Many personal attorneys like you understand that moving to a paperless model is essential to accommodate clients and improve productivity.
However, the progress has proven to be slow. The average office worker still uses around 10,000 sheets of paper a year, and much for the average attorney .
There are many reasons personal injury firms might be resistant to change. Cost, fear of new technology and onboarding are among a few.
As you continue to grow, however, there are many benefits to switching to a paperless system. We’ll go through a few examples for you and show you how you can take your law firm paperless with little to no headache.
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Improve efficiency with case management software
Leveraging case management software is the best way to ensure the unique needs of your personal injury firm are met, while you optimize your firm’s case outcomes.
Look for features like document management that integrate with tools like Dropbox and OneDrive. A feature like this will not only offer you unlimited secure file storage, but keeps all of your documents organized and in place. This means less time manually filing documents and more time streamlining your firm’s productivity.
You might also consider organizing case files digitally to help your firm track all of your information and communications in one place. This means less time rummaging through paper files, and more time to monitor a case by just glancing at your screen.
Not any case management software will make the cut, however. You’ll want to seek a case management software that is out-of-the-box and easy for your whole team to navigate. If you choose the wrong software, you risk the chance of reverting back to your old ways and sticking to a paper-based function.
2. Ensure secure practice management with integrated reporting and marketing
Your clients are most likely in a vulnerable position and it’s your job to ensure you can offer the utmost trust and security. Case management software should have built-in accounting, time logging, and calendar management. These features are not enough on their own however.
The system you choose should be securely stored on redundant servers, with rolling backups to ensure your firm and clients are protected.
It might be tempting to print out your reports and accounting information and physically store them in your office. However, the right software should allow you to securely file each document digitally and make each document searchable across your team. This removes the need for outdated file cabinets and disorganized filing systems with sensitive information floating around.
3. Send and receive e-signatures
Software that provides e-signatures will allow your firm to save a tremendous amount of time and make the process easier for your clients.
Documents can be easily filled out and signed with a few taps on a smart device. This reduces the back and forth between both parties and allows you to manage your contracts and agreements securely from one place. E-signatures also leave less room for error, so you can seamlessly work with your clients and move cases along quickly
The e-signature feature from casepeer allows your team to generate templates populated with data the need to manually draft a new document every time. You can then send your clients a digital file to sign, which automatically downloads to your CASEpeer account for accessible use.
4. Ensure the technology you choose is cloud-based
For a seamless case management experience from end-to-end, you’ll want to invest in a technology that is primarily cloud-based. This means you, your team, and your clients will have access to all the information you need, from any device.
Cloud-based softwares will allow your team to pull up a document in a matter of seconds, instead of sifting through paper files. At the end of the day, this means wasting less time completing admin work and more time focusing on delivering the best outcomes for your clients.
Is taking your law firm paperless worth it?
Saying goodbye to your printer and fax machine might be painful at first, but you’ll notice many benefits once you make the transition.
It might take your team some time to adjust to the change at first, but will pay off in the long run. Investing in a case management software will take your team to the next level to deliver excellent client care and give you everything you need at your fingertips. In the end, this will help drive more referrals and client loyalty.
About CASEpeer
CASEpeer is the leading cloud-based case management solution built for personal injury attorneys and their firms. With a turnkey solution tailored for the unique needs of personal injury law and backed by industry-leading support, your firm can onboard and hit the ground running that day. Gain visibility across your entire firm’s operations, from case management and calendaring to employee performance, pipelines, and profitability. Built around the feedback of successful personal injury law firms nationwide, CASEpeer provides everything your PI firm needs to succeed. See what CASEpeer can do for you and book a demo.