Ever since we’ve had rules to govern society, we’ve needed people to stand up and ensure that those rules are applied fairly and justly to all that they protect. Given these facts, it’s no surprise that many in the legal profession take great pride in their place in society and place a high premium on tradition and legacy.
This pride, however, can result in a skeptical attitude toward new practices and methods, and a reluctance to embrace change. One of the areas in which this has manifested is in the use of technology, with the legal industry gaining a reputation to be slow to adopt many technological developments in comparison to others.
This isn’t merely a matter of keeping up with the Joneses however. Many new technological tools and platforms have a lot to offer in terms of enhancing the efficiency, ease, and quality of legal work. The following tech tools are what we believe to be among the most relevant and useful for law firms.
Clio is a generalized legal practice management tool, and aids in practically every aspect of a law firm’s operations. It can be used for managing documents, cases, and calendars, for tracking and reporting time, and for accounting. It also integrates well with other solutions such as Dropbox and Xero.
Evernote aids in the information management aspect of a legal practice. It enables users to organize notes, research, audio recordings, and more in a single consolidated space that can be accessed from multiple devices and by different relevant stakeholders. It also provides checklist and task management features to help in handling workflows.
IFTTT, which stands for “If this, then that,” enables different apps to communicate with one another. It allows the automation of actions within one app on the basis of triggers in another app — for example, IFTTT can save a document from a client email automatically into Dropbox as soon as it is received OR as soon as it reaches a user’s inbox.
Dropbox is a cloud-based file storage solution that provides a safe, accessible place to back up case files and other documents. It provides advanced security features for particularly sensitive documents, and also enables collaboration.
5. Tiny Scanner
Tiny Scanner enables phones and tablets to function as scanners, using their built-in cameras to convert physical documents into PDFs that can be shared via Dropbox or Evernote. It’s particularly useful in high-rush situations in which accessing a scanner is inconvenient or impossible.
CaseText is a search engine geared toward legal authorities. It can drastically speed up and increase the ease of research, with AI that can identify the most relevant cases, statutes, and regulations to a particular search term.
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HelloSign is a tool for creating legally binding contracts that can be sent, signed, and retrieved online, eliminating the need to physically present contracts to clients and other entities to obtain their signatures. It too can be integrated into other software like Gmail, Dropbox, and Google Docs.
Setmore is a schedule management tool that not only enables users to organize their own schedule, but offers an online appointment booking system that allows others, such as clients, to view that schedule and make their own bookings. Service costs can even be added to appointments, taking care of most of the appointment-booking work, with the user and client both being sent email notifications afterward.
Join.me is a collaboration tool aimed at facilitating online meetings. It can be used to organize conference calls, video chat, and screen sharing sessions quickly and effortlessly.
QuickBooks is accounting software that enables invoice creation, mileage tracking for meetings, managing VAT and cash flow. It can also automatically categorize expenses.
LastPass is a password management tool that allows users to store passwords to different accounts, requiring just a single master password to access them all. It allows for the security of multiple distinct passwords without the difficulty of having to remember each one.
12. Record Retrieval Solutions
Record Retrieval Solutions enables law firms to quickly retrieve the medical records necessary to settle cases and insurance claims. This solution has been widely used by lawyers, law firms, and insurance companies, as it saves them from doing tedious document retrieval processes and allows them to focus on more valuable work.
Any of the above could be just what your legal practice needs to optimize its operations in the digital age. However, if you need a fast and efficient document retrieval service, contact Record Retrieval Solutions today. Our licensed agents will find and deliver the documents you require to you, so your staff never have to waste time tracking down records and bills from healthcare providers.