Our associate attorney and, frequently, our technology officer, Brett Manchel, gave an excellent presentation on how we could more efficiently use one of the firm’s most important pieces of technology: our case management software. The goal of the presentation was to help us better serve our clients.
A law firm needs to use technology to deliver the best results for clients, and when I started this firm it was a top priority to make sure we were built on the best modern technology. I wanted to be able to always have my clients’ contact information, and no matter where I was, I wanted to know the most recent actions taken on any client file. Now, I can do that. Because we use a cloud-based case management platform, any attorney at the firm can update case files and see where we’re at in the process. So whenever a client calls to check in, we can give specific details and deadlines with just a few clicks.
Brett’s presentation highlighted some important tips and tricks — for example, how we can automatically add relevant emails and attachments in to case files, ensuring that no communications get ignored or lost. Now, when I’m talking with a client or co-counsel about a case because I don’t have to shuffle through multiple email threads, everything’s right in front of me.
I’m also thrilled to soon be able to offer clients a way to see and share documents with us via the Internet. Instead of emailing things back and forth, our case management platform will give each client their own “client portal” where they will be able to access case-related documents and upload anything they want us to see, like photos.
Since Brett is so skilled at helping us use our technology to the fullest potential, I invited him to give another technology presentation to a group of attorneys at the Chicago Bar Association next month.