How to successfully implement technology in your law firm
Implementing new technology in your business can sometimes be hit or miss. Many law firms tend to purchase legal software that won’t work for them which causes the initiative to fail. However, there are some strategies that can be adopted that assist with the successful implementation of technology. Listed below are strategies that can assist with the successful implementation of the right technology in your law firm.
Prepare your team
Implementing new technology can cause some changes in terms of workflows and change can always create resistance. That’s why it’s best to prepare your firm with a more strategic approach as to what is going to happen and why it’s happening. Emphasize the problems you are currently facing as a team and educate the team as to how technology will solve this problem. Let other members of your firm be part of the decision-making process. Ask for their input in creating a buying strategy and in setting a goal related to what you want to achieve from this implementation. When your team is prepared properly and is fully aware of why your firm needs this change, it is more likely for them to be open to the idea, which makes it easier to successfully implement technology.
Choose the right software
You likely already know the biggest problem that you are currently facing in your firm - the right software will help solve that problem. For example, if your firm undertakes corporate transactions and must manage several (or many) deals with multiple collaborators, your best option is to invest in legal transaction management software like dealcloser, which lets you collaborate on, organize and manage transactions.
Ask for a free demo or trial
Purchasing new technology can be a big step for a law firm, so do not feel obligated to say yes right away. Good software vendors will provide you with a free trial or demo of the product for a certain period of time. That way, you and your firm will get a first-hand experience of how to use the product and can determine if the product truly is the best fit for your firm. This also lets you know what to expect from the product moving forward.
Constant communication with your legal tech vendor is the key to successfully implementing a new technology in your firm. Be open with them on what you like about the product and what you think needs to be improved. You can even suggest features that you think should be included in the product. Make sure you are also getting feedback from your other firm members. Ask them if they are comfortable with the product or if they need more time for training. Lastly, talk to your clients. Ask for their feedback about the product. Does it make the process easier for them? Or does it make it more complex? At the end of the day, it’s all about your clients. You need to offer them high-quality service and implementing a new technology should help you achieve that.