In order to meet servicer and industry requirements, law firms are required to provide their staff with a certain level of compliance training, and to track and report that training according to specific parameters.
Between managing new referrals, transfer files, and in some states, electronically filing pleadings, law firms are bombarded with cumbersome yet necessary operations every day. Many firms manage these tasks in-house — leaving them at high risk for error and taking staff away from revenue-generating work.
You’re an attorney running a law firm. Every day your personnel manage case files, documents and emails. Properly handling every file can be laborious, and inefficient processes can cost the firm a lot of money in wasted labor and missing billing opportunities.
In an effort to stay organized and comply with industry standards, many law firms utilize case management systems, such as Perfect Practice. It can be a valuable tool, especially for firms that have a high volume of case files. At a glance, it seems like a case management system should easily integrate into a law firm’s processes; but more often than not, integration becomes frustrating and the system is not used to its full capabilities, resulting in a less than satisfactory long term experience.