Legal Software Programs

The Case Status mobile app is the key to securely reaching clients where they are driving a positive client experience.

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Transformative Law Firms that use Case Status see Results

30%

Decrease in Phone Calls Within Weeks

90%

Reduction in Emails From Clients

130%

Net Promoter Score Increase from Average

800%

Increase in 5-Star Google Reviews

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Become a leader in legal client services and win new clients at scale

Seamless Client Experience

With the Case Status App firms achieve 80% bi-directional App Engagement.

This means you get to: 
Hang up the phone! 
Delete Email! 
Reduce Texts! 

And messages from the App flow right into your CMS!

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Keep the Case Moving by Keeping Your Client Organized

When you can reach your client, the case stays on track. The App is like the client's personal assistant, helping them bring over documents, manage their checklists items, keep their appointments, and even track the outcome of an appointment or treatment.

No more chasing clients down - the App keeps them on task!

Stand Apart From Your Competition

The Best Brands leverage highly rated Apps because: 
Consumers spend 5 hrs a day in apps that empower them.

The stakes are high. That's why they hired you. Nothing is more important than their case! 

No more buyer's remorse for your client: they will be reminded every day that they hired the right legal team.

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Christy Westcott Granieri

Founding Partner

“We are a client-first law firm and we seek to serve the whole needs of our clients, legal and emotional. Employment legal matters can leave a client feeling powerless and hopeless. Of course a great legal outcome is sought by all. But having an advocate and a champion throughout the process is just as important. Case Status allows us to scale this core belief and measure it before during and after the matter because we meet the client where they expect us. We empower the client through information and transparency and make our team easy to connect with. Case Status not only helps us to scale, but it helps us to show our humanity at every step!”

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Kenny Habetz, Founder

“We tried another solution that claimed to do what Case Status does. Unfortunately, those claims are without substance… basically SMS texts to clients telling them they had a message in the browser portal. We were left with more calls & emails from clients asking for their link. With Case Status’ 5-star app, our clients know exactly where to get the info they need. And our staff have everything they need to get this detailed info back into Smart Advocate. Since moving to Case Status we are finally seeing the results we expect.”

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Larry Serbin

Partner Attorney

“We are a client-centered & results oriented, full-service law firm and Case Status has helped us to modernize this approach to make it more scalable. Case Status is our 5-star client engagement app which allows us to meet our clients where they are: on the go.”

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Blade Thompson

Owner & Founder of Blade Thompson Law Firm

"Case Status is common sense for any law firm that needs to regularly communicate with their clients. We tell our clients to wear their seatbelt, right? everybody knows that's common sense. So think of Case Status like a seatbelt. It'll protect you. It'll keep you safe, and it'll get you where you're going in one piece."

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We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.

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Legal Software Programs

What’s the hardest thing for a lawyer? Anyone familiar with the job would tell you it’s time management.

The average attorney's day is spent doing a litany of different tasks, from researching cases to appearing in court. Many attorneys are also responsible for drafting and filing legal documents, preparing contracts, meeting with clients, and negotiating settlements. It often works out to a few hours in the office, and then several more at home to get all the work done.

Attorneys need great organizational skills if they want to succeed. It's not enough just to know the laws; legal professionals must be able to keep track of a wide variety of cases at once while delivering quality results. While managing it all was once a very real challenge, technology has made it much easier.

‍Legal software effectively addresses the workload plights of attorneys, paralegals, and legal secretaries by automating tedious items on their to-do lists. It's an increasingly popular solution that improves productivity, simplifies complex processes, and helps to ensure accuracy. This article will explore everything you need to know about legal software programs, from the different types available, to how they can help your practice succeed, to finding the best tools for lawyers at your firm.

‍Why is Legal Software important?
‍Legal software is a type of computer application that is designed to help legal professionals manage their day-to-day activities. Examples include electronic filing systems, digital document management programs, practice management systems, and trial presentation tools.

These types of applications provide attorneys with the ability to keep track of important documents and organize them in an easy-to-access format. They can also store case notes and evidence for easier retrieval when needed down the road during litigation or settlement negotiations. Really, legal software is a broad classification that encompasses many different types of tools with unique sets of features.

The key, common characteristic between them all is the market they cater to - law firms and individual lawyers in need of solutions to help make them more efficient and effective in the practice of law. Legal software can range from highly specialized and expensive enterprise-level systems to much simpler cloud-based programs that are a fraction of the cost.

Do Law Firms Use CRM Tools?
‍Yes, law firms can use CRM platforms as a means of facilitating their day-to-day operations. Solutions like HubSpot and Salesforce are two common options for law firms that want to manage their contacts, store documents, and capture key analytics. Although it's primarily built for sales teams, CRM software can make things easier for legal professionals as they progress clients through the journey of a case.

But to expand on that point, most of the CRM tools available on the market today aren't worth the investment of time and money for law firms. They just don't have the features that legal professionals need to manage their cases efficiently.

That's why many law firms are turning to legal-specific CRM tools that are specifically designed for the unique needs of attorneys.

‍What is CRM Software for Lawyers?
‍CRM software solutions for lawyers provide a variety of features that enable users to better manage their cases, such as case tracking and document storage. They also offer additional functionalities like legal billing and time tracking, which is invaluable to attorneys who need to stay on top of their invoices.

‍What does Legal Software Do?
‍Across its many forms, legal management software is intended to make lawyers' everyday workloads easier to manage. This can manifest differently depending on what a given individual's day looks like - a corporate lawyer may get the most benefit from software that helps organize and track contracts. A criminal defense attorney, on the other hand, may rely more heavily on an application that was designed to store evidence and organize case notes.

But what kind of tools does a lawyer need to succeed, regardless of practice area? Here are some of the most commonly used and sought-after features in law firm software:

‍Document Management
‍Document management solutions are the backbone of any legal practice. They allow users to store, organize, and search through documents quickly and securely. Document management systems provide a centralized repository for all relevant case documents that is easily searchable by keyword or metadata tags. They can also make it easier to collaborate with colleagues, allowing for simultaneous editing across multiple devices and office location

‍Billing and Invoicing
‍Billing and invoicing software streamline the process of tracking billable hours, client payments, accounts receivable, and outstanding invoices. It also eliminates the tedious task of manually entering expenses and time entries into a spreadsheet. Billing software is essential for any law firm that bills clients by the hour, as it helps to ensure accurate billing records and timely payment processing.

‍Case Management
‍Case management software helps lawyers stay organized while managing their cases. They allow users to track deadlines, document progress, and store key information in one place. Case management software is often integrated with document management solutions for added convenience.

‍Practice Management
‍Practice management software is designed to automate and streamline a law firm’s daily operations, such as client intake, appointment scheduling, and more. Leveraging cloud-based technology, practice management solutions enable law firms to be more efficient and productive while allowing them to work remotely from any location.

‍Legal Research
‍Legal research software helps attorneys quickly find court decisions, statutes, regulations, and other legal materials related to their cases. It allows for the efficient investigation and analysis of case law, enabling attorneys to be more prepared in their legal proceedings.

‍The Benefits of Legal Software
‍Legal automation software can revolutionize the way law firms operate, allowing them to be more efficient and provide a better experience for their clients in more ways than one. Take a look at a few of the biggest benefits that come with investing in it below.

Enhanced Productivity
‍The first and foremost thing any lawyer stands to gain by investing in quality legal practice software is better productivity. Being designed specifically for the purpose, these tools are incredibly useful when it comes to delegating repetitive tasks and streamlining everyday workloads.

Time-consuming processes such as document drafting, data entry, and report generation can be drastically reduced or even eliminated with the help of automated legal practice software.

‍Improved Communications
‍Law firms need to take special care in how they manage client communication and expectations. As a high-stakes, time-sensitive industry, individuals expect accurate and timely responses to their inquiries at all times.

Legal software takes the load off of administrators' shoulders by automating milestone messages, notifications, and appointment reminders. It keeps clients happy and informed by sending automated notifications in the event of changes to their case status or critical deadlines.

‍Enhanced Client Service
‍Anyone who's practiced law before, or even seen how the business side of it works, would be able to attest that clients expect much more than due communication. They want to feel valued. They want to have a rapport with their lawyers and understand that they are being taken care of. Adding to the pressure of it all is the fact that local law firms have reputations to keep up - winning cases is obviously a priority, but someone is just as likely to recommend services if they had a pleasant experience. There’s no better way to promote a small law firm than word of mouth.

Legal software makes it easier for lawyers to stay on top of their cases' progress and provide top-notch customer service by addressing issues early on. Client portals can be used to give clients access to their case information and documents, while automated messages and reminders can be sent to ensure clients are kept up-to-date on their case's progress. These features go a long way in reassuring clients that they are being given the attention and care they deserve.

‍How Much Does Law Firm Software Cost?
This is a difficult question to answer, as like with any software, digital legal tools come in a range of different varieties with varying price tags.

At a basic level, most law firm software suites are offered as a subscription-based service. This means that firms pay an upfront fee for access to the tools and then continue to pay monthly or annual fees for ongoing use of the platform.

For larger firms, the cost of monthly or annual subscription-based software can be quite substantial. For example, a full-service legal practice management system could cost in the range of several hundred dollars per month to thousands of dollars for an enterprise-level product. SaaS vendors typically charge on a per-user basis, meaning larger firms may need to pay more for a product that can accommodate their staff size.

For smaller businesses or solo practitioners who are just getting started with legal technology, however, there are plenty of affordable options available that don’t require a large upfront investment. Many digital solutions offer starter plans that allow firms to pay as they go or pay on a monthly basis. It's also worth considering a demo or free trial period to ensure that the solution is right for your firm.

‍Picking the Best Law Firm Software for Your Practice
‍Choosing the right legal software for a law firm can be an overwhelming and daunting task. The market is filled with legal software companies that each have their own take on the question of what a solution should be capable of, or what features or tools it should be able to provide.

It all ties back to the importance of knowing what your specific needs are.

Take a minute to assess your firm’s needs and consider which features are most important for you. Do you need document automation or an integrated case management system? What about AI-driven legal billing software?

Once you have identified the features that your firm needs, you can start looking for solutions. There are a number of different types of legal software that all have their own advantages and drawbacks, such as cloud-based solutions, desktop applications, or integrated systems.

‍Don't Forget...
‍In every case, we can confidently say that everyone should be factoring the three following things into the legal software buying process:
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‍Security
‍In today's digital era, data security has become a major concern for most legal firms and attorneys. Legal software should make sure that confidential information is stored securely, so it’s important to investigate the security protocols and features in place to protect your data. Depending on the size of the firm, you may choose to invest more heavily in a robust security system with additional features such as biometric authentication or two-factor authentication.

‍Implementation and Training
‍The right legal software should be easy to implement and require little setup. Any training necessary should be provided onsite by the vendor or through online resources. It’s important to consider how quickly you need your firm to become proficient with using the system and make sure that you have access to the resources necessary in order to do so.

‍Cost
‍Cost is always a factor when selecting any kind of technology for your firm. Make sure that you understand all of the associated costs and any potential hidden fees. This includes things like user licenses, setup, and implementation fees, hosting fees for cloud-based systems, maintenance costs, etc. Keep in mind that costs may change over time, or add up if you're going with a subscription-based plan.

The best legal software for small firms and big firms alike, Case Status is a comprehensive solution designed to streamline and automate your legal workflows. Our software offers a robust suite of features including secure client portals, automated document assembly, case calendars and deadlines, matter management tools, and more. Deliver the best possible legal services to your clients - reach out to our team to discover how we can help your business thrive.

The Power of a Legal Client App- Casdmfkoasdgsdfgsdfg

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As a legal professional, you have the incredible opportunity to change a client’s life for the better. Effective communication plays a vital role in shaping the success of cases and building solid and long-lasting relationships with clients.

One strategy that can make a significant difference is meeting clients on their terms and where they expect to engage with their favorite brands. In today's digital age, most people believe this means embracing email and text messaging as primary communication channels. But what about consumer trends? Is this what consumers expect? While you might already be familiar with email and text communication, there are other technologies in play that deserve heavy consideration. As such, let's explore the business potential of client portals to further enhance client relationships.

In this article, we'll dive into the world of client portals and how they can help you foster stronger connections with your clients. But first, let's take a moment to understand the delicate balance that law firms must strike when it comes to case work and client engagement.

Learn more about the Case Status Mobile Client Portal.

Finding the right balance of empathy and efficiency in client engagement
Every lawyer faces the challenge of balancing client engagement with achieving successful case outcomes. Both elements are essential for the sustainability and reputation of a law firm. It's crucial to deliver favorable case results while ensuring clients are genuinely satisfied with the service they receive. After all, clients expect proper communication, transparency, and follow-through—essentially, empathetic engagement.

Empathy is a non-negotiable aspect of client engagement in the context of law firms. Clients often seek legal assistance during challenging periods in their lives. It's essential for them to have confidence in their lawyer's competence and compassion, knowing that their lawyer understands the gravity of their situation and is there to fulfill their emotional needs. Providing constant updates and guidance throughout their legal journey reassures clients that they have chosen the right legal team.

One common complaint from clients revolves around the lack of communication from their legal team. However, achieving empathetic client engagement is more complex than it may seem, especially in the attorney-client relationship where there is ongoing counsel well into the case work. Balancing the demands of handling multiple cases and engaging with clients within tight timeframes and looming deadlines requires finesse and it also requires systems of record. Most businesses, not just lawyers, use a flavor of software called CRM (Customer Relationship Management.) But just documenting all client interactions isn’t enough. This is where legal apps for clients can be a game-changer especially if part of a client service portal platform.

Before we talk about these legal apps for clients, let’s break down the empathetic counseling and the CRM.

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‍What does it mean to counsel a client?
We know that counsel is a bit different for each attorney, and it’s important to find the method that works best for your practice. In many cases, initial counsels that would normally be done in office or by phone can now be done virtually. This can be particularly helpful for solo lawyers who are attempting to identify the most qualified clients for their services; rather than spend hours a day in calls with people you ultimately cannot represent, you can use these apps to perform preliminary screenings and determine whether or not someone’s case would be the right fit for you.

The counsel continues once someone becomes a client; the ability to send messages and emails within the app drastically reduces time spent on phones. You will be able to delegate time each day to respond to clients’ needs, and even have your legal secretary or paralegal respond on your behalf.

Counsel is not just legal advice, it is also a process of patiently hearing from the client about their concerts, emotions, plans and overall context of the case in their everyday lives. If we don’t take time to show compassion, the counsel we give can be less than ideal from their point of view.

‍What is a Legal CRM?
A Customer Relationship Management (CRM) is a system that allows your firm to manage all of your cases and client interactions in one centralized platform. Think of it as a single source of truth. These are used by just about every business out there. In the legal world these CRM systems often go by the another name: Case Management Software (or CMS for short.) These systems are all about helping lawyers be better, more efficient lawyers by enabling process, tracking, automation, and consolidation of tasks. Imagine if you could send messages, schedule follow-ups, and review documents in one place. A CRM like the Clio app makes much of that possible. Other big names in this space include FileVine, SmartAdvocate, MyCase, CASEpeer, Assembly Neos, Litify, and many more.

With a CMS or CRM supporting your law firm, you can manage appointments more efficiently, track billable hours, send invoices, request documentation, and so much more. The records in the system revolve around the client or case/matter. The beauty of a CMS is that it’s built to adapt and scale according to your firm’s needs.

This makes it a great investment for solo lawyers that are currently building their practice; as your business grows, the CRM will seamlessly adapt to accommodate all your new clients and ensure your firm stays organized.

On the other hand, established law firms at every size can benefit from a CRM to maintain accurate records and enhance their productivity. Legal management can become especially difficult for medium- and large-scale firms with multiple attorneys and dozens of clients at any given time.

Rather than lose hours maintaining records and documenting all of your case notes, you can keep your most essential information in a centralized location. The CRM is accessible by not only attorneys but secretaries and legal assistants as well.

With a solid CRM, legal staff can communicate seamlessly throughout the platform, and any updates you make to a case file are reflected across all other users’ dashboards automatically. The challenges with CRMs is they focus on the back-office operational efficiencies, not necessarily those things that tie into the emotional counseling of the client. For this reason we must consider that CRMs are limited in their ability to help firms with the delicate balance of case work and client engagement.

‍What legal software do lawyers use?
The best software for law firms focus on the client. Knowing what a CRM’s purpose is in your law firm is just the beginning. Choosing legal software can be a challenge, even if you are familiar with the concept of a legal CRM or Case Management Solutions. Every firm will have different needs and different preferences. And the truth is there are so many options on the marketplace. This can be good and bad. There is a lot that goes into managing a relationship and much of this depends on the client experience. Within this page, you will find information about the best legal apps for lawyers. We will begin with an in-depth look at what legal apps do, how they can benefit your practice, and tips for choosing the right app for your firm.

‍What are client portals?
Imagine in addition to the back office CRM or Case Management software there was also an application that facilitates effective communication between you and your clients, empowering them with the tools they need to monitor and manage their experience independently, without the need for constant phone calls or manual updates. This idea is available now. THis is precisely what client portals are designed to do.

Client portals serve as extensions of the back-office CRM (customer relationship management) systems within law firms. While the back office runs on a legal practice management software like Neos, client portals consolidate all the relevant information in one convenient location and connect with the back-end functions used by legal staff to handle cases. Think of these portals as a "window" or "door" into their case, displaying only the information that is relevant to each client. It is also particular about showing only that back office information that is relevant to the client journey. The idea is you don’t want to show everything that is detailed in the case management solution, but you do want to show them that which is meaningful and that which reassures them of their hiring decision.

If you are wondering how to grow your law firm or how to build a big law firm, then the first step is to ensure you have the right resources in place. The only way to manage the influx of new clients without reducing quality or performance is to ensure you have an app that can serve them well while at the same time allowing you to scale the number of cases per staff.

The features and functionalities of client portals can vary, as they are often customized to fit the specific needs of each law firm. Below are some common functionalities you can expect to find within a client portal:

‍Dashboards
‍In any size law firm lawyers wonder how to manage their legal clients in order to keep them all happy. Having a dashboard if the first step towards achieving this.

Self-service dashboards offer clients an overview of essential information related to their legal case. It’s where they can see recent updates, notices, communications, and upcoming meetings at a glance.

‍Communication tools
Clients often run into questions throughout the legal process that require your input, but without an app, their only option is to send an email or call the office. Unfortunately, this can become quite cumbersome on top of work, especially for an attorney who is trying to grow their practice, or firms with dozens of clients spread across multiple lawyers. Legal software programs can provide a smart solution by combining preferred channels like text, email, and video calling with customized messages, automated workflows, and notification systems to ensure no important engagement is missed. In other words, you want to consolidate all these legacy communication methods into a few that will reach the client on their smartdevice. In addition, reach isn’t the only consideration. Real-time translation features can also facilitate communication with clients and staff who speak different languages.

‍FAQs and self-help resources
A substantial question that law firms often wonder is how to get their legal clients online. The truth is they are already online. As a lawyer, it’s important to empower clients to find answers to their questions and concerns promptly by using a portal to house a comprehensive FAQ resource ensures answers are available 24/7 without having to wait for a response from your firm. By giving clients the tools to answer their own questions, you’ll be able to resolve issues faster while allowing legal staff to focus more on advancing client cases. But then again, not all portals are created equal. Some are easier to use than others. We will unpack that a little later below as we look at the difference between app and browser based portals.

‍Activity updates
Client portals can deliver real-time updates that provide continuous and up-to-date information on the status of a case. All updates are consolidated into a log, allowing clients to review the progress over time. Many client portals offer an automated notification to clients via email or text whenever new updates or changes are made, keeping clients in the loop without any effort.

‍File sharing
Efficient and secure file sharing is crucial for the smooth progress of any legal case. Client portals offer a secure and convenient platform for clients and lawyers to access, share, add, and view documents and related materials. This capability allows both parties to collaborate effectively and keeps case information updated across the entire system.

‍Collaborative Tools
Legal cases often involve multiple stakeholders, including paralegals, assistants, and administrators. Client portals provide a collaborative space where all relevant parties can come together, ensuring seamless coordination and effective teamwork. Including everyone involved in the same space fosters a collaborative environment that allows all team members to work towards a successful resolution in sync.

‍Checklists
‍Providing clients with an organized task list inside the portal helps improve case velocity and ensure efficient progress. These checklists outline the necessary paperwork and items that need to be accomplished at each stage of a case. Having a clear roadmap of tasks supports the momentum of your case, ultimately leading to a faster resolution.

‍Calendars and meetings
Many client portals offer integrated calendar features that serve as valuable assets for scheduling appointments, planning meetings, or setting case reminders among multiple parties. These features simplify the scheduling process and, when connected to a case management system, seamlessly work off the data stored within. With the calendar functionality, you can efficiently manage your appointments and ensure smooth communication and coordination with all relevant parties involved in every case.

‍Types of portals
While client portals tend to offer similar functionality, there are two distinct types to choose from: web browser- and app-based.

‍Web Browser-based
You can access the portal via a browser like Safari or Chrome on any device with an internet connection. However, if the portal was built specifically for desktop, accessing it on a mobile device or tablet may not deliver an optimal experience.

‍Mobile app
A client portal application is designed for mobile use and can be downloaded from either the Apple Store or Google Play Store onto a smartphone. It is not usable on a desktop. Whether you are using lawyer apps for android, lawyer apps for iPhone, or desktop, both types offer features like consolidated communications, personalized client experience, accessibility from anywhere, etc. However, there are some significant differences, like the log in process.The chart below outlines the key differences between browser and app portals:

The multi-year trend is even more telling; app usage continues to rise as browser usage declines.

The conclusion couldn’t be clearer. If you seek to consolidate communications with your client base in a single place, i.e. a portal, the app is hands-down the way to get there. And whether the portal is app or browser-based, it must provide high utility for the client and showcase all the work that is taking place on their behalf.

For example, the best legal apps need to:
1. Be used by all staff
2. Be adopted by a majority of clients
3.Proactively answer most of the questions a client has before they ask
4. Provide a bi-directional communication platform that can reduce communications normally sent by email, SMS, or phone
5. Proactively remind the client of updates or assure that the client’s case is right on track when updates are infrequent
6. Continually measure and report on client satisfaction

Benefits of using a client portal
If you are wondering how to generate legal clients and now your portal delivers on the performance criteria above, your firm will see numbers explode. You will also enjoy many other benefits, such as:
1. Reduction in unnecessary inbound phone and email questions
2. Improvement in staff efficiency
3. Improvement in staff morale
4. Faster case velocity
5. Higher client satisfaction scores
6. More 5-star reviews from happy clients
7. More client referrals for new business

In today's digital age, the legal industry is witnessing a transformation on how clients choose law firms. Clients have become accustomed to streamlined online experiences in various aspects of their lives, from shopping to banking. They expect the same level of convenience and accessibility when interacting with their legal representatives.

By embracing one of the best apps for lawyers, law firms can adapt to this changing landscape and meet clients' evolving needs. These portals not only enhance communication but also improve efficiency and productivity within the firm.

Choosing the right client portal solution
When selecting the best law practice management software for solo or large law firm, it's essential to consider several key factors:
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Security and confidentiality
Legal matters involve sensitive information, so prioritize a client portal solution that offers robust security measures. Look for features like encryption, secure data storage, and user access controls to ensure the confidentiality of client data.

User-friendly interface
Opt for a client portal with an intuitive and user-friendly interface. Your clients should be able to navigate the portal easily, access information effortlessly, and communicate with your firm without any hassle. Consider user experience and ease of use when evaluating different options.

Customization and branding
Choose a client portal that allows you to customize its appearance to align with your law firm's branding. This helps create a consistent and professional image for your clients and reinforces your firm's identity.

Measure client satisfaction
A client portal is the meeting point between client and firm. Therefore it should measure in a meaningful way how the firm is performing. The information should also be actionable and serve as a way to execute firm playbooks based on different responses.

Enable Reviews and Referrals
A derivative of measuring client satisfaction is the playbook to know who your promoters are and then cultivating them to provide direct referrals to people in their network or to write reviews on your public page so future clients can benefit from the feedback. The best client portals will enable the firm to generate future legal clients.

Integration with your case management platform
Assess whether the client portal solution can integrate with your existing practice management software. For successful client engagement, it is crucial to connect the client portal with your existing back-office casework. This integration ensures that work is not duplicated but rather maximizes the utilization of your case management platform, seamlessly transferring relevant information to the client portal and vice versa.

Integration plays a pivotal role in staff adoption, which is another critical success factor. When launching a client portal, you want your staff to incorporate it into their daily routines with minimal disruptions. Ideally, they should be able to primarily work on the case within the case management platform. For instance, when sending a message to a client, it should originate from the case management solution and appear on the client portal's smartphone without requiring additional effort or navigating different software. Similarly, when the client responds, the message should automatically be recorded as a note on the case, alerting the team of the new message. This streamlined integration empowers staff to focus on casework while effortlessly maintaining client engagement.

Automation also plays a crucial role as clients progress through various stages. When the team updates a stage in the case management software, the integration should automatically update the client with relevant information without staff intervention. Additionally, during periods when the case is progressing according to plan but there are fewer updates to share with the client, proactively notifying them that they are still on track helps maintain trust and confidence. Automatically informing clients about the ongoing work within the case management software fosters scalable and empathetic engagement.

If you are asking yourself what is the most popular legal software that exists today, many clients will rave to you about Case Status because of its ability to integrate with the major client intake apps and platforms available in the market. As the top client service software for law firms, Case Status is solely dedicated to client engagement through its robust legal client app. The integration effectively combines all the client engagement benefits of the client portal while seamlessly connecting into the back-office operation.

By leveraging integration between your client portal and case management application, you can optimize both staff and client adoption, achieve efficient automation, maintain trust and confidence, and enhance the overall client experience. This integration ensures that client engagement aligns with your case management processes, creating a harmonious and efficient ecosystem for your firm.

How much does legal software cost?
The cost of legal software can vary depending on several factors, such as the specific features and functionalities offered, the size and scale of the software provider, and the licensing model chosen. Legal software solutions are typically priced based on subscription plans or one-time licensing fees. While some software options may have lower costs, others may come with higher price tags due to advanced capabilities and tailored features. It is important for law firms to carefully evaluate their needs, budget, and the potential return on investment when considering the cost of legal software to ensure they choose a solution that aligns with their requirements and provides value for their practice.

It’s time to embrace the client portal
Giving clients access to their case information and the ability to communicate with their legal team are not just nice-to-have features; they are now expected and will be how lawyers get clients in the world moving forward. Empowering clients to self-serve their needs through a client portal allows your team to focus on driving results and efficiently running the case. Even if client portals are not on your radar, it's important to continually learn about their benefits and when they can effectively address real pain points.

Start by measuring the volume of emails and phone calls that ask the same question: "What's going on with my case?" Consider how much time your staff spends fielding these requests and how it affects their ability to focus on more critical tasks. Identify areas where cases might experience delays due to clients' lack of responsiveness or urgency. Evaluate your client satisfaction levels and the number of positive reviews your firm has on platforms like Google Business. This assessment will help you recognize client portals as a worthwhile investment that deliver rich dividends for your firm.

By embracing client portals and providing a transparent and convenient experience for your clients, you can enhance client satisfaction, streamline communication, and improve overall efficiency in managing cases. Keeping abreast of evolving client expectations and leveraging technology to create a client-centric approach will set your firm apart.

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