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):

A lot has been said on managing law firms, on how they need to organize and prepare present today’s market, etc.

Management is a wide, true and assertive word. Not the answer to everything, though.

Law practice management is like an adjective in a sentence, it needs a subject and a verb. How so?

Subject: What is the point on talking about standard procedures and results analysis when those in charge of the firm are not doing their homework? Management ought to be the first ones to be involved in any firm evolving process. They will be the driving force so all staff see changes in a serious, willing and respectful light.

Managing stands for assessing internal procedures, reviewing and change whatever it needs so the business  may thrive. This calls for the presence of all partners in this process. Executive tasks can be delegated, however, strategic ones are to be set by those who take all risks and sort the firm out i.e. the partners. A tree alone does not a forest make, of course. Everyone at the firm must be in tune with the practice and its project. For that purpose, the subject (be it a leader, a partner or a manager) has to be a constant presence so it all comes into being.

Verb: if we have subjects (people willing to face up the challenge of changing) the first step is taken. But with no concrete action (verb) nothing happens. It’s a basic law of physics: for something to leave it’s inertia something must alter that.

So, what actions are taking you presently on your practice? At least, you should invest on:

• Law marketing;
• Social networks;
• Proper software.

One has to be connected to today’s market (law marketing) and present/future market (social networks), as well as, to IT as an edge in your business (more productivity with less people by managing data).  It not enough for you to be the subject, you’ll need to have and to be the verb of change.

Adjective: it is what specifies and distinguishes within a sentence. That is exactly what management does. There is none without subjects nor actions. Even if a firm is formed with driven, self assured and leading people in the legal practice, without management all is doomed in presence of the demands of the present market reality. Management provides firms with quality, efficacy and productivity.

Those are the demands that the market wants to be met. How is your firm doing in this regard? Are the subjects who work with you driven and focused? Have you any planning for strategic results? Is management an edge at your firm? More than qualifying, management differentiates in today’s market.

To conclude, management has to go along with driven subjects and focused actions towards quality, efficiency and productivity in your practice.

A tale 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), based upon real events from his clients before hiring services:

Once upon a time there was a lawyer. He read and heard about the changes the legal practice was going through, IT and all, still he thought that his business was going pretty well as it was and so he kept it.

Time went by and his office procedures were the same as always.

Relentless, there came upon his door the technology snags.

At first the lawyer tried to appeal the Supreme Court by writing. No way. Faxing, not allowed. The appeal only could be submitted electronically, which requires a digital certificate. Not knowing at all bout any of this, our lawyer only found about it at 4 PM on the last day for the appeal to be presented…  their was no way he could ever get a digital certificate on time. So, once upon a time there was an appeal deadline…

After this setback, he contacted his Bar Association and got the most needed digital certificate. “That solves it” and back to his office he went. There, he gave it to an intern: “Here you go. Now it is all up to you”, he said, confortably from behind his marble top desk…

While stuck in a traffic jam, another reality struck him: the car he was driving, his hardly earned car, that had cost him many sleepless nights, was now in someone else’s hands. He, of all people, had given his digital certificate and password to an intern, who had just transfered part of the lawyer estate to a sleazeball…

Once upon a time, there was the estate…

The lawyer took legal action against that and got his belongings back. Then, he got himself a new digital certificate and decided that him and him alone would use it…

Still he was not free from arm.

As a law professional, he had overlooked his office management, its procedures systematization on matters and the bussiness itself. That meant that he was tied up by electronic procedures and digital certification… Then he took the decision of hiring the services of consulting agency for updating procedures, implementing IT, legal marketing, etc… they need 12 months for the whole deal, though. “That’s an absurd! 12 months?? I can do it myself in 12 months! Less than that.” Poor devil… 12 months came and went and not much was changed…

Moral of this tale: Once upon a time, there was a lawyer…

Do not allow your business to sink this low. There is a way out if you have will enough, perseverence, love for what you do and hard work, lots of it. If you think you can not do it on your own, look for help from someone who is an expert on that field.

Don’t let yourself be stuck on “once upon a time, there was a lawyer”…

IT and management do really make the difference.