Episode 92- Be Careful When Selecting Client Management Software

Lawyers likely get inundated with ads for client management or practice management software that make numerous promises that will revolutionize your practice. Look past the promises and investigate the validity of the claims made. You need to find the proper program that is streamlined to your needs. Some programs specialize in email drip campaigns; some help you with intake forms; others help you set up an intake system right from your website. It's not one size fits all and you can spend a lot of money on programs and systems that will give you things you don't need and won't fulfill the needs for your practice. The host discuss experiences with these systems and some of the issues they have come across.