to be addressed prior to choosing your law practice software:

1. Ask yourself: where, when, what and who?
2. Is it the appropriate one for your management?
3. Who will be in charge of it?
4. Is it safe?

1. Ask yourself: where, when, what and who?

Where should it be installed: in servers at premises or over the internet? The first means that  its maintenance, servers, newer and better equipment, its all up to you and your firm; while as the latter all is lodged on servers in data centers and all maintenance and backing up is up to the vendor. Being the experts as they are it stands to reason this is the best choice.

When: What’s the firm budget to invest on such a  solution? The best and cheapest? Wrong! The app’s quality should match the needs of your practice. It’s better to start up with a simpler and leaner one rather than one that enables with lots of features but doesn’t meet your needs.

What: or which are your actual demands from the application? Since no software will ever solve all your problems, you’ll need to sort out it will manage for you. Is it the financial aspect of your firm? Is it he matters? Or just the office’s documents? All of the above?  There is no success without planning.

Who: once you have the  answers for the questions above, you are ready make your choice from the offer that is out there.

2. Is it the appropriate one for your management?

This question may sound a bit odd, but is has to be your own practice to dictate what are the goals to your choice of software rather the other way around. Don´t believe the hype that says that software will do it all. Pin pointing the needs in your firm will give a clear vision of what the software will handle for better results.

3. Who will be in charge of it?

It is of the essence that someone at your firm (one familiar and keen to IT) be in charge and trained to deal with the chosen app. It will not be enough that co-workers with management functions are trained to use it. Someone with a knack for IT and with law qualification is the ideal one for the job.

4. Is it safe?

Before signing up for any app, check out the following:

• Where the servers are based at?
• What are the its safety features?
• What are the requisites for your firm to access the data center?
• Should you cease the contract to using the app, how will all your data be retrieved?
• Be sure that you only sign up for the minimum services.

These and other questions are  valid when installing  software in your premises:

• How is the backing up made?
• Is there external backing up?
• How many licenses are there in the cost, for installing?
• How much will the invest cost?

Finally, I leave some tips that apply to any software:

• Always check whether or not a new client is already registered in the system.
• Do not type with just higher case, use both high and low.
• Log in the most data possible.
• Avoid misspelling and grammar glitches.
• Pdf or word format for annexed docs.
• Passwords should be altered after a given time.
• Passwords should be at least 6 characters long containing letters, numbers and special ones i.e.   #=)$(%/&
• Deadlines, tasks, diligences and so on must be logged in and scheduled so they can be searched using an array of easy and intuitive filters.
• Never forget to click the SAVE button.
• Submit data that will reflect on future reports. Logging in data just for the heck of it is a waste.
• Pay special attention when selecting data from the app’s boxes and/or columns. The mouse wheel may play tricks on you.
• Always have more than one access to the Internet at your office.
• Always save and back up the way your vendor advises to.
• Many solutions automatically issue reports. Make the most of this feature and always check data up before printing.
• Make a daily use of the app you’ve chosen. Have it running at all times and submit the most data possible.
• If by any chance you can not access the system or any feature within it, take it easy and contact the system administrator or who’s in charge of it at the office. There might     be different levels of clearance.
• How’s the client support? Does the vendor charge you for it? Do not overlook this point.

Post by Gustavo Rocha, lawyer and consultant in management, IT and quality for law firms. He’s the author of Gestão.Adv.br (content in Portuguese only):

When asking themselves this, everybody has in mind a software solution that does it all: it can manage matters, it organizes the firm, it will sort all that in your practice can be delt with in the cloud and still keep your business from fallling into chaos.

Foolishness!

Prior to solving the management of your office with a software comes the need to manage your practice.

What do I mean?

Any software solution will enable you with data, swift search (assuming it is provided with a comprehensive database), issue reports, etc. However, for a streamlined performance it will need for its data to be logged  within a certain logic and pattern. Reaching this implies that an advanced acquaintance with the app is a given, i.e. understanding its features, possibilities and actual implementation cost, so that an assessment of its cost/benefit ratio can be realized.

Some myths on legal apps are:

The complete solution

All app developers claim that their soltions are the bench mark of the market, they will meet all your practice needs. The reality is that apps will only do what they were programmed to and without an in depth try out,  there’s no way to find how suited for the task they are or not. Apps will enable you with countless resources that won’t do you any good if you don’t know how to make use of them or those resources are not suited for your needs.

Before buying software ask yourself the following:

• What is my area of business?
• What sort of data will be most usefull for my clients?
• Can I access and log data at any time, from any place (from my cell phone for instance)?
• What area the areas of my practice that the app will manage (matters, fiscal, documents, etc)?
• Can I afford to invest in an ideal software solution or do I have other priorities?

The point is, before thinking of apps you should actually be thinking of management.

Managing matters versus managing your office

This could be a blurry issue. Taking matter management for practice management. Dangerous blunder.

Managing matters is a part of the legal practice. But that’s what it is: a part. Lawyers ought to be a part of their clients businesses, part of their decision making by acting preventively. Matters are important but not the sole purpose of your practice.

If they’re not your only goal, why turn them into the core of your office? No way. You got to manage  finances (bills to pay, invoices to receive, cash flow, costs, etc), e-documents (digitize everything, contracts, bills, etc)  clients and prospects management and so on.

If you still think that there is no app for that, you must have been out of the Earth for the last years. The market has to offer solutions that will serve for general office management and not just concerning matters. Don’t be dazzled with matter management, for it needs to be a complete one in order to be effective.

Implementation

This where lots of firms lose money. Believing that an app will solve all their problems, lawyers leave to the people in charge of implementing, fundamental decisions about their practices.

Not to demerit IT consultants and pros, however very few of these take business management really into their interest. The success of their app implementation in your office is their actual concern. How the data is going to be managed and used is not their aim.

This is the real issue here. Management comes before any sort of app implementation. Sort what routines in your firm are the most suited for the present reality and within a year’s time. You’ll have to know what an app can do, to assess it in your firm’s daily practice.

Once you’ve got this down, IT people can come over to train you and your employees, to implement and check on the reports that your management has previously determined and so forth.

To conclude: software will have to work for your firm and not be it to set what can be done or not. You paid for it, it should be working for you and not the other way around.

To be or nor to be web-based

Some by fear, others by prejudice and others by being oblivious of it, do not use wed-based software.

I am totally for it. More good than bad (if any) comes from it. Available from anywhere (even from your cell phone) you have data, documents, court sentences all within the reach of a LAN connection.

Is it safe? Quite safe. A hefty effort is put into web safety. To be true they invest more into safety than any one single law firm would. It is their business to be safe, isn’t it? And yours is to practice law.

So, is there such thing as “the perfect app for the legal practice”? Of course there is, but it is up to you and not to the app to say so.

Post by Jared Correia. Jared is the law practice management advisor with the Massachusetts Law Officer Management Assistance Program, providing free and confidential law practice management consulting to Massachusetts attorneys.  True to certain veiled promises, he makes his thoughts on law practice management available generally online, most notably through the LOMAP Blog and his Twitter account.

As a law practice advisor for Massachusetts’ Law Office Management Assistance Program, I am afforded a ringside seat for the viewing of trends in the legal field, through, what has become, my informal, detached study of modern lawyers’ habits.  One of the trends that I have noticed, over the time that I have spent in my current capacity, is that most of the attorneys with whom I consult are desirous of finding appropriate new technologies, that can: (1) unlock previously undiscovered efficiencies within their practice; and, (2) save them money. Given these qualifying motivations, it is, perhaps, unsurprising that many of the attorneys with whom I meet are ready, and most willing, to begin to incorporate SaaS solutions into their practices, to the extent that they have not already done so.

SaaS systems essentially (and, I won’t belabor this point, because if you’re a regular reader of LawRD’s “Your Law Firm in Progress” blog, you likely already know what SaaS systems are, and what they do) move the traditional software program from residence on your computer/system to residence on the web, accessible through a secure portal by you (and invited collaborators), following a set of security checkdowns.  SaaS systems, especially SaaS systems with practice management features, like the LawRD: Reports on Demand program, answer for the above-referenced requirements respecting efficiency and cost.  Online practice management systems are, in my experience, more accessible, easier to learn, more intuitive to use and faster in operation than those systems that continue to reside on your own computer systems. Given that certain systems, like LawRD’s, offer practice management components, for the better leveraging of client matter and contact management and for time and billing (among a number of useful features), the efficiency upgrade will be obvious in terms of adding a practice management system where, perhaps, none existed before; and, generally, the ease of use/intuitiveness, and speed additional to such programs, means that you’ll be working faster, and more efficiently, not harder.  Of course, one of the obvious reasons for the speed advance achieved with the use of SaaS systems is the fact that such programs are removed from your own computer system, and are not competing directly for space, memory and processing speed with the other applications that you have already downloaded to your machine; this also means that you’ve got fewer costs related to desktop/system support moving forward, and that the remainder of your traditional software systems will work faster, as well (competition having been removed), making you more efficient, saving you more money.  The cost savings of a move to SaaS are also inherent in the pricing models of most of these systems versus the pricing models of traditional software programs.  Generally, with traditional software systems, you’re paying a significant initial rate, plus for program updates, usually each year. With an SaaS system, you’re paying a fairly reasonable monthly rate (rather than a significant up-front cost), with updates taking place automatically, and behind the scenes, and without additional charge. The cost savings can become large-scale, depending upon the SaaS system you select, and depending upon the size (in terms of accessing employees) and needs of your firm; and, the additional efficiencies achieved through the immediate application of important updates and upgrades, without your spending any time to apply same, can also become significant.

If you want to learn more about SaaS, check out the “The Use of SaaS in the Legal Field” episode of my podcast.  With respect to the vetting of SaaS providers, and some of the security questions related to the utilization, by lawyers, of SaaS systems, look over my blog post respecting a North Carolina Bar Association proposed ethics opinion that attempts to provide some clarification in that space.  And, of course, you should continue to follow LawRD’s “Your Law Firm in Progress” blog, for product-related updates, and information relative to SaaS.

When deciding on the purchase of SaaS products in the legal space, you might consider LawRD’s flagship “Reports on Demand” program; you should also consider, as well, (LawRD parent company) muchBeta’s other useful SaaS product offerings: Teepin and Yoomit.

Post by Gustavo Rocha, lawyer and consultant in management, IT and quality for law firms. He’s the author of Gestão.Adv.br (content in Portuguese only):

Social networks are the media of the present. Articles, reports, no matter where, its all that’s talked about. Analogies are drawn between social networks, labour market, legal practice marketing and new means of communication throughout society at large.

The question underlying here is: are we ready? Maybe we are. Maybe we’re not.

In order to be prepared for social networks means more than just having your practice on those networks and updating it from time to time.

It means to interact within the networks.
It means to to keep up with what  is being debated and to intervene.
It means to dedicate time and subjects to those networks.

Is this what you do or do you just update your firm’s profile? Updating is a must but not enough. Making your practice known by your interaction, reflexions and perspectives on day-yo-day issues is important.

That’s right! Day-to-day issues.

There’s plenty of empty people out there on the networks, others are just looking for some notoriety, while others just want personal gain, that is for sure.

But, is that all there is? Surely not! More and more companies are recurring to social networks in order to reach out to their targets, to their market share.

One more time: just updating doesn´t cut it.

You must interact and listen to your clients.
You have to monitor all criticism without confrontation or arguing.
Are you up for it? Are you ready?

If you are, congrats. If you’re not, you’d better think this through. Social networks are ushering the future and your business depends on it…

Post by Nuno B.M. Lumbrales, lawyer, partner at Lumbrales & Associados and LawRD user:

The use of social networks for marketing and promoting a vast array of economical activities is definitely in and there are some several examples of its good results.

The opposite is also true, though. Many economy players have real doubts on the return of their companies investments in that area (namely the non physical resources, such as time allocated to that task by employees, among others) which, given its nature, are hard to quantify.

Therefore, there is room enough for debating on the efficacy of this sort of marketing, and which are the best procedures to go about it through all different products and economy branches.

There are sectors, like the legal practice, that are bound to restrictions concerning its publicity, either by deontological or professional culture when displaying their image towards the market and society at large, thus making them more reticent and cautious when using these social tools  of promotion.

However, that trend has been slowly changing and, still far from being a universal attitude, a growing number of lawyers and law firms are taken an open and noticeable stance in that area.

Actually, in a business area where personal trust between lawyer and client is paramount, even more so than in any other business activity, there is a natural and reasonable mistrust as to the efficacy of social networks as tools for promoting and marketing services provided by the legal practice.

But there is no turning back on the increasing numbers of law professionals adopting social networks for promoting their businesses, and in the end time will tell who was right, after all.

Post by Gustavo Rocha, lawyer and consultant in management, IT and quality for law firms. He’s the author of Gestão.Adv.br (content in Portuguese only):

For quite a long time word of mouth has been the best way of getting new clients. Nowadays, with the growth of social networks, there is a new form of pointing, interacting and gather new clients.

Is it?

Social networks are an excellent means of adding new contacts and followers for our view points, yet this is just a medium, not the core reason for contracting services.

Recommendation results from good work, best client management, fair pricing and perfect service. These adjectives will make your clients to recommend your practice to others.

Adding to good work, client management, pricing, etc, there’s the need for all that to be advertised, i.e. marketing.

How can that be done? There are lots of ways! Some are ethically legitimate, others are not. Publicity alone doesn’t cut it, though. Marketing must walk along side with credibility. Such credibility is gained by stances that reflect our practice, e.g.labour law, just debating or giving tips about it isn’t enough. One must have
effective actions on this law area and its target demographics.

And how can you act toward this?

Through social networking.

Keep up with the times. The younger generation is talking to one another through social networks. Overlooking that is writing a death sentence to your practice.

So, which is best: recommendation or social networking? Recommendation along with credibility, including on the social networks.

Post by Gustavo Rocha, lawyer and consultant in management, IT and quality for law firms. He’s the author of Gestão.Adv.br (content in Portuguese only):

There are over 192 millions Internet domains registered on the Internet, until 2009.

What does this mean? To put it simply: your brand depends on you. There’s no turning back: Internet, social networks, contacts, connections, businesses.

When it comes to Internet domains, lots of people register the “.com.br” and the “.com” even if it is one and the same law firm. Two different law firms that have the same name have different Internet domains, i.e. one is “.com.br” and the other “.adv.br”.

It is a basic need to register their practice with the same name on the most common domains in the business area. The online brand management can not be overlooked.

Adding to this, it is important to keep you ears and eyes open to what’s being said about you, over the web.
Keeping up with your “online name” can prove to be an excellent path for new contacts, to check the degree of your clients satisfaction thus leaving a subconscious trail of your brand on those surfing the web.

How come? If I Google my name and find that there few references to it, I may start writing more and being more active in social networks and online groups and chats concerning my area of activity, i,e. make my online presence more noticeable. By doing that and always having some sort of online signature on my emails with my contacts, name, practice name, etc,  I’ll be broadning my brand.

Sharing and participating on online debates, will provide for others to better know of my work and to quote me in future references.

The more virtual contacts I get online the more they can turn into live ones, not to mention the ever growing of my brand.

So, don’t just read this, take action. Try this:

• Verify your present domain(s).
• Register your practice in all others that are most common in your business area.
• Be active in social networks. Interact.

Be online and keep at it. Your brand may depend on it!

Lumbrales & Associados, one of the many LawRD – Reports on Demand users, requested us for helping them to devise their new website - www.lumbrales-associados.eu -  which came about after a close collaboration with that law firm, resulting on a completely customized one:

Its content management is fully controlled by the user, via back office, with no need for a third party for issuing newsletters to their clients, just to name of the perks that such a collaboration has produced.

The interface design is also a joint result. The fast provision of contents from that legal office made way for a pretty fast deployment of this whole web initiative. The domain registration and hosting procedure requirements were all dealt with by us as well.

If this resonates with some of your IT needs, please let us know at info@lawrd.com.

Post by Braz Pereira, muchBeta’s Chief Commercial Officer:

Since we got LawRD out, we’ve had a two way approach as to spread its users community: the Internet and its social networks and the direct approach to legal practice professionals.

When contacting law firms for demoing LawRD (on the premises or online), we’ve systematically faced the ’software salesperson stigma’, which recalls them an array of bad memories from previous cases of IT deployment: the need for training, trying to figure how ‘this and that’ is done or bothering someone with tons of questions about it, trying to get in contact with the vendor to solve problems and glitches and never getting to solve them in due time, …

It’s by the time when clients realize that LawRD is altogether different from what they’re used to, or someone who has used or already using LawRD recommends us, that the ’software salesperson’ label gets yanked off. From then on things get smoother, our clients can immediately spot what sets our app from the rest: easy and intuitive use, available from any Internet connection, free 30 day trial, great pricing and no need for upfront investment.

Aiming to override this hurdle when presenting LawRD, we’ve come up with an affiliates program so we can support and reward those willing to make LawRD known and used by the most number of users. This means that we will pay a monthly amount for as long as 10 years, per active user each affiliate brings to us. Whoever has tested LawRD’s performance has the chance of having an extra source of income, helping us overcome the ’software salesperson stigma’ by scheduling LawRD demos.

We have a SaaS application for supporting the email contacts from our affiliates, which allows them to keep up with their contact performance and who have read their emails and when.

The challenge is set. It pays to pay a visit to affiliates.lawrd.com: