Delight clients with faster,
more efficient onboarding

Recruiting and retaining talent remains a persistent challenge for mid-size law firms. They are competing with larger firms that can often offer higher salaries, structured career progression, and more established remote working options.

One of the greatest benefits of modernising your practice management software is the ability to automate more processes across your firm. Automation helps streamline operations, eliminate workarounds, and reduce manual tasks that otherwise occupy fee earners and support staff’s precious and often, expensive time.

It’s easy to understand the appeal of the one ring to rule them all software: one partner, one login, one support contact, one magic piece of kit that delivers everything you ever wanted…

A workaround is a temporary fix to a process that's been used by permanent staff for years. It’s when three systems, two spreadsheets and a very patient person do the job of one piece of software.

When it’s time to choose a new Practice Management System (PMS), it’s tempting to start with a checklist of features. Every demo looks impressive, every vendor promises the world — and before long, you’re comparing dashboards instead of results.

Before diving headlong into new legal practice management software, it’s probably a good idea to first gauge if your PMS is in line with modern standards and expectations to highlight any glaring challenges worth worrying about.

According to “Big Data: The Management Revolution” by Andrew AcAfee and Erik Brynjolfsson, the success of a business depends largely on how it is able to collect, process and interpret data from a multitude of sources. Due to this, organisations are now using technological tools to explore how their data can be used for good. One such essential technological tool in the legal industry is analytics and reports.

In our discussions with SME firm leaders, nervousness around the daunting challenge of data migration–or so it is perceived to be–is often the reason given for not considering a move away from a legacy legal Practice Management System (PMS) to a cloud-native solution.

Digital transformation through a cloud-first strategy is now essential for law firms to stay competitive and grow their businesses, says Mike Hinchliffe, General Manager EMEA at Tessaract

A precursive report found that 82% of organisations believe their onboarding approach to be a value driver. Meanwhile, 74% have a dedicated team for customer onboarding. In the same report, over half of the survey respondents said they believe improving their client onboarding process will enhance the enterprise's overall performance.