Is your desk covered with files? Firm information found in multiple systems? Can you access your files remotely? Is your data centralized? Are you struggling with office inefficiency?
Let OTB Consulting help you find the LPMS that will work for you.
I waste time every day trying to locate information about my cases/matters. When a client calls, it takes at least 5 minutes to find the file, I get distracted from what I am doing, and I lose my concentration. I need a system that will let me get to my data faster.
With LPMS, all the information for your cases and matters is available to you at your desk or remotely. You simply pull up a Case/Matter record and you can see all the Events, ToDos, Contacts, Notes, Documents, and other information that you need to talk with your client or other interested parties.
I have a large number of clients and sometimes my staff and I can’t remember much about them when they call in. If I could quickly see a picture and some basic information when they call in, their perception of our responsiveness would increase greatly.
Many LPMS let you attach a digital picture to any Case/Matter or Contact record, and your entire client’s data is just a few clicks away. When your client calls, you can give them a quick summary of what has happened with their case, and what will happen in the future – all in a matter of seconds, without having to get up and locate the file.
I can never find the e-mail for a case. We all have it stored in hundreds of different Outlook folders all over the office, and we can never find the e-mail we need.
LPMS stores all your e-mail in a central repository where it can be searched and accessed by everyone in the office. You can also go to a specific Case/Matter or Contact and instantly see all the e-mail that has been sent or received for that Case/Matter or Contact.
It is easy to assign tasks to others in the firm. The problem is knowing and when they get the job done. I wish I had a way to more effectively delegate work and hold everyone in my office accountable.
Many LPMS let you delegate tasks to anyone in the firm, and then tracks the status of the tasks in real-time. From your desk or remotely you can see how various tasks are progressing. You can redefine, reschedule, or reassign them, and you know when the work is done.
The way we track our time is inefficient, and I know we are losing valuable billable hours. As hard as we try to bill contemporaneously with the billable activity, I know that we simply miss billing for some of the time we work.
Many LPMS have built in time and billing capabilities, as well as links to all the industry leading time and billing packages. Because you can automatically and contemporaneously generate time slips from Events, ToDos, Notes, Documents and other LPMS records, it less likely that billable time will slip through the cracks.
We are so busy that it takes forever to determine who is available to work on a new matter or project.
LPMS let you instantly view the calendar for anyone in the office. Group calendaring lets you quickly see the activity for any number of firm members on a single calendar so you can better determine who is busy and who is available for your new case. Because busy people often have to adjust their schedules, LPMS make it easy to reassign activities for a single person or a whole group.
We are opening more files daily, and I have an ever-growing number of staff working for me. I am beginning to worry that it is just a matter of time before we miss a deadline and get sued for malpractice.
Many LPMS have rules-based scheduling that ensures that all your deadlines get posted to your calendar. With the alert, reminder and tickler features, everyone is given daily notice of activities for that day, reminders of future activity, and alerts when someone else posts activity to your calendar.
If I only could find the memo I wrote a few years ago on a particular subject, I would save hours of work. The problem is that I have no idea where it is.
Many LPMS have comprehensive document management tools – including indexed, full text searching – that let you quickly locate any document on your computer system.
I am running out of room to store my paper files. And, at the rate I am paying for square footage that is not a good thing.
LPMS can serve as the central base for your paperless office. With built-in scanning capabilities, all the documents from closed files can be scanned into your LMPS, and then indexed for future retrieval. This saves you time, space and money.