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A systems audit analyzes how you do things and makes recommendations on how to
make them better. The goal is to make your firm more organized, more productive, and most importantly, more profitable. First, we conduct interviews of your attorneys and staff to determine how they are doing things. A detailed review
of your existing systems, such as billing, accounting, trust, document production, case management, contact management, etc.
is done, and is accomplished by interviews of attorneys and staff, and by an analysis of procedures and polices that affect
each system in the firm. We have more than 27 years of experience in consulting
for Law Firms, and have seen what works and what does not. After a careful analysis of the polices and procedures in place,
we make our recommendations accordingly. A detailed report is then issued to the firm with sections on analysis, problem
definition, recommendations, timelines and costs involved. Most
firms use this as their planning document for the upcoming years.
Based on the unique needs and goals of the firm, we can recommend the best Practice Management System
for you. You might ask the question: just WHAT is a Practice Management
System? A Practice Management System views the firm as a whole, and integrates the information about clients, contacts, matters,
notes to the file, calendars, document production, scanned images and billing/accounting and MORE into one simple and
coordinated system. Examples of Practice Management Systems are: Amicus Attorney, TABS/PracticeMaster,Time
Matters, Needles, Abacus, PC Law, Juris, and other well known software packages. Choosing
and properly using a Practice Management System means that you enter a client name only once. It means that you have
total control of your workload. It means you know where you are in every file at all times. It means that you know what needs
to be done and when. It means knowing how much anyone owes you at the click of a mouse. It means knowing your deadlines and
everyone's calendar. It means you create documents automatically with a click of the mouse. It means created and scanned document
are linked to the file. It means, in its highest and best implementation, a paperless office. It is important to note that each developer of
Practice Management System will do roughly the same tasks, but HOW they accomplish these tasks is very
different from package to package. Our 27 years of consulting has allowed us to see what works and what does not, to understand
the true goals of the firm and to make the right recommendations for you. Once those recommendations are made, we will install
and configure the right system for you. We can customize the system to fit your needs perfectly. We can train the attorneys
and staff to get the most from the software. We can help you to get off the ground with the programs. We can guide you and
advise you as you begin the implementations. We can support you all the way to success.
Often times you have special projects that need to be done that your staff cannot do. With 27 years of experience, we know Law Firms inside and out. If you have something in mind, call us and let's discuss the ways we can help. Such projects can be creating and managing the firm's web site, creating client contact systems, creating a firm newsletter, outsourcing your billing, detailed financial reviews, trust account system reviews, firm breakups, technology reviews, document management, document assembly, and virtually anything relating to running your office short of the practice of law. Let us be your Law Firm systems advisors and get the independent advice you need in this complex and competitive environment. We ALWAYS provide advice that benefits YOU and your plans. |
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