How to Choose Legal Case Management Software

Hear Dan Lear and Emery Wager discuss common (and some uncommon) legal case management software pricing structures.

They then go into how to think about pricing when searching for new software and how growing firms should think about pricing differently. 

In this discussion with Casita Simpson, the founder and CEO of Simpson Associates, we discuss when and how to upgrade from a cobbled together set of non-legal software to a complete legal case management solution. This session covers the challenges, opportunities, and success stories involved in making this transition.

Confido's Emery Wager spoke with Lea Wold, CEO and founder of Checkmark Projects. With more than fifteen years of experience in operations, Lea shared her insights into the often-overlooked science of preparing for software demos from the buyer's perspective. While most of us sit through software demos to be sold, Lea proposed a more proactive approach that ultimately saves time and reduces the chances of picking the wrong software.  

Client communication can take various forms, ranging from case updates to invoice delivery. One of the crucial advantages a firm should anticipate from its case management software is enhanced client communication. In this session, Casita Simpson of Simpson & Associates and Confido's Emery Wager explore strategies to leverage your case management platform for optimizing client communication.

We will begin in this chapter by dealing with some general quantum mechanical ideas. Some of the statements will be quite precise, others only partially precise. It will be hard to tell you as we go along which is which, but by the time you have finished the rest of the book, you will understand in looking back which parts hold up and which parts were only explained roughly.

Establishing and expanding Standard Operating Procedures (SOPs) can be a challenge without a clear strategy. In this jam session, Confido Legal's Emery Wager interviewed Casita Simpson, the founder and CEO of Simpson & Associates, to share four practical steps that firms can follow to build and scale an effective SOP through their case management software.

We will begin in this chapter by dealing with some general quantum mechanical ideas. Some of the statements will be quite precise, others only partially precise. It will be hard to tell you as we go along which is which, but by the time you have finished the rest of the book, you will understand in looking back which parts hold up and which parts were only explained roughly.

Identifying the signs indicating the need for a technology upgrade in a law firm is important for maintaining efficiency and meeting client expectations. In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager interviewed Lindsey Corbin, the founder and CEO of Delegate Legal, a company that focuses on outsourced paralegal support and technology consulting for law firms.

Clients can tell when a firm has clear SOPs and when the firm is improvising. Each client interaction can be thoughtful and clear or confusing and ad-hoc. As a follow-up from their previous discussion, Casita and Emery discussed how you can map the client journey and implement SOPs in your case management software.