Q: How Do I Choose Between Law Practice Management Apps?
We need to switch to a different practice management app. What makes each of the leaders stand out from the competition?
A: While every practice management app covers the basics, each one offers something that the others don’t have or don’t do so well.
Clio Manage
Clio Manage stands out by offering the following add-on products: Clio Complete, Clio Grow, Clio Accounting, Clio for Clients, and Clio Draft.
In addition to working with its own add-ons, Clio Manage integrates with an array of third-party legal applications. Integrating products comes with its own set of advantages and headaches.
MyCase
MyCase stands out with its Client Portal, one place where you can exchange documents, send secure messages, view billing information, and schedule meetings with each of your clients. It works on your phone, too.
PracticePanther
PracticePanther makes sure you can bill for everything you do with the ever-present timer for the current client. The outstanding Global Timer pane appears on the right side of your PracticePanther window.
Assiduously tracking time helps you get credit for all your work. Having it right there in front of you makes that easier than with many competitors.
Actionstep
Actionstep shines, unsurprisingly given its name, with its step-by-step handling of your client matters. You create workflow sequences for the types of matters you handle. The record for each matter shows the current step in its progress. Each step can trigger the creation of tasks, documents, and calendar entries.
Legal matters can take varying paths to their conclusions. Actionstep gives you the flexibility to create alternate steps and jump steps to handle these differences.
Making the Switch
Before switching to a new practice management system, it is wise to consider its full range of features. What is most important to your particular practice? How does the application handle the tasks you perform most frequently? How one application stands out from the others is important, but be sure it does not lack something you need.
Techie: Wells H. Anderson, JD, GPSolo eReport Contributing Technology Editor and CEO of SecureMyFirm, can be reached at 952/922-1120 or through www.securemyfirm.com. Their focus is on protecting small firms from cyber threats with affordable, multiple layers of defense.