How to implement your case management software in 3 simple steps

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How to implement your case management system in
3 simple steps
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1, 2, 3
1) Ensure that the new software is compatible with your existing systems
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1, 2, 3
1) Ensure that the new software is compatible with your existing systems 2) Choose between a cloud-based option and one hosted in house
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1, 2, 3
1) Ensure that the new software is compatible with your existing systems 2) Choose between a cloud-based option and one hosted in house 3) Familiarise your staff with the system and its benefits
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1) Sort out any compatibility issues Can your
case management software communicate with your
existing systems?
Legal accounting software
Digital dictation system
Client portal solutions
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1) Sort out any compatibility issues Can your
case management software communicate with your
existing systems? Ideally, these should
work together to create a complete practice
management solution.
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• 1) Sort out any compatibility issues
• The integration of your case management software
  with your existing solutions
• Will save you time (you dont have to enter data
  several times in different systems)

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• 1) Sort out any compatibility issues
• The integration of your case management software
  with your existing solutions
• Will offer you a rich pool of data which in turn
  will help you get a better understanding of your
  firms situation

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2) Choose between a cloud-based or an on-premise
solution
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2) Certain case management systems can be
operated from the cloud

• Access to your cases from anywhere, at any time
• A simple IT infrastructure
• Minimal overhead costs-
• no servers, no hardware maintenance required

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2) Certain case management systems can be
operated from the cloud

• Access to your cases from anywhere, at any time
• A simple IT infrastructure
• Minimal overhead costs-
• no servers, no hardware maintenance required

others will only come as an on-premise solution
If you want to host your case management system
in house you need to have your own server(s)
and invest in their periodic maintenance.
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3) Familiarise your staff with how the system
works
The last thing you need is invest in a case
management system that your staff dont want or
dont know how to use.
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3) Familiarise your staff with how the system
works
Check that your software provider is able to
offer all the training and support your staff
needs to make best use of the product and
understand how it works.
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3) Familiarise your staff with how the system
works
The success of the project depends on how
comfortable your fee earners and support staff
feel using the new case management software.
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Legal case management software can ultimately
make transactions more profitable and confer
your law firm a competitive edge
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Yet, its ROI depends on its correct
implementation
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which begins with identifying the right
solution
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and continues with the proper training of your
staff
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Looking for a new case management software
solution?
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Contact us today for a free consultation www.dpsso
ftware.co.uk