2022 Legal Practice Management Software Buying Guide

It's never been a secret that law has historically been slow to evolve and adapt alongside other professions. When Smokeball released the last version of this guide, “Is Legal Practice Management Software Worth It?” we acknowledged that many firms still avoided change due to fear or stubbornness. Such firms could still maintain their status quo without the help of software.

In 2022, the question of worth no longer applies: Legal practice management software is a necessity, not a nice-to-have. The shift to remote/hybrid law offices is permanent, and attorneys must permanently shift their mindsets and processes to keep up — and keep ahead.

Smokeball understands that legal practice management software is a major investment of your firm’s money and time. Because we want to give you the most value and productivity for your investment, we updated this guide to reflect the reality of 2022. The legal landscape has shifted significantly since you started your practice. Let’s take advantage of the opportunity together.

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Guide to Implementing or Changing Legal Software

Deciding to change the technology your firm uses to manage cases, clients and billing requires commitment to see the process. Quite frankly, it’s not always easy. If your team is accustomed to working with a certain type of legal practice management software, change is difficult, even when everyone acknowledges that doing so is necessary.

If you're stuck and unable to move forward with transforming how your law firm uses technology, this guide will help you navigate the process. Along the journey, remember to give yourself and your team credit. Make no mistake, staying up to date with technology is no longer optional; it is a requirement.

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About Time: A Guide to Optimizing Utilization

Time is money, and with this guide you're about to learn how to get a bunch of it back. Learn how to deploy technicians efficiently, capture the true costs of your services, and improve profitability with this helpful resource. It’s filled with eye-opening techniques and strategies gathered from more than 30 years of experience working directly with technology providers and includes the tools and information you need to calculate tech utilization, breakeven, and profitability.

When staffing is tight and time is money, utilization matters. Download this guide today to learn more.

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Managed Services Guide to New Vertical Growth

Want to adapt your business in a shifting economy by leveraging sales to customers you already have? This guide will help you explore the plethora of financial opportunities available to businesses that offer managed network services, cybersecurity, cloud computing and more. It’s packed with real-world examples and statistics that demonstrate how adding business lines for your existing customers can help your business grow.

This guide will answer everything you need to know to help build your business today!

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5 Inventory Management Best Practices

Take control of your inventory with this free eBook that provides insights for SMBs hoping to improve margins, enhance customer service, and implement an IT asset management process. These best practices can help your business save more than 30% a year with smarter inventory management.

Don’t let these challenges keep you up at night. Here’s 5 best practices even your mom would be proud you followed.

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5 Ways Errors Slip into Your Salesforce Production Environment – And How to Avoid Them

Salesforce is a double-edged sword. On one hand, its level of usability and ease of customization have allowed teams to modify the CRM to fit their exact needs. On the other, changes made by citizen developers can have unanticipated downstream effects that surface as defects in your production environment, bringing productivity and progress to a halt.

Read this white paper to learn:

  • 5 common ways errors slip into production.
  • How to spot potential points of failure before changes are deployed.
  • How test automation can minimize risk and ensure that new releases do not impact your existing org.

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Minimize Salesforce Bugs and Maximize ROI

Salesforce is designed to democratize innovation by empowering users to generate their own customizations through its low-code platform. Without a doubt, Salesforce is an intricate and vital piece of your organization’s digital modernization puzzle, as it’s connected to many of your critical business apps through backend flows.

Salesforce makes its platform as easy to maintain as possible. The company thoroughly tests its three yearly releases, but it’s up to customers to verify that their customizations, integrations, and applications built on the Salesforce platform work as intended.

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Read How James River Home Health Care Chose Multiview Over Legacy Vendors and Implemented a New ERP As a Team of One

Like most growing health organizations, JRHH had built strong financial processes for a small organization. Now procedures needed to evolve. Jennings was the first person to hold the CFO role within the organization and saw many opportunities to advance. The first priority was sourcing new ERP software.

Learn why James River choose Multiview by downloading our case study!

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MADD Canada Dramatically Improves Financial Efficiencies with Multiview Financials’ ERP

Director of Finance, Shaida Tabatabai, searched for a more efficient accounting software program for its two-person finance department. The organization was operating with multiple programs, add-ons, and Excel spreadsheets. She was unable to process financial statements or perform any analysis within one program, making processes very time-consuming and expensive. The charity needed financial statements for audit purposes and to provide financial reports showing financial condition, cash flow, decision making, planning and forecasting.

After evaluating multiple software options, Shaida says it was evident that Multiview’s one-stop solution was the right option to achieve the organization’s objectives.

Download our case study to learn how Multiview helped MADD Canada drive and achieve more efficiency in their financial department.

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Why South University Embraced Multiview’s ERP Software

South University needed a single cloud-based ERP solution to simplify the work carried out by the accounting departments. The school had three systems for workflow that was very high touch and inaccessible by mobile devices.

They needed to easily present information to different internal and external regulatory bodies and access different roll-offs through a secure and controlled-access system. Educational institutions like South University also need the ability to measure the profitability of their programs.

Download our case study to learn how Multiview helped South University:

  • Transition to a single, cloud-based ERP solution.
  • Improve efficiences regarding time and money.
  • Easily identify COVID-related expenses.

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The Future of Healthcare Finance

Many healthcare organizations are holding onto the same financial processes from 30 years ago, preventing the future we think they deserve.

Download this eBook about The Future of Healthcare Finance where we discuss:

  • The Future of a Data-Driven Healthcare Finance Team.
  • Healthcare Accounting: Using Agility to Fight the Status Quo.
  • What is a Healthcare ERP? .
  • Client Obsessed: Implementation Made Easy.
  • A Partner For Life with World-Class Support.
  • Success Story: Crosspoint Human Services.
  • A Better Future for Everyone.

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Employee Motivators: How to Get People Back in Office

Empty offices? It’s time to fix that.

Executives are responsible for offering employees flexibility while also maintaining a strong company culture. That begs the question: How do you get employees to come into the office without directives or mandates?

Robin set out to find the answers by surveying over 350 full time employees. Turns out, employees like coming into the office, they just need the right incentives. One of the main drivers? Other people.

  • 64% of respondents were more likely to come into the office if they knew their team would be there.
  • 40% of people prefer face time with leadership over other perks, like parking stipends.
  • 70% of employees say they enjoy their time in the office or are indifferent to remote work.

For more insights like this, download the full report.

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The Three Pillars of Great Hybrid Leadership

Did you know that 77% of people feel the hybrid work environment had an effect on their company culture and overall experience? Robin polled over 300 professionals to better understand what great leadership looks like in a hybrid world and how organizations can better support their teams.

Robin’s report found that employees want leaders who:

  • Communicate needs and expectations clearly and often.
  • Intentionally build trust and relationships among teams.
  • Establish company-wide shared purpose.

Download now to find out more about how to lead hybrid teams to success.

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Flexible Offices for a Flexible Future: 2022 Office Space Report

Hybrid work is here to stay but what are the implications for the future of how and where we work? Office footprint is an area of particular interest as companies adjust to a more fluid schedule. Can businesses turn under-used spaces into cost-savings?

Robin polled 247 business owners, facilities managers and those in charge of office space utilization to get a better idea of what flexible companies plan to do with their spaces. We uncovered data that paints a story of future offices:

  • What 83% of businesses currently operating with a hybrid work model are doing so as a cost-saving measure.
  • What 46% of companies are currently utilizing only half of their available office space or less.
  • What 59% of workplace leaders plan to reduce their current space by half or more in 2023.

Download the report for more data and plenty of insights of where the future of work will take us next.

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