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If you've seen or heard claims that Trialworks is unsupported or being phased out, those claims are inaccurate. "}]},{"uid":"595485e0e04f44c6bf415a3e305fc3d0","type":"p","attrs":{},"children":[{"text":"This post exists because those claims are circulating, and Trialworks firms deserve a straight answer from the company that built and supports their case management. "}]},{"uid":"992a443a150946748dca6bd810ca806b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"6550dd9a02ce47aca35f70ac2740909e","type":"h2","attrs":{},"children":[{"text":"Trialworks Has No End-of-Life Date "}]},{"uid":"dae93c7016e64d54bb7a9133d2256007","type":"p","attrs":{},"children":[{"text":"There is no announcement scheduled, no deadline set, and no internal timeline for discontinuing Trialworks. Support continues. Maintenance continues. The team that has helped Trialworks firms run their cases is still here. "}]},{"uid":"1d6bc59e801e4aef9456c0e9a15d1f71","type":"p","attrs":{},"children":[{"text":"We understand what uncertainty does to a running law firm. Your case management isn't something you can swap out on short notice. The history of your cases, the workflows your staff relies on, and the institutional knowledge built into your system have real value. Any suggestion that your software is \"going away\" creates the kind of disruption that firms shouldn't have to manage. Trialworks firms should not be operating under that cloud. "}]},{"uid":"fb1d59636ad84cbd98f8443baf853117","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"3672e93fa8184432ba6a0d192c8b7839","type":"h2","attrs":{},"children":[{"text":"Assembly Has Supported PI Firms for 40 Years "}]},{"uid":"6cd7fb04f1b94541921366d80371623d","type":"p","attrs":{},"children":[{"text":"Assembly has been building case management for personal injury firms for over 40 years. Not legal tech in general. Personal injury, specifically. "}]},{"uid":"24e7e80dd4d949fc83896e367c9cb90e","type":"p","attrs":{},"children":[{"text":"That history matters here. Assembly built Trialworks for PI firms. Assembly built Neos for PI firms. The company's entire track record is in this market, and that track record includes standing behind every product we've built. "}]},{"uid":"f8553fc79eea4499a92bd890741183e2","type":"p","attrs":{},"children":[{"text":"Trialworks firms are not an afterthought to Assembly. They are part of the history of this company in this industry, and they are treated that way. "}]},{"uid":"9c847359e68840e9a6c3ee65962ea96d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"db92a0daebae4ae89cd48abb163cb2ff","type":"h2","attrs":{},"children":[{"text":"What Support for Trialworks Looks Like Today "}]},{"uid":"3fc1db9e38e44c8b969ad3d72c6675cf","type":"p","attrs":{},"children":[{"text":"Trialworks firms currently have access to Assembly's support team and the same standard of care they've come to expect. Assembly has not reduced support staffing for Trialworks. "}]},{"uid":"9ae30cd61872475e867f490f7ec65991","type":"p","attrs":{},"children":[{"text":"If you have specific questions about your firm's support coverage or service terms, the right place to direct those questions is your account contact at Assembly, not a competitor's marketing page. "}]},{"uid":"b0cfa9c7d0d842c0a59959560a631152","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b97068ae2c6744d69a920f9c322f3c1a","type":"h2","attrs":{},"children":[{"text":"What Trialworks Firms Say About the Path Forward "}]},{"uid":"4088794867624ba4b3a00fb2b87aa051","type":"p","attrs":{},"children":[{"text":"118 Trialworks firms have made the move to Neos and told us what the experience was like. "}]},{"uid":"3d0558293f70497a8d508678d1d6de91","type":"p","attrs":{},"children":[{"text":"One of those firms is Ratzan Weissman & Boldt. Kathy Ambros, a paralegal at the firm, describes what she expected going in and what she found on the other side: "}]},{"uid":"89be17a27b4d4db8a0acd20da8712b41","type":"blockquote","attrs":{},"children":[{"text":"\"I was very skeptical switching from Trialworks to Neos. I was worried about the transitions process, which ended up being painless. I never thought I would like Neos as much as I do.\" "}]},{"uid":"9714440e9a5f4981806a1b9028de21bd","type":"p","attrs":{},"children":[{"text":"The value in Kathy's words isn't just that Neos worked out. It's that she expected it not to. She was skeptical. She was worried about the process. And the process was painless. "}]},{"uid":"1f30bcb897334114bd6942ae39ed792b","type":"p","attrs":{},"children":[{"text":"That pattern holds across the 118 firms in our data. The migration concern is real. The migration experience, for firms that go through Assembly's implementation process, tends not to match the concern. "}]},{"uid":"c798a65bbcfb41b3bd3e3bfa2884edbb","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"444852e6b090453fb1e6a2942e4836b5","type":"h2","attrs":{},"children":[{"text":"Should You Migrate from Trialworks? "}]},{"uid":"fc4d33584ea4400f8c42002669eb06d4","type":"p","attrs":{},"children":[{"text":"That is your decision to make on your timeline, not ours. "}]},{"uid":"bfad09c60496481dbf1641090775b18f","type":"p","attrs":{},"children":[{"text":"Trialworks is a capable system, and if it is working for your firm today, there is no need to switch. What Assembly can offer is a clear picture of what Neos looks like for firms that have already made the move, and the implementation team to make that move when the timing is right for you. "}]},{"uid":"a54820e3c6b9479181b47a7ff408db51","type":"p","attrs":{},"children":[{"text":"Neos is built for personal injury, by the same company that built Trialworks. The case logic, the PI workflows, the way intake and settlement and case management integrate: none of that starts from scratch. It is the same DNA, built for the cloud. But again: the decision belongs to your firm, on your terms. "}]},{"uid":"da0d3bc50bc3405f99347660be27b264","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"e636eaf4357046f1bd452e78af9f644d","type":"h2","attrs":{},"children":[{"text":"Frequently Asked Questions "}]},{"uid":"bb522f40d9524b38bf48b5d33a96f304","type":"p","attrs":{},"children":[{"text":"Is Trialworks being discontinued?","bold":true},{"text":" No. Trialworks is fully supported and has no end-of-life date. Assembly has not announced any plans to discontinue Trialworks. "}]},{"uid":"2e0028e0416d4273b94bb8c034a2ca49","type":"p","attrs":{},"children":[{"text":"Will Assembly continue to support Trialworks in 2025 and 2026?","bold":true},{"text":" Yes. Assembly continues to support Trialworks. Support resources, system maintenance, and the Assembly team remain available to Trialworks firms. There is no scheduled change to support status. "}]},{"uid":"da9172e3f7a04278a5fd72fb67a20585","type":"p","attrs":{},"children":[{"text":"Is Trialworks end-of-life? ","bold":true},{"text":"Trialworks is not end-of-life. There is no sunset announcement and no withdrawal timeline. Firms currently running Trialworks are fully supported by Assembly. "}]},{"uid":"a96307495afc4d988d56292e5be377aa","type":"p","attrs":{},"children":[{"text":"Should I migrate from Trialworks to Neos?","bold":true},{"text":" That depends on your firm's situation and timeline. Assembly's migration team is available to walk through what a move to Neos would involve, howyour firm's workflows and case history translate, and what the implementation process looks like. 118 Trialworks firms have made the move. There is no pressure or deadline attached to that conversation. It starts whenever you're ready."}]},{"uid":"c14adabeec3b44a98d83adb1a5428c92","type":"p","attrs":{},"children":[{"text":"Who do I contact if I have questions about my Trialworks support?","bold":true},{"text":" Contact your Assembly account representative directly. They can speak to your firm's specific support coverage and address any questions about continuity. "}]},{"uid":"58d24ba3cf4f4cd3b599e04a8dbe39e8","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"4f3312e686ea4ad29a7f3993a2b8e84f","type":"p","attrs":{},"children":[{"text":"If you are a Trialworks firm with questions about what a migration to Neos looks like, the place to start is a conversation with our implementation team. No obligation. No timeline. Just a clear picture of what's available when the timing is right for your firm. "},{"uid":"48a8e7dfb6af41e59990171d5953e84f","type":"a","attrs":{"url":"https://www.assemblysoftware.com/get-a-demo","target":"_self"},"children":[{"text":"Talk to the migration team.","bold":true}]},{"text":""}]},{"uid":"8bad9450a0d3423dbe2972c3432b8634","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"3a63a009790345ad8e6360f78d192394","type":"p","children":[{"text":"Assembly Software has built case management for personal injury firms for over 40 years. Our products serve 1,100 PI firms and 15,000 legal professionals nationwide.","italic":true}],"attrs":{}}],"_version":8},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":"Trialworks Today Screen"}},"logo_card":{"card_color":{"colors":"#2270DD"},"logo":{"image":null,"image_alt_text":""}},"headline":"Is Trialworks Still Supported? Yes.","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"If you’ve heard that Trialworks case management software is being discontinued or unsupported, here’s the straight answer and what Assembly Software’s commitment to the Trialworks base actually looks like.","meta_keywords":"Trialworks case management support, is Trialworks being discontinued, Trialworks legal software, Assembly Software Trialworks, Trialworks CMS support 2026 ","meta_title":"Trialworks Case Management: Is It Still Supported? | Assembly Software","no_index":false},"social_media_metadata":{"description":"If you’ve heard that Trialworks case management software is being discontinued or unsupported, here’s the straight answer and what Assembly Software’s commitment to the Trialworks base actually looks like.","image":null,"title":"Trialworks Case Management: Is It Still Supported? | Assembly Software"}},"teaser_text":null,"topics":[{"display_name":"Trialworks to Neos","title":"Trialworks to Neos","id":"1fa5df70-42f5-54a4-a5dd-ffcff2ea80bc"},{"display_name":"In the News","title":"In the News","id":"b30a2862-ef1e-59e6-be59-281b2ff2c567"},{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"March 23, 2026","id":"b682b4cc-4f4e-530d-b519-3ae0f691b7da","uid":"blt6a1e26a3d94ccfdb","title":"Needles Case Management Software: What’s Actually True About Support, Service, and Your Options","page_url":"needles-case-management-software-support","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"6773bb532b4846e582620afa71b2439f","children":[{"uid":"740b4b91d8e74f09a3e5a838cd67203d","type":"h2","children":[{"text":"The Short Answer: Needles Is Still Supported. Full Stop. \r"}],"attrs":{}},{"uid":"ec84aba81dd24f77a1219e913bd1fdb8","type":"p","children":[{"text":"If you’ve come across content suggesting that Needles case management software is nearing its end, has been abandoned, or is no longer worth staying on, we want to address that directly. \r"}],"attrs":{}},{"uid":"24d77437f00d488aba236fcf3b5d0a39","type":"p","attrs":{},"children":[{"bold":true,"text":"Needles is fully supported by Assembly Software. There is no sunset date. There is no plan to discontinue support. \r"}]},{"uid":"98391d10c9854fcd909af294bd34e464","type":"p","attrs":{},"children":[{"text":"If you’re a Needles firm, you are still our client. You are still covered. And if you’ve received communications suggesting otherwise, those claims are not accurate. "}]},{"uid":"18a7413ddfac4b96a31187a2e8ea3abe","type":"p","attrs":{},"children":[{"text":"We understand why questions like these create anxiety. Your firm’s cases, documents, and client relationships live in your case management platform. The idea that the ground might shift beneath you, without warning, is genuinely unsettling. That’s exactly why we’re publishing this clearly and on the record. \r"}]},{"uid":"fa5997220690458d93db14fb759bd9f8","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"c38972b148a44e078ed7aff6e2c016b5","type":"h2","children":[{"text":"Who Is Assembly Software, and How Long Have We Been Here? \r"}],"attrs":{}},{"uid":"d30baa0249854a298296279ddf8d963d","type":"p","children":[{"text":"Assembly Software is the maker of Needles, Neos, and Trialworks, case management software built specifically for personal injury law firms. We’ve been in this space for over 40 years. \r"}],"attrs":{}},{"uid":"041e0d0577f34e0b8fe238448d73fb70","type":"p","attrs":{},"children":[{"text":"That’s not a marketing number. It means the workflows baked into Needles, including intake protocols, statute tracking, demand preparation, and medical record organization, reflect four decades of learning how PI firms actually run cases. Not a generalist software company that added a PI module. Not a technology vendor that discovered legal tech recently. A company that has been building PI-specific case management since before most current legal software companies existed. \r"}]},{"uid":"3a0553e857424afe9db67806311c4762","type":"blockquote","attrs":{},"children":[{"text":"No generalist software company can replicate that. It's either built in or it isn't.\r"}]},{"uid":"8205dc11233e47b0b6bfe70c8b500e9d","type":"p","children":[{"text":"We’ve supported the Needles base through platform updates, staff turnover at firms, changing technology infrastructure, and every other challenge that comes with running a case management platform for busy PI practices. That commitment hasn’t changed. \r"}],"attrs":{}},{"uid":"842f3b614ed74bf4b31fbcd4a6c8359f","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"d0040eb1817a473c8011d5d4203b6e7c","type":"h2","children":[{"text":"What Does “Active Support” Actually Mean for Needles? \r"}],"attrs":{}},{"uid":"34da020f0d5a4ca48a33cd2a38353e3f","type":"p","children":[{"text":"Active support means you have access to: \r"}],"attrs":{}},{"uid":"354cc67b520c4ad29fa40e3d78410ca4","type":"ul","children":[{"uid":"168fdf01b4ba4413ae7913c116c41a63","type":"li","children":[{"text":"Technical support from Assembly’s support team when you need it to keep your system up and running\r\r"}],"attrs":{}},{"uid":"ce3e3538e70e4373834a14011960d1a2","type":"li","attrs":{},"children":[{"text":"Your data, complete, intact, and yours \r"}]},{"uid":"d05684500b9c44c8a0a0c74201f4c152","type":"li","attrs":{},"children":[{"text":"A clear path to Neos if and when you decide the timing is right, on your timeline, not ours \r"}]}],"attrs":{}},{"uid":"2476a536b13e439cb21e2d5ebe6fec70","type":"p","children":[{"text":"What we want to be honest about, because PI firms deserve honesty: major new feature development at Assembly is focused on Neos, our cloud-based platform. Needles is a mature, stable, fully supported platform. It does what it does extremely well. And if your firm is running well on Needles today, there is no emergency. \r"}],"attrs":{}},{"uid":"666a565596114918b6bed30854a841dc","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"2fd13580f7b846618d1a42ea60c98f71","type":"h2","children":[{"text":"Why Are People Saying Needles Is Being Discontinued? \r"}],"attrs":{}},{"uid":"423a763569964da6b56def57044af65e","type":"p","children":[{"text":"We’ve seen content circulating that makes this claim. We won’t use this post to speculate about its source or motive. We will say this: the claim is not accurate, and it is not something Assembly Software has communicated to our customers. \r"}],"attrs":{}},{"uid":"8c0868b49d434deeae8d039265b067e0","type":"p","children":[{"text":"Here’s what we have communicated, clearly and consistently: \r"}],"attrs":{}},{"uid":"8eb0da1e1eaa4355821a8df33976b00f","type":"ol","children":[{"uid":"0e0644a903264e8c976b6640bc0a5688","type":"li","children":[{"text":"Needles is supported. \r"}],"attrs":{}},{"uid":"f89a22f234384bdf9ea35ac7ecf130c1","type":"li","attrs":{},"children":[{"text":"Neos is where Assembly’s product investment is focused. \r"}]},{"uid":"d28ef8b760c6480694af453136a75244","type":"li","attrs":{},"children":[{"text":"When the time is right for your firm to move to the cloud, we have a proven path and a team ready to walk you through it. \r"}]}],"attrs":{}},{"uid":"e74f4888697c49f3b3197175d1b5ae87","type":"blockquote","children":[{"text":"“Your current platform is supported” and “the future is Neos” are not contradictions. They describe where your firm is today and what’s available when you’re ready. \r"}],"attrs":{}},{"uid":"b5fe3f3a5fb042f1bb9a9216eb3e9ae9","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"f8682a1dbb0545c6835897f357c05c60","type":"h2","children":[{"text":"How Does Neos Compare to Needles? \r"}],"attrs":{}},{"uid":"7ccd08304bb84b13a96d249b29041ecc","type":"p","children":[{"text":"Neos is Assembly Software’s cloud-based case management platform for PI firms. It was built on the same PI case logic that Needles established, so if you’ve been running Needles for years, Neos is not a foreign system. It’s a familiar platform running in a better environment. \r"}],"attrs":{}},{"uid":"a317fe58a3d142ee95d60105cb92d531","type":"p","children":[{"text":"Here’s what PI firms that have moved from Needles to Neos report: \r"}],"attrs":{}},{"uid":"81a469a5e3d845ba839cf5842bbd3911","type":"p","children":[{"text":"On coming from a legacy system:","bold":true},{"text":" “I love that I’m able to login wherever I can find an internet connection. Neos has completely eliminated our need for a paper file or keeping a document folder on the server. It has eliminated several steps for me in my daily tasks.” — Jennipher Shimp, Paralegal, Mooney Law (former Needles firm) \r"}],"attrs":{}},{"uid":"9f65a29662094151b559ef23fcbfed67","type":"p","attrs":{},"children":[{"text":"On ease of use:","bold":true},{"text":" “Neos is by far the easiest case management software I have used and to teach my attorneys to use. The categorization methods are amazing and I really feel the most organized while using Neos. The user interface is sleek and modern.” — Sabrina Newell, Paralegal, Gilman & Bedigian, LLC (former Needles firm) \r"}]},{"uid":"d6adfb203f234341b781f89433dd766e","type":"p","attrs":{},"children":[{"text":"On continuity:","bold":true},{"text":" “The continuous improvements and updates, no matter how small, are always thoughtful and enhance the overall user experience. What sets Neos apart to me is their unwavering dedication to customer satisfaction.” — Edwin Hernandez, The Parks Law Firm (former Needles firm) \r"}]},{"uid":"02d9c298e2f14a3284b0df1236c59ae0","type":"p","children":[{"text":"These are part of a body of feedback from 440 former Needles firms that chose Neos and shared why they love it. \r"}],"attrs":{}},{"uid":"0f75ce1b428d487c88e756357e7ded89","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b1b8abcbfd5245f3aa051d3d2c37fe86","type":"p","attrs":{},"children":[{"text":"Frequently Asked Questions \r"}]},{"uid":"0447378aa91342e9b94bc37e4300019b","type":"p","children":[{"text":"Q: Is Needles case management software being discontinued?","bold":true},{"text":" No. Needles is fully supported by Assembly Software. There is no announced sunset date or discontinuation plan. If you’ve seen content claiming otherwise, that information is not accurate. \r"}],"attrs":{}},{"uid":"1d5bad2636414573a9c72758f700e44d","type":"p","children":[{"text":"Q: Does Assembly Software still provide support for Needles? ","bold":true},{"text":"Yes. Needles firms have access to Assembly’s technical support team, platform stability updates, and a documented path to Neos when the timing is right. \r"}],"attrs":{}},{"uid":"2c06275806504a5c94c0b95230b9c78a","type":"p","children":[{"text":"Q: Is there a risk to my firm’s case data if I stay on Needles?","bold":true},{"text":" No. Your data is stable, secure, and yours. There is no data risk from staying on a supported platform. \r"}],"attrs":{}},{"uid":"7a44858efac64c23a916d974eadf681b","type":"p","children":[{"text":"Q: What’s the difference between Needles and Neos?","bold":true},{"text":" Needles is Assembly’s established on-premise case management platform. Neos is Assembly’s cloud-based platform, purpose-built for PI firms with the same foundational case logic, now accessible from any browser, with modern integrations (QuickBooks, RingCentral, DocuSign, Microsoft 365) and embedded intelligence that generates deliverables directly from your case context. \r"}],"attrs":{}},{"uid":"b9167831d4f64c4fa5de45206a43e940","type":"p","children":[{"text":"Q: Do I have to move to Neos?","bold":true},{"text":" No. The path to Neos is available when you’re ready. Many firms make the move because cloud access, staff flexibility, and modern integrations matter more as their practice evolves. The decision is yours, on your timeline. \r"}],"attrs":{}},{"uid":"5ec3be3545824aa09fa708eb7660cdc7","type":"p","children":[{"text":"Q: What happens to my Needles data if I move to Neos?","bold":true},{"text":" Assembly has a documented migration process. Firms that have completed it describe the data transfer as clean, with their case workflows carrying forward into Neos. 440 former Needles firms have already made this move. \r"}],"attrs":{}},{"uid":"ef250a2c1da046a1982594b1859b532d","type":"p","children":[{"text":"Q: How is Neos different from other case management alternatives?","bold":true},{"text":" Unlike general-purpose legal software platforms that serve multiple practice areas, Neos was built specifically for personal injury. The intake-to-settlement workflow, statute tracking, document management, and case resolution features are not add-ons. They’re the foundation. PI isn’t a vertical for Assembly. It’s the entire product. "}],"attrs":{}},{"uid":"b5cdc90e0e794ee4adf43d0dce89ffb8","type":"p","attrs":{},"children":[{"text":"Q: What database is Neos built on?","bold":true},{"text":" Needles (N4) was built on SAP ASE (formerly Sybase), an on-premise database. Neos is built on Azure SQL, Microsoft's cloud database platform. Each firm's data lives in a physically separate, dedicated Azure SQL database — not shared infrastructure. Neos has no dependency on SAP ASE. It was designed from the ground up as a cloud-native system, not adapted from on-premise architecture."}]},{"uid":"a95c901efe8140d29ac727db4a30bbdd","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"57fb8cffdd4d4df6b25aef68417b805e","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5d6b1bf2b2924df3864bdd3feb0c6d07","type":"h2","children":[{"text":"What Needles Firms Should Do Right Now \r"}],"attrs":{}},{"uid":"a029e210f04547679f25c69f8a3395bb","type":"p","children":[{"text":"If you’re on Needles and you’ve had questions about where things stand, the right move is to contact your Assembly account team directly. Your Assembly representative can tell you exactly where your account stands and what’s available to you. \r"}],"attrs":{}},{"uid":"b1146649729b4738a047741dece7f254","type":"p","children":[{"text":"If your practice’s needs have genuinely evolved, more remote access, modern integrations, or embedded intelligence for case document generation, we’d welcome that conversation. Neos is where those capabilities live. And the path has been traveled by 440 former Needles firms, most of whom describe it as far less disruptive than they expected. \r"}],"attrs":{}},{"uid":"35400421e3f24258a83f09fc914180f2","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"39f950c82081458b8a322c6f7dcb01c0","type":"h2","children":[{"text":"The Bottom Line \r"}],"attrs":{}},{"uid":"01faf923b70d445b8516185216b8ab24","type":"p","children":[{"text":"Needles is supported. Assembly isn’t going anywhere. And if the time comes when you’re ready for everything Neos offers, we’ll be here for that too. \r"}],"attrs":{}},{"uid":"ba940fb769ef4b74ac12e385788c10b8","type":"p","children":[{"text":"Your firm built something on Needles. We know what that means. We’re not asking you to walk away from it. We’re asking you to trust that the company that built it is also the right company to guide you forward when you’re ready. \r"}],"attrs":{}},{"uid":"bc3cfd4ae27d4d5cbbe3fdc0bd408689","type":"p","children":[{"text":"Assembly Software has been building case management software for personal injury law firms for over 40 years. 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Staff review the full batch at once, not one document at a time. \r"}]},{"uid":"4e21b3633a2f4ce4b018e5697b28eb15","type":"li","attrs":{},"children":[{"text":"Confirm","bold":true},{"text":" — Staff adjust any suggestions that need a change and save. Documents are filed only after staff approval. "}]}],"attrs":{}},{"uid":"68615e94bcd64ff7a686271b2a5a867a","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"0a46804979f643b18dc23060ffde9e50","type":"h2","attrs":{},"children":[{"text":"Smart Document Filing with NeosAI vs. DocuFiler"}]},{"uid":"5c691f601f98428e8c7da73549bb0e52","type":"p","children":[{"text":"Both features help PI practices get documents into the right cases, but they work differently and serve different needs."}],"attrs":{}},{"uid":"35f7c3ed1dcf42fca712460438b1b1d3","type":"p","children":[{"text":"Interface \r","bold":true},{"text":"\n","break":true},{"text":"Dimension:","bold":true},{"text":" Runs quietly in the background — no dedicated UI \r"},{"text":"\n","break":true},{"text":"DocuFiler:","bold":true},{"text":" Full in-app UI with File Documents tab, inline editing grid, and progress notifications \r"}],"attrs":{}},{"uid":"f2050762f9554e249fa63dfcaa298a9d","type":"p","attrs":{},"children":[{"text":"Case Matching \r","bold":true},{"text":"\n","break":true},{"text":"Dimension:","bold":true},{"text":" Matches documents based on file naming conventions \r"},{"text":"\n","break":true},{"text":"DocuFiler:","bold":true},{"text":" Reads document content; matches using claim numbers, policy numbers, party names, docket numbers \r"}]},{"uid":"a53362457b244d7e96fae7114bc608f6","type":"p","attrs":{},"children":[{"text":"Classification \r","bold":true},{"text":"\n","break":true},{"text":"Dimension:","bold":true},{"text":" Routes documents to cases \r"},{"text":"\n","break":true},{"text":"DocuFiler:","bold":true},{"text":" Also assigns document type, category, tags, and date in the same step \r"}]},{"uid":"d7c3132fe37648aeabe2dd176b65ffb9","type":"p","attrs":{},"children":[{"text":"Staff Training","bold":true},{"text":" \r"},{"text":"\n","break":true},{"text":"Dimension:","bold":true},{"text":" Requires consistent file naming across all staff \r"},{"text":"\n","break":true},{"text":"DocuFiler:","bold":true},{"text":" No naming conventions required — files can be named anything \r"}]},{"uid":"9ccc2226b8434205bdf9a56cdb91bb75","type":"p","attrs":{},"children":[{"text":"User Control ","bold":true},{"text":"\r"},{"text":"\n","break":true},{"text":"Dimension:","bold":true},{"text":" Files documents automatically in background \r"},{"text":"\n","break":true},{"text":"DocuFiler:","bold":true},{"text":" Surfaces suggestions in a review grid; staff confirm before anything is saved \r"}]},{"uid":"0a8f9e59cca84176beb99f2d693c0020","type":"p","attrs":{},"children":[{"text":"Batch Size ","bold":true},{"text":"\r"},{"text":"\n","break":true},{"text":"Dimension:","bold":true},{"text":" Processes files individually \r"},{"text":"\n","break":true},{"text":"DocuFiler:","bold":true},{"text":" Supports batches of up to 100 documents with bulk editing \r"}]},{"uid":"5d6517f412fa47fe9096160a988b6810","type":"p","attrs":{},"children":[{"text":"Entry Points","bold":true},{"text":" \r"},{"text":"\n","break":true},{"text":"Dimension:","bold":true},{"text":" External monitored folder \r"},{"text":"\n","break":true},{"text":"DocuFiler:","bold":true},{"text":" In-app upload, drag-and-drop, and monitored SharePoint folder "}]},{"uid":"5b02d368e46642e4a9f94c11b8093181","type":"h2","children":[{"text":"Smart Document Filing with NeosAI addresses specific roles in a PI practice"}],"attrs":{}},{"uid":"e581c4079f7f4cceb2d0b4d13094ecdf","type":"p","attrs":{},"children":[{"text":"Paralegals and legal assistants","bold":true},{"text":" managing document intake across the firm gain a batch-filing workflow that doesn't require deep case knowledge to classify correctly. NeosAI applies consistent logic regardless of who is doing the review."}]},{"uid":"d66e5da414a846489f0c1c7ca8c2f1c2","type":"p","attrs":{},"children":[{"text":"Case managers ","bold":true},{"text":"with large active caseloads convert a filing task into a review task — the AI classifies, the case manager confirms."}]},{"uid":"7537fda5ee5147b5996674c610f88c63","type":"p","attrs":{},"children":[{"text":"Firm administrators","bold":true},{"text":" gain a centralized File Documents grid with firm-wide visibility into what has been filed and what is still pending — replacing distributed individual inboxes with a single intake point."}]},{"uid":"12991895925244d4b436c55dd70f7cd5","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"64a4f14d1e5d4a47a614434fa33923d0","type":"h2","attrs":{},"children":[{"text":"Why Embedded Intelligence Change Document Workflows \r"}]},{"uid":"513aedec92684852afa179ed501539ec","type":"p","children":[{"text":"Smart Document Filing with NeosAI reflects two capabilities that are reshaping how PI practices manage cases: embedded intelligence and agentic AI. "}],"attrs":{}},{"uid":"d443a2d4a82d44faafba96b0c0125405","type":"p","attrs":{},"children":[{"text":"Embedded intelligence","bold":true},{"text":" means the technology is built directly into Neos — the case management platform your firm already uses. There is no separate application to learn, no data transfer, no context switching. The intelligence works inside the existing workflow."}]},{"uid":"11fdf8eea38d4f70b80e91bef181d986","type":"p","attrs":{},"children":[{"text":"Agentic AI means","bold":true},{"text":" the system takes action on behalf while keeping you in control. AI Auto-Filing reads documents, matches cases, and classifies content. It then surfaces completed work for your review. You make every final decision. The AI handles the volume."}]},{"uid":"579b861a31874240887b696f81b75840","type":"p","attrs":{},"children":[{"text":"The human-in-the-loop","bold":true},{"text":" design is intentional. Every AI suggestion is reviewable, and staff can accept, adjust, or override any classification before a document is filed. The result is a firm that processes the same document volume in a fraction of the time, without trading accuracy for speed."}]},{"uid":"b34c08b92c624a91b6f990c0b64a892b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"12be0d3c7412406e85253dbae1b3d736","type":"h2","children":[{"text":"Frequently Asked Questions \r"}],"attrs":{}},{"uid":"640fa25f98164d328cf5c7086e35ca1c","type":"p","children":[{"text":"What document types does Smart Document Filing with NeosAI support? ","bold":true}],"attrs":{}},{"uid":"7bf8a4595a22424faad317f7d4c7f3b3","type":"p","attrs":{},"children":[{"text":"Smart Document Filing with NeosAI processes any document type a PI practice handles: medical records, insurance correspondence, court notices, demand packages, billing statements, and more. NeosAI reads document content directly rather than relying on file type or naming conventions. \r"}]},{"uid":"d1861472e5844ecda1ad68336fb621ef","type":"p","children":[{"text":"Does ","bold":true},{"text":"S"},{"text":"mart Document Filing with NeosAI file documents automatically without staff review? ","bold":true}],"attrs":{}},{"uid":"4919b7807234445a940f5d6dedc86079","type":"p","attrs":{},"children":[{"text":"No. Smart Document Filing with NeosAI surfaces suggested classifications in a centralized review grid. Documents are only filed after a staff member reviews and confirms the AI's suggestions. Nothing is saved automatically. \r"}]},{"uid":"a75361af676240c7b3af8bc1fd790898","type":"p","children":[{"text":"How does Smart Document Filing with NeosAI identify the correct case? ","bold":true}],"attrs":{}},{"uid":"451779c2e5db4736aead68ae242ddafe","type":"p","attrs":{},"children":[{"text":"NeosAI reads the actual content of each document using OCR and matches it to the correct case using identifiers found in the document — such as claim numbers, policy numbers, party names, and docket numbers. \r"}]},{"uid":"c71860ca398a442887cd6ab564d68721","type":"p","children":[{"text":"Can firms use Smart Document Filing with NeosAI with their existing scan-to-SharePoint workflow? ","bold":true}],"attrs":{}},{"uid":"e9c944e1ddbd4a90946de03bd56028d2","type":"p","attrs":{},"children":[{"text":"Yes. Firms can configure a monitored SharePoint folder as the document intake point. Documents scanned into that folder populate in Neos automatically and appear in the AI Auto-Filing review grid. \r"}]},{"uid":"60c1bcb77eff4bc88ffefb9bc69990cc","type":"p","children":[{"text":"What is NeosAI Platinum? ","bold":true}],"attrs":{}},{"uid":"3cfebe08b83046f59f758b9ba49d55aa","type":"p","attrs":{},"children":[{"text":"NeosAI Platinum is the tier of Neos that includes "},{"text":"Smart Document Filing with NeosAI","bold":true},{"text":" and the full suite of embedded intelligence capabilities built into the Neos case management platform — designed specifically for PI practices. \r"}]},{"uid":"8767a95c3e754d64a1ea4c7e887b783f","type":"p","children":[{"text":"How is Smart Document Filing with NeosAI different from DocuFiler? ","bold":true}],"attrs":{}},{"uid":"5a9065cebe0146baaca0e8441bb2266f","type":"p","attrs":{},"children":[{"text":"DocuFiler routes documents to cases based on file naming conventions and operates in the background without a review interface. AI Auto-Filing reads document content directly, classifies documents completely (type, category, tags, and date), and displays all suggestions in a review grid before anything is saved. It also supports batch processing of up to 100 documents at once. \r"}]},{"uid":"2b3c4b7333f34f869489a5b7ffdd8694","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"3c63ef23b5004e9fb37cdb2e0b7fc254","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"4cf972e2f5c641f1b2fa9ec66ced4c0a","type":"p","children":[{"text":"Smart Document Filing with NeosAI","bold":true},{"text":" is coming soon as part of NeosAI Platinum. "},{"uid":"e2418aea4b1c452796740c79064e5c06","type":"a","attrs":{"url":"https://www.assemblysoftware.com/neos-ai","target":"_self"},"children":[{"text":"Learn more about how embedded intelligence in Neos increases PI firm case capacity. 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","meta_keywords":"","meta_title":" Neos AI Auto-Filing","no_index":false},"social_media_metadata":{"description":"Smart Document Filing with NeosAI is a NeosAI Platinum feature that reads and classifies incoming documents — matching each to the correct case, document type, and category — within Neos. ","image":null,"title":" Neos AI Auto-Filing"}},"teaser_text":"Smart Document Filing with NeosAI is a NeosAI Platinum feature that reads and classifies incoming documents — matching each to the correct case, document type, and category — within Neos. \n","topics":[{"display_name":"Legal AI","title":"Legal AI","id":"4519c428-aec9-57b0-be01-a7ba7643368c"}]},{"publication_date":"February 12, 2026","id":"efa648ff-91a2-5420-958e-6228449d8338","uid":"blt3c3415a4d9b12566","title":"2026 Legal Tech Trends for Personal Injury Firms","page_url":"2026-legal-tech-trends-for-personal-injury-firms","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"bad28fe6f61e4e1f8df2514c78ca4563","children":[{"uid":"182c2265639d45639999adcaebbcfaa9","type":"p","children":[{"text":"TL;DR: Personal injury firms gaining competitive advantage in 2026 are adopting four key technologies: (1) Agentic AI that autonomously processes medical records and populates case files without manual prompts, (2) Embedded AI integrated directly into case management systems for cross-document analysis and pattern recognition, (3) Decision-driving analytics that provide actionable insights beyond basic reporting, and (4) Enterprise-grade cybersecurity with SOC 2 Type II certification to combat the 400% surge in AI-powered cyberattacks. These tools help firms handle 30%+ more cases with existing staff while protecting sensitive client data.\r"}],"attrs":{}},{"uid":"832dd1c71b7a42f2b2660aeb09893db4","type":"p","children":[{"text":"Using “standard” legal technology (e.g., email, digital document storage, basic case management platforms, etc.) is no longer sufficient to stay at the top of your game. In an increasingly competitive industry, it’s more critical than ever for law firms to be selective about what technology they adopt and use it strategically to maximize the benefits. \r"}],"attrs":{}},{"uid":"1ab899e11c0c49d3bb4530b0d4c59192","type":"p","children":[{"text":"Here’s what the best and brightest in the legal field are doing to maintain a competitive edge:"}],"attrs":{}},{"uid":"0d0bf3e1b7fa4aedbb7bea22d6b17032","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"459e12ec09b04240a093a4b8ececbb4e","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"1f7079f5f40e45f59b0434b3126497bf","type":"h2","children":[{"text":"Legal Tech Trend #1: Leveraging Agentic AI Over Generative AI for Case Work\r","bold":true}],"attrs":{}},{"uid":"c8d68a29a5b24ffdafc2120c3cb34982","type":"p","children":[{"text":"Most legal AI tools today are generative, meaning they create summaries or draft content when you ask. You upload a document, prompt the tool, and use what it produces. It's useful for sure, but agentic AI takes that productivity boost to the next level."}],"attrs":{}},{"uid":"d71749238cce4442aad6ec18bb9cc41a","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"bceaea066aae42cfadd0c59df199c383","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"8c63b741f14f4c9ab0c8639d1232bb33","type":"h3","children":[{"text":"Generative vs Agentic AI: What’s the Difference?","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"f7bf9f759e5244ba852c60ce49d61254","type":"p","children":[{"text":"The big difference is that agentic AI operates autonomously without waiting for instructions from a user; generative requires users to dictate each step.\r"}],"attrs":{}},{"uid":"6e7c995429ea42458d47cf5eb867ffa5","type":"p","children":[{"text":""},{"uid":"70b2e43568c44684ba7d3dabc07138b1","type":"a","attrs":{"url":"https://www.assemblysoftware.com/neos-ai","target":"_blank"},"children":[{"text":"NeosAI"}]},{"text":" has both agentic and generative capabilities. For example, it can generate documents and summaries from case data as part of its generative capabilities. Additionally, when medical records enter Neos, its agentic AI function automatically converts PDFs to searchable text, extracts diagnoses using standardized codes (ICD-10, CPT), and populates case forms with structured data. Tasks that took paralegals several hours are now automatically completed in minutes. \r"}],"attrs":{}},{"uid":"7bd8eb99a52545f6bd077192a35cab0f","type":"p","children":[{"text":"In 2026, leading "},{"uid":"c55e21d6456e439abc223bcfbfe0be56","type":"a","attrs":{"url":"https://www.assemblysoftware.com/personalinjury","target":"_blank"},"children":[{"text":"personal injury firms"}]},{"text":" are utilizing agentic AI for four core workflows: \r"}],"attrs":{}},{"uid":"cb4d068b6ac64cbbb3d0da485f6bea79","type":"ul","children":[{"uid":"4d9f490b01e945c191fa758bbaa386eb","type":"li","children":[{"text":"Medical record processing\r"}],"attrs":{}},{"uid":"c1c7140cb44a48878fef2173d2918043","type":"li","attrs":{},"children":[{"text":"Automated case file population\r"}]},{"uid":"44581a7b47414613957092e134f26b3a","type":"li","attrs":{},"children":[{"text":"Treatment gap analysis\r"}]},{"uid":"b44b92f3fd6e4dabb8b3318fdbb8d099","type":"li","attrs":{},"children":[{"text":"Client communication automation\r"}]}],"attrs":{}},{"uid":"0cb3dd6fdfa94bac974680c70d3862e8","type":"p","children":[{"text":"The time savings compound across every case. When you recover 15-20 hours per case, your existing team can handle significantly more volume without increasing headcount."}],"attrs":{}},{"uid":"2bfb2034ad0a473888a30d35fba94cdf","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"c9c9d66d74f649b9aeab31b81d808bcc","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"86dd60369bb04e00aba5aff44597a921","type":"h2","children":[{"text":"Legal Tech Trend #2: Embracing Embedded AI in Place of Standalone Tools","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"fc2370c622cb4fd58ecc8ecb81ac0c7d","type":"p","children":[{"text":"AI that’s embedded into a case management platform cross-references complete case files rather than analyzing documents in isolation. For example, say a client mentions persistent headaches during their intake call, but medical records show no neurologist visit. Embedded AI can capture this discrepancy automatically because it analyzes intake notes alongside treatment records simultaneously.\r"}],"attrs":{}},{"uid":"a7481ddb1bb24c749e4601128f879418","type":"p","children":[{"text":"This cross-referencing capability identifies issues that surface-level analysis misses: symptoms mentioned but never treated, inconsistencies between different providers' documentation, and treatment delays that could affect case value."}],"attrs":{}},{"uid":"a35b5e486c8843c7a3a1bfd1126ed363","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"43f4bc92082d4b04b2ac4521a6b86c88","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"988849d46e4e42b28abbf5637a536de6","type":"h3","children":[{"text":"Why Do Standalone AI Tools Fall Short?","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"ea910fbeccab4a4b8c083b48ea1a1209","type":"p","children":[{"text":"Standalone AI analyzes only the documents you feed it. It cannot see other case documents, client communications, treatment timelines, or your firm's historical patterns. The workflow requires exporting files, uploading them to a separate platform, reading output, then manually transferring insights back to your case management system. This fragmented process loses context and creates extra work."}],"attrs":{}},{"uid":"f63105dd5ff7410eb7ac017bdb6c23f9","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ddd8655e04c848ecb4492268208f6580","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"dce42b57e9434c8c974c8593e796198a","type":"h3","children":[{"text":"Key capabilities of embedded AI:","bold":true}],"attrs":{}},{"uid":"4ca59d7c322b450d866685aa5a5fdf0e","type":"h3","attrs":{},"children":[{"text":"\r"}]},{"uid":"89729c8c68114f7e997c8a9b52ae883b","type":"ul","children":[{"uid":"56e40411cb7f49b28aae39c68801d4f5","type":"li","children":[{"text":"Cross-document pattern recognition across hundreds of pages\r"}],"attrs":{}},{"uid":"a2673ff162db4f8cbcdaf98b49af26a8","type":"li","attrs":{},"children":[{"text":"Ability to make use of client information mentioned in intake (like symptoms) that never made it to other documents within the system\r"}]},{"uid":"7d5e6b9ce55b4f118f4b9a29ad6c5563","type":"li","attrs":{},"children":[{"text":"Detection of inconsistencies between providers' documentation"}]}],"attrs":{}},{"uid":"95ec22feb68d450cb541f98487940f05","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"db278a27ba4d4b608f61006fa5926388","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"761e875016194d64adc58f92294afa59","type":"h3","children":[{"text":"Upping Your Game with Embedded Agentic AI","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"3548d9decafc4c1faeba2df1540d76a2","type":"p","children":[{"text":"Because embedded AI lives within your workflow, using agentic embedded AI can trigger actions automatically. Treatment gap identified? It creates a task to discuss with the client. Statute of limitations approaching? High-priority calendar alert. New provider mentioned in records? Task generated to request those records. \r"}],"attrs":{}},{"uid":"6db7b350ce0844178e8a1ca4b55d20f4","type":"p","children":[{"text":"Taking action rather than just providing information is what makes embedded agentic AI the gold standard."}],"attrs":{}},{"uid":"74430bb7bf084828827283c0164f4116","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"4b981f0397574d268c26efa7de8a1705","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"7df3aa96be91469fa881dd720289695b","type":"h2","children":[{"text":"Legal Tech Trend #3: Using Legal Tools with Reports That Help You Make Decisions","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"0c28a5bfb2494018b569c6b812958e81","type":"p","children":[{"text":"Most case management systems include reporting features. Most firms never use them.\r"}],"attrs":{}},{"uid":"40597ccbd97149a28897ffc83708c175","type":"p","children":[{"text":"The problem isn't the technology, it's that most reports are descriptive. They show what happened (total cases, revenue by month, cases by stage) without telling you what to do about it. Top personal injury firms embracing 2026 legal tech are using "},{"uid":"6840d2d42601481183ddab9655cf9fba","type":"a","attrs":{"url":"https://www.assemblysoftware.com/advanced-analytics","target":"_blank"},"children":[{"text":"analytics "}]},{"text":"that actually change behavior."}],"attrs":{}},{"uid":"7eba43383349420f9ed2d0dbd89e3024","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"9c1e2ce645134e299b952e8c00071c44","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"f740994e9b39471f9fd99bb6943025bb","type":"h3","children":[{"text":"Marketing ROI: Stop Guessing Where Cases Come From","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"76df18faa291487db7bb461569151515","type":"p","children":[{"text":"Referral source ROI is a great example of an actionable report. Many firms spend $50,000-$200,000 annually on marketing with minimal visibility into what's working. They know they get cases from TV ads, billboards, Google, and referral attorneys, but they can't connect marketing spend to actual case revenue. A case management platform with "},{"uid":"256bd97f34654e6291296acf4b8a75b2","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/neos-product-tours/advanced-search-product-demo","target":"_blank"},"children":[{"text":"advanced reporting capabilities"}]},{"text":" allows your firm to identify your most profitable cases, optimize marketing spend, and predict cash flow with precision."}],"attrs":{}},{"uid":"0215c43e4ca84b828a83f258280f6433","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"48f368ef5d0f464eac2af5e529b04f0a","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"78cb565c0f454b109d13afc195ddb0e6","type":"h3","children":[{"text":"Legal Technology That Provides Profitability and Workload Insights","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"ed6f23ced4b64a1db474e8219cc95806","type":"p","children":[{"text":"Other reports can help you optimize your case and staff workloads.\r"}],"attrs":{}},{"uid":"f9c7f840077b43f78ca33fa58d0c16dd","type":"p","children":[{"text":"Case type profitability follows similar logic. Not all cases are equally profitable per hour of attorney time. Data might reveal that dog bite cases deliver the second-highest profit per hour with the highest close rate for your firm, yet you're not actively targeting them, leaving money on the table.\r"}],"attrs":{}},{"uid":"e67e134ae82149b3aa8e66fd01cdd1fc","type":"p","children":[{"text":"Workload distribution prevents burnout before it causes problems. Analytics showing active cases per attorney and tasks completed per week (and comparing this data to a previous time period) let you redistribute work proactively rather than discovering someone's overwhelmed when they quit.\r"}],"attrs":{}},{"uid":"be4ec5e473734fa4aadae955c56be89f","type":"p","children":[{"text":"TL;DR: reports that matter are the ones you schedule regular meetings to review, then act on based on what you find."}],"attrs":{}},{"uid":"c1dea36335064c2b8a202b8d39e434a2","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"76e558f7854b4a8eb84a013aaa47e61e","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"8efd684c15c9436d951959c075deca27","type":"h2","children":[{"text":"Legal Tech Trend #4: Beefing Up Cybersecurity to Prevent Cyberattacks","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"635f5ffad9ba46359e6a772690d03e82","type":"p","children":[{"text":"Personal injury firms make attractive targets. You hold medical records, Social Security numbers, financial information, settlement funds, and privileged communications. In 2025, "},{"uid":"b0f16427cddd4410b1a90f50c26c1504","type":"a","attrs":{"url":"https://www.law360.com/pulse/legal-tech/articles/2428713/legal-services-at-highest-risk-of-it-intrusions-report-says","target":"_blank"},"children":[{"text":"cybercrime attacks increased by almost 400%"}]},{"text":" from 2024 driven largely by AI-powered attack methods: phishing emails that perfectly mimic opposing counsel's writing style, deepfake audio calls from \"clients\" requesting wire transfers, and automated vulnerability scanning that finds security gaps in minutes.\r"}],"attrs":{}},{"uid":"fae8b0f52aaa4eb3b5fa4ee4d0bc7bdc","type":"p","children":[{"text":"The uncomfortable truth: your firm's biggest vulnerability often isn't internal IT. It's your software vendors. If your case management system gets compromised, all your clients' data goes with it."}],"attrs":{}},{"uid":"e22db395bcc143ebb50bfc8a11be69ac","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ef3970ed625c42019c721758d7156028","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"7829dea1274e4079950dc7d75d4fd7cf","type":"h3","children":[{"text":"How Can Law Firms Protect Against Cybercrime in 2026?","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"bed29123258740a3b942c3a77194dc51","type":"p","children":[{"text":"When evaluating any legal software, these security features are non-negotiable:"}],"attrs":{}},{"uid":"c34ca755bd53419b9bdfd1a10fbbab2a","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"654dcd502cf04520932834f98a9abffa","type":"ul","children":[{"uid":"c359116f5a804a199c96936af5402f90","type":"li","children":[{"text":"SOC 2 Type II Certification:","bold":true},{"text":" More than just a checkbox, this means an independent auditor has verified the vendor's security controls and is the difference between a vendor saying, \"trust us, we're secure\" and proving it through rigorous third-party evaluation.\r"}],"attrs":{}},{"uid":"306e8a06601a4c20b641c4c41d8120c7","type":"li","attrs":{},"children":[{"text":"End-to-End Encryption:","bold":true},{"text":" Your client data should be encrypted both in transit (using TLS 1.2 or higher) and at rest. Think of it like sending confidential documents in a locked briefcase that stays locked even when it's sitting in storage. For example, look for vendors that use AES-256 encryption for stored data (the same standard used by financial institutions and government agencies).\r"}]},{"uid":"dd80a547c711492296d469907522eeb4","type":"li","attrs":{},"children":[{"text":"Multi-Factor Authentication (MFA):","bold":true},{"text":" Passwords alone aren't enough anymore. MFA adds an extra layer by requiring something you know (password) plus something you have (phone, hardware token) or something you are (biometric). Best practice is to make MFA mandatory for all users, not optional. Even better if the platform supports adaptive MFA that requires additional verification for risky login attempts, like accessing from a new device or unusual location.\r"}]},{"uid":"5eba2fbb85544c66b71cb123f40bb1d6","type":"li","attrs":{},"children":[{"text":"Role-Based Access Controls (RBAC):","bold":true},{"text":" Not everyone needs access to everything. RBAC ensures paralegals, associates, and partners each see only what they need. For instance, a billing clerk shouldn't have access to privileged attorney-client communications. Look for granular permissions that can be customized by matter, client, or document type.\r"}]},{"uid":"6ff9ae7ce9ae4f3a8392858ba370517f","type":"li","attrs":{},"children":[{"text":"Comprehensive Audit Logging:","bold":true},{"text":" Every action should leave a digital trail: who accessed what document, when, and from where. This is crucial for catching bad actors as well as for compliance and e-discovery. The best systems retain these logs for extended periods and make them easily searchable. For example, if opposing counsel questions when a document was created or modified, you should be able to easily pull a complete activity report.\r"}]},{"uid":"7e9860b21c5e4e3ea34d6e9db4b166f8","type":"li","attrs":{},"children":[{"text":"Regular Penetration Testing:","bold":true},{"text":" Good vendors don't just build security in once, they continuously test it by hiring ethical hackers to try breaking in. Look for vendors who conduct frequent penetration tests and share summary reports with customers. Some leading legal tech companies even run bug bounty programs, paying security researchers to find and report vulnerabilities.\r"}]},{"uid":"a9e00640d65249baa733747ae2f11ef2","type":"li","attrs":{},"children":[{"text":"Data Residency Controls:","bold":true},{"text":" For firms with international clients or specific regulatory requirements, knowing where your data lives matters. The platform should let you specify geographic storage locations and ensure data doesn't cross certain borders. This is especially important for firms dealing with GDPR compliance or clients in regulated industries.\r"}]},{"uid":"2ac0efd1f3dd4905ad5d07422fa7894b","type":"li","attrs":{},"children":[{"text":"Automated Backup and Disaster Recovery:","bold":true},{"text":" Ransomware attacks can cripple a firm in hours. Your legal tech should have automated, encrypted backups stored separately from production systems, with tested recovery procedures. Ask vendors about their Recovery Time Objective (RTO) and Recovery Point Objective (RPO), how quickly they can restore service, and how much data you might lose.\r"}]}],"attrs":{}},{"uid":"b1509c34dabc450b9ef4f759ad6228fe","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"f3a0c6e8c2e94abdbc2f353125b9ce1a","type":"p","attrs":{},"children":[{"text":"Skimping on "},{"uid":"5debce484e79438b94751d6b1f846bd4","type":"a","attrs":{"url":"https://www.assemblysoftware.com/security","target":"_blank"},"children":[{"text":"security "}]},{"text":"measures can have catastrophic consequences. Do your due diligence when evaluating your software to ensure your data’s security. "}]},{"uid":"e968a46102f94a128063964e5deef236","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"61ffac9623b240028b92ec2c3ad7cc5a","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"5fe08b6dda6d4c6b925f67e20ca29308","type":"h2","children":[{"text":"Teeing up a Successful 2026","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"b96bc24af8014426bb842fa65af2f928","type":"p","children":[{"text":"In 2026, leading firms won’t adopt new legal technology because it’s trendy. They know success won’t come from adopting more legal tech, it will come from using the right legal tech the right way. \r"}],"attrs":{}},{"uid":"97b24642deb54d899408258b432fe78a","type":"p","children":[{"text":"Want your firm to become a leader in your practice area? "},{"uid":"71705ac249f2483b9ebea094e5e87d2e","type":"a","attrs":{"url":"https://www.assemblysoftware.com/get-a-demo","target":"_blank"},"children":[{"text":"Get a personalized Neos consultation today"}]},{"text":" to learn how it can transform your operations."}],"attrs":{}},{"uid":"2a881a368a65408c98ed6baa6b4a484d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"839650dcd75e41afbad9660a5e57d362","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"73d2867ee3124a7488b421420dafd372","type":"h2","children":[{"text":"Frequently Asked Questions About Legal AI and 2026 Legal Tech","bold":true}],"attrs":{}},{"uid":"eb59020323364549ad4247eb4a329ae8","type":"h2","attrs":{},"children":[{"bold":true,"text":""}]},{"uid":"ee2aa140052544fbb0cee1734871511f","type":"h2","attrs":{},"children":[{"text":"\r"}]},{"uid":"f31d399456df441e910ca12a1ca1f832","type":"p","children":[{"text":"What's the practical difference between generative AI and agentic AI for personal injury work?","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"cda782375ae342bb921f216088323531","type":"p","children":[{"text":"Generative AI responds when you prompt it (e.g., upload a document > ask questions about it > get responses). Agentic AI acts autonomously (e.g., upload medical records and it automatically extracts details, populates case forms without step-by-step instructions). The workflow automation is where the real time savings happen."}],"attrs":{}},{"uid":"acdb9a437cf14ef989762cba48ff329b","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"bc1e334a671a44f0b36dfd349fb9e939","type":"p","children":[{"text":"Why does AI need to be embedded in my case management system?","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"55d1a3f66a754fa2a336d267b3d36b79","type":"p","children":[{"text":"One word: Context. Standalone tools see only the document you upload. Embedded AI sees complete case files: all records, intake notes, communications, and timelines simultaneously. This context enables identification of discrepancies and treatment gaps that standalone tools analyzing single documents in isolation would miss."}],"attrs":{}},{"uid":"5af107bc2a9146e0b7955de6b8e659e6","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"a64bf5dd287b423ca5071fa5d4c47ad6","type":"p","children":[{"text":"What security certifications should I require from legal software vendors?","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"11959b3277e441588c870c71d56b8303","type":"p","children":[{"text":"At minimum: SOC 2 Type II certification (ask for the report), AES-256 encryption, mandatory MFA, role-based access controls, and documented disaster recovery procedures. Vendors who give vague answers about security or promise certifications \"coming soon\" are cutting corners."}],"attrs":{}},{"uid":"ba6b5b94f7b748a69750936e4a7d56b9","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"fd2610dee3e442288c8513e28e1ac534","type":"p","children":[{"text":"Can smaller firms (3-5 attorneys) benefit from AI legal technology?","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"24da82b8092f4c9dbcd7e86e71976ddc","type":"p","children":[{"text":"Yes! Often more than larger firms. Smaller teams are more agile and can adopt new workflows faster. If you're handling 150 cases with 3 attorneys and 2 paralegals, AI-powered automation could potentially help you handle 200+ with the same team. (Hello growth without additional overhead costs!) The efficiency gains are proportionally larger when you're starting from a smaller base."}],"attrs":{}},{"uid":"3ffb8a1e86b44b45bda756890b997aab","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"274373ad675e4dfcbbd8f2cbeb320c94","type":"p","children":[{"text":"What if my team resists new technology?","bold":true},{"text":"\r"}],"attrs":{}},{"uid":"f5a3bf7ac4d14c9489a60a238cc59acc","type":"p","children":[{"text":"Involve users early in workflow setups (where AI can help them the most), focus on what's in it for them (less tedious data entry and smoother executions), start with tech-savvy team members who become internal champions, provide real training beyond vendor webinars, and celebrate early wins publicly. 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This is Bob Ambrogi. And in each episode of LawNext PR, I interview a legal tech company about its latest news and developments. Today, I have the pleasure of speaking with an old friend, Jonah Paransky, who has just been named chief executive officer of Assembly Software, a leading legal tech company for plaintiff law firms. Jonah, welcome to the show.\r"}]},{"uid":"d2e0dcb87b274c64aea96cb227e6882e","type":"p","children":[{"text":"Jonah Paransky: Bob, it's a true pleasure to be here. It's very exciting to be reconnecting here on the show today.\r"}],"attrs":{}},{"uid":"b55f096045884c69bfe9c38c6d0b267f","type":"p","children":[{"text":"Bob: It's great to see you. I haven't seen you for a few years because you kind of left the legal tech world for a few years and you're coming back. But congratulations on this.\r"}],"attrs":{}},{"uid":"175768e31bea40578fdd4fda8af93544","type":"p","children":[{"text":"Jonah: Thank you, it's very exciting to be back. I've always been a multi-verticalized business-to-business specialist. Most of my career has been in vertical software, primarily legal, but also marketing technology, information security, and hospitality. It feels like coming home. This is a particularly interesting time for legal tech, and coming back now is exciting.\r"}],"attrs":{}},{"uid":"1ae07774a9144dd6b940961b84c4b9f9","type":"p","children":[{"text":"Bob: Why don’t you tell us more about your background before returning to Assembly?\r"}],"attrs":{}},{"uid":"f0a0f0a1ca984d779eed5494cecbc796","type":"p","children":[{"text":"Jonah: The first half of my career was product management and marketing leadership in B2B software, mainly information security and IT operations. In 2009, I joined LexisNexis, leading Small Law Practice Management, Counseling, and later the Business of Law Software group, including enterprise legal management and law firm marketing technology. After six to seven years there, I moved into hospitality software, then returned to legal tech at Wolters Kluwer as EVP and GM of the ELM business. I later served as CEO of a private equity-backed marketing technology company and most recently helped grow a large UK-based software company in the Americas.\r"}],"attrs":{}},{"uid":"d184295332e84226adf5a689eca2bb2d","type":"p","children":[{"text":"Bob: What brought you back to legal tech and Assembly specifically?\r"}],"attrs":{}},{"uid":"60fc382c415d4efab736c9ef63b09f06","type":"p","children":[{"text":"Jonah: The market. Legal tech is changing faster than ever, driven by AI’s ability to solve real legal work. Assembly sits in a unique position—between traditional case management and emerging AI tools. Plaintiff law firms often use AI tools separately from their workflow systems. Assembly has the opportunity to bring those together into one frictionless experience.\r"}],"attrs":{}},{"uid":"ded24b70d6f44ca5a503219ce64c2555","type":"p","children":[{"text":"Bob: What opportunities do you see for Neos in the AI era?\r"}],"attrs":{}},{"uid":"6f88ccb42fef43119b84d1fbdde7670e","type":"p","children":[{"text":"Jonah: We’re still early. AI can accelerate workflows by automating summaries, updates, and task management. It can also help firms do more work—like creating demand letters and medical chronologies—directly within the workflow. Neos is positioned to deliver both workflow AI and deliverable AI together.\r"}],"attrs":{}},{"uid":"2f22ae4f494f4655b1e8872fcc8323aa","type":"p","children":[{"text":"Bob: How does Neos differentiate itself among new AI-focused competitors?\r"}],"attrs":{}},{"uid":"94d0978121d8449f9c3e032948b6817a","type":"p","children":[{"text":"Jonah: New AI vendors are doing important work, but the future is integration. Firms don’t want to move data between systems. They want AI embedded directly into case management, with full case context. That’s the opportunity for Neos—to combine workflow and AI into one seamless experience.\r"}],"attrs":{}},{"uid":"84b6eeb0fe8d44fa9ad4b9cfe69d1ace","type":"p","children":[{"text":"Bob: What challenges do you see with AI adoption?\r"}],"attrs":{}},{"uid":"1bfb5c44f79341c3ae2c00fc1078b864","type":"p","children":[{"text":"Jonah: Trust. Lawyers need to know AI outputs are accurate and compliant. Vendors must make it easy to validate AI-generated content. Plaintiff firms have an advantage because they’re not constrained by the billable hour, allowing them to adopt AI more freely. Off-the-shelf AI tools aren’t sufficient for legal use—purpose-built legal tech matters.\r"}],"attrs":{}},{"uid":"3272282671094489ab95111a565f0515","type":"p","children":[{"text":"Bob: What are your goals for Assembly?\r"}],"attrs":{}},{"uid":"90307651e7b94a21956202b0a5b725c0","type":"p","children":[{"text":"Jonah: Over the next year, our goal is to truly crack the combination of workflow and AI to drive better outcomes. We’re also focused on using AI internally to improve customer experience and team productivity.\r"}],"attrs":{}},{"uid":"e2cfa99251b94646bfd123c8ae2edb30","type":"p","children":[{"text":"Bob: Will Assembly stay focused on the plaintiff market?\r"}],"attrs":{}},{"uid":"4c652b5c4a9e4fa1aa2d69820aa98998","type":"p","children":[{"text":"Jonah: Likely yes, but we’re evaluating where we can deliver the most value. Strong vertical software companies focus deeply rather than broadly. We want to be clear about where Neos is the right fit and where it’s not.\r"}],"attrs":{}},{"uid":"979313737cee49168b59192e27bf1756","type":"p","children":[{"text":"Bob: Any closing thoughts?\r"}],"attrs":{}},{"uid":"b52a859c0d5c4c2891c8264fecbce248","type":"p","children":[{"text":"Jonah: Assembly has an incredible legacy and has successfully transitioned to the cloud. I’m excited to lead the company at this inflection point and work closely with customers and employees to drive the next phase of growth.\r"}],"attrs":{}},{"uid":"0e730968c5334d8f975939bc6b4acc86","type":"p","children":[{"text":"Bob: Congratulations and welcome back to legal tech.\r"}],"attrs":{}},{"uid":"4da1b2115e3e41e2871217f27ef4f6e4","type":"p","children":[{"text":"Jonah: Thank you, Bob. It’s been a pleasure.\r"}],"attrs":{}},{"uid":"c5b38d1cc5d649d3bda24a138df59f87","type":"p","children":[{"text":"Bob: Thanks for joining us on LawNext PR. Subscribe wherever you get your podcasts or watch on YouTube. Learn more about Assembly Neos and schedule your personalized consultation today."}],"attrs":{}},{"uid":"9f3d7c1305ea4b2b885b2052a47da4ad","type":"p","children":[{"text":"\r"}],"attrs":{}},{"uid":"1ed66b9849a84f8e887f88197701c9e2","type":"p","children":[{"text":"\r"}],"attrs":{}},{"uid":"a407311d1386465da543c8335f5660ec","type":"p","children":[{"text":"\r"}],"attrs":{}},{"uid":"1598f43b24144a4aa6b457b2a73a2ed0","type":"p","attrs":{},"children":[{"text":"Follow Jonah on Linkedin: "},{"uid":"71fb1548f04d4fa1bff29f9b39a24275","type":"a","attrs":{"url":"https://www.linkedin.com/in/jonahparansky/","target":"_blank"},"children":[{"text":"Jonah Paransky"}]},{"text":"\n","break":true}]},{"uid":"d2807a62795043b4a22143e82cad014a","type":"h2","attrs":{},"children":[{"break":true,"text":""}]},{"uid":"28d6d964e25742d0b55a439df0cb305f","type":"h2","attrs":{},"children":[{"break":true,"text":"\n"},{"text":"Learn more about Assembly Neos","attrs":{"style":{"color":"rgb(21, 38, 55)"}},"bold":true}]},{"uid":"9d6dcf374dbd441c82d033c4b2a944e8","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Discover how Neos empowers plaintiff lawyers: ","attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}}},{"type":"a","attrs":{"url":"https://www.assemblysoftware.com/personalinjury","target":"_blank"},"children":[{"text":"Schedule your personalized consultation today.","attrs":{"style":{"font-size":"12pt"}}}],"uid":"d9c99d5af7084e92b99c893658f9f411"},{"text":""}]}],"_version":24},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#737578"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 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Client Intake and Case Opening","attrs":{"style":{"color":"rgb(21, 38, 55)"}},"bold":true}]},{"uid":"603dec90b86046aebe399bf0e5ac98ff","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"The first step in any PI practice is collecting accurate information. Errors at this stage can lead to delays later on. Implementing a standardized intake checklist can help ensure that no detail is overlooked from the very beginning.","attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}}}]},{"uid":"e5d637f33686448ab8010df96e5db976","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}},"text":"Key Tasks","bold":true}]},{"uid":"afd5f06106cb4983a2a1f92755267b68","type":"ul","attrs":{"style":{}},"children":[{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Collect client information and signed fee agreements","attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}}}],"uid":"3543108a025d45929140029a337a014f"}],"uid":"7f48e8b7dbd945ce8933843674f74603"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Complete a personal injury intake form (include insurance info, witnesses, and police reports)","attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}}}],"uid":"971b243cdd0f4953ac2b92a541319a58"}],"uid":"92819697e9da4be6a429f5120afdbb1d"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Gather photos, medical releases (HIPAA forms), and incident details","attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}}}],"uid":"850b92c74d5b47ff989f5372b3a97db3"}],"uid":"a5ed4231573c44759a7cb1ec895149b7"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Open digital and physical case files","attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}}}],"uid":"ec066d4a2a034923bf0613df060d2104"}],"uid":"ef6a717f6c6341ca994cdbfb8f3b739c"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Enter key dates into your calendar (accident date, statute of limitations, etc.)","attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}}}],"uid":"dac0383d236f47fabbf23f0bfa8eadde"}],"uid":"9f85e01212da41deab617bc32ac15c98"}]},{"uid":"f56bb657b86942879e9e6ed3d1548811","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"b0d37696da7243cfa2a2d4ad59c3c67d","type":"h3","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"2. Tracking Medical Records and Treatment ","attrs":{"style":{"color":"rgb(21, 38, 55)"}},"bold":true}]},{"uid":"ba7f19423f9b4c3c96fd1ed7dbb7469a","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Medical records are crucial for any personal injury claim. 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Requesting Reviews","attrs":{"style":{"color":"rgb(21, 38, 55)"}},"bold":true}]},{"uid":"43893c66371c4d998d7b7195a29da438","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Your online reputation is crucial in law firm marketing. After successfully resolving a case, this type of functionality can quickly send clients a message requesting a review on Google or Yelp.","attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}}}]},{"uid":"30cc1e9f8eee4e0988ca6d614b6184a8","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"12pt","color":"rgb(21, 38, 55)"}},"text":""}]},{"uid":"4b1d6c8d9d1c4244bd8e4e0bcb684143","type":"h2","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Common Pitfalls to Avoid ","attrs":{"style":{"color":"rgb(21, 38, 55)"}},"bold":true}]},{"uid":"340faebf538d4cd69dcb3a431092e7c2","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Even with automation, things can go awry if not handled strategically. 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Target High-Intent Personal Injury Keywords","attrs":{"style":{"color":"rgb(21, 38, 55)"}},"bold":true}]},{"uid":"82e1259885394a0991ee597b803db65c","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Think of keywords as the link between a person's issue and your solution. Targeting the right intent keywords and phrases ensures that the right individuals discover you at the right moment. Your personal injury clients often use specific terms when seeking legal help. 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Lawyers focus on client work, not patches and platforms. But the reality has changed. Running outdated software is no longer an inconvenience. It is a direct risk to client confidentiality, operations, and reputation."}]},{"uid":"6359bae49a95440a9a386e4ed60eba9b","type":"p","attrs":{},"children":[{"text":"For clarity, when I say, “outdated software,” I mean systems that are out of vendor support, are two or more major versions behind, have critical patches outstanding for more than 30 days, or rely on unsupported plugins or drivers."}]},{"uid":"3e1ebe58495a472ab8c2bb5433f1b510","type":"p","attrs":{},"children":[{"text":"A concrete example makes this clear. On ","attrs":{"style":{}}},{"uid":"c07ca190c2104dcab428ec8c597498b8","type":"a","attrs":{"url":"https://support.microsoft.com/en-us/windows/windows-10-support-ends-on-october-14-2025-2ca8b313-1946-43d3-b55c-2b95b107f281","target":"_blank"},"children":[{"attrs":{"style":{}},"text":"October 14, 2025, support for Windows 10 ends"}]},{"attrs":{"style":{}},"text":". Any device that remains on an unsupported operating system will drift outside a defensible security posture. The same pattern applies to browsers, collaboration tools, document systems, and practice management software that are several versions behind. "},{"text":"Treat the Windows 10 end of support milestone as a forcing function, not a one off."}]},{"uid":"f04ab30fb8204d6890fa77b177705e60","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"d11311aa47444f00aa6cd2efdc60eefc","type":"h2","attrs":{},"children":[{"text":"Why delay raises risk and cost","attrs":{"style":{}},"bold":true}]},{"uid":"9f69781c18434f77821688a701972fb1","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Cybersecurity exposure. ","attrs":{"style":{}},"bold":true},{"text":"Unsupported systems miss critical patches and modern controls. Attackers look for that gap first because it is predictable. The 2017 WannaCry ransomware outbreak spread quickly by exploiting older Windows systems that lacked fixes many organizations had deferred. The lesson holds: unpatched is an open door. CISA’s analysis is a useful summary: ","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://www.cisa.gov/news-events/analysis-reports/ar17-132a"},"children":[{"text":"CISA report on WannaCry","attrs":{"style":{}}}],"uid":"023fb79f20a54acab0ec3bc767476e2d"},{"text":""}],"uid":"5e7f18ef74ee45479a4a4479dfbc9af2"},{"type":"li","attrs":{},"children":[{"text":"Ethics and compliance.","attrs":{"style":{}},"bold":true},{"text":" More than 40 states have adopted a duty of technological competence anchored in ABA Model Rule 1.1, Comment 8. Continuing to use unsupported or unpatched systems can be viewed as a failure to safeguard client information and may trigger reporting duties under state privacy laws or sector rules such as HIPAA or GLBA when applicable. Read the rule text: ","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/"},"children":[{"text":"ABA Model Rule 1.1, Comment 8","attrs":{"style":{}}}],"uid":"7f2c1fc9aff74d1fb10da7f9a9e075e9"},{"text":""}],"uid":"1121fedc43b9458288fff7ffa03fec53"},{"type":"li","attrs":{},"children":[{"text":"Operations and finance.","attrs":{"style":{}},"bold":true},{"text":" Legacy platforms increase downtime risk and support burden. Your IT staff spends more time on ad hoc fixes and one-off integrations and less time on improvements that matter. Incidents also take longer to contain on older stacks, which drives higher remediation and business interruption costs. For a structured way to weigh costs and benefits as Windows 10 support ends, see Forrester’s TEI overview: ","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://tei.forrester.com/go/microsoft/windows10eos/"},"children":[{"text":"Forrester TEI: Windows 10 End of Support","attrs":{"style":{}}}],"uid":"ba3e50379e84487eb32b7f0fbf373969"},{"text":""}],"uid":"854aeb4986d44ec7a1f5ccbcd020b8bd"},{"type":"li","attrs":{},"children":[{"text":"Innovation readiness. ","attrs":{"style":{}},"bold":true},{"text":"Outdated systems limit secure adoption of the tools that now shape legal work, from modern collaboration to analytics and AI assisted drafting. Firms that maintain current platforms can evaluate and control these capabilities. Firms that lag are forced to choose between unsafe adoption and standing still.","attrs":{"style":{}}}],"uid":"5621aefb2b2140cfa9bc185c9e965d35"},{"type":"li","attrs":{},"children":[{"text":"Reputation. ","attrs":{"style":{}},"bold":true},{"text":"Clients assume you will protect their data with current, well-supported systems. A preventable incident can damage trust in a way that is hard to repair.","attrs":{"style":{}}}],"uid":"a31a0e807a4446f289dc13d7067ff624"}]},{"uid":"db1bb1df5dd441b893b03c8a942887cb","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"6b672386c18f43d084073990a336799d","type":"h2","attrs":{},"children":[{"text":"Actions items to lower risk","attrs":{"style":{}},"bold":true}]},{"uid":"198f7004b86f487ca30c5dd079324695","type":"ol","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Inventory and classify. ","attrs":{"style":{}},"bold":true},{"text":"Build a complete list of operating systems and core applications. Mark what is end of support now, within 12 months, and within 24 months. Identify what touches client data or affects matter work. Microsoft’s page can help identify affected devices: ","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://support.microsoft.com/windows/windows-10-end-of-support"},"children":[{"text":"Windows 10 end of support","attrs":{"style":{}}}],"uid":"77c7bbd7665d4d95adf00a179f18e2d5"},{"text":""}],"uid":"5d66baa7349d4e758d6c27561c1531b5"},{"type":"li","attrs":{},"children":[{"text":"Reduce the highest risk first. ","attrs":{"style":{}},"bold":true},{"text":"Retire or upgrade systems that handle sensitive data and those that are out of support. Treat unsupported endpoints and internet facing servers as priority one.","attrs":{"style":{}}}],"uid":"1f72fb9941694799a902a454a21bd53e"},{"type":"li","attrs":{},"children":[{"text":"Strengthen the basics. ","attrs":{"style":{}},"bold":true},{"text":"Ensure multi factor authentication, endpoint detection and response, reliable backups with routine restore testing, and least privilege access are in place and monitored. These controls reduce incident likelihood and shorten recovery.","attrs":{"style":{}}}],"uid":"dc489ee94d434faead0dfe34812f7b04"},{"type":"li","attrs":{},"children":[{"text":"Plan the change, not just the technology. ","attrs":{"style":{}},"bold":true},{"text":"Lawyers need continuity. Phase upgrades by practice group or location. Schedule around peak filing periods. Communicate early and give people a single point of contact.","attrs":{"style":{}}}],"uid":"e9e7eec780bf40308fd9d1633e6b1594"},{"type":"li","attrs":{},"children":[{"text":"Educate and document. ","attrs":{"style":{}},"bold":true},{"text":"Brief partners and matter leads on why the changes are necessary, what will happen when, and how the firm is meeting its duty of technological competence. Document decisions and timelines. Cite your end of support sources and your policy updates to create a defensible record.","attrs":{"style":{}}}],"uid":"f4377a0107ba48ec87015800ed691fe2"}]},{"type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}],"uid":"2f2ad58a28a9407ca339a49f61d0942f"},{"uid":"768203ce303f4d128c0363a7e0973ffe","type":"h2","attrs":{},"children":[{"text":"What to measure and report","attrs":{"style":{}},"bold":true}]},{"uid":"ac8fa3fe823d42e1bc1173ddefca426d","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Percentage of devices and servers that are supported and fully patched","attrs":{"style":{}}}],"uid":"f9c769f167c64dd6962d7af5ee37dcc4"},{"type":"li","attrs":{},"children":[{"text":"Time to deploy critical patches across the fleet","attrs":{"style":{}}}],"uid":"7884484a25284d6cb767935b793b0f93"},{"type":"li","attrs":{},"children":[{"text":"Incident frequency and mean time to recovery","attrs":{"style":{}}}],"uid":"5e7de3ebb79e4c1fa4b57adf172587fc"},{"type":"li","attrs":{},"children":[{"text":"Backup success rate and restore success rate","attrs":{"style":{}}}],"uid":"f56b44f530494cdf8eebff09f1254ddc"},{"type":"li","attrs":{},"children":[{"text":"Unplanned downtime by practice group","attrs":{"style":{}}}],"uid":"36694e7cbda447bea7e9a90c9332bf2f"},{"type":"li","attrs":{},"children":[{"text":"Percentage of systems with strong authentication and endpoint protection","attrs":{"style":{}}}],"uid":"7926dab04dd348c1a87769878c1b5599"},{"type":"li","attrs":{},"children":[{"text":"Percentage of high-risk legacy systems retired each quarter","attrs":{"style":{}}}],"uid":"49a25bd4e0ae4d7d88aa395dcdef799e"}]},{"uid":"7d92ffabef8440d9a5b2e1f80dc2337d","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"25a8d4137e9348fa882e9dac5e6b5eda","type":"h2","attrs":{},"children":[{"text":"The ethics dimension","attrs":{"style":{}},"bold":true}]},{"uid":"50e4cab43c0e4e9582b8055e10b8e23e","type":"p","attrs":{},"children":[{"text":"Technological competence is part of modern practice. Lawyers do not need to be engineers, but they should understand the risk tradeoffs of running unsupported systems and the controls that reduce those risks. That includes patch cadence, access controls, encryption, and the firm’s incident response plan. The ABA’s commentary on competence is clear on this expectation: ","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/"},"children":[{"text":"ABA Model Rule 1.1, Comment 8","attrs":{"style":{}}}],"uid":"c2368965c2e04694955e3bb33e5b59ea"},{"text":""}]},{"uid":"84983cd042bb499ebfff8e887be3dee6","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"97ef0228cdba44349258e37387dd1811","type":"h2","attrs":{},"children":[{"text":"Closing thoughts","attrs":{"style":{}},"bold":true}]},{"uid":"c91e5355020049fea31cab159e94c9e7","type":"p","attrs":{},"children":[{"text":"In prior pieces, I have argued that the cloud can meet or exceed the security expectations of most firms, and that legal operations will continue to evolve toward more distributed and data driven work. The common thread is governance. Leaders who replace aging systems with supported, well managed platforms reduce breach likelihood, cut downtime, and create room for improvement that benefits clients.","attrs":{"style":{}}}]},{"uid":"20632c28fd8d4c6aa86b36d200b6ffc2","type":"p","attrs":{},"children":[{"text":"The firms that thrive in the next decade will be the ones that treat technology not as a reluctant expense, but as a strategic asset. Delaying upgrades is no longer a minor inconvenience, it is a substantive risk to security, compliance, and reputation. Firms that proactively modernize their technology will not only reduce exposure but also position themselves for operational efficiency and competitive advantage."}]},{"uid":"a51dddc7396c4bd9a4261dcf047d2e58","type":"p","attrs":{},"children":[{"text":"Don’t wait until October 14, 2025, start your transition today to protect your clients, your firm, and your future. If you’re interested in learning more about the cloud-transition process, "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/get-a-demo?utm_source=blog&utm_medium=organic&utm_campaign=outdated_software"},"children":[{"text":"schedule a personalized consultation"}],"uid":"b100eab6273a430e9fa9e31d9be48c45"},{"text":" with our team of experts today."}]},{"uid":"b36d47ce0cee435d8735adb2492f564b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"9e16c0122ed44c8c942961823f572792","type":"p","attrs":{},"children":[{"text":"Further reading:","attrs":{"style":{}}}]},{"uid":"1410c1aaa64f4a35b76a00c9f380f351","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":""},{"type":"a","attrs":{"url":"https://www.entrepreneur.com/growing-a-business/want-to-keep-your-law-firms-data-safe-use-the-cloud/430219"},"children":[{"text":"Jim Garrett, “For Security Conscious Law Firms, the Cloud Is a Better Option Than Ever” (Entrepreneur)"}],"uid":"ea4638915a24417f923f48e341d07f85"},{"text":""}],"uid":"070f5f8989b344a5ae4a7d2cb461d5eb"},{"type":"li","attrs":{},"children":[{"text":""},{"type":"a","attrs":{"url":"https://www.law.com/legaltechnews/2022/07/27/ensuring-your-law-firms-digital-transformation-transition-goes-smoothly/"},"children":[{"text":"Jim Garrett, “Ensuring Your Law Firm’s Digital Transformation Transition Goes Smoothly” (Law.com Legaltech News)"}],"uid":"7924aa226a2d4e65a4cdcc810c04c7e9"},{"text":""}],"uid":"c00fe2870e9f4299b08bf8b57d158319"},{"type":"li","attrs":{},"children":[{"text":""},{"type":"a","attrs":{"url":"https://www.fastcompany.com/90808229/the-law-firms-of-the-2050s-will-we-even-recognize-them"},"children":[{"text":"Jim Garrett, “The Law Firms of the 2050s: Will We Even Recognize Them?” (Fast 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Case Analysis & Gap Identification","attrs":{"style":{}},"bold":true}]},{"uid":"1e4b7df64229494fb012e0b4312ec477","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Analyze case data (e.g.: review court rulings, summaries of settlements) to improve legal strategy, identify missing pieces, and strengthen your firm’s position.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"fcefb1adf7274038b47fd44ae6245dd1","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"8402b1e8dd84422fa14bb929a675d2ea","type":"h2","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"How to Choose the Best Legal AI Chatbot ","attrs":{"style":{}},"bold":true}]},{"uid":"a68d14420b67478386551e315734b3ac","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"The best legal AI chatbots 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on?","attrs":{"style":{"font-size":"11pt"}}}],"uid":"502dcebaf0b94fa2838151978c39d656"}],"uid":"52470fa50e054b2d982ffb8bdf91a1ad"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Can the chatbot adapt to our firm's tone and specialty?","attrs":{"style":{"font-size":"11pt"}}}],"uid":"b0bfcbfc00a0446ca4e8e30c3eae6fc8"}],"uid":"0d7dec3fb7944198bf283f2b0f9804b4"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Does it integrate with our current software or other tools we use?","attrs":{"style":{"font-size":"11pt"}}}],"uid":"dadcd71178c945f9bcc219ed1deb57d1"}],"uid":"2a9d56718f094aa69f703927c9dac3a1"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"What happens when the bot can’t answer a question?","attrs":{"style":{"font-size":"11pt"}}}],"uid":"88bbe22ed941483289529e050d0d0968"}],"uid":"3ff2c19135454aa580fb204a342a158f"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"What are real clients saying in case studies or reviews?","attrs":{"style":{"font-size":"11pt"}}}],"uid":"7952f4a41932460abe38e6b56872cfa7"}],"uid":"ac99dfa355a342a49e7b64528706f86c"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"How can we validate a chatbot’s responses?","attrs":{"style":{"font-size":"11pt"}}}],"uid":"9d5af05efaf24d46b92d3b51e9dec165"}],"uid":"fb8e75d2f28b48c190c158caa180633c"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Do you train the chatbot on our 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Always confirm before onboarding. Even better if the chatbot is integrated into your case management platform for an added layer of security."}]},{"uid":"395e41cc4efd4d5b84da1c7910312390","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"c7b5d79e515f460b85d6b8ad8d890920","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Q: Are embedded chatbots more secure than third-party tools?","attrs":{"style":{"font-size":"11pt"}},"bold":true},{"text":"\n"}]},{"uid":"bb3ccfd30e5c4b5bbc466e5f9862c977","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"A: It depends on the platform. For example, NeosAI utilizes AI services from Microsoft Azure and ensures a Zero Data Retention Policy for data passed through its API for eligible endpoints upon request. Upon generating and sending back a response, the input data is immediately deleted."}]},{"uid":"e57a600921604ffc81628d913419a14d","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"d665252cb7ac43dd97a6fe5a2f05aea8","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Q: Can AI chatbots give legal advice?","attrs":{"style":{"font-size":"11pt"}},"bold":true},{"text":"\n"}]},{"uid":"419a3917d3a24969bc81807e94fea76a","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"A: No. They can provide legal information or assistance, but only licensed attorneys can give legal advice."}]},{"uid":"66ffc8de8fc4450fae1da827b9ab5966","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"","attrs":{"style":{"font-size":"11pt"}},"bold":true}]},{"uid":"639fedc967fe47f6b231ef67261d19dd","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"bold":true,"text":"Q: How much do they cost?"},{"text":"\n"}]},{"uid":"a5e29cdd325e4e929705e586caa0517a","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"A: Third-party platforms pricing can differ based on the functionality included. 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","topics":[{"display_name":"Legal AI","title":"Legal AI","id":"4519c428-aec9-57b0-be01-a7ba7643368c"}]},{"publication_date":"August 18, 2025","id":"596aee11-a65f-5f8d-967b-77ccf40386e5","uid":"blt0f38a650e86b0fab","title":"AI Needs a Legal Brain, Not Just a Tech Brain: Why AI Will Not Replace Lawyers","page_url":"why-ai-will-not-replace-lawyers","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"a97dd2beb72647fdb34cabf84e41b17c","type":"doc","attrs":{},"children":[{"uid":"862186cb2fa3420887871fe48d190f67","type":"h2","attrs":{},"children":[{"text":"Key Takeaways"}]},{"uid":"e16c8514df954bcaa6d76f03f9894793","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Legal AI tools should augment—not replace—lawyers’ expertise."}],"uid":"60b44b323de84f2fba7d7fa7247b6311"},{"type":"li","attrs":{},"children":[{"text":"Verification features (citations, source transparency) are essential for trust."}],"uid":"18e5929a53fb412ebbd8f0f38c24e402"},{"type":"li","attrs":{},"children":[{"text":"Legal professionals must take responsibility for the final output."}],"uid":"56b8265ab63141d7b134becca4fa710a"},{"type":"li","attrs":{},"children":[{"text":"Strategic adoption involves training, auditing, and clear human oversight."}],"uid":"075b82e772ee412ea203a3f28a8dedf6"}]},{"uid":"1ef38b4878d14679905be159d2465db3","type":"p","attrs":{},"children":[{"text":"Artificial intelligence is transforming industries at an unprecedented pace, and the legal profession is no exception. Yet, as our legal experts cautioned during our recent webinar, "},{"uid":"8438f45bf3db4b8d9058eae27cb9a09e","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/ai-strategies-for-law-firms","target":"_blank"},"children":[{"text":"Adopt or Lose to the Competition"}]},{"text":", AI legal technology without human oversight can be misleading and ultimately unhelpful."}]},{"uid":"6963956c829c473f93c53b13cabebc21","type":"p","attrs":{},"children":[{"text":"“I never let anything go out unless I have personally verified every fact and the information therein. So luckily, we're not one of those firms where I could say there was a misstep where it resulted sanctions and loss of their representation” says "},{"type":"a","attrs":{"url":"https://www.lomurrolaw.com/attorney/lomurro-jonathan-h/"},"children":[{"text":"Jon Lomurro, partner at Lomurro Law"}],"uid":"94b27e60a9dd4c609ec4947f3de49a48"},{"text":"."}]},{"uid":"456d6ea54d8b4e0dba5602276ab89472","type":"p","attrs":{},"children":[{"text":"In other words: AI may be able to crunch numbers and parse documents faster than any associate, but the final say still requires human critical thinking."}]},{"uid":"f8b47089997d43dcb8eb99c41ac34822","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"2d887c50bc0a418f9ae98fb00f5b6862","type":"h2","attrs":{},"children":[{"text":"Why Legal Context for AI is Non-Negotiable"}]},{"uid":"8a2d161c4dc441e7b201f34918936165","type":"p","attrs":{},"children":[{"text":"One of the biggest missteps of adopting AI tools in a law firm is assuming they can replace core legal reasoning. Accuracy in the legal field isn’t exclusively about getting the facts right; it’s also about interpreting those facts in a legal setting."}]},{"uid":"07d209f68c844f6aab9fdc4621bc707d","type":"p","attrs":{},"children":[{"text":"Sometimes AI can sometimes present "},{"text":"technically accurate but legally irrelevant","italic":true},{"text":" results. Without legal knowledge, output taken at face value can result in a serious mistake."}]},{"uid":"51a084347dd14e4ea5ccb7c5e939bd7a","type":"p","attrs":{},"children":[{"text":"This is why legal AI must be more than just an algorithm trained on text. It must be a tool that "},{"uid":"06f680419a304b5fb22a9c0c84b2c32e","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/legal-ai-tools-guide","target":"_blank"},"children":[{"text":"supports and enables legal professionals"}]},{"text":" to operate as "},{"text":"better versions of themselves","bold":true},{"text":"."}]},{"uid":"7cbd6ca40996411da685cd90684e07ce","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a3e353a59f124693b1bee0a940ab09df","type":"h2","attrs":{},"children":[{"text":"Why AI Won’t Replace Lawyers"}]},{"uid":"05a323f4d65d41c99073c0258450940e","type":"p","attrs":{},"children":[{"text":"The experts wholeheartedly agree on the premise that AI is not here to replace lawyers. Instead, it’s here to "},{"text":"amplify their expertise","bold":true},{"text":". Why do they believe this?"}]},{"uid":"3ffd3350e5624ba5a430e6df80a7a1c5","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Human interpretation matters.","bold":true},{"text":" Legal decisions often hinge on precedent interpretation and courtroom dynamics, both of which rely on human critical thinking and intuition. There is a reason AI is called “artificial” intelligence and not “real” intelligence!"}],"uid":"20f439ef7148431da1ef0f2c7600e6d2"},{"type":"li","attrs":{},"children":[{"text":"Client trust depends on people.","bold":true},{"text":" Clients hire lawyers for their judgment, not just their access to information."}],"uid":"2f88eb41ab164407a938ab5a0bb7532a"},{"type":"li","attrs":{},"children":[{"text":"AI is only as smart as the person using it.","bold":true},{"text":" We’ve all seen "},{"type":"a","attrs":{"url":"https://www.damiencharlotin.com/hallucinations/"},"children":[{"text":"examples of AI output that "},{"text":"seem","italic":true},{"text":" accurate"}],"uid":"2d11098a2db94d11baff13227e84d919"},{"text":" but upon closer inspection, turns out to be verisimilitude. Relying exclusively on AI to replace legal knowledge and expertise is mistake."}],"uid":"2e1059c6ceda4368a48dadf486de1d5f"}]},{"uid":"26bd500b73034998a164592bc6cef89c","type":"p","attrs":{},"children":[{"text":"AI can "},{"text":"assist","italic":true},{"text":" (not replace) legal professionals with document review, case summaries, research, and even strategic decisions but the attorney is still the one on the hook for the result."}]},{"uid":"b2e6820e13574e3eacc91168a3fe9922","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"74023c86c4f248b58c1bbc32d4fc52c8","type":"h2","attrs":{},"children":[{"text":"Features to Look for in a Legal AI Tool That Support Human Oversight"}]},{"uid":"f941004448754aa087e36645d3a59d74","type":"p","attrs":{},"children":[{"text":"The panelists stressed that "},{"text":"legal AI","bold":true},{"text":" "},{"text":"verification features (i.e., “referential integrity”)","bold":true},{"text":" are critical for safe use of AI. When evaluating tools, following legal AI best practices means they should include:"}]},{"uid":"608c2b4d5caa4e839585a0e7e3eaf37f","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Source transparency","bold":true},{"text":" – The ability to see "},{"text":"exactly","italic":true},{"text":" where AI pulled its information from."}],"uid":"43cfd01f82d0478592fa2efae8778820"},{"type":"li","attrs":{},"children":[{"text":"In-document citations","bold":true},{"text":" – Links or references to the specific lines or clauses that support AI’s conclusions."}],"uid":"b444efb869654a39878040186055c541"},{"type":"li","attrs":{},"children":[{"text":"Domain-specific training","bold":true},{"text":" – AI built with legal datasets and tested by practicing attorneys (i.e., "},{"text":"not ","italic":true},{"text":"Chat GPT)"}],"uid":"8eace709a9e345248ea8ebf5e137fa17"},{"type":"li","attrs":{},"children":[{"text":"Custom document scopes","bold":true},{"text":" – The ability to restrict AI to only your firm’s case files, ensuring relevance and confidentiality."}],"uid":"2b2f8c6b65914206a8f6b60630b18a7f"},{"type":"li","attrs":{},"children":[{"text":"Human-in-the-loop workflows","bold":true},{"text":" – Processes where attorneys review and approve AI output before it’s acted upon."}],"uid":"0b95a52ad63f4580bd687f9ffeb97b3b"}]},{"uid":"7a0fc2e5759c4bc881ac8d5ed8edcf6f","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b7f7393cf56a4175aabe84cd9aa5142b","type":"h2","attrs":{},"children":[{"text":"The Risks of “Tech-Only” AI in Law"}]},{"uid":"5915dcb97c564775b4f69a308be462b7","type":"p","attrs":{},"children":[{"text":"Without legal oversight, AI can:"}]},{"uid":"123cdbc12182454d9632de09b45049bb","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Misinterpret case law or statutes."}],"uid":"02d66b5425b04cae9806f6e39ffae1a0"},{"type":"li","attrs":{},"children":[{"text":"Overlook jurisdiction-specific nuances."}],"uid":"4a47b16adcc9473b83b53cf066187e73"},{"type":"li","attrs":{},"children":[{"text":"Produce plausible but fabricated citations (“hallucinations”)."}],"uid":"d9dbcfcb23d44a6cb0ee540e6e517da5"}]},{"uid":"c7d747fd6d2649338fd6667e50a65e58","type":"p","attrs":{},"children":[{"text":"Poorly"},{"text":" ","bold":true},{"text":"vetted AI outputs can expose firms to malpractice claims, resulting in a cost far greater than the money saved by using AI without oversight."}]},{"uid":"25207914aac648e1b56901c113c0fe4f","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"45da569375584ab291146fbb2ad2c9af","type":"h2","attrs":{},"children":[{"text":"Bringing Legal AI into Practice (Pun Intended!)"}]},{"uid":"2f5eb227c8a64013a25f1ad323bda768","type":"p","attrs":{},"children":[{"text":"Adopting AI successfully requires a "},{"text":"strategic, phased approach","bold":true},{"text":":"}]},{"uid":"fcbdb77fac9a47f5a5594f98fb30c7bb","type":"ol","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Start small","bold":true},{"text":" – Test AI on a single workflow, like summarizing depositions or "},{"uid":"41fa642df1e44250a3ed7cc02898a7ff","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/neos-product-tours/neos-doc-generation-demo","target":"_blank"},"children":[{"text":"generating a document"}]},{"text":"."}],"uid":"982bd5050ac545bbaee1c1bb6b19f58b"},{"type":"li","attrs":{},"children":[{"text":"Train your team","bold":true},{"text":" – Ensure staff know how to "},{"text":"verify legal AI","italic":true},{"text":" outputs."}],"uid":"64d59b41bd324939b5312a62a4edea44"},{"type":"li","attrs":{},"children":[{"text":"Audit regularly","bold":true},{"text":" – Periodically review accuracy rates and adjust prompts or settings."}],"uid":"1ba7159051694a089114fc7172016e78"},{"type":"li","attrs":{},"children":[{"text":"Maintain human review","bold":true},{"text":" – Never let AI make the final decision without attorney sign-off."}],"uid":"ab1cd651779f4a148003b277ad0e11fe"}]},{"uid":"3adf200c60bf4ae987e839e99ce005ae","type":"p","attrs":{},"children":[{"text":""},{"type":"a","attrs":{"url":"https://plattner-verderame.com/our-team/nick-verderame/"},"children":[{"text":"As Nick Verderame of Plattner Verderame"}],"uid":"d7252ac6686f496fa729be5f2ffa5906"},{"text":" noted, “It's another brain. And now paralegals can do more advanced paralegal work or other things. . .It enables everybody to take a step up in their career and do more complicated things.”"}]},{"uid":"26fb3bdeeb5843739393bf856ca3265b","type":"p","attrs":{},"children":[{"text":"Want to learn how you can supercharge your productivity and upskill with NeosAI? "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/neosai-interest-form"},"children":[{"text":"Schedule a personalized consultation"}],"uid":"8c4438cb64494b7eb314664822a3b62a"},{"text":" today."}]},{"uid":"663fd23d71b3406ba7e41a02a610ca52","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"4a2a91f13bd14d9288e7b2069864afa6","type":"h2","attrs":{},"children":[{"text":"FAQ"}]},{"uid":"fb8c83b13f834c23b5f560292ff07196","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"709cef9da95b4052a287945ccfd90c91","type":"p","children":[{"text":"Q: Can AI replace experienced lawyers, paralegals or junior associates?\r","italic":true}],"attrs":{}},{"uid":"65fd5380fa6a41218f4c5f399bc77bc8","type":"p","children":[{"text":"A: AI can automate many of their routine tasks, but the output still requires legal review. 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Audit your pain points","attrs":{"style":{}},"bold":true}]},{"uid":"26a77229fa1245d0b74ecac8ba29252c","type":"ul","attrs":{"style":{}},"children":[{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Where are your bottlenecks?","attrs":{"style":{"font-size":"11pt"}}}],"uid":"27e9f45fa0954fd5becf7759ab92814c"}],"uid":"784a2b4f6ba84cfe8136daa94c8999cb"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"What’s costing you time or money?","attrs":{"style":{"font-size":"11pt"}}}],"uid":"f8a4f42a0b664554bbbb0405a82495fd"}],"uid":"5f704b671c0740109fda6b5442c503e2"}]},{"uid":"dc04890097fb419082a90d8cc3307616","type":"h3","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"2. 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Demo 2-3 legal AI tools","attrs":{"style":{}},"bold":true}]},{"uid":"165a2521a5e04bb7bdcbac7597e56e76","type":"ul","attrs":{"style":{}},"children":[{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Focus on platforms designed for mid-size firms","attrs":{"style":{"font-size":"11pt"}}}],"uid":"2c53ac5c91774c1ab0ffe4c975809fab"}],"uid":"2d2ead99ba8f49329536a2c15e6eda85"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Ask about onboarding, support, and customization","attrs":{"style":{"font-size":"11pt"}}}],"uid":"61c989a5d9894452bcce266d901d4552"}],"uid":"1d59b1ac480f4149a1472df84a34358d"}]},{"uid":"0ca54f81694543c2ade75bcf991d9212","type":"h3","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"4. Compare pricing & ROI","attrs":{"style":{}},"bold":true}]},{"uid":"9952e9f8adf84fc6897f73ebfd41f75f","type":"ul","attrs":{"style":{}},"children":[{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Calculate how much time each tool could save","attrs":{"style":{"font-size":"11pt"}}}],"uid":"cba6de15acdb423199438b7254e96871"}],"uid":"99e31f6d71a442299b1cee1a49075390"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Think in terms of billable hours, not just subscriptions","attrs":{"style":{"font-size":"11pt"}}}],"uid":"ab0f45c41e0f4dd08c32352c17bbca58"}],"uid":"f544264e6c914492b84a8a36f0f654c7"}]},{"uid":"f054dc46904b469e856b1da317455b47","type":"h3","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"5. Pilot before you commit","attrs":{"style":{}},"bold":true}]},{"uid":"eb0ae093d6bf40cd9fb998ee6138a89f","type":"ul","attrs":{"style":{}},"children":[{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Try it on a few cases before rolling firmwide","attrs":{"style":{"font-size":"11pt"}}}],"uid":"88d74d78031f4257a8cd19f43ec3aa69"}],"uid":"22654d3f4d3c4ecea4aaf580b7c7cb87"}]},{"uid":"40d51a8670a548b8bd4fc11b1a8ea999","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"ed8befe20e7449cda82d0a33673b1756","type":"h2","attrs":{"style":{"direction":"ltr"}},"children":[{"attrs":{"style":{}},"bold":true,"text":"Real-World Wins: How Firms Are Using Legal AI"}]},{"uid":"1ad4b9fa7be446c495fd8272e9724c71","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"A recent ","attrs":{"style":{"font-size":"11pt"}}},{"type":"a","attrs":{"url":"https://www.microsoft.com/en/customers/story/23921-assembly-software-azure-ai-foundry"},"children":[{"text":"Microsoft‑backed case study","attrs":{"style":{"font-size":"11pt"}}}],"uid":"5269b12377af4e6f93be9e710d4d16c9"},{"text":" confirmed that law firms using AI to automate legal workflow are able to:","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"8e85208e61f4414ebd6f1c29f2134ed0","type":"ul","attrs":{"style":{}},"children":[{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Save up to 25 hours per case on manual data entry, document generation, and review","attrs":{"style":{"font-size":"11pt"}}}],"uid":"987b3a52b567468e818cfb210930ca03"}],"uid":"a6c846bbb5d94b19b44a5c06f7b6baad"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Reduce document drafting time from 40 hours to just minutes","attrs":{"style":{"font-size":"11pt"}}}],"uid":"870f3e7ab1684edea8a288ccbec9546a"}],"uid":"c6cd6dade1854f36965311753b02fece"}]},{"uid":"cfd7b44f016f4925b10d448e29ed2da8","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"384ac8ab47524dd7951948de18f6cc57","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"These aren’t just small wins, they're transformative shifts in how legal work gets done. "}]},{"uid":"8a5505ee195e4868938d48e22a22d8b8","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"151e23d231f24c728ea3b41fe91a5f68","type":"h2","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Takeaways: Outsmart, Not Outspend","attrs":{"style":{}},"bold":true}]},{"uid":"d5f2215148d3460893ff4186ac446e37","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/how-small-law-firms-compete-with-the-amlaw-50"},"children":[{"text":"You don’t need a massive budget to compete like a big firm","attrs":{"style":{"font-size":"11pt"}}}],"uid":"f796e9bdcf8549d299a7d9067bbf9663"},{"text":". With the right legal tech AI, law firms can take on more cases without increasing headcount and ultimately have more time for high-value client work.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"cfac6f65cc4a4bee9190363ad9b72fcf","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"8692fba3546a4fce85bfeace313b206d","type":"h3","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Here’s what to remember:","attrs":{"style":{}},"bold":true}]},{"uid":"be00ca925dd1408bb598576ed879932e","type":"ul","attrs":{"style":{}},"children":[{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Efficiency beats headcount: AI helps you do more with the team you already have.","attrs":{"style":{"font-size":"11pt"}}}],"uid":"02dbbbb5c73a4ec59b239d77cfb235dc"}],"uid":"8f68e862dd6848b595edb583386d9784"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Legal AI software is built for firms like yours: not just small and BigLaw.","attrs":{"style":{"font-size":"11pt"}}}],"uid":"13df4529f6d5472aa44a648a84817c1b"}],"uid":"67b02089d1144d23b8dc46269e4276c2"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Smarter tools = better outcomes: for your team and your clients.","attrs":{"style":{"font-size":"11pt"}}}],"uid":"4fc8b647e1f7409eb63a480ea14006a7"}],"uid":"240f806ccf1743cda1ca5c7a24eff937"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Outsmarting wins over outspending: every time.","attrs":{"style":{"font-size":"11pt"}}}],"uid":"e213c5f468cf45a9a6792568a37a8516"}],"uid":"a40a16116e4c462cbeff6af7f437d3bd"}]},{"uid":"eea4bb4a3ee147d4984caa7cb21d40a2","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"c344b2a0eb7d46878e0345df207177b2","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"The firms that win aren’t spending more—they’re just using better tools."}]},{"uid":"cea3206a021c4893aa2803d57de11838","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"c1e0a99ed5c54c9b98c1cb1d53a2b7e6","type":"h2","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"FAQs","attrs":{"style":{}},"bold":true}]},{"uid":"455a1ded8b7949f1855904fdbb6f901f","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Q: Will legal AI tools replace lawyers?","attrs":{"style":{"font-size":"11pt"}},"bold":true},{"text":"\n"}]},{"uid":"76bfcb3d6a134fd893317b488cc4757e","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"A: No. They handle routine tasks, freeing up lawyers for strategic, client-facing work. Furthermore, any AI legal technology still requires human oversight to confirm accuracy of the AI output."}]},{"uid":"ea480d92320e4cdea89d2320c8434b11","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"9b69bfb1b7b2465b9a52933ab8682b37","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Q: How secure is legal AI software?","attrs":{"style":{"font-size":"11pt"}},"bold":true},{"text":"\n"}]},{"uid":"8211a72231d1488499358a3ec7539b63","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"A: Most top-tier platforms follow strict compliance standards like SOC 2 and offer encryption and secure access. Be sure to ask a potential vendor about their AI security policies to confirm. "}]},{"uid":"9593bc53025a465ba3a52f572ab70070","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"0bb7f136b7af47beb61a4c41a232a5e6","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Q: Do I need to personally train my whole firm to use it?","attrs":{"style":{"font-size":"11pt"}},"bold":true},{"text":"\n"}]},{"uid":"f7980f1cf80b4ebda5bfd7237505b667","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"A: Not necessarily. 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"},{"type":"a","attrs":{"url":"https://assemblysoftware.com/get-a-demo?utm_source=blog&utm_medium=organic&utm_campaign=ai_seo"},"children":[{"text":"Schedule a consultation","attrs":{"style":{"font-size":"11pt"}}}],"uid":"653091df9676480a884acea7d8a377f1"},{"text":" to see how NeosAI is saving law firms up to 25 hours per case. ","attrs":{"style":{"font-size":"11pt"}}}]}],"_version":5},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#1A1A1A"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":""}},"headline":"Outsmart, Not Outspend: How Mid-Size Law Firms Win with Legal Tech AI","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Boost your firm’s efficiency with legal tech AI. 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Get a consultation today.","topics":[{"display_name":"Legal AI","title":"Legal AI","id":"4519c428-aec9-57b0-be01-a7ba7643368c"},{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"August 12, 2025","id":"6a842704-3909-57a0-a498-999f30088a0d","uid":"blt58562af1f0b5ae3e","title":"Choosing the Best Legal AI Tools: A Law Firm’s Complete Buyer’s Guide","page_url":"legal-ai-tools-guide","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"aeb60bf79efd425aba55ce9f054f7fe5","children":[{"uid":"d9a4589d3fa84fe3a753179bf9c23587","type":"h2","attrs":{},"children":[{"text":"Key takeaways from this article"}]},{"uid":"d90356a6ed924f229753cc945010f497","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Prioritize Practical ROI – Choose AI tools for legal professionals that directly reduce manual work, save time, and address real challenges in your firm’s workflow, rather than chasing flashy features you don’t need."}],"uid":"e3f515415a364832810b6dbff45e221a"},{"type":"li","attrs":{},"children":[{"text":"Demand Usability and Security – Select solutions that are intuitive for your team to adopt and meet stringent legal data security standards, including encryption, zero data retention, and compliance certifications."}],"uid":"bad430cbd86a4fc98536bbd8a4fe9f87"},{"type":"li","attrs":{},"children":[{"text":"Insist on Flexibility and Transparency – Your AI should adapt to your existing workflows, integrate with your current systems, and allow you to verify and edit outputs to ensure accuracy."}],"uid":"ee9d51b5e725451088ecc16d2a9e1fd3"},{"type":"li","attrs":{},"children":[{"text":"Seek Strong Vendor Partnership – Work with providers who offer responsive support, welcome feedback, and maintain a legal-specific development roadmap to keep pace with evolving needs."}],"uid":"062adfb89e8a40e2ada3a2666d5d86e5"}]},{"uid":"4f3fa660d4234cfe9a0fbe94929afaa9","type":"p","attrs":{},"children":[{"text":"Artificial intelligence is rapidly transforming the legal landscape, but with so many tools available (all touting life-changing capabilities, naturally), it’s easy to feel overwhelmed. "},{"text":" ","attrs":{"style":{}}},{"text":"From document summarization to chat-based assistants and data extraction, the promises of AI are myriad. But how do you know which tools are right for your firm?"}]},{"uid":"8d14092fb95648ec8cef7cc067b62b36","type":"p","attrs":{},"children":[{"text":"Whether you're tech-savvy or just beginning to explore what AI can do, here are six essential criteria every legal professional should look for in an AI tool."}]},{"uid":"6abd462a0ef147338ee7d952e38c975a","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"07021e190f8a4bac8bc597575ee74a14","type":"h2","attrs":{},"children":[{"text":"Real-World Application and ROI of Legal AI Tools for Lawyers"}]},{"uid":"9b30c0467cab4c85a98c0ead2f04e7db","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"c8ec9f8e9fdf4e10b67afc9358dfdd36","type":"p","attrs":{},"children":[{"text":"Repeat after us: An AI tool is only valuable if it makes your job easier.","bold":true}]},{"uid":"c23bac1ea06048e38e91d14f15023a3a","type":"p","attrs":{},"children":[{"text":"Just because it’s new and shiny and promises the world doesn’t mean you’ll benefit from using it. Furthermore, adopting it comes with an opportunity cost. Your time might be better spent evaluating other tools or, (ahem), focusing on your actual work."}]},{"uid":"6745f80d8fc846b9ac665a39685bd22b","type":"p","attrs":{},"children":[{"text":"This just means taking the time to evaluate AI tools thoroughly before making a decision."}]},{"uid":"34b18677d42f4a829b4c8c0103ac0f61","type":"p","attrs":{},"children":[{"text":"For starters, look for features that reduce manual work. For example:"}]},{"uid":"1bae8d9ae7064fd3b6e95e4acbd53497","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Automatic document generation"}],"uid":"5350c8cc1aef4a98b015629572f0e244"},{"type":"li","attrs":{},"children":[{"text":"Immediate transcription of depositions or hearings"}],"uid":"043403c3071a469a9c82898831497af4"},{"type":"li","attrs":{},"children":[{"text":"Instant "},{"uid":"5303ce34b4b34c968d853ca05c264bc5","type":"a","attrs":{"url":"https://neoshub.assemblysoftware.com/video/neosai-executive-case-summary/","target":"_blank"},"children":[{"text":"case file summaries"}]},{"text":""}],"uid":"2f1bc7f65bb0483c80ccc60191cd9e56"},{"type":"li","attrs":{},"children":[{"text":""},{"uid":"69ea7b30fa3a43179450031f0a9211f4","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/5-ways-law-firms-can-use-legal-ai-chatbots","target":"_blank"},"children":[{"text":"Quick extraction"}]},{"text":" of names, dates, and key facts"}],"uid":"570247cad2c046349b47a756bd55f421"}]},{"uid":"a3dedb31c3c54e08a662e2422fcad7db","type":"p","attrs":{},"children":[{"text":"These aren’t just flashy features; they save real time and increase your firm’s capacity for taking on new cases without adding headcount."}]},{"uid":"808fa33aa9b54456808c0547bf74f3ac","type":"p","attrs":{},"children":[{"text":"The best legal AI tools help you and your staff get more done without adding stress to your day by enabling you to:"}]},{"uid":"7a8b3ab51ce34005ad17cd9f97520402","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":""},{"uid":"796443ee4c0c4d559623aee8496a83cb","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/ai-for-legal-documents-case-preparation","target":"_blank"},"children":[{"text":"Draft documents faster"}]},{"text":""}],"uid":"f8b7f9bcd37c4a2a8d39d706d4fc3553"},{"type":"li","attrs":{},"children":[{"text":"Review case files more efficiently"}],"uid":"9a99d2e4be604b05bad186bd7f68584c"},{"type":"li","attrs":{},"children":[{"text":"Eliminate repetitive data entry"}],"uid":"8b7b19327312462a9bcd862f07d7294a"},{"type":"li","attrs":{},"children":[{"text":"Capture insights without manually digging through paperwork"}],"uid":"6ac46d6129314c6987653c2c9b565375"}]},{"uid":"e33e99fb973547968f23f00e2c56fb27","type":"p","attrs":{},"children":[{"text":"Ask yourself:"}]},{"uid":"c9a5cd83f8b14c6a9ea9a68a42880ac3","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"How many hours will this save my team each week?"}],"uid":"34dc1d340a19407f979db8fb2618747a"},{"type":"li","attrs":{},"children":[{"text":"What bottlenecks can this AI tool remove?"}],"uid":"10de2875621b4f6d8bcf0002d997688c"}]},{"uid":"229727b8dfd241c1b72122de0a01512d","type":"p","attrs":{},"children":[{"text":"Example: A personal injury firm using AI to instantly summarize medical records may free up 5–10 hours per case, enabling them to take on more clients without hiring additional staff."}]},{"uid":"d34db1afb4484dbea8110e3ce1c4629a","type":"p","attrs":{},"children":[{"text":"Key Takeaway:","bold":true},{"text":" There is no point in adopting an AI tool that solves a problem you don’t have. Choose AI tools that directly save time, reduce manual work, and solve actual workflow challenges, not just ones with flashy features."}]},{"uid":"a86b8548842a4423a5713ffe5e445b74","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"c91982d21ab04f34b5a4dfeef41067d7","type":"h2","attrs":{},"children":[{"text":"Ease of Use"}]},{"uid":"2604cec365914742ba3241bc1b4f89c8","type":"p","attrs":{},"children":[{"text":"You already have a law degree; you shouldn’t need a computer science degree to use AI."}]},{"uid":"17c0d2c3ac304da2b46f78aa49e950d9","type":"p","attrs":{},"children":[{"text":"A good legal AI tool should feel "},{"uid":"8185d6cffb0b40e089f27503310037d4","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/neos-product-tours/advanced-search-product-demo","target":"_blank"},"children":[{"text":"intuitive"}]},{"text":", not intimidating. If using the tool creates more confusion than clarity, it won’t get adopted by your team, full stop."}]},{"uid":"96c07d3a59594128a94ab2a0e5010539","type":"p","attrs":{},"children":[{"text":"Look for:"}]},{"uid":"f6323dad5dee435b9ffa17cc456bff81","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Plain-English commands (natural language prompts)"}],"uid":"99930b4689cb42cd833dbb403ca1b1c9"},{"type":"li","attrs":{},"children":[{"text":"Clean, intuitive interface"}],"uid":"bb4442855f3e4e2a9c9d6d7a42516aa6"},{"type":"li","attrs":{},"children":[{"text":"Simple onboarding process"}],"uid":"9b764790599947d887444aaa65e613f6"}]},{"uid":"9b5d30537a6a463f891b5c39791d5ea2","type":"p","attrs":{},"children":[{"text":"Pro Tip: Avoid generative AI legal tools with a high learning curve, as they’re likely to discourage staff who are already hesitant about adopting new technologies."}]},{"uid":"ab45c7c902364493be2e77daaebc3046","type":"p","attrs":{},"children":[{"text":"The sooner your team sees success with the AI tool, the more likely they are to adopt it and benefit from it."}]},{"uid":"548ff22ccdd54cba91cdcff39c703608","type":"p","attrs":{},"children":[{"text":"Example: AI embedded in your case management system (like "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/neos-ai"},"children":[{"text":"NeosAI"}],"uid":"a161d498d73842e3ab608eed9504ddce"},{"text":") can generate a client intake summary from notes in just a few clicks."}]},{"uid":"4f505e4e787e4d22a18c2ea6f7abb7cb","type":"p","attrs":{},"children":[{"text":"Key Takeaway:","bold":true},{"text":" The best legal AI tools for lawyers are intuitive, require minimal training, and allow attorneys and staff to get results with natural language commands and simple clicks."}]},{"uid":"2d1fa5a7053047f380b4afde6daea3e4","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"71dd17e49a474a2e9d78c456a9dcff75","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5b1c0a64c92742ecaf41d2b93e64f582","type":"h2","attrs":{},"children":[{"text":"Data Security and Confidentiality"}]},{"uid":"8ac97966d4b14dc69d364e935ceddaca","type":"p","attrs":{},"children":[{"text":"Your clients’ information is sacred. Your AI tool must treat it that way. You wouldn’t use a case management platform that didn’t promise top-level data security; why should an AI application be any different?"}]},{"uid":"e7dc7614728a4054ba48660c8bac09fe","type":"p","attrs":{},"children":[{"text":"Legal professionals deal with highly sensitive and confidential data, and AI tools must adhere to strict privacy standards. At a minimum, ensure your AI provider offers "},{"uid":"d8b2be427619462b881820ba962c9def","type":"a","attrs":{"url":"https://assemblysoftware.com/security","target":"_blank"},"children":[{"text":"secure cloud hosting"}]},{"text":" (e.g., Microsoft Azure), encryption of data in transit and at rest, and a "},{"text":"zero data retention policy","italic":true},{"text":"—meaning any data passed through the AI is not stored or reused."}]},{"uid":"9c0a68ab880f43f6ad0c11814a6d9232","type":"p","attrs":{},"children":[{"text":"Your AI tool must:"}]},{"uid":"c91d622005f541c6a3f26b34639facdb","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Use secure cloud hosting (e.g., Microsoft Azure)"}],"uid":"4452f2653a7e47089896266c1a5f73a2"},{"type":"li","attrs":{},"children":[{"text":"Encrypt data in transit and at rest"}],"uid":"dde21024102f409797c811655157fb8d"},{"type":"li","attrs":{},"children":[{"text":"Follow a zero data retention policy"}],"uid":"7b446cc81275490888fb77175862580a"}]},{"uid":"0f4efdd2fcb844629be5d0ea652502bc","type":"p","attrs":{},"children":[{"text":"Warning","italic":true},{"text":": Avoid generic tools like ChatGPT or CoPilot for sensitive data. They aren’t designed for legal confidentiality."}]},{"uid":"006a287a0e494b69b4d77ec7b27f6d54","type":"p","attrs":{},"children":[{"text":"Pro tip:","bold":true},{"text":" Ask your vendor if they can share their security certifications or compliance standards (such as SOC 2 or HIPAA, depending on your practice area)."}]},{"uid":"1ffdd712f0b04ec994829b7dcc38b667","type":"p","attrs":{},"children":[{"text":"In an ideal world, your AI application should be embedded in your case management platform and follow the same security measures. This keeps your data protected, and as an added bonus, uses only information from your case files, improving output accuracy."}]},{"uid":"90ac566e07a448bda06fd9431a901c85","type":"p","attrs":{},"children":[{"text":"Key Takeaway:","bold":true},{"text":" Only use AI tools with encryption, zero data retention, and legal-grade compliance certifications to safeguard sensitive client information."}]},{"uid":"c277dde821b5445db75d4b735febb594","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"39ac40539d804d8082a1e4184720922c","type":"h2","attrs":{},"children":[{"text":"Customization and Workflow Flexibility"}]},{"uid":"baff9f20bd654f6699386c311a39c653","type":"p","attrs":{},"children":[{"text":"Every legal practice has its own unique way of practicing law. Just like a good case management platform, your AI should adapt to "},{"text":"you","italic":true},{"text":", not the other way around."}]},{"uid":"e9dafa74b8564afa89e52512903d35e2","type":"p","attrs":{},"children":[{"text":"A solid AI tool will expedite your existing successful workflows, without forcing you into clunky workarounds. It should allow for easy integration into your existing case management systems (bonus points if the tool can work natively within your current software instead of forcing you to bounce between platforms!)."}]},{"uid":"1988adc26e494db8b2d70de7a0a95cea","type":"p","attrs":{},"children":[{"text":"Look for:"}]},{"uid":"4b4f4f99e5c245bd93803016a1feaca7","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Seamless integration with your "},{"uid":"505d4ade41e449218e6d0ba3da9ebbde","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_blank"},"children":[{"text":"case management software"}]},{"text":""}],"uid":"af65dd59c9884aacbd5ac4f62e86c6fe"},{"type":"li","attrs":{},"children":[{"text":"Customizable templates and workflows"}],"uid":"703a23e673e74d598b7a1f76f9f0c8a1"},{"type":"li","attrs":{},"children":[{"text":"Ability to run directly within your existing tools"}],"uid":"3ee91d71e61e444d84a60acd1912f581"}]},{"uid":"acc7baedc7934501be9518569e340b34","type":"p","attrs":{},"children":[{"text":"Avoid rigid tools that require a complete process overhaul just to implement AI. It’s time-consuming and often leads to push back from your staff."}]},{"uid":"440e5d2244984ecfa389f9dced611bab","type":"p","attrs":{},"children":[{"text":"Example: A family law firm integrates AI into its document drafting workflow, automatically populating agreements with case-specific details from its CMS."}]},{"uid":"19966b9c89fd4d81af4dce0d1135523c","type":"p","attrs":{},"children":[{"text":"Key Takeaway:","bold":true},{"text":" Select AI tools that adapts to your existing processes, integrates with current systems, and eliminates the need for disruptive workflow changes."}]},{"uid":"4e8dfe8c56a14b808373b6c6dc8c8e31","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"a8188a49df0642adaa63ca19c5f84f48","type":"h2","attrs":{},"children":[{"text":"Transparency and Trust"}]},{"uid":"dcbfdbd03c06454bac5ea38490354d1a","type":"p","attrs":{},"children":[{"text":"If you can’t verify the output, you can’t trust it. Many "},{"type":"a","attrs":{"url":"https://www.theguardian.com/us-news/2025/may/31/utah-lawyer-chatgpt-ai-court-brief"},"children":[{"text":"legal professionals have been tripped up by AI hallucinations"}],"uid":"585bd2b952d4493698f3032e7709603a"},{"text":" because they didn’t verify the accuracy of the AI’s output."}]},{"uid":"e9ac9c4c2dcb4b1695b7fa78c0e10aac","type":"p","attrs":{},"children":[{"text":"Legal professionals must be able to audit and validate the results provided by AI, whether it’s a case summary, an extracted data point, or a draft document."}]},{"uid":"7573e3d3ac3642d7b68c56685b24fd70","type":"p","attrs":{},"children":[{"text":"Your AI tool should:"}]},{"uid":"bd16cfc250e94b6bacaea94e2fa7740d","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Let you preview results before use"}],"uid":"6af91e68658e4f3db475cd19ea9c87ea"},{"type":"li","attrs":{},"children":[{"text":"Highlight source references for each piece of information"}],"uid":"7e689e1dbc7147f49bee558301e7faf5"},{"type":"li","attrs":{},"children":[{"text":"Allow you to edit outputs before finalizing"}],"uid":"10f10392be3b47e18edc63f1db589c88"}]},{"uid":"33436362c62d40d090bf8075eaee78bc","type":"p","attrs":{},"children":[{"text":"Another benefit of AI embedded in your case management platform is the ability to easily verify results (as long as the tool offers this capability)."}]},{"uid":"f8bcd66d6d2b4bbb81d7cec2cdb6b392","type":"p","attrs":{},"children":[{"text":"Key Takeaway:","bold":true},{"text":" Always verify AI outputs. Choose tools that let you preview, source-check, and edit results before using them in legal work."}]},{"uid":"fedb2b8550324da7aeee4957c355400e","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"3c0e128c63e54224974cd8fd80553e19","type":"h2","attrs":{},"children":[{"text":"Vendor Support and Responsiveness"}]},{"uid":"0f746f6ab2f0496b99ee77e421ba7bbe","type":"p","attrs":{},"children":[{"text":"The best AI tools come from companies that "},{"uid":"602ffd8c42dd4373a493262cc9721471","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/product-releases/from-your-wishlist-to-reality-top-customer-requested-neos-features-of-2025","target":"_blank"},"children":[{"text":"listen to customer feedback"}]},{"text":", evolve to ever-changing legal workflows, and provide timely support. Both AI technology and the legal field are constantly changing; your technology should keep up."}]},{"uid":"09b1ba34bfdb441bbdb6e4f2471e653a","type":"p","attrs":{},"children":[{"text":"Ask potential vendors:"}]},{"uid":"5e29cce8d16a4b00b63d9207f750584f","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Do you have a legal-specific roadmap?"}],"uid":"b2dd727226d143f0acfb8c8d93676b6b"},{"type":"li","attrs":{},"children":[{"text":"Can customers submit feature requests?"}],"uid":"7980ff07eab1405e9428c21ab7f18e2a"},{"type":"li","attrs":{},"children":[{"text":"What’s your average response time for support?"}],"uid":"eab03757d47d42ea9119e397c967d0a4"}]},{"uid":"32f6cea90b594ad2babe3e93c5382135","type":"p","attrs":{},"children":[{"text":"Your firm deserves more than just a software license! You need a collaborative partner that’s invested in your long-term success."}]},{"uid":"6c20db3700b242729545c9ce65d9a524","type":"p","attrs":{},"children":[{"text":"Key Takeaway","bold":true},{"text":": Work with AI vendors who provide responsive support, welcome feedback, and have a legal-specific development roadmap to keep up with evolving needs."}]},{"uid":"c77d041908e647d6bdaa55219f7fbceb","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a2870a2dea3748c284f4fcce8818ec22","type":"h2","attrs":{},"children":[{"text":"Don’t Just Adopt AI for the Sake of AI—Adopt the "},{"text":"Right","italic":true},{"text":" AI"}]},{"uid":"4a05232669374ec0aff7697ea45bc44b","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"e41499e1a1d748cc9c235c1143cc7cec","type":"p","attrs":{},"children":[{"text":"Artificial intelligence has the potential to dramatically improve how legal professionals work if the tool(s) fit your evaluation criteria. Before you commit to any platform, take the time to evaluate how it performs across these six areas: usability, security, practicality, flexibility, transparency, and support."}]},{"uid":"935dd953158346d18fff203cc8400b37","type":"p","attrs":{},"children":[{"text":"By choosing wisely, you’ll not only avoid costly missteps—you’ll empower your team to supercharge their productivity, lower their stress, and work each case with greater confidence."}]},{"uid":"f9d3a6083c3e40c0923bbecb0919e180","type":"p","attrs":{},"children":[{"text":"Key Takeaway:","bold":true},{"text":" By focusing on usability, security, ROI, flexibility, transparency, and support, your firm can choose an AI solution that boosts productivity without compromising quality or compliance."}]},{"uid":"91028948f5824a60bd0c4f168addfe81","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"2d500f53353e4e8cb3c6e56b84502c2c","type":"h2","attrs":{},"children":[{"text":"Need Help Finding the Right Legal AI Tool?"}]},{"uid":"67ffb64fe51e42c78a52151cb7bd5b98","type":"p","attrs":{},"children":[{"text":""},{"uid":"db503b3f4599410087f0c14a3b07468a","type":"a","attrs":{"url":"https://assemblysoftware.com/neosai-interest-form","target":"_blank"},"children":[{"text":"Schedule a consultation today"}]},{"text":"! Our team can walk you through our best-in-class solution, NeosAI, which was designed specifically for legal professionals."}]},{"uid":"7ac1c4803fe9400ab895517555ba95c0","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"c8ed7d18af6643a08f73c3010c852ee8","type":"h2","attrs":{},"children":[{"text":"FAQs: Choosing the Right Legal AI Tools"}]},{"uid":"914645e1ecab4c8ea5b1a631db825dab","type":"p","attrs":{},"children":[{"text":"Q: What should law firms look for in a legal AI tool?"}]},{"uid":"11848302970647bb87538576e50e404e","type":"p","attrs":{},"children":[{"text":"A: Law firms should look for AI tools that save time, protect client data, integrate with existing systems, and are easy for staff to use without extensive training."}]},{"uid":"f2d217140a8b4604b8a8409dc357a201","type":"p","attrs":{},"children":[{"text":"Q: Are generic AI tools like ChatGPT safe for legal work?"}]},{"uid":"1bdddc9735b0429ea0953961a80012a6","type":"p","attrs":{},"children":[{"text":"A: No. Generic AI tools that are not built for legal professionals may lack the security measures needed to protect confidential client data. Always choose tools with encryption, zero data retention, and compliance certifications."}]},{"uid":"99b8bfa311b8457dafa718ab6426788a","type":"p","attrs":{},"children":[{"text":"Q: How can legal AI improve ROI for a law firm?"}]},{"uid":"029b4a1709774266bb807643cb942650","type":"p","attrs":{},"children":[{"text":"A: Legal AI improves ROI by automating repetitive tasks like document drafting, data entry, and case summarization, freeing up attorneys to focus on billable work and increasing the number of cases handled."}]},{"uid":"8648e3ffa89f4c42a61a719bb8f177d7","type":"p","attrs":{},"children":[{"text":"Q: What is “zero data retention” in legal AI tools?"}]},{"uid":"cd1d83328ab34464837ddbace626fc3e","type":"p","attrs":{},"children":[{"text":"A: Zero data retention means the AI provider does not store or reuse any client data processed through the tool, ensuring maximum privacy and compliance with legal standards."}]},{"uid":"707fd01284934ef09ecc1e0bfbf80e88","type":"p","attrs":{},"children":[{"text":"Q: How can I verify AI-generated legal content is accurate?"}]},{"uid":"2d24800cd34e449db0a0b532b86e7c05","type":"p","attrs":{},"children":[{"text":"A: Choose AI tools that allow you to preview results, highlight sources, and edit outputs before finalizing them, ensuring the information is correct and defensible."}]},{"uid":"f653e26125924248bcd704b43396e483","type":"p","attrs":{},"children":[{"text":"Q: Do legal AI tools replace attorneys?"}]},{"uid":"74b55c28ee4549ada87873222b32154c","type":"p","attrs":{},"children":[{"text":"A: No. Legal AI tools are designed to assist attorneys by streamlining routine tasks, not replace the expertise, judgment, and strategy that legal professionals provide.","attrs":{"style":{}}}]}],"_version":6},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":960,"height":640},"filename":"woman-gazing-computer-thinking.jpg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4530b472950a0eff/689b702bfa633111164079f3/woman-gazing-computer-thinking.jpg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4530b472950a0eff/689b702bfa633111164079f3/woman-gazing-computer-thinking.jpg?width=240&height=160&format=webp&quality=90 240w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4530b472950a0eff/689b702bfa633111164079f3/woman-gazing-computer-thinking.jpg?width=480&height=320&format=webp&quality=90 480w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4530b472950a0eff/689b702bfa633111164079f3/woman-gazing-computer-thinking.jpg?width=960&height=640&format=webp&quality=90 960w","sizes":"(min-width: 960px) 960px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4530b472950a0eff/689b702bfa633111164079f3/woman-gazing-computer-thinking.jpg?width=960&height=640&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4530b472950a0eff/689b702bfa633111164079f3/woman-gazing-computer-thinking.jpg?width=240&height=160&format=jpg&quality=90 240w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4530b472950a0eff/689b702bfa633111164079f3/woman-gazing-computer-thinking.jpg?width=480&height=320&format=jpg&quality=90 480w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4530b472950a0eff/689b702bfa633111164079f3/woman-gazing-computer-thinking.jpg?width=960&height=640&format=jpg&quality=90 960w","sizes":"(min-width: 960px) 960px, 100vw"}},"layout":"constrained","width":960,"height":640}},"image_alt_text":"woman gazing off into space in front of a computer"}},"logo_card":{"card_color":{"colors":"#2270DD"},"logo":{"image":null,"image_alt_text":""}},"headline":"Choosing the Best Legal AI Tools: A Law Firm’s Complete Buyer’s Guide","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Which AI tools are best for lawyers? 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If you’re not evolving, you’re falling behind.\" She "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/how-small-law-firms-compete-with-the-amlaw-50"},"children":[{"text":"leverages NeosAI to keep up with the competition"}],"uid":"5d2a8c53a33a49c8853f032631ef1dc4"},{"text":"."},{"text":" ","attrs":{"style":{}}}]},{"uid":"91189496b3f040b192d6a93c5a43bb3d","type":"p","attrs":{},"children":[{"text":"Firms that embrace AI now can handle more cases, boost profits, and lower stress without disrupting their current workflow. 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(Okay, an eight-figure verdict might edge it out.) That feeling of freedom to spend time on what matters is priceless, and that’s exactly what NeosAI is built to give your firm.","lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Learn how NeosAI can enable you to spend more time enjoying your favorite summer activities...without sacrificing client results. ","meta_keywords":"","meta_title":"Summer of AI: Boost Efficiency and Reduce Busywork","no_index":false},"social_media_metadata":{"description":"Learn how NeosAI can enable you to spend more time enjoying your favorite summer activities...without sacrificing client results. 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The AmLaw 50 firms can afford armies of staff, expansive offices, and cutting-edge technology. So how can smaller firms stay competitive?"}],"attrs":{}},{"uid":"4277d0d8dbda46079d5e4390a3ae6daa","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"149dd0310cf54940bef0b2114e7bc53d","type":"p","attrs":{},"children":[{"text":"The answer is simple: "},{"text":"strategic use of legal technology","bold":true},{"text":". In a "},{"uid":"75723998731d45dd9530e68695328f78","type":"a","attrs":{"url":"https://neoshub.assemblysoftware.com/video/how-to-use-technology-to-compete-with-the-am-law-50-webinar/","target":"_self"},"children":[{"text":"recent webinar"}]},{"text":" hosted by Assembly Software, "},{"uid":"92f93144d9f04c57bd5e5a1fbb72bdeb","type":"a","attrs":{"url":"https://mhkylaw.com/attorneys/sheila-hiestand/","target":"_self"},"children":[{"text":"Sheila Heistand"}]},{"text":", a solo practitioner who frequently goes head-to-head with massive law firms, shares actionable insights for smaller firms aiming to level the playing field. Here are the top tips:"}]},{"uid":"d43772f6339f4ed5b2aca736ad35a727","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"f51894b75bd44b89a0b19fd4d1ed83bd","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"75c61a8b448841cfac1029ea9fb315b9","type":"h2","children":[{"text":"Tech Is the Great Equalizer \r"}],"attrs":{}},{"uid":"72ad7cfc3f3948ed80ad4bdeb74a1430","type":"p","attrs":{},"children":[{"text":"Sheila is a seasoned trial attorney with over 30 years of experience. She doesn’t even bother trying to outspend the competition; instead, she outthinks them."}]},{"uid":"65c52f06574645b69662e9894089ed90","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"429f51466d3b48cf94e1080026e8c621","type":"p","attrs":{},"children":[{"text":"\"Of course it’s intimidating when you see the big locust firms come down into your market… The best thing for me was to not be overwhelmed, but instead, ask: how am I going to address this?\""}]},{"uid":"0498df10e8a941d48d68d763c5415407","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"16649500a97247128dc082151ac01881","type":"p","attrs":{},"children":[{"text":"Her answer? Technology."}]},{"uid":"c25e9b74f4a74af2aa4ae4259f36f1a1","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"8f6438c4e97f4adba96765a0fff20d2b","type":"p","attrs":{},"children":[{"text":"Small firms can leverage "},{"uid":"fdf2f265afa649a190a0cd413fca8beb","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"case management software"}]},{"text":", "},{"uid":"c1b7914d4a564876b4cbb9e3c30e64c7","type":"a","attrs":{"url":"https://www.casestatus.com/","target":"_self"},"children":[{"text":"client portals"}]},{"text":", and "},{"uid":"67eba9b7efed46d0aa585fdbb096b7ec","type":"a","attrs":{"url":"https://www.assemblysoftware.com/automation","target":"_self"},"children":[{"text":"workflow automation"}]},{"text":" to outfox the big boys. These tools allow teams to manage complex caseloads with greater precision, less effort, and fewer staff."}]},{"uid":"94e202b19bbb489489872e0b8111311e","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"3f7f38200d784b629ed5b68ca4ad3845","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"b6bfe8e2f585495c914a19514c55ae85","type":"h2","children":[{"text":"Automate the Busywork, Focus on Strategy \r"}],"attrs":{}},{"uid":"27360c062d6e427fba6eb789d155317e","type":"p","children":[{"text":"Legal tech can effectively double or triple your output with the same resources. Instead of devoting hours to repetitive tasks like document generation or follow-ups, firms can automate them, freeing up time for legal strategy and high-touch client services, which is often their key selling point as a small firm."}],"attrs":{}},{"uid":"99f51634afe14ba58442c26beb91f2d5","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5fba6144017d4b358e4e42a3ed7e64f0","type":"p","attrs":{},"children":[{"text":"\"As attorneys, we tend to be good litigators or good personal injury attorneys, but maybe not good business people. The fact is, we wear multiple hats—including businessperson—and to run a good business, you need the right tools.\""}]},{"uid":"32a528452afb48388bb720f7e34e4ed7","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"bf5795dc42734e3cb9db93f369a5f71a","type":"p","attrs":{},"children":[{"text":"Sheila relies on the client portal "},{"uid":"350b667ed7404eb08c8ce2f45d843619","type":"a","attrs":{"url":"https://www.casestatus.com/","target":"_self"},"children":[{"text":"Case Status"}]},{"text":" to automatically update clients about their cases, reducing phone calls and increasing satisfaction."}]},{"uid":"b1c8232a68f546249b2192595142303c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"c35fd405747d44278022dd818dc5fcf8","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"357a2d3e9a314017a33684a17aeb6d4f","type":"h2","children":[{"text":"Leverage AI Without Being a Tech Expert \r"}],"attrs":{}},{"uid":"9ab0bb48bb5a441ca250f1d92c489440","type":"p","children":[{"text":"Artificial Intelligence isn’t just for Silicon Valley. AI-powered features in legal software can: \r"}],"attrs":{}},{"uid":"d4ac62faa5c54436a7fbb7a909c42b5c","type":"ul","children":[{"uid":"70f8aa90acdd4728b5b82ea38f560cfe","type":"li","children":[{"text":"Summarize complex documents \r"}],"attrs":{}},{"uid":"0c1177d6bc3d4d46aa22d800dde0db22","type":"li","attrs":{},"children":[{"text":"Extract key case facts and input them into case management platforms \r"}]},{"uid":"0bee6ae462174f25bb47605291633b96","type":"li","attrs":{},"children":[{"text":"Generate documents for a variety of legal use cases \r"}]},{"uid":"d26e94d6424f40d481e91490f2f9cfe4","type":"li","attrs":{},"children":[{"text":"Find weaknesses in opposing legal strategy\r"}]}],"attrs":{}},{"uid":"966ff9fe2b704ff6a02015b258e5eeec","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5dd9674d55bf473a87ba659b61fd9c0d","type":"p","attrs":{},"children":[{"text":""},{"uid":"7cdb9015ab5e41c2950723d61377b3b4","type":"a","attrs":{"url":"https://www.assemblysoftware.com/neosai-chat","target":"_self"},"children":[{"text":"NeosAI Chat"}]},{"text":" (embedded in Neos for the ultimate ease of use) even leverages effortless natural language prompts to perform a variety of time-saving tasks comparable to those listed above."}]},{"uid":"4c0643c2c0a34f9fbc6ac1086c8a8f9f","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"259922d2d7954bd2999bf02d58c20665","type":"p","attrs":{},"children":[{"text":"AI can boost efficiency and accuracy, amplifying each staff member’s productivity—a critical advantage when resources are tight."}]},{"uid":"ab8442e743b14991b2db4563d7a891f7","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"8760866d840c401b8db540c3dbdbda7d","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"a11561316cfc416eba1baaf346a8220a","type":"h2","children":[{"text":"Improve Client Communication (Without Adding Staff) \r"}],"attrs":{}},{"uid":"d62b41fe368d450ba0309fe1d5cd3e35","type":"p","children":[{"text":"One thing big firms often excel at is client communication. But small firms can match this using legal-specific communication platforms."}],"attrs":{}},{"uid":"dc0ca2f983d4476aaf1f7314e876ec13","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"32aae60cd2dd4603b70d240301a9e1c0","type":"p","attrs":{},"children":[{"text":"\"You have to have tools at your hands to be able to compete with these very large law firms. For instance, the large firms might have 50 paralegals—we don’t. But we can still provide excellent service if we’re smart about how we use technology.\""}]},{"uid":"b4f43794548a40c0b91d93cf698bf979","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"36ef836d64f342d1b476077dbdb7e7e1","type":"p","attrs":{},"children":[{"text":"Solutions like Case Status offer clients a mobile app to receive real-time updates, documents, and timelines—without pulling your staff away from the work that matters most."}]},{"uid":"85865074161f49bf9d396a0266df5c4b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"7d2fb5e877d54f37a0fd6ec78f3b8985","type":"p","attrs":{},"children":[{"text":"Neos also offers "},{"uid":"ee1e857500b44163b8b3ca4f7f2fd40d","type":"a","attrs":{"url":"https://assemblysoftware.com/neos-premium-texting","target":"_self"},"children":[{"text":"native SMS texting"}]},{"text":" that automatically saves all conversation threads directly to the case, making it easy for firms to communicate with clients on a platform that caters to their communication preferences."}]},{"uid":"dd92607eba1c4a5290b88083b274b522","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"fc6c13f047c048af99a579c0204f2bbc","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"b994473d57a74f91981b0b695814648d","type":"h2","children":[{"text":"Speed Up Signatures with DocuSign + Neos \r"}],"attrs":{}},{"uid":"4d1f8f082b7640f39c24dbc8a0047037","type":"p","children":[{"text":"Getting contracts and retainer agreements signed quickly is crucial, especially for personal injury and contingency-based firms. Sheila uses DocuSign, fully integrated with Neos, to eliminate delays and streamline this process:"}],"attrs":{}},{"uid":"555ebdf9aa464876b8a202148133af4c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"f040daf021bc450db11389e47497b9fb","type":"p","attrs":{},"children":[{"text":"\"I’ve been using DocuSign for years... This also integrates with Neos. You start in Neos, it goes through DocuSign, it comes back, it gets saved. It’s really seamless.\""}]},{"uid":"258f6a6e46a04b3d97ab122279d3f907","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"af29091ff1104efd95f35e38caee5955","type":"p","attrs":{},"children":[{"text":"By using prebuilt templates, Sheila automates signature requests without rewriting the same emails each time:"}]},{"uid":"31103b4165a14b4bb83ccbc19ae99d70","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"89909968ddd94bf394d1fde0c827d48a","type":"p","attrs":{},"children":[{"text":"\"You can have an automatic email... 'Please find enclosed the contract for your review and signature.' You don’t have to type that every time. You can create templates, and it all flows through Neos.\""}]},{"uid":"e8a6859d90a448ca937ec584663fabee","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"423e8eee086f4a34adb317ad19b03d21","type":"p","attrs":{},"children":[{"text":"These small efficiencies compound, saving time and ensuring no step falls through the cracks."}]},{"uid":"a16d8cde282c4951a069a7083e0b8519","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"6c5a02ec991d4f139e3ff7428ceb9bfb","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"c93cf28dafe949e0828d02700a8bb618","type":"h2","children":[{"text":"Build a Future-Ready Firm \r"}],"attrs":{}},{"uid":"f0b50b16625f4aedb076ba72235f92d2","type":"p","children":[{"text":"Competing isn’t just about today; it’s about building a sustainable future. Sheila emphasized the importance of adaptability:"}],"attrs":{}},{"uid":"f8274221169c492897622ebec2172479","type":"p","attrs":{},"children":[{"text":" \r"}]},{"uid":"df656183b1df486590a2a1c883fe23cf","type":"p","children":[{"text":"\"It’s about efficiencies. If you’re not evolving, you’re falling behind.\""}],"attrs":{}},{"uid":"962bdb3ec8754aa68b04f6ce6c13da60","type":"p","attrs":{},"children":[{"text":" \r"}]},{"uid":"bc85c9269f614c9ba2a97daf519cae08","type":"p","children":[{"text":"Instead of resisting change, firms should embrace it incrementally, starting with the biggest bottlenecks, whether it’s "},{"uid":"3c5231d6ee1d4122a9d71fd7136178ca","type":"a","attrs":{"url":"https://assemblysoftware.com/neos/intake","target":"_self"},"children":[{"text":"client intake"}]},{"text":", "},{"uid":"7756f22339cd428c98e7cd92a0c5d3c5","type":"a","attrs":{"url":"https://assemblysoftware.com/document-management","target":"_self"},"children":[{"text":"document management"}]},{"text":", or communication."}],"attrs":{}},{"uid":"ed3294adf24c497180296e9974cd109f","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"bbbc581524de45a1bef9f9fbe56fc0ec","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"a48c41d6ec4f496c86db0f5bc175490d","type":"h2","children":[{"text":"You Don’t Need a CTO, Just the Right Tech \r"}],"attrs":{}},{"uid":"e78b8e3da36443528f2889997902f65a","type":"p","children":[{"text":"Legal technology has evolved since the days of feeding CDs into disk drives to install applications (we all remember those!). It’s cloud-based, intuitive, and comes with dedicated support. You don’t need an internal IT department—just a trusted technology partner who understands your needs."}],"attrs":{}},{"uid":"dcaafad7ee9346518118f02d6d474fe6","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"d9fcbd8db6bd4e85a5fa845a862975fd","type":"p","attrs":{},"children":[{"text":"Case management platforms like "},{"uid":"f05f0bdb52ed4029bc9c421e343eadfc","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_self"},"children":[{"text":"Neos "}]},{"text":"are built specifically for law firms, offering flexible reporting, smart checklists, and AI-enhanced workflows, plus dedicated customer success managers for each account to help you maximize your investment in technology."}]},{"uid":"28474ee1f26a4a1aa226feeebe59f3f5","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b4c53e14c6a546dc8141e35f6c069974","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"3bf8a6210b404ec58151e883488a4f7a","type":"h2","children":[{"text":"It IS Possible to Compete, No Matter Your Size \r"}],"attrs":{}},{"uid":"a961a1e893a04e36bea93d4e78c4e519","type":"p","children":[{"text":"Small law firms don’t need to match AmLaw 50 budgets to compete. They just need to be nimbler and more adaptable, and technology can facilitate that. By embracing automation, AI, and client-centric communication tools, even the smallest firms can deliver big results."}],"attrs":{}},{"uid":"e3171c9b7fcf49ec86543fd282844717","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"9d6e3416596c476c8eacb11e105d3952","type":"p","attrs":{},"children":[{"text":"As Sheila Hiestand proved: \r"}]},{"uid":"eb2e6ff6ed2d4d37923b58c0f6c94e15","type":"p","children":[{"text":"\"It’s not about how many people you have—it’s about how you use your resources.\""}],"attrs":{}},{"uid":"f1bfe9eb96c64b4dba366f167fdf56f1","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ca525f6f59644d47b34e56accf06f511","type":"p","attrs":{},"children":[{"text":"Want to learn how your firm can embrace technology to compete with AmLaw 50? "},{"uid":"6671769edfd641f9afd664610e1061ac","type":"a","attrs":{"url":"https://assemblysoftware.com/get-a-demo","target":"_self"},"children":[{"text":"Schedule a consultation","bold":true}]},{"bold":true,"text":" with one of our experts today.  "}]}],"_version":6},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":960,"height":540},"filename":"Sheila_Hiestand_Blog_Web_Banne.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3634de354a11cf9c/690ca0d70af1a8670eefb0cf/Sheila_Hiestand_Blog_Web_Banne.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3634de354a11cf9c/690ca0d70af1a8670eefb0cf/Sheila_Hiestand_Blog_Web_Banne.jpeg?width=240&height=135&format=webp&quality=90 240w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3634de354a11cf9c/690ca0d70af1a8670eefb0cf/Sheila_Hiestand_Blog_Web_Banne.jpeg?width=480&height=270&format=webp&quality=90 480w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3634de354a11cf9c/690ca0d70af1a8670eefb0cf/Sheila_Hiestand_Blog_Web_Banne.jpeg?width=960&height=540&format=webp&quality=90 960w","sizes":"(min-width: 960px) 960px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3634de354a11cf9c/690ca0d70af1a8670eefb0cf/Sheila_Hiestand_Blog_Web_Banne.jpeg?width=960&height=540&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3634de354a11cf9c/690ca0d70af1a8670eefb0cf/Sheila_Hiestand_Blog_Web_Banne.jpeg?width=240&height=135&format=jpg&quality=90 240w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3634de354a11cf9c/690ca0d70af1a8670eefb0cf/Sheila_Hiestand_Blog_Web_Banne.jpeg?width=480&height=270&format=jpg&quality=90 480w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3634de354a11cf9c/690ca0d70af1a8670eefb0cf/Sheila_Hiestand_Blog_Web_Banne.jpeg?width=960&height=540&format=jpg&quality=90 960w","sizes":"(min-width: 960px) 960px, 100vw"}},"layout":"constrained","width":960,"height":540}},"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#1A1A1A"},"logo":{"image":null,"image_alt_text":""}},"headline":"How Small Law Firms Can Compete with the AmLaw 50—Without the Big Budget ","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Discover how small law firms can compete with AmLaw 50 giants by leveraging legal technology, automation, and AI to boost efficiency, improve client service, and level the playing field.","meta_keywords":"","meta_title":"Small Law Firms vs. AmLaw 50: Compete Without a Big Budget","no_index":false},"social_media_metadata":{"description":"Discover how small law firms can compete with AmLaw 50 giants by leveraging legal technology, automation, and AI to boost efficiency, improve client service, and level the playing field.","image":null,"title":"How Small Law Firms Can Compete with the AmLaw 50—Without the Big Budget"}},"teaser_text":"Discover how small law firms can compete with AmLaw 50 giants by leveraging legal technology, automation, and AI to boost efficiency, improve client service, and level the playing field.","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"},{"display_name":"Automation & Efficiency","title":"Automation & Efficiency","id":"7509aeac-9f0d-5c23-a76c-69730600eaa5"},{"display_name":"Legal AI","title":"Legal AI","id":"4519c428-aec9-57b0-be01-a7ba7643368c"},{"display_name":"Cloud","title":"Cloud","id":"50c5591a-be23-5e71-b247-3f1bf94b2ed6"},{"display_name":"Integration","title":"Integration","id":"ec73ab2e-43e0-5e56-9788-8752ad7183f3"}]},{"publication_date":"July 10, 2025","id":"cbbeea61-8246-523b-9f36-4da50dcdf1de","uid":"blt69bd24a8a8549c56","title":"Are You an Early Adopter or a Laggard? How to Succeed with Legal Tech Either Way","page_url":"how-to-succeed-with-legal-tech","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":{"dimension":{"width":20,"height":20},"filename":"spacer.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt808dda8a1828c529/684cc2a39fd25f59c3054a24/spacer.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt808dda8a1828c529/684cc2a39fd25f59c3054a24/spacer.png?width=5&height=5&format=webp&quality=90 5w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt808dda8a1828c529/684cc2a39fd25f59c3054a24/spacer.png?width=10&height=10&format=webp&quality=90 10w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt808dda8a1828c529/684cc2a39fd25f59c3054a24/spacer.png?width=20&height=20&format=webp&quality=90 20w","sizes":"(min-width: 20px) 20px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt808dda8a1828c529/684cc2a39fd25f59c3054a24/spacer.png?width=20&height=20&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt808dda8a1828c529/684cc2a39fd25f59c3054a24/spacer.png?width=5&height=5&format=png&quality=90 5w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt808dda8a1828c529/684cc2a39fd25f59c3054a24/spacer.png?width=10&height=10&format=png&quality=90 10w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt808dda8a1828c529/684cc2a39fd25f59c3054a24/spacer.png?width=20&height=20&format=png&quality=90 20w","sizes":"(min-width: 20px) 20px, 100vw"}},"layout":"constrained","width":20,"height":20}},"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"c3c2f85ba5994a70b6041cb79865fc51","children":[{"uid":"48ce079e6bb2466a96656da298f34239","type":"ul","children":[{"uid":"c4fd266f74214b20804ed329cb352938","type":"li","children":[{"text":"Law firms can thrive whether they adopt tech early or take a cautious approach\r","bold":true}],"attrs":{}},{"uid":"60889fc887cf46f0bd5de755c01205f4","type":"li","children":[{"text":"The key is aligning your tools with long-term goals\r","bold":true}],"attrs":{}},{"uid":"529a086b1cbd4fc6bc51ff3a7c5f0717","type":"li","children":[{"text":"Self-identify your tech mind-set and avoid common mistakes when choosing your case-management software\r","bold":true}],"attrs":{}},{"uid":"4f5fbd29a8d24e86af9ffc5715d14eda","type":"li","children":[{"text":"Learn how to evaluate potential case-management software without being overwhelmed","bold":true},{"text":"\r"}],"attrs":{}}],"attrs":{}},{"uid":"12a36c590a8a4fada090cc81577778ca","type":"p","children":[{"text":"The legal profession is steeped in tradition. Processes evolve slowly, and for good reason: many have withstood the test of time. But as legal tech rapidly advances, firms that embrace innovation are gaining a distinct competitive edge.\r"}],"attrs":{}},{"uid":"9e1149ee339b44129701c590f64cb8b8","type":"p","children":[{"text":"Whether you’re the first to try the latest software or prefer to wait until a tool proves its worth, there’s a path to success. This guide breaks down how to align your tech mindset with your law firm’s goals and avoid common pitfalls along the way."}],"attrs":{}},{"uid":"d514810340084786b91cf2bd777b7409","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ae0cba7b675f48b8ab5d4e31e1e2ca9c","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"14647aae1ff74519836cd725468e418b","type":"h2","children":[{"text":"What is Your Legal Tech Mindset?\r"}],"attrs":{}},{"uid":"2e5b5b8c51934335821f0fc24d5d2c55","type":"p","children":[{"text":"Understanding your natural approach to technology is the first step toward making smarter decisions.\r"}],"attrs":{}},{"uid":"0bdc61187e5e45a2ba9ca96cf055c501","type":"h3","children":[{"text":"Early Adopter Traits\r"}],"attrs":{}},{"uid":"7c0b972b20e1431ebbd44712f95d83be","type":"p","children":[{"text":"You may be an early adopter if:\r"}],"attrs":{}},{"uid":"687aa4a79117431ab3980be2befe0238","type":"p","children":[{"text":"•\tYou enjoy testing new tools and platforms.\r"}],"attrs":{}},{"uid":"b782d6052d2248f08941e1ed2ec23fba","type":"p","children":[{"text":"•\tYou follow legal tech influencers or blogs.\r"}],"attrs":{}},{"uid":"51f740eb0dae435d8f080c88363f4711","type":"p","children":[{"text":"•\tYou’re constantly looking for ways to optimize workflows.\r"}],"attrs":{}},{"uid":"64e22979da354a3fbad639c14a58fc0b","type":"p","children":[{"text":"•\tYou’re comfortable taking calculated risks on new solutions.\r"}],"attrs":{}},{"uid":"afa051775911432f811ea7f28a194672","type":"h3","children":[{"text":"Tech Laggard Traits\r"}],"attrs":{}},{"uid":"91ca9cfe0cbc4f79be0d2481be4b12e7","type":"p","children":[{"text":"You may lean toward the cautious side if:\r"}],"attrs":{}},{"uid":"6a6d20be324943828de9dab7431cd5c0","type":"p","children":[{"text":"•\tYou only upgrade tech when absolutely necessary.\r"}],"attrs":{}},{"uid":"dcfbe804bba94b9c973c03950eb8c492","type":"p","children":[{"text":"•\tYou prefer tools with long-term user adoption.\r"}],"attrs":{}},{"uid":"d71bac7d15e94c33a81bbd2ad9435153","type":"p","children":[{"text":"•\tYou worry about disrupting your existing systems.\r"}],"attrs":{}},{"uid":"1a66e52ef2ce4063983e483b9100365c","type":"p","children":[{"text":"•\tYou tend to wait for peer reviews and proven results.\r"}],"attrs":{}},{"uid":"8e2763ad457e4c76a46fc25fe158190b","type":"p","children":[{"text":"Both approaches can be effective as long as your tech choices support your firm’s long-term vision.\r"}],"attrs":{}},{"uid":"c9c8ca9e64564a228653ee67b22110ff","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"55c214fdd69f437e9801d248240ebc6f","type":"h2","attrs":{},"children":[{"text":"Align Your Tech Approach With Your Future Firm Goals\r"}]},{"uid":"baceddce97654e539bfc0c0a6a21cb7f","type":"p","children":[{"text":"No matter where you fall on the adoption curve, you need a clear roadmap to ensure your tech choices align with where your firm is headed.\r"}],"attrs":{}},{"uid":"67df40a210be417da69f4a8df8a55a4b","type":"h3","children":[{"text":"For Early Adopters: Be Strategic, Not Impulsive\r"}],"attrs":{}},{"uid":"3bfb6f3328ca488893761c8f0551ddc3","type":"p","children":[{"text":"Loving new tech is great, but not all tools deliver equal value.\r"}],"attrs":{}},{"uid":"580d7b54219848f88a8416fca9b66b25","type":"p","children":[{"text":"Take time to reflect:\r"}],"attrs":{}},{"uid":"f084274107be4ea08b3ebbbf37f433f4","type":"p","children":[{"text":"•\tWhich recent tools you’ve tried have truly (be honest!) improved efficiency or outcomes?\r"}],"attrs":{}},{"uid":"f15b500ba27744ee8898899b46ad3872","type":"p","children":[{"text":"•\tWhich purchases ended up being costly distractions (again, be honest)?\r"}],"attrs":{}},{"uid":"2cc31bb76c5e4049ac677f5317f5efcd","type":"p","children":[{"text":"•\tWho or what influenced your buying decisions?\r"}],"attrs":{}},{"uid":"aacd11d84a1f442bab0568c1a19653d6","type":"p","children":[{"text":"Once you see the patterns, use them to guide future choices. Ask yourself:\r"}],"attrs":{}},{"uid":"53e19caa58f44239b7fceb3357b08f9f","type":"p","children":[{"text":"•\tDoes this tool support where I want my firm to be in 3–5 years?\r"}],"attrs":{}},{"uid":"2c38d686a9914cd9b58437393ec608ea","type":"p","children":[{"text":"•\tIs it scalable and customizable as we grow?\r"}],"attrs":{}},{"uid":"713102607d8940109ea90a60f34f85a5","type":"p","children":[{"text":"•\tIs there support and training to help us get the most out of it?\r"}],"attrs":{}},{"uid":"23732b2798ff48d19b74fc58c3de1189","type":"p","children":[{"text":"The key is aligning excitement for innovation with strategic decision-making.\r"}],"attrs":{}},{"uid":"bc779ab5919949c099994a53018a287f","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"3c4a0100d9ea403cbd4b0ac9486fd0da","type":"h3","attrs":{},"children":[{"text":"For Cautious Adopters: Future-Proof Without the Overwhelm\r"}]},{"uid":"3d5d4f6a02c548768113511deaf34c06","type":"p","children":[{"text":"Being careful is smart, but not to the extent that it holds you back.\r"}],"attrs":{}},{"uid":"156ddeb361c9404982b2450aba06580f","type":"p","children":[{"text":"Start with this simple exercise:\r"}],"attrs":{}},{"uid":"628c02bfee38429db11b798c36e48a86","type":"p","children":[{"text":"Step One: Write down where you want your firm to be in 5 years.\r","bold":true}],"attrs":{}},{"uid":"9e1ef9e512264d38b35b5f076b74f1f1","type":"ul","children":[{"uid":"90461cfa7bc34a16abea239c85eba812","type":"li","children":[{"text":"Do you want to expand into new practice areas?\r"}],"attrs":{}},{"uid":"bac791dda60d4f2ab8bb9e89577b25d0","type":"li","children":[{"text":"Boost profitability without adding headcount?\r"}],"attrs":{}},{"uid":"131e46994045409089bdeb5eef44b4e8","type":"li","children":[{"text":"Reduce your personal involvement in day-to-day operations?\r"}],"attrs":{}}],"attrs":{}},{"uid":"89c04d225eb446fc9cc43066bed91222","type":"p","attrs":{},"children":[{"text":"Step Two: Ask yourself if your current technology helping or hindering that vision\r","bold":true}]},{"uid":"5f2935ed32d548d8b7d092e585a7171c","type":"ul","children":[{"uid":"56641513d8674127aa2493936869c8f8","type":"li","children":[{"text":"Are you duplicating work?\r"}],"attrs":{}},{"uid":"6935815ceb1745bfbc51fa2c9bdc4d24","type":"li","children":[{"text":"Struggling with slow, manual processes?\r"}],"attrs":{}},{"uid":"c4928fe2859841fdaa6fa1139edf5a22","type":"li","children":[{"text":"Lacking visibility into performance or profitability?\r"}],"attrs":{}}],"attrs":{}},{"uid":"eddf7f25d81c43aeafe8703003b9d8ea","type":"p","attrs":{},"children":[{"text":"If your tools can’t keep up, it’s time to explore options. Start small. Look for solutions with a track record of helping firms like yours grow—without overhauling everything overnight."}]},{"uid":"d6ed85864cb346e2b52d5ee2f5062540","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a5dc38d13bec48fdba4a27516f81e98c","type":"p","attrs":{},"children":[{"text":"\r"}]},{"uid":"cd21b17367984838b51b95d6a48fef0f","type":"h2","children":[{"text":"What’s the Best Way to Choose the Right Legal Technology for Law Firms Without Getting Overwhelmed? \r"}],"attrs":{}},{"uid":"507a5655d31e47b88171e2461a6b29ca","type":"p","children":[{"text":"The hardest part isn’t always using new tech, it’s choosing it. With endless platforms making bold promises, how do you make the right call?\r"}],"attrs":{}},{"uid":"7dd3b2e2f4834ef7900be09c14c9fecd","type":"h3","children":[{"text":"How to Evaluate Legal Software\r"}],"attrs":{}},{"uid":"1f3828fe08044391b09c1ea19e7dfffe","type":"p","children":[{"text":"Avoid analysis paralysis with these proven steps:\r"}],"attrs":{}},{"uid":"e4b76e208dda4e0981f0a93190b03948","type":"p","children":[{"text":"1. Ask peers you trust: Reach out to attorneys in similar practice areas and ask what’s working for them and why.\r"}],"attrs":{}},{"uid":"54120c6f6f144dde85499910e0b6134f","type":"p","children":[{"text":"2. Use software review sites and look for patterns in reviews, such as recurring pros or deal-breaking cons. For example:\r"}],"attrs":{}},{"uid":"b4ec984b7f704419931f4f57d334cecb","type":"p","children":[{"text":"\r"}],"attrs":{}},{"uid":"840ed717612d42a79bb631e1229b205d","type":"ul","children":[{"uid":"7182310669c7460c9ade0e2eff9551fa","type":"li","children":[{"text":""},{"uid":"d8228f1fc95342fc9a184f4150169f3c","type":"a","attrs":{"url":"https://www.g2.com/","target":"_blank"},"children":[{"text":"G2\r"}]},{"text":""}],"attrs":{}},{"uid":"c9a1cd5d2b10431ba8ff0723aec30d5b","type":"li","children":[{"text":""},{"uid":"2e8f18e7300143ebbdb1768a0d6ce7e4","type":"a","attrs":{"url":"https://www.capterra.com/","target":"_blank"},"children":[{"text":"Capterra\r"}]},{"text":""}],"attrs":{}},{"uid":"70192e306f0b46f595e0f17a66a667cb","type":"li","children":[{"text":""},{"uid":"4e9478b0c54c4cf48c4f28d4f248e60a","type":"a","attrs":{"url":"https://www.trustradius.com/","target":"_blank"},"children":[{"text":"TrustRadius\r"}]},{"text":""}],"attrs":{}}],"attrs":{}},{"uid":"057ed04a029146258918fd185a7b883a","type":"p","children":[{"text":"\r"}],"attrs":{}},{"uid":"cd30be5d3b0846d5a82f3a8df6f36c71","type":"p","children":[{"text":"3. Talk to real users:\r"}],"attrs":{}},{"uid":"bb0fa5d8da5045bcbf7b789f30ec4c5a","type":"ul","children":[{"uid":"866827aa499a4e61b3c510fb367b1740","type":"li","children":[{"text":"Ask the vendor to connect you with an active customer. Get real-world insights on:\r"}],"attrs":{}},{"uid":"0314c8886f494705ae4fbbd5ecaef890","type":"li","children":[{"text":"What implementation was like\r"}],"attrs":{}},{"uid":"e88481bff51f47109156cc11ace65305","type":"li","children":[{"text":"How support responds\r"}],"attrs":{}},{"uid":"c079eec5f1dc4005b89039f05bd85c08","type":"li","children":[{"text":"What results they’ve seen\r\r"}],"attrs":{}}],"attrs":{}},{"uid":"8598267ee7bd443c95ede0d7225457f5","type":"p","children":[{"text":"4. Don’t shy away from tough question: it’s your investment! Ask about data security, migration support, integration capabilities, and contract terms. "}],"attrs":{}},{"uid":"d70d28963a1b4b4eae8d5630b9a74600","type":"p","attrs":{},"children":[{"text":""},{"uid":"2b103d85738c4ff3a4acf53e8785e99a","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/brochures/case-management-buyers-checklist-what-to-ask-before-you-commit","target":"_blank"},"children":[{"text":"Check out our guide on top questions to ask a potential vendo"}]},{"text":"r for more ideas.\r"}]},{"uid":"1ed964b3f7d342bd996704bd9d27d86c","type":"p","children":[{"text":"By being proactive and intentional, you’ll feel more confident in your decisions and avoid buyer’s remorse.\r"}],"attrs":{}},{"uid":"95903bc206b14b7d8c3454f07a4e7366","type":"h2","children":[{"text":""}],"attrs":{}},{"uid":"0ea52999c08f4769acd46434b97d848f","type":"h2","attrs":{},"children":[{"text":"Make Legal Tech Work for You, Not Against You\r"}]},{"uid":"8b0255ea36b141b2987afb9a35f46ed5","type":"p","children":[{"text":"The legal tech landscape doesn’t have to be intimidating. Whether you jump at the latest tools or prefer to stick with what works, success comes down to one thing: alignment. When your technology supports your goals, you stay competitive, profitable, and prepared for whatever the future brings.\r"}],"attrs":{}},{"uid":"a30b62feb3854978888d532ecae24047","type":"p","children":[{"text":"Additionally, considering law firm software adoption strategies will play a key role in your firm’s success. For example:\r"}],"attrs":{}},{"uid":"448f064f85f649549b7726714883c52a","type":"p","children":[{"text":"•\tFigure out what’s slowing you down: Look at your current workflow and find tasks that waste time or cause mistakes. 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AI document generation allows you to create multiple types of legal documents using Neos case data with just a few clicks."}]},{"uid":"6269be5341684d2e93616317fb1ab0cf","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"b707665a5dd74437a51ea7f65d20dd97","type":"h2","attrs":{},"children":[{"text":"How Can Legal Teams Minimize Extraneous Load?"}]},{"uid":"df95502c874c46289dceda6969d43541","type":"h3","attrs":{},"children":[{"text":"Eliminate Unnecessary Information"}]},{"uid":"6acb455163984ce3ada4f4eff13e3b62","type":"p","attrs":{},"children":[{"text":"Extraneous load occurs when your brain is bombarded with irrelevant or poorly structured information. 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This reduces the need to enter the same data repeatedly, minimizing errors and saving time."}]},{"uid":"18279e00873f4ecea5518f5e5b872961","type":"h3","attrs":{},"children":[{"text":"Add Only Relevant Data to Case Layouts"}]},{"uid":"9063d83a18f64cd988682be332753076","type":"p","attrs":{},"children":[{"text":"Utilize "},{"type":"a","attrs":{"url":"https://neoshub.needles.com/video/dynamic-forms/"},"children":[{"text":"dynamic layouts","bold":true}],"uid":"114374a9139b4f3886dd90404eecb41c"},{"text":" to store case data flexibly without cluttering your workspace. 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You can maximize germane load by structuring tasks to build competence and mastery."}]},{"uid":"77e8013eaa714723b3e6c894bd34bf78","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"7dca43bf23704a8eba22866d4cfc016c","type":"h2","attrs":{},"children":[{"text":"How to Enhance Learning and Retention with Neos"}]},{"uid":"1da9eb6e68cb40b7a5f9648d2f40091a","type":"p","attrs":{},"children":[{"text":"Practice Through Training Relevant to Your Neos Fluency"},{"text":"\n","break":true},{"text":"Neos offers "},{"type":"a","attrs":{"url":"https://neos-university.thinkific.com/"},"children":[{"text":"multiple certifications from beginner to advanced","bold":true}],"uid":"3cd5e815c6304db9a7c9aafc3cbc15da"},{"text":" and onboarding resources."}]},{"uid":"71c5e372bb0d4b90835025cf881331b0","type":"h3","attrs":{},"children":[{"text":"Leverage Visual Representations of Data"}]},{"uid":"2eec3f9b664b4aaa885e0193827319bb","type":"p","attrs":{},"children":[{"text":"Use "},{"type":"a","attrs":{"url":"https://neoshub.needles.com/video/dashboard-table-tiles/"},"children":[{"text":"Neos’ "},{"text":"reporting dashboards","bold":true}],"uid":"e15968959d2244bfb9333ac8afd80d33"},{"text":" to visualize case progress, staff utilization, and financial metrics. Color-coded charts and graphs make it easier to understand trends and insights at a glance."}]},{"uid":"9a2eb22193634b60882f8854c828688c","type":"h3","attrs":{},"children":[{"text":"Standardize Processes"}]},{"uid":"1f291dd3a8004e72a72507825d3356d1","type":"p","attrs":{},"children":[{"text":"Leverage customizable"},{"text":" case layouts, intake layout, and Checklists","bold":true},{"text":" to minimize the need to relearn workflows for different case types. 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Reinforce concepts with interactive sessions and follow-up practice, promoting deeper knowledge retention."}]},{"uid":"64937b9a338841a88e46e5022a22a287","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"76800305de7341279c15fb9f3305a93d","type":"h2","attrs":{},"children":[{"text":"What Practical Steps Can Legal Teams Take to Reduce Cognitive Load with Neos?"}]},{"uid":"c6d64542b14442cf8f2f69e1567938dd","type":"p","attrs":{},"children":[{"text":"While managing the three types of cognitive load is essential, there are also general strategies that help optimize your brainpower. Here’s how to implement them using Neos:"}]},{"uid":"125ad98f186c4bbc943698eb822deee6","type":"h3","attrs":{},"children":[{"text":"“Chunk” Information"}]},{"uid":"78b73b994a22470997d7b6c1e0596c58","type":"p","attrs":{},"children":[{"text":"Break large tasks into smaller steps using "},{"text":"Child Tasks","bold":true},{"text":" in Neos. You could also divide a discovery phase into “Document Collection,” “Evidence Review,” and “Witness Preparation,” for example."}]},{"uid":"e17126907acc43e4816cbf469675b2bf","type":"h3","attrs":{},"children":[{"text":"Prioritize Tasks"}]},{"uid":"f0df680d784b4105b2c8787f9afc8cc1","type":"p","attrs":{},"children":[{"text":"Use the "},{"text":"tagging","bold":true},{"text":" feature to flag urgent Checklist items or specific documents, allowing you to focus on high-impact activities first. Your personal Checklist clearly displays everything on your plate to keep your day running smoothly."}]},{"uid":"1d06bcbc3ee34b16bf7033176a1e3b5b","type":"h3","attrs":{},"children":[{"text":"Reduce Distractions"}]},{"uid":"10949e1c083b424b88dabfe410d5534c","type":"p","attrs":{},"children":[{"text":"Turn off unnecessary notifications in Neos to maintain focus. You can configure alert preferences based on task types or case stages."}]},{"uid":"97486759b9d84519bcd4923b01752a86","type":"h3","attrs":{},"children":[{"text":"External Memory Aids"}]},{"uid":"9c0d73a7fc1f4acbbe49e08f411ae190","type":"p","attrs":{},"children":[{"text":"Use the "},{"type":"a","attrs":{"url":"https://neoshub.needles.com/video/notes-tab/"},"children":[{"text":"Notes","bold":true}],"uid":"b0c92edcd7c24998bb7d631607e38431"},{"text":" ","bold":true},{"text":"to document key case insights. This reduces reliance on memory and keeps all critical information accessible."}]},{"uid":"0d7baeb2997e40c7a32fad9b908b27d8","type":"h3","attrs":{},"children":[{"text":"Structured Breaks"}]},{"uid":"ef51c21c49ce4a438a3b1ea97bf38683","type":"p","attrs":{},"children":[{"text":"Schedule breaks between heavy tasks using the "},{"type":"a","attrs":{"url":"https://neoshub.needles.com/video/calendar-case-calendar-tab/"},"children":[{"text":"O365","bold":true},{"text":" "},{"text":"Calendar Integration","bold":true}],"uid":"8807de3549bc4ac2be0163de79e6f084"},{"text":" in Neos. Taking a break after completing a checklist or document review helps refresh your mind."}]},{"uid":"eec3456499d54fcb87763e2469115b4c","type":"h3","attrs":{},"children":[{"text":"Delegation and Collaboration"}]},{"uid":"68cd557e13fb42c684ca1a6b7137132f","type":"p","attrs":{},"children":[{"text":"Assign specific tasks to team members directly within Neos, making it clear who is responsible for what. 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Neos case management software helps reduce mental fatigue for lawyers and legal professionals through automation, AI tools, and customizable workflows. 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From client intake to settlement resolution, every touchpoint holds valuable data—and the most successful firms use it to drive smarter decisions, increase profitability, and deliver a better client experience."}]},{"uid":"2909c0c655cc41dd9ec191a0c575db31","type":"p","attrs":{},"children":[{"text":"Tracking the right metrics can unlock powerful insights into your law firm’s performance—but only if your data is accurate, consistent, and actionable. Before you start measuring outcomes like case cycle time or revenue per case, it’s critical to lay the groundwork by ensuring your data is clean."}]},{"uid":"8e9208ba98d84a709370076d46fde2d8","type":"p","attrs":{},"children":[{"text":"Bad data—whether from inconsistent naming, skipped fields, etc.—can lead to misleading reports and costly decisions. In this post, we’ll walk you through how to avoid bad data, identify the metrics that truly matter, and explain why each one plays a vital role in helping your firm grow more efficiently and profitably."}]},{"uid":"818ad9bb861a4f67ac4a5040b90e710b","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"4544f0f28cce41fe8fb1caec3c624e2e","type":"h2","attrs":{},"children":[{"text":"A Quick Word on Bad Data"}]},{"uid":"759c16b01244484dbcc7f08c7e71b179","type":"p","attrs":{},"children":[{"text":"Bad data","bold":true},{"text":" is a common challenge virtually all organizations encounter at some point. Inaccurate or incomplete data leads to misleading reports, poor decisions, and wasted time."}]},{"uid":"13988a4c0cb141af8110ce414a3a35d6","type":"h3","attrs":{},"children":[{"text":"Where bad data comes from"}]},{"uid":"16996bf3a5e943d1b710c622e3ed3e09","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Inconsistent naming conventions (e.g., duplicate party names, vague task descriptions)"}],"uid":"c83ba89d63a74ac1be105f2c1e192266"},{"type":"li","attrs":{},"children":[{"text":"Staff skipping required fields or using them inconsistently"}],"uid":"56996c21c8c4499787e8c232baf3ee17"},{"type":"li","attrs":{},"children":[{"text":"Old data carried over from previous systems without cleanup"}],"uid":"17e36207c5594c1b9972041a4fabb50d"},{"type":"li","attrs":{},"children":[{"text":"Manual data entry errors"}],"uid":"f18249d69a544c9ca85642c651dd334e"}]},{"uid":"6408acba3287471a99036821a0209639","type":"h3","attrs":{},"children":[{"text":"Why you should care"}]},{"uid":"ce65dd748a034fb8bae33a8fbda4275d","type":"p","attrs":{},"children":[{"text":"Bad data is actually "},{"text":"worse","italic":true},{"text":" than no data at all. You may think you're tracking cycle time or conversion rates accurately—but if your intake process is missing key info or your case closure dates aren’t logged properly, your metrics are skewed, which could lead to misguided conclusions."}]},{"uid":"2dd58fdb537f40f98f04fa644af40907","type":"reference","attrs":{"display-type":"display","asset-uid":"blt47131afd844f5199","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt47131afd844f5199/681d25582006781b6c5fc527/data_entry_powerpoint.png","asset-name":"data_entry_powerpoint.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"data_entry_powerpoint.png","asset-alt":"data_entry_powerpoint.png","inline":false},"children":[{"text":""}]},{"uid":"4e45c14a700e4346b0ea0b0050f12457","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"bcbdec07796d4f70a6e238fd607df7d4","type":"h3","attrs":{},"children":[{"text":"How to fix it"}]},{"uid":"5277c988930a47ff9df49effe9d00695","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Use dropdowns and structured fields instead of free text"}],"uid":"0240cf264d114b26b7c9fbababd6d642"},{"type":"li","attrs":{},"children":[{"text":"Create "},{"uid":"eeeec23f13b44f8ca89e6a13f12705ee","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/neos-product-tours/case-layout-demo","target":"_blank"},"children":[{"text":"standardized"}]},{"text":" naming rules for parties, documents, and tasks"}],"uid":"9393a1114f1e41cfa133ad8750ce3e67"},{"type":"li","attrs":{},"children":[{"text":"Run regular audits to spot inconsistencies"}],"uid":"d2b8e73d756c444788e3a8ba438439d2"},{"type":"li","attrs":{},"children":[{"text":"Train staff on the “why” behind data hygiene"}],"uid":"4efc2a756e8e43e6a59da48a8e114e5d"}]},{"uid":"25d52992d5a64431b76e8e5725637b96","type":"p","attrs":{},"children":[{"text":"Once you have the protocols in place to avoid creating bad data in the first place you are well positioned to identify "},{"text":"what","italic":true},{"text":" data you want to track. Spoiler: it may be less data than you think!"}]},{"uid":"82648b30bc10486697796bfb2f01777d","type":"h2","attrs":{},"children":[{"text":"How to Find and Evaluate Meaningful Data"}]},{"uid":"e4c7d0703fdb48f7a0d87079318370c6","type":"p","attrs":{},"children":[{"text":"Not all data is created equal; just because something is measurable doesn’t mean it’s meaningful. Firms often get overwhelmed trying to track everything and lose sight of the metrics that actually move the needle."}]},{"uid":"0efec0ff5687405cbd35315cb2d03aed","type":"p","attrs":{},"children":[{"text":"Here’s how to focus on data that drives real value:"}]},{"uid":"22731e0408df403c86d36e0b097c7ad7","type":"h3","attrs":{},"children":[{"text":"1. Start with Your Firm’s Goals"}]},{"uid":"15b9c954a2bd4a0889f0c667be2578a1","type":"p","attrs":{},"children":[{"text":"Your KPIs should align with what your firm is trying to achieve. Want faster case resolution? Focus on cycle time and bottleneck phases. Looking to grow revenue? Track settlement values, referral ROI, and revenue per case."}]},{"uid":"7e3d33f3b5f84fed8661cb1a73c08529","type":"h3","attrs":{},"children":[{"text":"2. Prioritize Actionable Metrics"}]},{"uid":"4a01fb190a264e3582e5c2a705ee95e3","type":"p","attrs":{},"children":[{"text":"A good metric prompts a decision. For example:"}]},{"uid":"aa369f892470458f86574f4835e463c0","type":"p","attrs":{},"children":[{"text":"·       “Time spent on discovery” can reveal process inefficiencies you can fix."}]},{"uid":"e864763049c04f5d9739bb3f593adda7","type":"p","attrs":{},"children":[{"text":"·       “Client communication frequency” might lead you to automate follow-ups."}]},{"uid":"eb20dc6642854488b0e3d82c385c335d","type":"p","attrs":{},"children":[{"text":"If a number doesn’t influence a choice or behavior, it’s probably just noise."}]},{"uid":"724013efdb4f4ee5859d169ffdcc2039","type":"blockquote","attrs":{},"children":[{"text":" If a number doesn’t influence a choice or behavior, it’s probably just noise."}]},{"uid":"c7531488126c4b5b9ee1bd77199848eb","type":"h3","attrs":{},"children":[{"text":"3. Track Trends, Not Just Snapshots"}]},{"uid":"a7e8c954f6e440a7a7119e2fd4bf9159","type":"p","attrs":{},"children":[{"text":"Looking at a single report once won’t tell you much. Valuable data is tracked over time so you can spot patterns—are cycle times improving? Are referral sources shifting?"}]},{"uid":"109abad6b47d43a1bcf185aca451df03","type":"p","attrs":{},"children":[{"text":"Make it a habit to review your most important metrics monthly or quarterly and act on what you see."}]},{"uid":"e662adccc20e4cedab9a0bf853b870d9","type":"h3","attrs":{},"children":[{"text":"4. Use Filters and Segmentation"}]},{"uid":"100f273f5d224350af2995fca5cf0c67","type":"p","attrs":{},"children":[{"text":"Your firm likely handles multiple case types or practice areas. Segmenting your data (e.g., by case type, staff member, referral source) reveals more meaningful insights than broad averages alone."}]},{"uid":"2d5b85a044f14e3585a0cc1ea97c2226","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"431beb2dba1947b8ae784ef6eb740ad0","type":"h3","attrs":{},"children":[{"text":"5. Eliminate Vanity Metrics"}]},{"uid":"e16bd84719a24b638dd82c9a2ab44ae1","type":"p","attrs":{},"children":[{"text":"Just because a number is big doesn’t mean it matters. For instance, a large number of open cases might look impressive—but if they’re all stalled, that’s not a win. Focus on metrics that correlate with outcomes, not appearances."}]},{"uid":"9491bc0853cc499fa4d9c58d7f6c94b8","type":"blockquote","attrs":{},"children":[{"text":"Focus on metrics that correlate with outcomes, not appearances."}]},{"uid":"e401fde66248487c98ee2c38d9c99d96","type":"p","attrs":{},"children":[{"text":"Now you know why data integrity and choosing what metrics to track is critical; let’s move onto the metrics every law firm should track, starting with intake."}]},{"uid":"b02db3df35cf4cd5b7f7cf7d21dd69a3","type":"h2","attrs":{},"children":[{"text":"Client Intake Conversion Rate"}]},{"uid":"d4aebd1698ea43519d3ed54450807574","type":"p","attrs":{},"children":[{"text":"Client intake conversion rate is the percentage of potential leads who become actual clients."}]},{"uid":"d29ed97173164e859ca2260ee3542241","type":"h3","attrs":{},"children":[{"text":"Why this metric matters"}]},{"uid":"04c78e2adeb74358b166a0d2fee21551","type":"p","attrs":{},"children":[{"text":"This metric shows how effectively your firm turns inquiries into signed cases. Tracking conversion rates helps you spot breakdowns in the intake process—whether it’s a slow response time, unclear communication, or lack of follow-up."}]},{"uid":"196411047f2944fbab93f1a23d55bc3b","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"ee990d73144a49ec97ed3cb2d328d44f","type":"h2","attrs":{},"children":[{"text":"Case Cycle Time"}]},{"uid":"a4cc47528f65469f94decd9d55151cad","type":"p","attrs":{},"children":[{"text":"Case cycle time is the average time it takes to resolve a case from intake to closure."}]},{"uid":"925eb40f51004fda82ffee8664575501","type":"h3","attrs":{},"children":[{"text":"Why this metric matters"}]},{"uid":"468cb2c6215948efb432230b90ade186","type":"p","attrs":{},"children":[{"text":"Understanding your case cycle time helps assess operational efficiency. If cases are dragging, it may signal workflow bottlenecks or resource misallocation. Shortening cycle time improves cash flow, capacity, and client satisfaction."}]},{"uid":"4302ecbd6d2749b1963f3d8e4304adb1","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"0678d69b6ac74306bb4c6e5ae04262ba","type":"reference","attrs":{"display-type":"display","asset-uid":"blt8e68cb8d48ccd358","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8e68cb8d48ccd358/681d25db200678aeb05fc52e/entire_case_lifecycle_tracking.png","asset-name":"entire_case_lifecycle_tracking.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"entire_case_lifecycle_tracking.png","asset-alt":"entire_case_lifecycle_tracking.png","inline":false},"children":[{"text":""}]},{"uid":"480344ce2b964b56a272f275ae4ee95d","type":"h2","attrs":{},"children":[{"text":"Settlement Amounts by Case Type"}]},{"uid":"ef17a17f9dc04d3c9f63cb0f5ff7795c","type":"p","attrs":{},"children":[{"text":"This is the average value of settlements, segmented by practice area."}]},{"uid":"7ba5cae616c14787a7b687aafb9436e2","type":"h3","attrs":{},"children":[{"text":"Why this metric matters"}]},{"uid":"73a336ed5e40429e9f7a731e533c00de","type":"p","attrs":{},"children":[{"text":"This metric helps you determine which case types are delivering the highest return. It’s essential for evaluating ROI on your marketing and staffing strategy—and where to focus your firm’s resources for growth."}]},{"uid":"8bd33ce499b54e85a3859697bea0e3c1","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"39b6fddae23541fcb10181bb35ef6943","type":"h2","attrs":{},"children":[{"text":"Referral Source ROI"}]},{"uid":"3df4748bac39449b95c2570a67d4ea2c","type":"p","attrs":{},"children":[{"text":"Referral source ROI is return on investment for each referral source (e.g., other attorneys, digital ads, partners)."}]},{"uid":"840b6459e9e74340a9a4697cb89be588","type":"h3","attrs":{},"children":[{"text":"Why this metric matters"}]},{"uid":"33cafdc2a9ab4973999022f6a519ceb1","type":"p","attrs":{},"children":[{"text":"Not all leads are equal. Measuring which sources bring in your most valuable clients allows you to focus your marketing spend where it counts and eliminate underperforming channels."}]},{"uid":"7684db33107e467bac49bd5a92a55d5e","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"5a472c9ed1dc411bae52d2f5c48e66f1","type":"h2","attrs":{},"children":[{"text":"Time Spent per Case Phase"}]},{"uid":"ee9ca362a05f41ab9998b6f1da48d62c","type":"p","attrs":{},"children":[{"text":"Capturing the total hours logged for each major phase of a case—intake, discovery, negotiation, etc. is a must."}]},{"uid":"39acc767eadb425b90da08578f9ddfa2","type":"h3","attrs":{},"children":[{"text":"Why this metric matters"}]},{"uid":"a4878f3b88be4e43a9f22750944081be","type":"p","attrs":{},"children":[{"text":"This breakdown reveals where your team’s time is going and helps pinpoint inefficiencies. For example, if discovery consistently takes too long, you may need to revisit your processes or staffing."}]},{"uid":"28eaa07aa732409bb126cac8df83c9a6","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"2d5f8f9ec3a0483ca545422e5378d5b8","type":"h2","attrs":{},"children":[{"text":"Employee Productivity & Utilization"}]},{"uid":"0091f1c5f8ca482d9485f68cb260a3d5","type":"p","attrs":{},"children":[{"text":"This metric tracks the amount of time staff spend on billable vs. non-billable tasks."}]},{"uid":"702c837ea3ca458780cc4ca9ca61c3c2","type":"h3","attrs":{},"children":[{"text":"Why this metric matters"}]},{"uid":"7ad0b78538c547d2a43e333fc146d1cb","type":"p","attrs":{},"children":[{"text":"This metric gives insight into workload balance and operational efficiency. High-performing firms use it to optimize staffing, set realistic performance targets, and prevent burnout."}]},{"uid":"433eb7fdb347499386cfb6a93fd65043","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"fbd888c16c4848c6b023b4d6d3752e89","type":"reference","attrs":{"display-type":"display","asset-uid":"bltc725d22aa1bf6700","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltc725d22aa1bf6700/681d25f0a50a9d68cb1893c5/staff_reporting.png","asset-name":"staff_reporting.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","alt":"staff_reporting.png","asset-alt":"staff_reporting.png","inline":false},"children":[{"text":""}]},{"uid":"31f68477ee754a2c9b3fcd0b51637c17","type":"h2","attrs":{},"children":[{"text":"Aging Reports & Outstanding Case Values"}]},{"uid":"b76b16aa441b4f62b11cae236ea1dc85","type":"p","attrs":{},"children":[{"text":"This metric enables a view of how long cases have been open and how much value is tied up in unresolved cases."}]},{"uid":"aab360abde874f24bef352957f6abe21","type":"h3","attrs":{},"children":[{"text":"Why this metric matters"}]},{"uid":"73530064aed74755bb7f0f387181b132","type":"p","attrs":{},"children":[{"text":"Tracking aging cases helps identify delayed resolutions and prioritize cases that impact your bottom line. It’s also a key tool for forecasting cash flow and managing attorney workloads."}]},{"uid":"1b0c345e84ab48bbb1a2a0cb8b2d8352","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"c87dac8475374e55a29a79a04332eeaa","type":"h2","attrs":{},"children":[{"text":"Client Communication Logs"}]},{"uid":"2dbf57e2f6254b41a1539c705ac9f135","type":"p","attrs":{},"children":[{"text":"This is a record of how often and how well your team communicates with clients."}]},{"uid":"fc95187193194c13b32d1e8b77e0ebce","type":"h3","attrs":{},"children":[{"text":"Why this metric matter"}]},{"uid":"3e5540bb0f574d1b89edc49376c0c12f","type":"p","attrs":{},"children":[{"text":"Timely and clear communication builds trust. Tracking communication frequency helps ensure no client feels neglected—and can prevent complaints or poor reviews down the line."}]},{"uid":"3a92824d9e1c4f569a77324b85013d33","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"32458ea596d94f07a48150acf738c778","type":"h2","attrs":{},"children":[{"text":"Net Promoter Score (NPS) or Client Satisfaction"}]},{"uid":"8fa9a0c0bfee4d8ebf1385247381dcc4","type":"p","attrs":{},"children":[{"text":"NPS is a common, yet"},{"text":" ","bold":true},{"text":"simple measure of how likely clients are to recommend your firm, often gathered through surveys."}]},{"uid":"94740eb0f5134a448c62de93cbb05915","type":"h3","attrs":{},"children":[{"text":"Why this metric matters"}]},{"uid":"b4045427056b4bb2b84a97dba4f54fe6","type":"p","attrs":{},"children":[{"text":"High satisfaction leads to more referrals. Measuring NPS or client sentiment allows you to identify service issues early and turn happy clients into advocates."}]},{"uid":"83661ddffff24b8f8176816d72a438e7","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"15e7ed1e23dd4d2f93baca8e784ccdaf","type":"h2","attrs":{},"children":[{"text":"Revenue Per Case / Practice Area"}]},{"uid":"f6292bed3beb4f5294c686249cfa9f58","type":"p","attrs":{},"children":[{"text":"This metric tracks the average amount of revenue generated by each case or practice area."}]},{"uid":"98dd10428bdb45ecbbbd14075e5b73fd","type":"h3","attrs":{},"children":[{"text":"Why this metric matters"}]},{"uid":"f0a99cb7335348e291728aa53f58359c","type":"p","attrs":{},"children":[{"text":"This metric helps evaluate profitability across different types of work. Use it to guide where to invest, which practice areas to expand, and how to price your services competitively."}]},{"uid":"cf7082b121e7471daf1866153b524d16","type":"blockquote","attrs":{},"children":[{"text":" This metric helps evaluate profitability across different types of work. Use it to guide where to invest, which practice areas to expand, and how to price your services competitively."}]},{"uid":"4c45aec3c31345de9f564f792be15ee0","type":"h2","attrs":{},"children":[{"text":"Bringing It All Together with Neos"}]},{"uid":"cfaa47c36ca141c8bfb835c18ed56124","type":"p","attrs":{},"children":[{"text":"Tracking all these metrics doesn’t have to be overwhelming—especially with the right tools. "},{"uid":"5dbe6ac64a3c475593b6457ef9f33e5a","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_self"},"children":[{"text":"Neos","bold":true}]},{"text":", Assembly Software’s cloud-based case management platform, makes it easy to measure what matters. With real-time dashboards, automated reporting, and AI-powered insights, Neos helps law firms turn raw data into meaningful action."}]},{"uid":"b7f3041bcb5141379647e118f99ddf94","type":"p","attrs":{},"children":[{"text":"Metrics aren’t just numbers—they’re strategic assets. Start with a few, build discipline around tracking them consistently, and use the data to continuously improve."}]},{"uid":"08be7da101ba4f2d87c02a0ecbbaa7c0","type":"p","attrs":{},"children":[{"text":"Want more? Content for this post was taken from Bryan Billig’s webinar, “Key Metrics for Law Firms to Track,” at Legal Up. ","italic":true},{"type":"a","attrs":{"url":"https://pxsqliqms8k.typeform.com/to/aKvEJdXx?typeform-source=statics.teams.cdn.office.net"},"children":[{"text":"Watch the full webinar replay"}],"uid":"f2d8289cce1245b6af0e3933b361ea79"},{"text":" for real-world examples and deeper insights into how these metrics can transform your practice.","italic":true}]},{"uid":"fb7b088f92ea46deb532059bd7aa9f14","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"5d686c70bbc1461bb0cbc8842bcad484","type":"p","attrs":{},"children":[{"text":" "}]}],"_version":5},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":600,"height":400},"filename":"data-metrics-charts-graphs.jpg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdf4c27736a95cede/681d25441ec46de56a5e30af/data-metrics-charts-graphs.jpg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdf4c27736a95cede/681d25441ec46de56a5e30af/data-metrics-charts-graphs.jpg?width=150&height=100&format=webp&quality=90 150w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdf4c27736a95cede/681d25441ec46de56a5e30af/data-metrics-charts-graphs.jpg?width=300&height=200&format=webp&quality=90 300w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdf4c27736a95cede/681d25441ec46de56a5e30af/data-metrics-charts-graphs.jpg?width=600&height=400&format=webp&quality=90 600w","sizes":"(min-width: 600px) 600px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdf4c27736a95cede/681d25441ec46de56a5e30af/data-metrics-charts-graphs.jpg?width=600&height=400&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdf4c27736a95cede/681d25441ec46de56a5e30af/data-metrics-charts-graphs.jpg?width=150&height=100&format=jpg&quality=90 150w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdf4c27736a95cede/681d25441ec46de56a5e30af/data-metrics-charts-graphs.jpg?width=300&height=200&format=jpg&quality=90 300w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdf4c27736a95cede/681d25441ec46de56a5e30af/data-metrics-charts-graphs.jpg?width=600&height=400&format=jpg&quality=90 600w","sizes":"(min-width: 600px) 600px, 100vw"}},"layout":"constrained","width":600,"height":400}},"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#2270DD"},"logo":{"image":null,"image_alt_text":""}},"headline":"Unlocking Law Firm Success: 10 Key Metrics Every Firm Should Track","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Discover the key metrics every law firm should be tracking to improve efficiency, boost profitability, and deliver better client outcomes.","meta_keywords":"","meta_title":"10 Key Metrics Every Law Firm Should Track","no_index":false},"social_media_metadata":{"description":"Discover the key metrics every law firm should be tracking to improve efficiency, boost profitability, and deliver better client outcomes. Learn how to avoid bad data, focus on meaningful insights, and measure what truly matters.","image":null,"title":"Unlocking Law Firm Success: 10 Key Metrics Every Firm Should Track"}},"teaser_text":"Discover the key metrics every law firm should be tracking to improve efficiency, boost profitability, and deliver better client outcomes. Learn how to avoid bad data, focus on meaningful insights, and measure what truly matters.","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"May 05, 2025","id":"85c4df47-a4e6-564b-9f83-ff229c58600d","uid":"bltf8847632f9919965","title":"Best Legal Practice Management Software For Your Firm","page_url":"legal-practice-management-software","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"8f44f6ae55d1479baebe7665326c90ca","type":"doc","attrs":{},"children":[{"uid":"236c7245c5514e3bad6efbdc400aeb19","type":"p","attrs":{},"children":[{"text":"Most businesses are looking for ways to reduce costs through improved efficiency with the help of digital tools. Law firms are no exception, so it’s not surprising that the global legal practice management software market size is expected to reach "},{"type":"a","attrs":{"url":"https://www.globenewswire.com/news-release/2022/02/21/2388638/0/en/Legal-Practice-Management-Software-Market-Research-Report-by-Function-by-Component-by-Industry-by-Region-Global-Forecast-to-2027-Cumulative-Impact-of-COVID-19.html"},"children":[{"text":"$2,269.92 million by 2027 "}],"uid":"4d03de5ebab942248301b2c47e837aab"},{"text":"."}]},{"uid":"474d741f075e4b28a89407e41f4a9301","type":"p","attrs":{},"children":[{"text":"In this article, we’ll examine the benefits of legal practice management software and provide the information you need to choose the right option for your firm."}]},{"uid":"6cc4ed97770248a9b8ac2a73551f7a1c","type":"h2","children":[{"text":""}],"attrs":{}},{"uid":"c17ec1903aef42b894b4db811b917a5f","type":"h2","attrs":{},"children":[{"text":"What is legal practice management software?"}]},{"uid":"3995d912525744e3b2e20c60dfcc2e3a","type":"p","attrs":{},"children":[{"text":"Legal practice management software (sometimes called LPMS) is a specific type of "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/"},"children":[{"text":"legal software "}],"uid":"8fed2c9c688f42efa1075270cde52912"},{"text":"for lawyers. It’s designed to streamline the day-to-day functions of managing a law office, helping you save time and reduce admin costs."}]},{"uid":"87d24111bc404ab9ba3ad6930781e614","type":"p","attrs":{},"children":[{"text":"This software typically covers case and contact management, document storage, expense tracking, billing, and client communication — everything legal professionals need to keep the practice running smoothly. It often automates tasks like tracking billable hours, online payment processing, and document assembly."}]},{"uid":"cfc89c475f9f447d92fae01cd038d269","type":"p","attrs":{},"children":[{"text":"Alongside case management and document management, some practice management legal software offers specific tools for "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/law-firm-client-intake"},"children":[{"text":"law firm client intake "}],"uid":"901ee48e145c4e339193255f49dfe30f"},{"text":", such as Neos "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/neos/intake-pro"},"children":[{"text":"Intake Pro"}],"uid":"6914e7d6d8f441fd9e5aaab2da61133c"},{"text":". You might also find a client portal for scheduling and self-service support. Other features can include:"}]},{"uid":"2d63d0d332924211bb1e4c6123df7b73","type":"ul","attrs":{},"children":[{"type":"li","children":[{"text":"Dashboards and reports"}],"attrs":{},"uid":"2c6935aa900e43f6a6eb559cc618faef"},{"type":"li","attrs":{},"uid":"a0e6d717c4814f43b4bb33cd6742d530","children":[{"text":"Matter management"}]},{"type":"li","attrs":{},"uid":"73c78c5bea604c998b636307e03985bc","children":[{"text":"Email management"}]},{"type":"li","attrs":{},"uid":"5d3e1d228ed542c4aa67a948c0504ade","children":[{"text":"Trust accounting"}]},{"type":"li","attrs":{},"uid":"f507fd8555054076bc0715405f9eb25f","children":[{"text":"Conflict checking"}]}]},{"uid":"d11b7634d39940e2a0c6a51a9e988138","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"168fbbff3bba413a96d1d38daa975639","type":"p","attrs":{},"children":[{"text":"Practice management software for law firms also gives you a central database for storing your legal case files and related documents, making them accessible and easy to search. It’s even simpler to use all-in-one software instead of separate apps for tasks and contact management."}]},{"uid":"0626b74f533f48d59881b27efc82afda","type":"blockquote","attrs":{},"children":[{"text":"\n"},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/customer-stories/james-morris-law"},"children":[{"text":"CASE STUDY"}],"uid":"30265fb2bec54b1e945e7f103c6ebd65"},{"text":": Virginia-based law firm Kalfus & Nachman has found that Neos "},{"uid":"a7763924c8bf402e8ea25b1376ad8aba","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"case management software "}]},{"text":"is ideal for remote teams, as it enables them to work with familiar tools no matter where they’re located. The practice also takes advantage of the mail merge features to provide a personal touch for clients."},{"text":"\n","bold":true}]},{"uid":"ecb0ef926a134756b85eab77b1c6d334","type":"h2","children":[{"text":""}],"attrs":{}},{"uid":"f58b26a46690414b8b9163aa9ce999df","type":"h2","attrs":{},"children":[{"text":"Why are legal practice management systems important for a law office?\r "}]},{"uid":"141da8be1cda451899b8a1ac73b20911","type":"p","children":[{"text":"Legal practice management software can save you money and improve client and employee experiences. Let’s take a look at the benefits:"}],"attrs":{}},{"uid":"9f9fbfda6fc44c0b86c5262e0b607c4a","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"006cb414f2ef49ffaf16f546fe7fe242","type":"h2","attrs":{},"children":[{"text":"Benefits of law practice management software"}]},{"uid":"4f479b2eb5374b409cf416691032fbf4","type":"h3","attrs":{},"children":[{"text":"1. Reduce maintenance costs"}]},{"uid":"d5ee7896d080455da3e5998282ac86fe","type":"p","children":[{"text":"If your firm has an on-premise software setup, you’ll require servers, which take up valuable space and are costly to install and maintain. You also have to buy software licenses for each device, install the software yourself, and deal with patches and upgrades—which often means having your own IT team or bringing in experts."}],"attrs":{}},{"uid":"4fbd4cb062994845a1005da34b935547","type":"p","children":[{"text":"But a cloud-based solution is hosted and run by your software provider, who also takes care of any maintenance. Cloud-based apps don’t require installation, and upgrades arrive seamlessly without disruption. All costs are included in your monthly subscription fee, which means a predictable expenditure for your firm."}],"attrs":{}},{"uid":"20b9eaffe53a45d48e556de6b6999371","type":"p","children":[{"text":"Web-based software for law offices is much more cost-effective. You’ll never need to pay for extra equipment, storage, or maintenance, even when your firm takes on more staff or cases."}],"attrs":{}},{"uid":"5d2e28b0eb714532b2583d42b37adbf6","type":"h3","children":[{"text":""}],"attrs":{}},{"uid":"0f268b8d805b4d5cae8b0a6832574d9d","type":"h3","attrs":{},"children":[{"text":"2. Improve overall efficiency and productivity with automation"}]},{"uid":"229ef00c705d41aab62296ef07932a88","type":"p","children":[{"text":"Law firm management software boosts productivity by streamlining your processes. It will automate invoicing, time tracking, and scheduling workflows without the required technical know-how. Integrations with other tools mean there’s no time lost toggling between apps."}],"attrs":{}},{"uid":"23303501f2f24cba9ef5b28f61cdf2c2","type":"p","children":[{"text":"As well as saving time, you’ll see fewer errors when you eliminate the need for manual data input. For example, document automation lets you populate forms with existing data, and you can automatically pull in medical documents for "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/personalinjury"},"children":[{"text":"personal injury"}],"uid":"512caed2b7a04f8a859dfc47e92b5c5c"},{"text":" cases."}],"attrs":{}},{"uid":"3ce01e40e2d0494bb6edc8da5e44b4d6","type":"p","children":[{"text":"With all files and data stored centrally, you won’t waste precious minutes searching for legal documents—and they won’t go astray as paper copies can. They’re easily accessible to everyone who needs them, enabling efficient collaboration between dispersed teams."}],"attrs":{}},{"uid":"b8179bc45c0f4033856495ca74608f77","type":"p","children":[{"text":"By spending less time on tedious admin, you can stay focused on your clients. Cloud-based law practice management software helps you be efficient and transparent, updating documents in real-time and sharing them quickly and securely. You can keep clients informed via built-in comms tools."}],"attrs":{}},{"uid":"d1f7d140e6fc49d6b10123b307b741e1","type":"blockquote","children":[{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/customer-stories/james-morris-law"},"children":[{"text":"CASE STUDY"}],"uid":"41880d5848554ab798636646f94a5c5a"},{"text":": Buffalo law firm James Morris Law has made considerable time savings since switching to Neos. After years of manually entering client information, the staff can now generate new documents in just a few clicks by pulling data directly from a case. With customized dashboards and workflows, it’s easy to track every case from beginning to end."}],"attrs":{}},{"uid":"a7d24c8e2db342a8a0fa30d2f42c7143","type":"h3","children":[{"text":""}],"attrs":{}},{"uid":"c9039395a3a7460483c888bd3c7a172c","type":"h3","attrs":{},"children":[{"text":"3. Enhance cybersecurity with a cloud-based practice management solution"}]},{"uid":"ca44bcb3c1404b1390a85c81c3cda0ae","type":"p","children":[{"text":"Businesses can often be wary about having all their operations and data online, especially law firms for whom security and governance are paramount. But cloud-based law office software is actually more secure than on-prem solutions, which is why cloud computing is among the rising legal"},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/five-legal-tech-trends-2023"},"children":[{"text":" tech trends."}],"uid":"1fbb17a3043d4d85a02d090d54efc630"},{"text":""}],"attrs":{}},{"uid":"1156cfcef1fc472291822026441c57c2","type":"p","children":[{"text":"The best law firm software provides end-to-end encryption, which means your information is only accessible to the intended recipients you’ve shared it with—it can’t be viewed by third parties while traveling between systems and devices."}],"attrs":{}},{"uid":"c351b84a92304f8384febd8f07aac966","type":"p","children":[{"text":"Cloud providers house your data in multiple data centers so that it can’t be lost, and they have dedicated teams in place to handle data security. Most law firms don’t have the budget or infrastructure to do this themselves. Major providers also adhere to stringent security standards, privacy regulations, and compliance requirements."}],"attrs":{}},{"uid":"e49f8c21bb234364a5cf1b0acdf6d74e","type":"h3","children":[{"text":""}],"attrs":{}},{"uid":"5f915114b9df4b02a49ddf882aee2ca8","type":"h3","attrs":{},"children":[{"text":"4. Flexible workplace software solutions that grow with your law firm"}]},{"uid":"1068ac19857a4b3693e2e507777533e8","type":"p","children":[{"text":"Law office management software gives you flexible options such as customizing dashboards, reports, and client intake processes, as well as creating editable document templates. But cloud solutions also provide more flexibility for the workplace in general."}],"attrs":{}},{"uid":"c6dbaae2abc1413390a4e8da37bf49a6","type":"p","children":[{"text":""},{"type":"a","attrs":{"url":"https://www.americanbar.org/content/dam/aba/administrative/digital-engagement/practice-forward/practice-forward-survey.pdf"},"children":[{"text":"54% of lawyers"}],"uid":"b28d9374bb9649c88809b074915386a3"},{"text":" now work from home almost 100% of the time, and this software is ideal for remote and hybrid workforces. Everyone can access the platform from any place with an internet connection—even grabbing data from the mobile app in a courtroom. And dispersed teams can easily collaborate on files."}],"attrs":{}},{"uid":"84d5b9acf2864fce99715be40ffe58d2","type":"p","children":[{"text":"This type of flexibility has become a competitive advantage, helping with employee retention and recruitment. It’s also important for scalability, as you can hire more staff (from anywhere in the world) without needing large physical premises. Plus, you can deliver remote onboarding and training."}],"attrs":{}},{"uid":"253f21c69d584352bc7e57b12dde9264","type":"h2","attrs":{},"children":[{"text":""}]},{"uid":"c8dbb704478f456da296db509a5ec261","type":"h2","attrs":{},"children":[{"text":"How to pick the right law firm case management software for your specific needs and clients "}]},{"uid":"a9759f17767442a5899573f46d9489aa","type":"p","children":[{"text":"A quick online search will reveal no shortage of practice and client management software for lawyers. So, how do you choose the right one that fits your firm’s needs? "}],"attrs":{}},{"uid":"f09e2f2703ba477cbe6e0b50039989c0","type":"h3","children":[{"text":""}],"attrs":{}},{"uid":"12f2d964888e4533beee2e4803b98460","type":"h3","attrs":{},"children":[{"text":"What features should I look for in the best legal practice management software?\r"}]},{"uid":"518f6d49b9024403b4a6059a2a11eb6b","type":"p","children":[{"text":"Legal case management platforms are not one-size-fits-all — each one will have slightly different features and functionality, and some are designed for specific practice areas like family or corporate law. "},{"uid":"e6f07b29f4b445ca8bf61bbc0a64694b","type":"span","attrs":{},"children":[{"text":"Before you start browsing, consider the unique requirements of your firm, such as the important "}]},{"text":""},{"uid":"967e27899edc4a0695e837509da34fe3","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/important-law-firm-kpis-you-need-to-track"},"children":[{"text":"law firm KPIs"}]},{"text":""},{"uid":"b1e8333f7c0e46a69001061179da7558","type":"span","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"."}]},{"text":""}],"attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"}},{"uid":"beb41f69c84e47e9b3a22b69be640c0e","type":"p","children":[{"text":"Separate the nice-to-haves from the essential features, and consider the legal technology you might want in the future. You also need to know what you want to achieve with the practice management system."}],"attrs":{}},{"uid":"022c49b153494582a9614dae4eccfe8e","type":"p","children":[{"text":"For example, your goal might be to increase efficiency in time management, in which case you should look for software with timekeeping tools for measuring productivity and billable time."}],"attrs":{}},{"uid":"8b952df98a124a10b49f8fef47b10868","type":"h3","children":[{"text":""}],"attrs":{}},{"uid":"8e7c0b6258f14460b959d9456eea3225","type":"h3","attrs":{},"children":[{"text":"How much does legal practice management software cost? Consider the price\r"}]},{"uid":"466a1d4c7d0a4b7a920be852404e308d","type":"p","children":[{"text":"Of course, your budget will be a major factor in selecting software. Some free or low-cost options will appeal particularly to small law firms, but these may not have all the features and flexibility you need. On the other hand, you shouldn’t be swayed by the biggest, shiniest products."}],"attrs":{}},{"uid":"949e8bcb7fb14d1aa9b5805f224e4a13","type":"p","children":[{"text":"Because prices for legal practice management solutions can vary widely, you should decide what represents good value for your firm. Does the software meet all your requirements? Is it scalable for future growth? Remember that the right solution will save you money in the long run."}],"attrs":{}},{"uid":"798edb70d9624651a719a5ec4ab67744","type":"h3","children":[{"text":""}],"attrs":{}},{"uid":"375b39bd602145498c327f36c38936be","type":"h3","attrs":{},"children":[{"text":"Check the adjustment period for your firm"}]},{"uid":"31d06a5b27964afb8a0ea4802eef3060","type":"p","children":[{"text":"Whether you’re switching from your current case management platform or transitioning to cloud-based software for the first time, it’s a good idea to develop a change management plan before you start and communicate with staff throughout the process. The best providers will also create a bespoke transition plan for your firm."}],"attrs":{}},{"uid":"682a6ff69c474b3eb9286f38f5d0b7be","type":"p","children":[{"text":"Factor in time for onboarding and training all staff members so they can make the most of the new technology. The actual transition shouldn’t take long or be too disruptive, but try to implement the software during a less busy period in case the data migration takes longer than you expected."}],"attrs":{}},{"uid":"d879fb9ede9c4d31bbe622616227e6b8","type":"blockquote","children":[{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/customer-stories/karl-truman-case-study"},"children":[{"text":"CASE STUDY"}],"uid":"16e17c5e17f64d0594b373d5008fad92"},{"text":": When Karl Truman Law Office initially transitioned to a cloud software platform, it was a disaster. The data migration and implementation took far longer than expected, and the platform was difficult to use. Enter Neos—which not only provided a seamless transition but quickly helped the firm recoup the losses caused by the previous solution."}],"attrs":{}},{"uid":"1b19fe64c7dc4527a7974bca3f26208a","type":"h3","children":[{"text":""}],"attrs":{}},{"uid":"3f64f02d1d844ee1ba0832942ff6917f","type":"h3","attrs":{},"children":[{"text":"Ensure compatibility with existing tools"}]},{"uid":"abde97890b0648c0a9a78149eda4eb44","type":"p","children":[{"text":"One of the benefits of"},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/moving-to-cloud-based-case-management-5-things-to-know"},"children":[{"text":" cloud-based case management"}],"uid":"e53ef1dab4924028a9aff03a16783511"},{"text":" of moving and practice management is that the software comes with a host of advanced tools. But what about your existing tech stack? If you want to keep using familiar apps and workflows, you’ll need to ensure your new solution integrates with them."}],"attrs":{}},{"uid":"fde194af8f324f2bae56af69aed4a316","type":"p","children":[{"text":"If not, you’ll end up with multiple siloed systems — which involves the time-consuming and error-prone task of entering and transferring data between them. Seamless integration is vital for efficiency, enabling you to carry out many processes in one place. Look for software with a good range of integrations, which you can add now or in the future."}],"attrs":{}},{"uid":"1c81b688ec664c1f8097e5a341ebb501","type":"h3","children":[{"text":""}],"attrs":{}},{"uid":"0b5c9e12b6aa41efa7ffb18bdc16a852","type":"h3","attrs":{},"children":[{"text":"Gather input from your legal team"}]},{"uid":"b3576558404a4d738ebc2d25714ddf19","type":"p","children":[{"text":"Your whole team must be involved in the process of choosing new software. After all, they’re the ones who are going to be using it, and they might highlight something you haven’t thought about. Different team members will have different needs, so check with everyone from attorneys and paralegals to admin staff."}],"attrs":{}},{"uid":"c9299475e94c405f9efff5e252192c75","type":"p","children":[{"text":"Ask them which tasks take up the most time and effort and which workflows they think would benefit from being automated. Which processes are currently working well? You should be able to spot the most common concerns and needs and build a master list of critical features and nice-to-haves in your day-to-day firm operations."}],"attrs":{}},{"uid":"d89ce9a5f8e7403ca1bf8b7af214632f","type":"h3","children":[{"text":""}],"attrs":{}},{"uid":"c7c5ea879bf04d6ba638617078dd636e","type":"h3","attrs":{},"children":[{"text":"Maximize demos and ask questions"}]},{"uid":"baf9fb7d053b4655915d492885d02a4a","type":"p","children":[{"text":"The only way to tell if a solution works for you is to try it yourself. Most software providers offer free trials or at least demonstrations, so make a shortlist of options and get in touch to complete your request. This is also an excellent way to see what their customer service is like."}],"attrs":{}},{"uid":"94e62f8973564a40a764449c4824a81b","type":"p","children":[{"text":"Let all your team members test the features, interface, and navigation, and get their feedback. Does the tool seem easy to learn and user-friendly? Is it going to streamline your workflows effectively? Before making any decision, ask the provider some additional questions:\n"}],"attrs":{}},{"uid":"f5c67ac389f7475fbfe6d93ed3da8c92","type":"ul","attrs":{},"children":[{"type":"li","children":[{"type":"p","children":[{"text":"What’s the billing structure—will you pay monthly or annually?"}],"attrs":{},"uid":"1bf121bacce244ddac096d9cd53ae3eb"}],"attrs":{},"uid":"c80141aed25f4b4c84cc76796efd53f0"},{"type":"li","children":[{"type":"p","children":[{"text":"How often will you receive updates and upgrades?"}],"attrs":{},"uid":"2b02b7139d694cf29e23af5b83cd1965"}],"attrs":{},"uid":"24be46b725b1401c8ff51fb8d74b42d1"},{"type":"li","children":[{"type":"p","children":[{"text":"How easy is it to add new users or features?"}],"attrs":{},"uid":"9a7ef14a56084ecba4b38796ea9421f5"}],"attrs":{},"uid":"c7a8f5f418fe453582079f7a45eda169"},{"type":"li","children":[{"type":"p","children":[{"text":"What are the data security protocols?"}],"attrs":{},"uid":"2bd6f4478546413cbe5ba14324f2ea4c"}],"attrs":{},"uid":"aa856d675a2a4d9ab90771aadd5d8f98"},{"type":"li","children":[{"type":"p","children":[{"text":"How many integrations are included?"}],"attrs":{},"uid":"4c72e34ca03b4df3baebfc839eb15005"}],"attrs":{},"uid":"5ef71cff6efc48c9a563e42df23aea44"},{"type":"li","children":[{"type":"p","children":[{"text":"What is the level of tech support?"}],"attrs":{},"uid":"9138d46204af4590b027cf9f4d1d4dc2"}],"attrs":{},"uid":"f840ffe28bf44aaaa286ea8e889ba24c"}]},{"uid":"85e6f495ce2e40118edf8fe0c2fe7dca","type":"h2","children":[{"text":""}],"attrs":{}},{"uid":"ca28be14f3e0449a8762153cb31f5462","type":"h2","attrs":{},"children":[{"text":"Work with the best law practice management software"}]},{"uid":"8fb18e423c3f4ca8b083d7bbaaa81604","type":"p","children":[{"text":"Finding it hard to make a choice? There’s a practice management system that checks every box: "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/neos"},"children":[{"text":"Neos"}],"uid":"85d052f2c456488a8608322134f5e9f8"},{"text":". It was created by attorneys, for attorneys, so it contains every tool you need to run your firm with maximum efficiency."}],"attrs":{}},{"uid":"f37b13dcbd0740dd85010b40f64de31c","type":"p","children":[{"text":"Neos automates your processes and workflows and keeps your files organized in one place, so your firm can move through cases faster. Customization options include client intake questionnaires, case templates, and dashboard reports, and there are integrations with Microsoft Office 365 (with Outlook and Calendar), DocuSign, QuickBooks, LawPay, and more. You can also:"}],"attrs":{}},{"uid":"eeb86816237341d7a9fee740cacd1a5a","type":"ul","children":[{"type":"li","children":[{"type":"p","children":[{"text":"Call, email, and text clients directly from Neos"}],"attrs":{},"uid":"e6d898ad013e4a548c5985650c5a1b21"}],"attrs":{},"uid":"1f6bcc7348814d329545ec8117b168eb"},{"type":"li","children":[{"type":"p","children":[{"text":"Track all communications with ease"}],"attrs":{},"uid":"d1b0f449597f47db96152bdb1900f22d"}],"attrs":{},"uid":"b02ee662734a4142b7b872ba6853d1b2"},{"type":"li","children":[{"type":"p","children":[{"text":"Count billable hours with a "},{"uid":"8295576f7f4a46bfa8e798186d4b2a73","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/lawyer-time-tracker","target":"_self"},"children":[{"text":"lawyer time tracker"}]},{"text":""}],"attrs":{},"uid":"51d9a6d4f29343b09a7be0cfc8617301"}],"attrs":{},"uid":"2e1c7cfb011a4fae8a887f7022eb088c"},{"type":"li","children":[{"type":"p","children":[{"text":"See a 360-degree view of your caseload and firm health."}],"attrs":{},"uid":"a1578e4589004ab8b2a93af8a775fc90"}],"attrs":{},"uid":"6a91f03acced40d497751407d33427c8"}],"attrs":{}},{"uid":"24583a1894024eba94af1854f641f2d1","type":"p","children":[{"text":"A dedicated customer support team and a Professional Services Team will help you migrate your data and "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/cloud-transition"},"children":[{"text":"transition to the cloud"}],"uid":"97a6bb38071d43649f27e6f2fb16a764"},{"text":". Security-wise, Neos offers comprehensive encryption protocols, complete backup and redundancy, and a greater than 99% uptime guarantee."}],"attrs":{}},{"uid":"10f204ba780349359283791ddc5b094b","type":"p","children":[{"text":"Microsoft Azure also protects the platform, which uses advanced AI for 24/7 monitoring and daily vulnerability scans. Nobody outside your firm can access your data thanks to measures like internal key vaults, biometric security, and a Web Application Firewall."}],"attrs":{}},{"uid":"7acacf2ed3f34b3c9722f6ffd84fc32f","type":"p","children":[{"text":"Neos law practice management software will boost efficiency, enhance cybersecurity, and increase profitability. Don’t let your law firm get left behind — "},{"uid":"44575a5aa8e544fab9c1b42a4d167c56","type":"a","attrs":{"url":"https://assemblysoftware.com/get-a-demo","target":"_blank"},"children":[{"text":"schedule a personalized consultation today."}]},{"text":"\n"}],"attrs":{}}],"_version":27},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#2270DD"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":"Assembly mark"}},"headline":"Best Legal Practice Management Software: Choosing the Right One","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Legal practice management software streamlines the day-to-day functions of a law office. 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"}]},{"uid":"f35c5315e9374458ac8f2c8db69e05c9","type":"h2","attrs":{},"children":[{"text":"What output can AI generate?"}]},{"uid":"3c24d4d61cf14317ada8564299577364","type":"p","attrs":{},"children":[{"text":"There are countless examples of how AI enhances legal workflows by generating content that can be adapted for various uses."}]},{"uid":"67b5b29d2443446fa7b5de1e4f221daa","type":"h3","attrs":{},"children":[{"text":"Medical chronologies "}]},{"uid":"5b7abe95b42f4375b2af6190bac56b47","type":"p","attrs":{},"children":[{"text":"Creating a medical chronology is labor-intensive task that is well-suited for AI. Applications such as YoCierge, a medical records retrieval solution, have incorporated AI as part of their technology to make manual medical chronology compilation a thing of the past. 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For many trial lawyers, balancing the long hours and constant pressure to deliver results can often feel like an impossible juggling act, and without balance, it’s easy to burn out. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"2b0da4605c624b9689a9c0dd88707a90","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"By prioritizing your personal health and happiness alongside your professional responsibilities, you’ll not only perform better in the courtroom but also enjoy a more fulfilling life outside of it. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"d4de887613f14b1c90a4754b46269ed0","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Here are some tried-and-true tips to help you take control of your time and reclaim a healthy work-life balance. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"e2ecd8c06b0e4dc384a92dabfdf34030","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"fc7251a990ff4f478bdca2d8efb285d8","type":"h2","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"1. Set Professional Boundaries","attrs":{"style":{}}}]},{"uid":"712bbe1fca904ebbaca8afae1676d212","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Trial lawyers are often on call for their clients, but that doesn’t mean you can’t set limits. 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Build a Support Network","attrs":{"style":{}}}]},{"uid":"73e9517bafcc4558bea2e8d1a94ddcfb","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"No one understands the pressures of your day-to-day work better than your peers. 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Master Time Management","attrs":{"style":{}}}]},{"uid":"99eb92d85f8c4fc99df62968625a1b7e","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Effective ","attrs":{"style":{"font-size":"11pt"}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/lawyer-time-tracker"},"children":[{"text":"time management","attrs":{"style":{"font-size":"11pt"}}}],"uid":"80b9c311a14c45a783107ff62a8f749f"},{"text":" is crucial for a healthy work-life balance. 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Not everyone who reaches out is the right fit, and your team can't afford to spend valuable time evaluating potential cases that don't align with the firm’s expertise or requirements."}]},{"type":"p","attrs":{},"uid":"89c8687a1e9c4722917582dcae0eb09d","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"b8301c8f66bd427faef92ac6d61a232e","children":[{"text":"A swift, yet accurate assessment of each potential case is crucial: a quick superficial intake risks poor outcomes or malpractice, while delays may lead clients to look elsewhere. With Neos, your firm has everything needed to master intake, enabling you to quickly evaluate cases using your unique criteria, minimize risks, and move seamlessly to the next step. "}]},{"type":"p","attrs":{},"uid":"e00bfcf8e33040ada4bcd6e4d5666bf1","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"e2f01429176543468254bbfffd25c202","children":[{"text":"In their recent webinar, "},{"uid":"96acd24693224f44aea90fb247043698","type":"a","attrs":{"url":"https://neoshub.needles.com/video/paralegal-power-how-top-paralegals-use-neos/","target":"_blank"},"children":[{"text":"Paralegal Power: How Top Paralegals Use Neos"}]},{"text":", "},{"uid":"1be394e4989f493ea8be0c17782c9a99","type":"a","attrs":{"url":"https://queenerlaw.com/","target":"_blank"},"children":[{"text":"Queener Law"}]},{"text":" paralegals Holly Presley and Erika Martinez-Godinez share their approach to client intake using Neos. Below, are the strategies they use to optimize their intake that ensure consistency, efficiency, and lowered risk for Queener Law. "}]},{"type":"p","attrs":{},"uid":"2a80ea53a50b4d1f8de3b537f0f8fd91","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"cc968399ec9f4d988e4c8255508e2a9b","children":[{"text":"Use VoIP software (RingCentral) to expedite intakes "}]},{"type":"p","attrs":{},"uid":"f97694aed799460fba9930bd93045d94","children":[{"text":"When a new call comes in, Queener Law’s RingCentral VoIP integration instantly pulls up contact details in Neos if the number is recognized—whether it's a client, witness, or anyone previously entered. If it’s a new number, Neos prompts to kick off a fresh intake, streamlining every interaction from the start."}]},{"type":"p","attrs":{},"uid":"7f588d152f47480093b8a4ff5185f81c","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"7235d753c90e4848888643bdef190272","children":[{"text":"How Neos supports this step "}]},{"type":"p","attrs":{},"uid":"9c8d46627e694d178eebea10b39d86fa","children":[{"text":"Neos integrates with both RingCentral and Zoom Phone for seamless VoIP connectivity. With these integrations, you can call contacts directly from Neos, and when a call comes in, the system identifies known callers in the RingCentral or Zoom Phone widget if they’re in the Neos database. For recognized contacts, you can instantly open their profile. If the caller is new, the integration allows you to start a fresh intake with any captured details, like the phone number, already populated. "}]},{"type":"p","attrs":{},"uid":"28087996191249159c0414392ef84ba4","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"1a60fe6e3da14cc58e0cbc3fb0f626dc","children":[{"text":"Craft highly customized intake forms for different client scenarios "}]},{"type":"p","attrs":{},"uid":"1fb89245bd8b491aa97527abea400c72","children":[{"text":"Queener Law has created multiple intake forms with different layouts and questions based on the case type (e.g., motor vehicle vs. premises liability) and location (Colorado vs. Tennessee). This allows them to take in the exact details that are relevant to each geographic location and case type, reducing the potential for errors and limiting the time on the phone with a prospective client."}]},{"type":"p","attrs":{},"uid":"14710e3f8da242a0864b878d18430aaa","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"1412606185d0467294e575e3e1462c08","children":[{"text":"How Neos supports this step "}]},{"type":"p","attrs":{},"uid":"c2a92a972d8b4b748887ccc0be411267","children":[{"text":"Neos offers fully customizable case types and intake forms. You can create your own or modify the out-of-the-box templates that are included with Neos to fit your firm’s specific needs.  "}]},{"type":"p","attrs":{},"uid":"7489be5b60b04519bee331019dfe1a46","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"815bf5a793454c78afd04d35de45d3ec","children":[{"text":"Swiftly collect client and incident details "}]},{"type":"p","attrs":{},"uid":"d8b675dcece14a2b9edd4b60554a7609","children":[{"text":"Queener Law records key client information, such as their contact details and referral source, then gathers incident specifics, including the date, location, and a description of what happened to assess initial case viability. "}]},{"type":"p","attrs":{},"uid":"554bd49996cf4fb09389eeb847e655fc","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"ac47e4dc8c9c4404a52f41202bb20353","children":[{"text":"How Neos supports this step "}]},{"type":"p","attrs":{},"uid":"f2ecf78ec9aa418881aa8c2112bd4850","children":[{"text":"Intake Pro (part of NeosAI Platinum) allows you to create dynamic intake forms where specific questions appear only when triggered by previous responses. This feature is ideal for high-volume firms that need to capture all relevant information to assess a potential case, without wasting time or cluttering the intake screen with unnecessary questions. "}]},{"type":"p","attrs":{},"uid":"083ee56d67b64131a0368af2acad775c","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"6bc11c579e1e4512a4a9367d3dac075b","children":[{"text":"Neos’ intake forms are fully customizable, allowing you to craft the intake that ensures your firm gets the information you need and transition it seamless into a case.  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You’ll have a dedicated Project Manager to answer any questions you have every step of the way and experts helping you during each phase. Our team begins with a discovery phase, partnering closely with you to confirm Microsoft 365 licensing, review document storage, and identify any additional steps for a seamless migration. We offer a pre-production environment so you can preview settings and explore Neos risk-free before the Go-Live.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"925740e0b93a471b901c93902d1412c4","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"196e5430a7c44f2bb69d87740957c9d7","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Ready to learn more about how Neos can help you maximize your firm’s potential? ","attrs":{"style":{"font-size":"11pt"}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/get-a-demo","target":"_blank"},"children":[{"text":"Schedule a call with one of our experts. ","attrs":{"style":{"font-size":"11pt"}}}],"uid":"004781f1b07346208f83ac67a6109259"},{"text":""}]}],"_version":12},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#2270DD"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":""}},"headline":"LawNext Legal Tech Partner Spotlight: An Interview with Assembly Neos","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"LawNext recently spoke with Assembly Neos CEO, Daniel Farrar for their very first legal tech partner spotlight series.","meta_keywords":"","meta_title":"LawNext Legal Tech Partner Spotlight: An Interview with Assembly Neos","no_index":false},"social_media_metadata":{"description":"LawNext recently spoke with Assembly Neos CEO, Daniel Farrar for their very first legal tech partner spotlight series. 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It, therefore, plays an essential role in driving your law firm’s business forward.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"5f4e7b70757d4d7cbee3823c8d48037d","type":"p","attrs":{"style":{}},"children":[{"text":"The manner in which your firm manages these procedures will have a dramatic impact on your business. More streamlined and seamless procedures usually mean brisker incoming business and a better customer onboarding experience.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"c526c9e476d8450fbaf37e12cef05c2c","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"a87e6bd520bd4126b9773024514654ec","type":"h3","attrs":{"style":{}},"children":[{"text":"Consider the experience of the client","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"580fa2afa43246e2a6bc515fe50278c3","type":"p","attrs":{"style":{}},"children":[{"text":"Take some time to map out the current client intake procedures in your firm. 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People will appreciate a simple and flexible approach to organizing this consultation.","attrs":{"style":{"font-size":"11pt"}}}]},{"type":"p","attrs":{"style":{}},"children":[{"type":"h3","attrs":{"style":{}},"children":[{"text":"","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}],"uid":"417a7689e68d483e8d747a3b14fca997"},{"type":"h3","attrs":{"style":{}},"uid":"17551519c5ee49b793a95075862e2ad1","children":[{"attrs":{"style":{"color":"rgb(67, 67, 67)"}},"text":"Secure the client"}]}],"uid":"d5245aed3f9144dd8b39b4933fb83d89"},{"uid":"b88fed13926c456cad98f4bfd1bbf519","type":"p","attrs":{"style":{}},"children":[{"text":"Assuming all has gone well, you will move on and confirm the contact as a client.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"1a871b0b3c6c46a6b212b4ad65fe3df7","type":"p","attrs":{"style":{}},"children":[{"text":"At this stage, they will complete a more comprehensive intake questionnaire. That should cover all the details your legal team needs to proceed with the work. See suggestions for what this should cover below. This phase also requires a range of other onboarding. For example, your client must agree on billing and case handling arrangements. With that all in place, you can now get on with the legal work itself - and helping your client. An effective client intake process will get you to that point more efficiently.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"84e05e66ab5e4a8987c072a51983fecb","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"00e621df9b39445cad9be51ea52f55f9","type":"h2","attrs":{"style":{}},"children":[{"text":"Basic elements of a legal client intake form","attrs":{"style":{}}}]},{"uid":"86b52d22c78f4d9f9f78511b3045a813","type":"p","attrs":{"style":{}},"children":[{"text":"A comprehensive legal intake form is a crucial part of the process. It ensures that all the necessary information is available to your team from the outset of taking on a client.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"179c00cf244e433e88a5c4f862b97bbd","type":"p","attrs":{"style":{}},"children":[{"text":"Using a digital format is advisable.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"fb82c06422d849d6a87b1d08c86336eb","type":"ul","attrs":{"style":{}},"children":[{"type":"li","attrs":{"style":{}},"children":[{"type":"p","attrs":{"style":{}},"children":[{"text":"Information already submitted can be pre-populated on the form (saving your client time).","attrs":{"style":{"font-size":"11pt"}}}],"uid":"570601b92c854942b0421082dfb9430f"}],"uid":"29fb47f2102a4b0c89935e082a6c504c"},{"type":"li","attrs":{"style":{}},"children":[{"type":"p","attrs":{"style":{}},"children":[{"text":"In turn, information entered can automatically be pulled back into your database (saving you time).","attrs":{"style":{"font-size":"11pt"}}}],"uid":"2faf085d06ee41e6a966cab6f5ba0b31"}],"uid":"7e6490e550d94a9dbf3c4ac6c55de333"},{"type":"li","attrs":{"style":{}},"children":[{"type":"p","attrs":{"style":{}},"children":[{"text":"Smart forms, where a client’s responses trigger specific further questions, can draw out and capture a case's salient points.","attrs":{"style":{"font-size":"11pt"}}}],"uid":"0e5be6bac4324a2d83078d2e899ce293"}],"uid":"53cf4dbbaa234574845b93f86893a673"}]},{"uid":"cc111cd3e7be477dadcc4e69acb710e7","type":"p","attrs":{"style":{}},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"While the details will vary, the following sections should be on every legal client intake form."}]},{"type":"p","attrs":{"style":{}},"children":[{"type":"h3","attrs":{"style":{}},"children":[{"text":"","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}],"uid":"5c49261dd564403b990fce9725288605"},{"type":"h3","attrs":{"style":{}},"uid":"9317fb958a544795aaf310c3ffb8dfe3","children":[{"attrs":{"style":{"color":"rgb(67, 67, 67)"}},"text":"Contact details"}]}],"uid":"de015c5a9cc84e8cbf3ca06d950133d3"},{"uid":"c46b48c703104454b02fa33629e949c3","type":"p","attrs":{"style":{}},"children":[{"text":"You may already have a lot of this, in which case it can be pre-populated on a ‘smart’ form to ensure it is accurate and complete. This form is an opportunity to ensure you have the client’s full name, address, telephone, email, date of birth, and social security details, plus the communication preferences of the client (e.g., preferred channel and availability).","attrs":{"style":{"font-size":"11pt"}}}]},{"type":"p","attrs":{"style":{}},"children":[{"type":"h3","attrs":{"style":{}},"children":[{"text":"","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}],"uid":"eff247aaa23945d0ad9be4066ba72668"},{"type":"h3","attrs":{"style":{}},"uid":"a7064a58e17e430f8f9c20ab57e66beb","children":[{"attrs":{"style":{"color":"rgb(67, 67, 67)"}},"text":"Case details"}]}],"uid":"b2c4885566e840abaadbee1e45e32a09"},{"uid":"fcef0f43566f4558a84ce66032743499","type":"p","attrs":{"style":{}},"children":[{"text":"The form should capture the facts and details about the case. These will vary depending on your area of law and the specific case. 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Or is a particular advertisement or marketing channel proving effective?","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"8f6bd9090b144cfa87d4ae7353b494b8","type":"p","attrs":{"style":{}},"children":[{"text":"By always capturing this information on your law firm intake form, you can gain insights about where to focus future marketing efforts. Encourage clients to be specific about these details.","attrs":{"style":{"font-size":"11pt"}}}]},{"type":"p","attrs":{"style":{}},"children":[{"type":"h3","attrs":{"style":{}},"children":[{"text":"","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}],"uid":"3f62844de03e4d91a777c7c6fdb57bb0"},{"type":"h3","attrs":{"style":{}},"uid":"8b5d0bdb15b647ff9c6ea5d66a2edd6b","children":[{"attrs":{"style":{"color":"rgb(67, 67, 67)"}},"text":"Fees and financial information"}]}],"uid":"f02baadc59ac4a58af9f3f8421b1e645"},{"uid":"7f9d9bd782634225b127c153030a8144","type":"p","attrs":{"style":{}},"children":[{"text":"Establish from the outset that the client can pay for your services. State the fees involved and check that the client is happy with these.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"23d27e5aa4e04ddc956ce23fc1cb0de1","type":"p","attrs":{"style":{}},"children":[{"text":"Having robust systems for the above can help to streamline many future tasks. For instance, when preparing retainer or engagement agreement forms, these can be populated automatically (by the right software), thus saving administrative work.","attrs":{"style":{"font-size":"11pt","color":"rgb(14, 16, 26)"}}}]},{"uid":"a2906a3d466547c49552d745d5432470","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt","color":"rgb(14, 16, 26)"}},"text":""}]},{"uid":"f4652bec57c54613ad8423b48e53d0e8","type":"h2","attrs":{"style":{}},"children":[{"text":"Tips to improve your legal client intake process","attrs":{"style":{}}}]},{"uid":"a4070ddcc1494e0988e80bc9c08b9a5d","type":"p","attrs":{"style":{}},"children":[{"text":"The legal client intake process involves a lot of different elements. 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Create a flowchart or checklist to capture the process: what happens when? That way, everyone will understand - new and old employees alike.    ","attrs":{"style":{"font-size":"11pt"}}}]},{"type":"p","attrs":{"style":{}},"children":[{"type":"h3","attrs":{"style":{}},"children":[{"text":"","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}],"uid":"acd79d36825a47cc8b68217784018e58"},{"type":"h3","attrs":{"style":{}},"uid":"371f86a3d0224783adefb19d96c2b08c","children":[{"attrs":{"style":{"color":"rgb(67, 67, 67)"}},"text":"Use effective content"}]}],"uid":"f0f19e794dd74503a43fd0bd9c868217"},{"uid":"f691dee90cbd4ef295918a3eab185af0","type":"p","attrs":{"style":{}},"children":[{"text":"The client intake process is, at least partly, an exercise in marketing. You need to increase awareness of your firm, demonstrate its strengths, and encourage people who may need your services to get in touch. 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But also consider how it could help your intake process. For example, could people making initial inquiries receive an email signposting relevant content?","attrs":{"style":{"font-size":"11pt"}}}]},{"type":"p","attrs":{"style":{}},"children":[{"type":"h3","attrs":{"style":{}},"children":[{"text":"","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}],"uid":"9ce6895aabed40d5bc13f67df8a2fc0d"},{"type":"h3","attrs":{"style":{}},"uid":"1c5d733ecd5c4d3fb896f62f60b383e5","children":[{"attrs":{"style":{"color":"rgb(67, 67, 67)"}},"text":"Use automation"}]}],"uid":"4f008dd59bf44b46a86297a983a30ab3"},{"uid":"bf6617618a444d38b44d95c5b9480912","type":"p","attrs":{"style":{}},"children":[{"text":"The client intake process involves much administrative work - for example, capturing and recording information. Such work is time-consuming, error-prone, and unbillable. 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Wherever details are submitted, automation might help streamline the process.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"dc997b9499c545e785fb4c0e4643f24e","type":"p","attrs":{"style":{}},"children":[{"text":"In addition, automation can support ","attrs":{"style":{"font-size":"11pt","color":"rgb(14, 16, 26)"}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/five-critical-legal-tools-for-effective-client-communication-"},"children":[{"text":"client communication","attrs":{"style":{"font-size":"11pt"}}}],"uid":"ab5559a51fa24befa59ada1922f00ba2"},{"text":", nurturing a positive relationship in the early stages. For example, inquiries can trigger automated emails, letting them know when someone will be in touch and pointing them to relevant content on your website.","attrs":{"style":{"font-size":"11pt","color":"rgb(14, 16, 26)"}}}]},{"uid":"52fa9afceb7844079441fe0b8b43002c","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt","color":"rgb(14, 16, 26)"}},"text":"Watch this on-demand webinar to see firsthand how paralegals capture client information faster and maximize their productivity with Neos."}]},{"uid":"c7c7c92dc4004cc9834069cc059d3fc9","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt","color":"rgb(14, 16, 26)"}},"text":""}]},{"uid":"aa3b54c57cba4990bce251fc6a073f45","type":"embed","attrs":{"src":"https://player.vimeo.com/video/1025188414","redactor-attributes":{"allowfullscreen":true}},"children":[{"text":""}]},{"uid":"eb06543ad61a492eb93edfee36091ea1","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt","color":"rgb(14, 16, 26)"}},"text":""}]},{"type":"p","attrs":{"style":{}},"children":[{"type":"h3","attrs":{"style":{}},"uid":"f1e95b91f3a949619b18d5d34b11e543","children":[{"attrs":{"style":{"color":"rgb(67, 67, 67)"}},"text":"Harness digital support"}]}],"uid":"95fafbc5184e4cd89ecb029a6c5e53b0"},{"uid":"8caaf18d02844de085f3d358d3747ba7","type":"p","attrs":{"style":{}},"children":[{"text":"Choosing the right digital tools can make the whole operation more robust and visible. Technology helps you pull the various processes together - and, in many cases, streamline them.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"dcf1f05e9e184f1d9a196bcef0ab53d5","type":"p","attrs":{"style":{}},"children":[{"text":"For example, a Customer Relationship Management (CRM) tool allows you to keep all the contact information about a client and their overview in a central record, removing the need to keep duplicating. Moreover, as the next section will show, specific software developed for the client intake process can help immeasurably. ","attrs":{"style":{"font-size":"11pt","color":"rgb(14, 16, 26)"}}}]},{"uid":"22e57108eed04d37acbf3287bda8c734","type":"p","attrs":{},"children":[{"attrs":{"style":{"font-size":"11pt","color":"rgb(14, 16, 26)"}},"text":""}]},{"uid":"6e787b45b9954fd8ae41d17919ebfa8e","type":"h2","attrs":{"style":{}},"children":[{"text":"How client intake software can make a difference","attrs":{"style":{}}}]},{"uid":"03c7154e18b542d58e1fd3661b832e56","type":"p","attrs":{"style":{}},"children":[{"text":"Software specifically designed to support ","attrs":{"style":{"font-size":"11pt"}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/neos/intake"},"children":[{"text":"client intake","attrs":{"style":{"font-size":"11pt"}}}],"uid":"1df319d373524f2797b8b604f3a86bc2"},{"text":" for law firms can help in many ways. 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Right? "}]},{"type":"p","attrs":{},"uid":"0d35b551c20b4fc286fcaed9da94ddc1","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"bc7d74c865184944a2bbec78b6ce43ff","children":[{"text":"Will you take the blue pill or the red pill? "}]},{"type":"p","attrs":{},"uid":"ec39fd4a283d4cccaa2979b4fe97b377","children":[{"text":"It’s not easy separating fact from fiction here, given all the varied predictions. But here’s what we do know: AI is not going away. It’s just going to get faster, more powerful, and “smarter” (yes, we are using this word ironically) over time. No sentience yet… "}]},{"type":"p","attrs":{},"uid":"85a531fb07f74d2db0f5bf5689d4c0af","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"f7d200ce2c044f43a91121c841959360","children":[{"text":"As Morpheus said in the iconic 1999 film, The Matrix, “You take the blue pill - the story ends, you wake up in your bed and believe whatever you want to believe. 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"}]},{"type":"p","attrs":{},"uid":"7d120d36a37149949999b7c5bd2f7d19","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"5b4659113a6d4ac5bccb32595718af28","children":[{"text":"Human oversight is critical "}]},{"type":"p","attrs":{},"uid":"4fee45c7796e482c8f711cf21d06d9ac","children":[{"text":"By reviewing AI-generated content and following an AI code of conduct, firms can leverage NeosAI effectively while maintaining ethical standards. If your name is going to be on a document, it’s imperative to take the time to give it your stamp of approval before sharing it publicly. 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","bold":true}]},{"type":"p","attrs":{},"uid":"11406ddff64f4b0a9b5b6ed8453c03d1","children":[{"text":"No. All Neos customer data and user prompts are kept private and are not accessible to any other customers within the Neos platform. "}]},{"type":"p","attrs":{},"uid":"60b28cd7f3fa4c9d9541b287da11d8a6","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"1d0d47676cae41e585c15fbbf5baa03d","children":[{"text":"Is NeosAI accessible outside of Neos? ","bold":true}]},{"type":"p","attrs":{},"uid":"ccf520a0da694b639fcfb5ac44a3d57c","children":[{"text":"No. NeosAI is accessible only inside the Neos platform and to Neos users. "}]},{"type":"p","attrs":{},"uid":"aa1a96c47976427d9cf14c7a93a81e8c","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"1d37c0e8f05942a6b47da0178227b47c","children":[{"text":"Is NeosAI using a variant of ChatGPT? ","bold":true}]},{"type":"p","attrs":{},"uid":"88199b040ea64c7da1c7a5051f7b27b4","children":[{"text":"No, NeosAI does not use "},{"uid":"40bb4026ffef458aaaeffa2dd7b06158","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/blogs/chatgpt-for-lawyers","target":"_blank"},"children":[{"text":"ChatGPT"}]},{"text":". While NeosAI leverages Microsoft Azure AI services for its generative AI capabilities, these are completely private deployments within Azure, offering extended capabilities.  "}]},{"type":"p","attrs":{},"uid":"0f80ed4f1ed94947a5411cd180d8c1ec","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"5ec1c598b585408d8d4886b4a46967b5","children":[{"text":"How does NeosAI filter content that is supplied and returned from AI?  ","bold":true}]},{"type":"p","attrs":{},"uid":"a6a7dee6b662414b94c7b6b32853933d","children":[{"text":"Legal case management content, such as descriptions of injuries from accident scenes or human anatomy in medical malpractice cases, can often be incorrectly flagged and filtered as violence or abuse. In order to maintain the information of these and other documents, NeosAI does not filter content supplied or returned from AI. It is important for the user to review the output for safety. "}]},{"type":"p","attrs":{},"uid":"cf2ac1f618654b38bf5885e0324804aa","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"83e17b9e38ea4ae7be246ef7e616752c","children":[{"text":"Is NeosAI using a general and public AI instance?  ","bold":true}]},{"type":"p","attrs":{},"uid":"27b2c46edbf94f33b9ae0e2db903f1c2","children":[{"text":"No. All services that NeosAI leverages are private instances of the Microsoft Azure AI services deployed extensively for the Neos platform. "}]},{"type":"p","attrs":{},"uid":"98499dfe510a4d128968be5619d7afcf","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"626369b301f14736b602fd684118705f","children":[{"text":"Does NeosAI store my data? ","bold":true}]},{"type":"p","attrs":{},"uid":"deed62e595de4829a646729ffdaf5f72","children":[{"text":"No. We are using AI models provided by Microsoft Azure AI services. AI services from Microsoft Azure ensure a Zero Data Retention Policy for data passed through its API for eligible endpoints upon request. Upon generating and sending back a response, the input data is immediately deleted. "}]},{"type":"p","attrs":{},"uid":"8340b2d0e58d488a8f61765d94df220e","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"ef5553008b1b4c72918a4146fb10e1a4","children":[{"text":"AI is a brave new world that’s ripe for exploring. Want to see if NeosAI is the right fit for your firm? "},{"uid":"27d0041b1ff24439af2c0ebe2a338e03","type":"a","attrs":{"url":"https://www.assemblysoftware.com/neosai-interest-form","target":"_blank"},"children":[{"text":"Fill out this form to talk to one of our experts.  "}]},{"text":""}]}],"_version":4},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1500,"height":643},"filename":"AdobeStock_8437532611.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1c55c3fca582fd6b/690c337e45e7844b1cbe5e56/AdobeStock_8437532611.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1c55c3fca582fd6b/690c337e45e7844b1cbe5e56/AdobeStock_8437532611.jpeg?width=375&height=161&format=webp&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1c55c3fca582fd6b/690c337e45e7844b1cbe5e56/AdobeStock_8437532611.jpeg?width=750&height=322&format=webp&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1c55c3fca582fd6b/690c337e45e7844b1cbe5e56/AdobeStock_8437532611.jpeg?width=1500&height=643&format=webp&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1c55c3fca582fd6b/690c337e45e7844b1cbe5e56/AdobeStock_8437532611.jpeg?width=1500&height=643&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1c55c3fca582fd6b/690c337e45e7844b1cbe5e56/AdobeStock_8437532611.jpeg?width=375&height=161&format=jpg&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1c55c3fca582fd6b/690c337e45e7844b1cbe5e56/AdobeStock_8437532611.jpeg?width=750&height=322&format=jpg&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1c55c3fca582fd6b/690c337e45e7844b1cbe5e56/AdobeStock_8437532611.jpeg?width=1500&height=643&format=jpg&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw"}},"layout":"constrained","width":1500,"height":643}},"image_alt_text":"Legal AI Technology "}},"logo_card":{"card_color":{"colors":"#1A1A1A"},"logo":{"image":null,"image_alt_text":""}},"headline":"What You Need to Know About NeosAI ","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Get an overview of NeosAI, embedded generative AI inside the Neos case management platform, that enables law practices to automate time-intensive legal tasks.","meta_keywords":"","meta_title":"Everything Law Firms Need to Know About NeosAI","no_index":false},"social_media_metadata":{"description":"","image":null,"title":""}},"teaser_text":"Discover how NeosAI can revolutionize your law firm's efficiency with AI-powered document management, data extraction, and enhanced productivity. Learn why embracing technology is crucial for legal professionals.","topics":[{"display_name":"Legal AI","title":"Legal AI","id":"4519c428-aec9-57b0-be01-a7ba7643368c"},{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"},{"display_name":"Security","title":"Security","id":"f33f4343-ee71-5ac5-8a1e-7d625378d15a"}]},{"publication_date":"July 10, 2024","id":"983409cb-74f7-5e2e-b6e9-2e75892207bc","uid":"blt668c7be341e1c293","title":"What They Didn’t Teach You in Law School: Why Technology is a Necessary Investment for Law Firms","page_url":"what-they-didn't-teach-you-in-law-school-why-technology-is-a-necessary-investment-for-law-firms","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"4a7cf041a79f47e682293ae981e2f24e","children":[{"type":"p","attrs":{},"uid":"ae5d81743d054f82b1fd000ec5a316bb","children":[{"text":"If it ain’t broke, don’t fix it, right? Everyone hates to spend money on replacing technology that seems to be working “just fine”. Law firms, in particular, have a reputation for not investing in new tech because there always seems to be a “better” place to spend the extra cash. (We get it – if Windows 95 still works like a dream for you, that’s great!) "}]},{"type":"p","attrs":{},"uid":"241fce9e58df4a5eb3f8ee52ba1d4f92","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"28f8e676d0c04dcab7a30116ea4b6e58","children":[{"text":"Why buy a new car if your 2005 Toyota Camry with an odometer north of 200k is still chugging along? Or why should you replace your HVAC system (installed while Bill Clinton was still in office) when your home’s temperature is still reasonably comfortable year-round?  "}]},{"type":"p","attrs":{},"uid":"d72e12f658294b6392c1a5815d40ff72","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"443ca3dff15b4cb79ab2cca2c3464336","children":[{"text":"You have a good point! Why SHOULD you upgrade and invest in new things when your existing tech seems to have no downsides?  "}]},{"type":"p","attrs":{},"uid":"7b2d6f4060bb4a0e83b688ca49508cc7","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"f26be253559149e3a6148a3c012dcba5","children":[{"text":"Laura Kennedy, co-founder of "},{"uid":"2e4f824319154301a808efa19c55464a","type":"a","attrs":{"url":"https://cmgconsultants.com/","target":"_blank"},"children":[{"text":"Circle Management Group"}]},{"text":", has decades of experience helping law firms choose the right technology that will enable them to meet and exceed their goals. "},{"text":"She firmly believes that keeping your technology decisions on autopilot can be detrimental to long-term success.  ","bold":true}]},{"type":"p","attrs":{},"uid":"bcaca781c19a4cba86ac82b46f811d16","children":[{"text":""}]},{"type":"blockquote","attrs":{},"uid":"c4895c4bff7d42ceb832935faf209150","children":[{"text":"\"Technology is an investment. It is not an expense. You get something out of an investment whereas an expense is just an expense.\"  "}]},{"type":"p","attrs":{},"uid":"7bcb97ec2e57446c96453f3357970d10","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"3d82e9d2636c4525bb04b6b7bc8a2593","children":[{"text":"Legal tech investments she advocates for include cloud-native solutions, artificial intelligence (AI), document automation, client portals, case management platforms, paperless billing, secure text messaging, online help forms, and more. These technologies enhance efficiency, client communication, and operational effectiveness. "}]},{"type":"p","attrs":{},"uid":"161a3707f85149c1aa32ee2b7993cbc5","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"062d536b46fd4a669a43f0056eddf2e2","children":[{"text":"In her webinar, "},{"uid":"235f354ba54d428596045166b70211c3","type":"a","attrs":{"url":"https://www.youtube.com/watch?v=hP-KN2OXhI4&t=1s","target":"_blank"},"children":[{"text":"What They Didn’t Teach You in Law School About Running a Law Firm"}]},{"text":", she shares several reasons why investing in technology is a crucial element for success. "}]},{"type":"p","attrs":{},"uid":"15ddd8f4563a4c3492309a6fcd0ec4be","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"175d16bd79c94b6f8c1a1807ef2d7f93","children":[{"text":"Opportunity costs can be larger than you think "}]},{"type":"p","attrs":{},"uid":"29c7fe59a8cc4780a49f33492aa5a60f","children":[{"text":"Let’s revisit the earlier examples of the beloved Camry and decades-old HVAC system. While it might be cognitively painless to simply replace each of these items with similar ones that don’t offer anything in the way of an upgrade, take a minute to think about opportunity costs.  "}]},{"type":"p","attrs":{},"uid":"822fea4d20a24699bc5b19cfa7f360ce","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"0422e78cb4bf40bca4a157d2c70614ff","children":[{"text":"For example, what fuel efficiency, safety measures, or even entertainment might you be missing out on when you’re driving a 2005 Camry versus a car from 2024? How much are you paying for monthly utilities to keep your most likely energy-inefficient HVAC running? It always pays to consider the opportunity cost of the status quo before deciding to stick with what you currently have. When it comes to your wallet or safety, investing in an upgrade should always be prioritized.  "}]},{"type":"p","attrs":{},"uid":"383ce1c36c4c4094af28a2118150ecb5","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"1f61977c558147a99fdbddc020df33ba","children":[{"text":"Clients have greater expectations than ever "}]},{"type":"p","attrs":{},"uid":"bc8142c17e7649cda3cec8e94d2e2081","children":[{"text":"Clients are increasingly demanding convenience, 24/7 communication, and cost efficiency from law firms. Technology plays a crucial role in meeting these client expectations and enhancing client satisfaction.  "}]},{"type":"p","attrs":{},"uid":"a4668a42f9ba490c97c6ec134e64e31d","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"13d414f08ba248f7b1779d27092e20cf","children":[{"text":"The old rules of communication (landlines staffed from 8-5) no longer apply. For example, today’s law firms are using "},{"uid":"97e0c92011d54c5e97a532447d6d286a","type":"a","attrs":{"url":"https://assemblysoftware.com/neos-premium-texting","target":"_blank"},"children":[{"text":"SMS texting"}]},{"text":" and "},{"uid":"1e82561831204395a1ebb9c51b0ce40b","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/enhancing-client-satisfaction-the-power-of-client-portals-in-legal-communication","target":"_blank"},"children":[{"text":"client portals"}]},{"text":" alongside email and regular landline to communicate 24/7 with clients. "}]},{"type":"p","attrs":{},"uid":"0d06de055f324fbbb2dfa8f5892874f5","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"92a85820f26e490ba391067735c8fa71","children":[{"text":"Having more than one way to communicate not only enhances firm flexibility, it also helps maintain a positive perception of client support. The more omnipresent a communication channel becomes; the more people expect to have it as an option with every company they choose to work with. Once an expectation is set about what defines a “positive customer experience,” it can be very off-putting to potential clients if this standard is not met.  "}]},{"type":"p","attrs":{},"uid":"c0c246f6453748cc8f2d5490b54fa077","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"1d365d7222504c149dbaf11cbd854cf3","children":[{"text":"Remote work is on the rise "}]},{"type":"p","attrs":{},"uid":"2f449b07fa47417daeaad8903a08cae3","children":[{"text":"Fully remote law firms are not the norm today, but many law firms have embraced a hybrid office work model or offer staff the option to work from home during inclement weather or if they need to care for a sick child. Not only does the ability to work remotely support uninterrupted productivity, but it’s also incredibly helpful for completing quick (or emergency) tasks while away from the office or accessing case information at a moment’s notice 24/7. "}]},{"type":"p","attrs":{},"uid":"9b4ae21ba43643a9bc61c9dff92e71a1","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"191874f544a145ca8bbadd59030ee8f3","children":[{"text":"Hiring staff from outside the U.S. is also becoming more popular. When using a cloud-based case management platform, law firms can weave these “virtual staffers” seamlessly into their existing workflows and clients are never the wiser about their location.  "}]},{"type":"p","attrs":{},"uid":"ae85a79a1c3b42b098c9c74520c9c7eb","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"857048e099c34bbbb4d5ce0d5dfb97d3","children":[{"text":"Data security and governance has become increasingly difficult "}]},{"type":"p","attrs":{},"uid":"0ff5f97d4c474688a97c514e83f54cfc","children":[{"text":"It’s become routine to read about hackers stealing information from large company databases. As cyber threats become more complex, managing security on your own becomes more challenging. Using "},{"uid":"3c8811b5d8f64f24908d0afc2b0345af","type":"a","attrs":{"url":"https://assemblysoftware.com/security","target":"_blank"},"children":[{"text":"software that offers substantial security protections"}]},{"text":" offloads the burden from your IT team. It’s a myth that keeping data stored in an on-prem server is more secure than keeping it in the cloud.  "}]},{"type":"p","attrs":{},"uid":"d741ba8f44ee42d48d17252c83c7e009","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"d75e5d308d9f45d9a04d9f26509b2260","children":[{"text":"Ensuring the security of sensitive data and maintaining compliance with regulations are also essential aspects of technology adoption in law firms. Compliance is substantially easier when you are adopting technology that already incorporates the myriad regulations into their products.  "}]},{"type":"p","attrs":{},"uid":"33a7e8b24dab4c9b9bc2b51d474e58b9","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"308ca1fd69cd4a16847a0b471de864e4","children":[{"text":"Managing and leveraging knowledge becomes immeasurably easier "}]},{"type":"p","attrs":{},"uid":"74d2b84076234851b85d2032fe2b9d43","children":[{"text":"Technology tools support knowledge management within law firms, enabling efficient case management, document assembly, task management, data analytics, visualization, and proactive information sharing for improved decision-making. "}]},{"type":"p","attrs":{},"uid":"338c7a1418914228a6675f74946a3c16","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"aa6dd1e0f4ba49778e45e78d35c1d05a","children":[{"text":"Firms that adopt technology like case management platforms are better equipped to track, measure, and act on information that surfaces inefficiencies. "}]},{"type":"p","attrs":{},"uid":"3fef1b50e62b4cd6be75c203bf682375","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"7eb5944324fd46f8a287444c9c8f017f","children":[{"text":"The benefits of adopting modern technologies are clear, but what about the risks of maintaining the “status quo”? "}]},{"type":"p","attrs":{},"uid":"01d20a9abecd4727a6bd359d798be6c5","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"1bee6fdf4834488590f356ac2dbd5a52","children":[{"text":"Risks of ignoring technology "}]},{"type":"p","attrs":{},"uid":"e189ba7169454851acef61da15cfbfb1","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"566029f6c75e43e7abcc698511770d71","children":[{"text":"A ceiling on progress "}]},{"type":"p","attrs":{},"uid":"38e4e570c07646a39f53f49aa83991f1","children":[{"text":" Some firms resist updating technology by stating, \"We've been doing it this way for years and we don't have any issues.\" This resistance to change can hinder progress and innovation within the firm. "}]},{"type":"p","attrs":{},"uid":"dbb946cdb7744a9ea376a8e0b19bbdbd","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"f1fcdbde4d874662a77fad302d7a6d36","children":[{"text":"It’s true that you shouldn’t disrupt your existing processes on a whim, but it’s only logical to periodically take a step back to examine your workflows and technology with the intent of identifying barriers to continued success. If you find such barriers, it behooves you to explore options for addressing them to stay competitive.  "}]},{"type":"p","attrs":{},"uid":"ab359628f33844d5a16c571a6e8ffe93","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"45dccb63bc134c5f83b7d3cbcb5878ea","children":[{"text":"Prioritizing short-term productivity over long-term "}]},{"type":"p","attrs":{},"uid":"ecd515cb80cb493986ea841656388f17","children":[{"text":"Concerns about downtime during technology upgrades can lead firms to delay necessary updates. These concerns are valid, especially for firms whose profitability hinges on their efficiency. However, embracing change and allowing time for data migration and system improvements are essential for improved productivity in the long-term. "}]},{"type":"p","attrs":{},"uid":"77c477e448b947dbadb6b9faae50944d","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"798c007fd3704ff2b152b09c455032ea","children":[{"text":"Consider any necessary downtime or acclimation period to new technologies as part of the investment for future success.  "}]},{"type":"p","attrs":{},"uid":"97fbf309138a4f6e910dbee8a88ab0f4","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"d22f83c16e694b27920c96c6172f0a16","children":[{"text":"Missed opportunities for growth "}]},{"type":"p","attrs":{},"uid":"c3f7cb83bc584b798fca0e526ae2d2ee","children":[{"text":"Ignoring technology can hinder collaboration, innovation, and productivity within the firm. Inflexible firms become resistant to change putting them at risk of becoming less competitive "}]},{"type":"p","attrs":{},"uid":"32114155d0754f33ab93d88b47e75c38","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"58c66aee789d46f6bf7a04cd56270686","children":[{"text":"Failing to invest in technology can result in missed opportunities for growth, client satisfaction, and operational efficiency. Technology investments are crucial for staying competitive and meeting client expectations in a digital age. Without proper tools and systems in place, firms may struggle to adapt to changing client demands and industry trends. "}]},{"type":"p","attrs":{},"uid":"7db0c0a097b746478f9e3d510f964507","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"4304e8b4c31642539f75d92fc75e0962","children":[{"text":"Making the most of technology with training "}]},{"type":"p","attrs":{},"uid":"de46236f055d4e628c3cbfc1fc5b2639","children":[{"text":"Say this article has convinced you that embracing modern technology is the best strategy for your firm. Great! Now you just need to ensure you provide your staff with adequate training.  "}]},{"type":"p","attrs":{},"uid":"7623ee9b571544fbbbe3f9cdbbb44e92","children":[{"text":""}]},{"type":"blockquote","attrs":{},"uid":"f1ece02ed0ce4e30b6e47e9313075c21","children":[{"text":"“I remember one time I was talking to somebody, and they said, ‘You know, I really don't know that about this training. That seems like an awful lot of training. And that's a really big amount of money to do training.’ I'm like, ‘Well, you know, that, that contract you just signed for me, why don't you take all that money and go out in your yard and set it on fire? Because if you do not train your people how to use it, you are, you are not going to get any type of, any type of return on that investment at all whatsoever’.” "}]},{"type":"p","attrs":{},"uid":"414c011f298c42bf9c1fccb184f16981","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"beb9205f0af3447dbece394b9523d543","children":[{"text":"Acquiring staff buy-in "}]},{"type":"p","attrs":{},"uid":"875c95b2413146e3baf754ace6d01b13","children":[{"text":"Training is only effective when you have employee buy-in. Leading the charge from the top down is critical, but it’s equally important to have technology champions at different seniority levels of the firm. Maybe it’s your secretary or assistant; maybe the head paralegal is the main influence at your firm. The more people you can persuade to champion new technology, the more their positive attitude will help convince the rest of the staff to embrace the change.  "}]},{"type":"p","attrs":{},"uid":"823cb86a2869417db24912eceacbdc82","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"2efed650b3a64b63bec5232325cd0ca2","children":[{"text":"Ignoring new technologies may seem preferable, given the concerns of downtime and costs incurred, but this strategy rarely leads to long term success. Embracing technology as an investment rather than an expense is crucial for ongoing sustainability of law firms. "}]},{"type":"p","attrs":{},"uid":"0dca92935ce04eb1bb00e9e6df9319eb","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"0258c5ccb6dc4e59816e5769d6ddd415","children":[{"text":"Looking to upgrade your firm’s technology with a cutting-edge cloud-based case management platform? "},{"uid":"4991cf68fa6143baab7309bfcabcb1e7","type":"a","attrs":{"url":"https://assemblysoftware.com/get-a-demo","target":"_blank"},"children":[{"text":"Tell us what you want to achieve with your firm"}]},{"text":", and we’ll share how Neos can help.  "}]},{"type":"p","attrs":{},"uid":"a9072c92b4564469bb8499923b2217a4","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"e959c3e43f6d4e49bfe149ff440655d2","children":[{"text":"Watch the "},{"uid":"ee8fc2ac90b54887afbd8ad7959a1ea3","type":"a","attrs":{"url":"https://www.youtube.com/watch?v=hP-KN2OXhI4&t=1s","target":"_blank"},"children":[{"text":"on-demand recording"}]},{"text":" of Laura Kennedy’s What They Didn’t Teach You in Law School webinar.  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I am able to use almost all of the features to help manage my cases. I am new to the legal industry and this software has helped me gain knowledge and cultivate my integration skills. I use this software every day at my current job as it helps me to keep up with all clientele and customer support.\"","attrs":{"style":{"font-size":"11pt"}}}],"uid":"1aa5800910c24a00b768b59174631616"}],"uid":"2681cc2855e845ddba6109290849d0cd"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":""},{"type":"a","attrs":{"url":"https://www.g2.com/products/assembly-software-assembly-neos/reviews/assembly-neos-review-9004193","target":"_self"},"children":[{"text":"\"I have only had a great experience with Assembly Neos.","attrs":{"style":{"font-size":"11pt"}}}],"uid":"16facbcd95e940778a4444656038ad89"},{"text":" I’ve been using Assembly Neos for several months now, and it has truly transformed the way I handle my cases. The intuitive interface makes it easy to navigate, and I appreciate the seamless integration with other tools. The task prompts keep me on track, ensuring that no detail is overlooked. Document generation is a breeze, and the ability to save and manage PDFs within the platform is a game-changer. Assembly Neos has significantly improved my efficiency and organization, allowing me to focus more on serving my clients. 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You can also create notes for each case, that way when someone else in the office is talking to a client, they can look at the notes to see what is going on with their case.\"","attrs":{"style":{"font-size":"11pt"}}}],"uid":"df215b3a9b81478cbc10ade45508cd21"}],"uid":"4b4f225ac667490c8d78754ba54febfd"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":""},{"type":"a","attrs":{"url":"https://www.g2.com/products/assembly-software-assembly-neos/reviews/assembly-neos-review-8607794","target":"_self"},"children":[{"text":"\"Neos is amazing.","attrs":{"style":{"font-size":"11pt"}}}],"uid":"a206f31bf8b64d149f0e09c7f562a6b6"},{"text":" It helps me keep track of my cases and the work that is done and still needs to be done. I can text and email my clients straight from Neos. I can save all my emails and notes from here. We have been able to upload our letters to the program and be able to generate each one for our clients. It helps cut down the time of having to change everything around. It's overall awesome to me.\"","attrs":{"style":{"font-size":"11pt"}}}],"uid":"8ac967728a83491bbafd02ab3721edc1"}],"uid":"24fbc25ab02b458fa4c5480cea8a2dc8"}]},{"uid":"bd14997bde7f40d9a29d745b1ad368d1","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"1ed734283f9c4aeda2917a6c6cd091a6","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Want to share your experience using Assembly Neos? 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No worries! In this blog post, we explore the key questions raised during the deminar, focusing on Neos's features, communication tools, AI integration, data security measures, and more. Let's delve into the insights shared during the June deminar. You can also "},{"uid":"378344c4acae40a091b3d603c216880e","type":"a","attrs":{"url":"https://info.assemblysoftware.com/lps/assembly-neos-deminar-june-2024-on-demand-2","target":"_blank"},"children":[{"text":"watch on-demand"}]},{"text":" at your leisure!"}]},{"type":"p","uid":"b5348b8101684e59a98fc412a4ed5044","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"0508622c97d147eab3e5c2086de716c5","attrs":{},"children":[{"text":"Checklist Items and Responsible Parties"}]},{"type":"p","uid":"9d6a6cfef0264863bca691a866115af7","attrs":{},"children":[{"text":"Will checklist items be shown for all responsible parties in Neos?","bold":true}]},{"type":"p","uid":"d94e38a777b243798dca06e5cab054a5","attrs":{},"children":[{"text":"Yes, Neos displays checklist items for all responsible parties, including attorneys, paralegals, and other staff members involved in the case."}]},{"type":"p","uid":"5918a3baaea24fff8d0c850166d9a2cb","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"5722d48b8d5142b3b1ff32d7f8c17cc2","attrs":{},"children":[{"text":"Email Integration and Document Handling"}]},{"type":"p","uid":"91ecabc7959142c789ae1ea0b92fc66e","attrs":{},"children":[{"text":"Can emails filed from Outlook to Neos stay in both systems?","bold":true}]},{"type":"p","uid":"6b349ab762694fbbb0a12fd9121c6b36","attrs":{},"children":[{"text":"Yes, emails filed from Outlook to Neos will remain in both systems, ensuring seamless integration."}]},{"type":"p","uid":"e78198d45e8f4cb8a3919518828584ac","attrs":{},"children":[{"text":"Does Neos eliminate the need to scan and attach documents to Needles?","bold":true}]},{"type":"p","uid":"adc85a4b102c41968cb8a04cadd9c950","attrs":{},"children":[{"text":"Yes, you can simply scan and drag and drop documents directly into Neos, streamlining the process."}]},{"type":"p","uid":"15c6bdcd4a744754b3d700d289162ae2","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"d7ca6ff6d702476fb07fa6a98128c89d","attrs":{},"children":[{"text":"Communication Features"}]},{"type":"p","uid":"652d0f5dec8e4da28f5062cb873e8a42","attrs":{},"children":[{"text":"Can multiple clients be texted at once in Neos?","bold":true}]},{"type":"p","uid":"92bcb823332f4ebdbf270b4935ddfd49","attrs":{},"children":[{"text":"Not yet, but Neos is continuously working to enhance features, including the possibility of group texting in the future."}]},{"type":"p","uid":"96f64fe14d34424eafa0df2ee9ce8ff6","attrs":{},"children":[{"text":"Does Neos support premium texting with number porting?","bold":true}]},{"type":"p","uid":"bcf5567239404a1b83581de6ee5ceaed","attrs":{},"children":[{"text":"Currently, Neos assigns a new phone number for premium texting. Number porting is a feature under development for future implementation."}]},{"type":"p","uid":"453b0116664448ce87e860419d5f0296","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"9f4ad5de519d4d478ebd65660e589b7b","attrs":{},"children":[{"text":"AI Capabilities, Data Security & Permissions"}]},{"type":"p","uid":"15c3a8360c514b238d8092ab14d51f83","attrs":{},"children":[{"text":"Is AI integrated into Neos to generate closing statements?","bold":true}]},{"type":"p","uid":"5141e12232e44986a93bbcbbaf9d2f6f","attrs":{},"children":[{"text":"Yes, Neos AI can generate closing statements and offers continuous updates to enhance AI capabilities."}]},{"type":"p","uid":"8baf24ff36ee42e7b0095a54e6430486","attrs":{},"children":[{"text":"What AI software does Neos utilize? How does Neos handle data security and updates?","bold":true}]},{"type":"p","uid":"3370c48ad273429a8b1f4f1d04489e51","attrs":{},"children":[{"text":"Neos uses AI models provided by Microsoft Azure AI services. AI services from Microsoft Azure ensure a Zero Data Retention Policy for data passed through its API for eligible endpoints upon request. Upon generating and sending back a response, the input data is immediately deleted."}]},{"type":"p","uid":"5ef4ab4c34ce44e3a27bfc2f89f72a29","attrs":{},"children":[{"text":"Neos updates are released quarterly and ensure that AI capabilities are also updated with each release to maintain data security and performance."}]},{"type":"p","uid":"133f63da0b394017801980e3c3a097ec","attrs":{},"children":[{"text":"Can Neos restrict user access to AI functionalities?","bold":true}]},{"type":"p","uid":"698229f5aad34b6db86ed32270b745f1","attrs":{},"children":[{"text":" Yes, Neos offers permissions to limit or exclude individuals from accessing specific AI features."}]},{"type":"p","uid":"b71c7767448d4dc3abe027866423c617","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"e8aba4a503784c79abfd32b87c53ecc0","attrs":{},"children":[{"text":"Integration and Migration"}]},{"type":"p","uid":"700226dcff8445ec9de0a05de21ae113","attrs":{},"children":[{"text":"Does Neos integrate with QuickBooks?","bold":true}]},{"type":"p","uid":"ef244b4fa278441087e8fb59eb750f2c","attrs":{},"children":[{"text":"Yes, Neos integrates with QuickBooks Desktop and Online, offering seamless financial management for legal professionals."}]},{"type":"p","uid":"6d71b6c9c85d4a31985275b772bb2c97","attrs":{},"children":[{"text":"How user-friendly is the migration process from Needles to Neos?","bold":true}]},{"type":"p","uid":"aa5700bd5e254aafa06fc203bafda660","attrs":{},"children":[{"text":"Neos has perfected the migration process to make it easy for all users, ensuring a "},{"uid":"cfeb7687dd7b47168227b8bc79748e7d","type":"a","attrs":{"url":"https://assemblysoftware.com/cloud-transition","target":"_self"},"children":[{"text":"smooth transition from Needles"}]},{"text":" over time."}]},{"type":"p","uid":"8d85dd4daffd4aeab4b291e33995d9bd","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"6f3108899623407eb87e6ff2edf93533","attrs":{},"children":[{"text":"Subscription and Features"}]},{"type":"p","uid":"e964d84237764215966c1719c1f5188a","attrs":{},"children":[{"text":"Is AI included in the Neos subscription or an additional paid feature?","bold":true}]},{"type":"p","uid":"35137c07fdc4499c95ebbf772a9fbe8e","attrs":{},"children":[{"text":"AI functionality is built into the Neos Platinum tier, offering advanced features at the top subscription level."}]},{"type":"p","uid":"58f734a048d94bdaa3904ee7dae49534","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"ea106052fbc943119cbb2fa71510c0d9","attrs":{},"children":[{"text":"How do I learn more Neos and NeosAI?"}]},{"type":"p","uid":"e7902be1b6d94a549e5a6c5414a1afa3","attrs":{},"children":[{"text":"To learn more about Neos and its "},{"uid":"232dd8980c2b450c9285f47b067db9b6","type":"a","attrs":{"url":"https://assemblysoftware.com/meet-neos-ai","target":"_self"},"children":[{"text":"embedded legal AI features (NeosAI)"}]},{"text":", contact us for an "},{"uid":"c066376bc1c74a48a30341188a7d7d3e","type":"a","attrs":{"url":"https://assemblysoftware.com/neos-ai-demo","target":"_self"},"children":[{"text":"expert-led demo"}]},{"text":" or email "},{"uid":"f1ba9448daad4250b83b250441fe6091","type":"a","attrs":{"url":"mailto:sales@assemblysoftware.com","target":"_self"},"children":[{"text":"sales@assemblysoftware.com"}]},{"text":" for details."}]}],"_updated_by":"cs-migration/v1-v2","_version":18},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1500,"height":844},"filename":"neos-ai-qa_.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1751cd7f6ae952aa/690c9c9073e076243c2b40b3/neos-ai-qa_.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1751cd7f6ae952aa/690c9c9073e076243c2b40b3/neos-ai-qa_.jpeg?width=375&height=211&format=webp&quality=90 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functionality.","topics":[{"display_name":"Legal AI","title":"Legal AI","id":"4519c428-aec9-57b0-be01-a7ba7643368c"},{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"},{"display_name":"Automation & Efficiency","title":"Automation & Efficiency","id":"7509aeac-9f0d-5c23-a76c-69730600eaa5"}]},{"publication_date":"May 09, 2024","id":"f015de59-88ac-5f3a-a97b-a4d166ac0514","uid":"blt4c5cb06a7d8b2ca6","title":"What the Big Tech Companies Won’t Tell You About AI","page_url":"what-the-big-tech-companies-wont-tell-you-about-ai","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"adcc661066f2459fb1bab7ce5f74059a","children":[{"type":"p","attrs":{},"uid":"711b1f1910224f5aa67c35c4c5da48f9","children":[{"text":"AI is all over the news. It’s all over social media. Talking heads are debating whether it will take over your job or make you so productive you’ll actually be able to take that long-postponed vacation. "}]},{"type":"p","attrs":{},"uid":"c6af9e13768b43598f5c4771d7a49d3e","children":[{"text":"But most of the information we are exposed to from its creators neatly gloss over the realities AI brings to the table. What are they not telling you?"}]},{"type":"p","attrs":{},"uid":"969deb836b3f4ea9aa7ba7210cdcc6f6","children":[{"text":"For one thing, it’s not a silver bullet for all ills. AI is constantly evolving, and while it can do some genuinely amazing things right now (like pass the bar exam or beat chess masters at their own game) its capabilities overall are overhyped right now. "}]},{"type":"p","attrs":{},"uid":"38a555e72df5437ba51bd21c13e228f6","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"feccd6fb993841c0ac4850633a4b489e","children":[{"text":"What’s the Catch?"}]},{"type":"p","attrs":{},"uid":"f9a3033f3433410798c2e74975ebc410","children":[{"text":"Trust and reliability issues abound with generative AI. (Remember the "},{"uid":"4643a4837780403180bd64d90789522c","type":"a","attrs":{"url":"https://www.legaldive.com/news/chatgpt-fake-legal-cases-generative-ai-hallucinations/651557/","target":"_blank"},"children":[{"text":"lawyer who used ChatGPT to write a brief"}]},{"text":" that included fabricated cases? Oopsie.) It’s critical to remember that a human needs to remain in the loop for the foreseeable future to prevent situations like this from occurring."}]},{"type":"p","attrs":{},"uid":"07104ec259e94dcf9e9e23d5594cf125","children":[{"text":"One-size-fits-all AI is a recipe for disaster. Industry-specific AI tools, tailored to legal practices for accuracy and data protection, will be the key to adoption and success. "}]},{"type":"p","attrs":{},"uid":"6d5207e8db2e4479bd8494615023f011","children":[{"text":"There is a general unease with AI. Humans are naturally suspicious of things they can’t inherently explain, and AI is no different. "}]},{"type":"p","attrs":{},"uid":"ecb97cbd9e3848ff8da271157b90642b","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"0eb09d863424466a86c39c390e75c25c","children":[{"text":"Generative AI Has Trust and Reliability Issues"}]},{"type":"p","attrs":{},"uid":"aec57ad8f29c4fa6a969e73c0c81343f","children":[{"text":"Still in its nascency, generative AI products that operate without the proper safeguards can produce inaccurate information or \"hallucinations\" (gaps in data that are filled with fabricated content). Simply put, if generative AI doesn’t have the data it needs, it will create it. And you have no control over what it decides to come up with. That’s a significant problem to overcome, but achievable by putting parameters in place for the algorithm to adhere to."}]},{"type":"p","attrs":{},"uid":"202c3b5cca574e9098286541b60bd51c","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"7ba7d516d16f4175bcb1a03c02e243a3","children":[{"text":"Ensuring Accuracy, Reliability, and Transparency in AI-Generated Outputs"}]},{"type":"p","attrs":{},"uid":"7525686b33664d768856fdf1e93921d2","children":[{"text":"By extracting information into key-value pairs to classify and manage data effectively within legal workflows, users can verify the consistency and accuracy of information generated by AI tools, ensuring that the data input and output align correctly. "}]},{"type":"p","attrs":{},"uid":"1a7c9871ff4044b4a153e6c23b2e8e92","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"18a74576eb764624bd7f5a4dda4a5245","children":[{"text":"What is a Key Value Pair?"}]},{"type":"p","attrs":{},"uid":"5801aff5372744a8840d7a85ef69783b","children":[{"text":"In generative AI, a key-value pair is like a matching set. Think of it as having a label (the key) and what it represents (the value). An example of a key-value pair in the context of generative AI could be an ICD code paired with its corresponding code itself. "}]},{"type":"p","attrs":{},"uid":"144b40fc0c7c4cb895517914335c1e72","children":[{"text":"For instance, an ICD code for a specific medical condition could be paired with the actual code representing that condition. By ensuring that the key (ICD code) is linked correctly to its corresponding value (actual code), users can verify the consistency and accuracy of information generated by AI tools, particularly in tasks like drafting documentation or managing medical records. "}]},{"type":"p","attrs":{},"uid":"312d2a085b56427bb3bcb0ce6481e2b0","children":[{"text":"This structured approach allows for precise data storage, retrieval, and processing, enabling users to track and validate the information produced by generative AI systems. Understanding key-value pairs in generative AI helps users maintain control over the data inputs and outputs, enhancing trust and reliability in AI technologies and optimizing their application in specific tasks and workflows."}]},{"type":"p","attrs":{},"uid":"89051830c9104f11a3815330ba182593","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"759274b0f9a04a2f8fef1cb9f4a375e0","children":[{"text":"Generic AI Tools Don’t Inspire Trust"}]},{"type":"p","attrs":{},"uid":"a48b9169ab7541e7b846f244f5415395","children":[{"text":"Industry-specific tools provide a construct for prompts that ensure only certain pieces of data are generated, unlike generalist platforms like Chat GPT, which may lack specificity. Furthermore, understanding where the data comes from and how AI outputs information is critical to maintaining transparency and reliability. If the AI model is only given access to accurate datasets verified by the user, fabrication is no longer an outcome. "}]},{"type":"p","attrs":{},"uid":"5f96c222318340c6875803c7497fc733","children":[{"text":"By demystifying the inner workings of complex AI systems and providing transparency on data sources, users can verify the accuracy and reliability of AI-generated outputs. Big Tech doesn’t want users to question where their data comes from, but that’s exactly what you need to do to build trust and ensure the "},{"uid":"c58348e6f4014fee9f269e3ed6ae8c5f","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/legal-ai-tools-guide","target":"_blank"},"children":[{"text":"proper use of AI tools"}]},{"text":" within legal practices."}]},{"type":"p","attrs":{},"uid":"b1fc92fb7d7b414dac934d6a50aa376b","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"9356505d94224cdf9a4fab82146f143c","children":[{"text":"Shhhh: Don’t Tell, but AI Still Needs Humans!"}]},{"type":"p","attrs":{},"uid":"1228afaf6408475b9a50a033519d0e17","children":[{"text":"There is a significant need for caution in relying on technology as infallible. (See the earlier example of the enterprising lawyer if you have any doubts about this one.) Adopting a human-in-the-loop approach will ensure accuracy and reliability in legal workflows. "}]},{"type":"p","attrs":{},"uid":"4e680857e3a548579901ec5cee05f0b5","children":[{"text":"Keeping the human in the loop is crucial in AI implementation for several reasons. One key aspect is the need for human oversight to review AI-generated outputs for accuracy and reliability, especially in tasks like drafting documents or demand letters. Despite the efficiency gains from AI tools, human verification ensures that the information produced is correct and aligns with the desired outcomes. By involving humans in the review process, organizations can mitigate errors and discrepancies in AI-generated outputs, enhancing the overall quality of work. "}]},{"type":"p","attrs":{},"uid":"8bd95398654643c2aa2cb2415d8e7297","children":[{"text":"Additionally, maintaining human involvement fosters trust and transparency in AI technologies, as employees can understand and validate the outputs, leading to increased confidence in utilizing AI tools effectively. The human-in-the-loop approach not only improves the accuracy of AI-generated results but also empowers employees to leverage AI as a supportive tool in their workflows, driving efficiency and productivity while ensuring data integrity and reliability."}]},{"type":"p","attrs":{},"uid":"0cb359e5c4be46c1ae9d80351b18ac36","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"48e66738c6a14c24a288a2e085b2ca32","children":[{"text":"Concerns around Data and Privacy"}]},{"type":"p","attrs":{},"uid":"8e8ab8c255a24d6ca452f73aca05edb0","children":[{"text":"Every day we are bombarded by one story after another about hackers and data leaks. The risk of security breaches when using some generative AI is very real, especially when sensitive information is copied and pasted into platforms like Chat GPT, potentially leading to data exposure. Unknowingly exposing critical information to AI models poses a significant security risk for organizations. "}]},{"type":"p","attrs":{},"uid":"7709ff3a6e544338b631463a7f4ac0fa","children":[{"text":"Additionally, the storage and sharing of personal and business data by big tech companies raises privacy concerns, as data may be shared with affiliates and other entities without explicit consent. Understanding how data is used and stored by technology providers is crucial to safeguarding sensitive information and mitigating the risk of data exfiltration. "}]},{"type":"p","attrs":{},"uid":"b70d5a9db1e949b79996aacfaae182db","children":[{"text":"Implementing a zero data retention policy (like "},{"uid":"a87650b5189340aab130521b71c12d42","type":"a","attrs":{"url":"https://assemblysoftware.com/neos-ai","target":"_self"},"children":[{"text":"NeosAI"}]},{"text":" has) where data is only used for immediate tasks and then scrubbed and cleaned, can help protect against data breaches and unauthorized access. Educating staff on acceptable data use, avoiding free platforms for sensitive information input, and ensuring data rights and privacy protection are essential steps to address data and privacy concerns in AI adoption within legal practices."}]},{"type":"p","attrs":{},"uid":"c405066777ca4a41b614be62cdb0302c","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"6e7b99457fd342e7ba38d4c0bd021f81","children":[{"text":"Employee Adoption as a Barrier in AI Implementation"}]},{"type":"p","attrs":{},"uid":"4a0ca26071e0441398e36564b5ade87f","children":[{"text":"Big Tech doesn’t want to admit that not everyone is enamored with their products. Employee adoption poses a significant barrier in AI implementation."}]},{"type":"p","attrs":{},"uid":"efe861fff9e749849ceb61a1218de76b","children":[{"text":"Fear of job loss among employees, stemming from misconceptions that AI will replace human roles, is rife. This fear can lead to resistance in adopting AI technologies and hinder employees from embracing AI tools as a means to enhance their productivity and skills. "}]},{"type":"p","attrs":{},"uid":"cf213af84fa64141b3629fcbf567ed8c","children":[{"text":"Additionally, the complexity of AI technology and terminology can overwhelm employees, making it difficult for them to understand and utilize AI effectively. Lack of education and training on AI tools further contributes to low adoption rates, as employees may feel ill-equipped to incorporate AI into their workflows. "}]},{"type":"p","attrs":{},"uid":"8aeec8e6ecee4e439fdae6c92d1192ca","children":[{"text":"Encouraging employee education, providing training, and promoting a human-in-the-loop approach can help address these adoption barriers and facilitate successful integration of AI technologies in the workplace."}]},{"type":"p","attrs":{},"uid":"bea2eebb6e69426a8d04a038dbe52e42","children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"58c3aca7e5a14912813d297197491569","children":[{"text":"Strategies for AI Adoption"}]},{"type":"p","attrs":{},"uid":"a2cacfa4f1b34d8c8aa6daa8355d79e8","children":[{"text":"Embracing a trial-and-error approach within a controlled environment to learn and build confidence in using AI effectively and safely is a savvy strategy for adopting AI. By encouraging staff to experiment with AI tools, provide feedback, and ensure human oversight (always reinforcing the concept of \"human in the loop\"), organizations can maximize efficiency in initial drafts and summaries while maintaining accuracy through human verification. "}]},{"type":"p","attrs":{},"uid":"d3d7e1e01f8246beb44aec03d1565830","children":[{"text":"Additionally, individuals should seek industry-specific AI tools tailored to address specific workflows and problems, rather than relying on generalist platforms, to ensure that AI solutions align with their unique needs and constraints. "}]},{"type":"p","attrs":{},"uid":"cd080987bdef49c2b93d7b59c96e8ddf","children":[{"text":"Lastly, promoting job resilience and viewing AI utilization as a skill for future growth can empower employees to embrace AI tools, experiment with different technologies, and adapt to evolving workflows, ultimately driving efficiency and productivity within the organization."}]},{"type":"p","attrs":{},"uid":"acc6e650807c48bfb683234af2211970","children":[{"text":"While Big Tech may casually dismiss any concerns that don’t fit their prescribed narrative of AI being a revolutionary disruptor, nothing comes without strings. Therefore, asking questions and understanding how to use AI effectively is the best way to enjoy the benefits and sidestep the risks. 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The software is designed to accommodate various workflows. Our software is built to handle high case volumes, and we have clients successfully managing significant case volumes with Neos. We can accommodate any workflows you may have, ensuring that the software scales with your firm's needs. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"0ae3e4e09d964b4ab926a6819eeb41fa","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":" ","attrs":{"style":{"color":"rgb(0, 0, 0)"}}}]},{"uid":"a565205059624ebb891d2144ab79ff93","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"When you pull up a client, where do you see any prior(s) we might have had with them?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"2c07b42c935944aab4f1498aff320bd5","type":"p","attrs":{},"children":[{"text":"Neos allows you to search contacts and view all prior cases/intakes with that contact, similar to the functionality in Needles. This feature provides a comprehensive view of all interactions and history with the client, ensuring that you have all the necessary information at your fingertips. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"6d2636f3a5b24f75b57a18a305e4bd99","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"4d06168677f14d6f9414df04e4198f90","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Is texting available in all tiers of Neos?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"670add4e6bfd46c982e36eb652eadd54","type":"p","attrs":{},"children":[{"text":"Premium Texting is available in all versions of Neos, offering enhanced texting capabilities beyond the base version. Our Premium Texting feature provides advanced functionality, ensuring that you have a robust texting solution to meet your firm's needs. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"66cb688917aa46c2abb9de8a03e540c7","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{"color":"rgb(55, 65, 81)"}},"text":""}]},{"uid":"287e83570e314b8bb2326c75e4c842f1","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"How does it know what case to save the text messages to?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"d55859cc09ac4c02ae25a9cb0996192d","type":"p","attrs":{},"children":[{"text":"If you have multiple cases with a contact, the text will go into the Communications Center. Otherwise, it will be associated with the case where the phone number is linked. This ensures that text messages are appropriately linked to the relevant case, providing organized and efficient communication management. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"40e956fbf0b8416fa87b1b0ef071e684","type":"p","attrs":{},"children":[{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"6c564e596dc04ed3a7c9c9abd236c202","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"How do phone calls work? Does it integrate with Microsoft Teams or a soft phone software?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"3781a3daa18e42cb9848e471bba6e6d2","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{"color":"rgb(55, 65, 81)"}},"text":"Neos offers a Ring Central Integration for calls and Click to Dial is always an option. Ring Central helps with recording calls. Our integration with Ring Central and Click to Dial option ensures seamless and efficient handling of phone calls, providing a comprehensive solution for call management. "}]},{"uid":"1521ccc1d3f44aadb2cdda8f346ccda3","type":"p","attrs":{},"children":[{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"6bd248839eb54f768e7e21e43eec187a","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Do the documents integrate with Dropbox?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"71805f48371d477e9287a144276fdeb5","type":"p","attrs":{},"children":[{"text":"Neos works with Sharepoint, which is included in your Office 365 account. Our integration with Sharepoint ensures that you can seamlessly manage and access documents within the Neos software, providing a secure and efficient document management solution. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"ade7f965387742b2b3127934b0159a70","type":"p","attrs":{},"children":[{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"abf6750af9724f2f9b6725f5882149a3","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Can you color code the sub folders too? Where do I find the settings for it?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"808a6b290db044ba8fc9aa7b307aa75e","type":"p","attrs":{},"children":[{"text":"Yes, you can color code subfolders. You can find the settings for it under Settings\\Document Types. Our customizable folder color-coding feature allows you to organize and categorize documents effectively, providing a visually intuitive document management experience. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"d4c21093d79c43aa8b7bc575c20bc520","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{"color":"rgb(55, 65, 81)"}},"text":""}]},{"uid":"3023a6e6e3434b1ba5a6bb42246cf891","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}},{"text":"Can anyone update reports or only the person who created it?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"bb8e50ba657447e5950e6c178be2f524","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Reports can be made available for all users to run or limited to specific individuals based on the creator's preference. This flexibility ensures that you can control access to reports, allowing for efficient report management within the Neos software. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"3a86217ac4d84fcbaf355c2b149c8a8b","type":"p","attrs":{},"children":[{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"ee753c20315f44b58f40c072621d2e7a","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Can you lock fields so that only certain people can edit?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"bffb6a9e1b644c3298a8902f5c5963e8","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Yes, as admins, you have field-specific rights and can control who can edit certain fields. Our field-specific rights feature allows administrators to manage and control access to specific fields, ensuring data integrity and security within the Neos software. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"512bfecdb94a470dbbfce72b22f74697","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"dc7a7712b09449cf8e0c55dab237531e","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Can you show the $ section?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"848850f45d014319a238e36a08d55765","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{"color":"rgb(55, 65, 81)"}},"text":"The software offers a comprehensive solution for managing financial aspects, ensuring all necessary financial information is readily accessible. Our financial management features provide a robust solution for managing and accessing financial information within the Neos software, ensuring that you have the necessary tools to handle financial aspects effectively. "}]},{"uid":"5710ac3c3ea344de82cb17f775eb1c3b","type":"p","attrs":{},"children":[{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"5a11f3250f7e4366bad8fc5fb4facb2e","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":" ","attrs":{"style":{"color":"rgb(0, 0, 0)"}},"superscript":true}]},{"uid":"1ea755bc7d8e42bb85cff4bfed1c3b14","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Transitioning to Neos ","attrs":{"style":{"color":"rgb(0, 0, 0)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(0, 0, 0)"}}}]},{"uid":"44bd8766273c4adda0457fad47aa1dfd","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{"color":"rgb(0, 0, 0)"}},"text":""}]},{"uid":"ab1612b451664488976ae1c08f0c4752","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Will Neos scale with our workflows? ","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true}]},{"uid":"a587d477b5184ab885c689c3123efc73","type":"p","attrs":{},"children":[{"text":"Neos can accommodate any workflows you may have, and the software is designed to scale with your firm's needs. The only potential limitation is the SharePoint space, which can be expanded as needed by purchasing additional space from Microsoft. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"4c81625e7ff8450c804955bc395fb929","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{"color":"rgb(0, 0, 0)"}}}]},{"uid":"dc14d60d426f4a1d989b924d4e2bb462","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"If I move to Neos from Clio, how complicated is it to move data like billable hours, notes, contacts, and custom fields?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"attrs":{"style":{"color":"rgb(0, 0, 0)"}},"text":" "}]},{"uid":"c312eefc93ba42cca89c31a3bb159385","type":"p","attrs":{},"children":[{"text":"Neos has a full migration team that ensures all your data and admin items are set up before the transition. They work closely with your firm to ensure a smooth transition. Our dedicated migration team will work with you to ensure that all your data, including billable hours, notes, contacts, and custom fields, are seamlessly transferred to Neos. We understand the importance of a smooth transition and will ensure that everything is set up and working as desired before you go live. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"2590470585394e85a437db3469a7d43a","type":"p","attrs":{},"children":[{"text":" ","attrs":{"style":{"color":"rgb(0, 0, 0)"}}}]},{"uid":"25ef5565afa74ea9a0d92809b19a5f2b","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"What is the price to use the software?","attrs":{"style":{"color":"rgb(55, 65, 81)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"966a351a25c54663b2b0225129af369c","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Neos offers different pricing packages based on the size of your firm and specific needs. You can ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}},{"uid":"37fdc683b8c44953885b5a5bf2859385","type":"a","attrs":{"url":"mailto:sales@assemblysoftware.com","target":"_blank"},"children":[{"attrs":{"style":{"color":"rgb(55, 65, 81)"}},"text":"contact a sales executive"}]},{"attrs":{"style":{"color":"rgb(55, 65, 81)"}},"text":" to discuss pricing options or visit "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/pricing"},"children":[{"text":"assemblysoftware.com/pricing","attrs":{"style":{}},"underline":true}],"uid":"215f0892af9b4af4b8a1061f9398aa7d"},{"text":" for an overview. We are also flexible and can work with you to tailor the pricing options to your specific requirements. ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"08c6ffb0e6cd4418adb201c0b0729cb9","type":"p","attrs":{},"children":[{"text":" ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"b45c6e6b27e74ecc9a72b33e1752e151","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"See Neos for Yourself","attrs":{"style":{}}}]},{"uid":"3ca2384e06d04134a0fdf8277c2290d5","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"880e5675d3e84a83ae9fbaa2f7b40e05","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"We hope this Q&A has provided valuable insights into Neos' capabilities. If you're interested in experiencing the power of Neos firsthand, we invite you to ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}},{"type":"a","attrs":{"url":"https://info.assemblysoftware.com/lps/webinar-registration/","target":"_blank"},"children":[{"text":"sign up for an upcoming deminar","attrs":{"style":{}},"underline":true}],"uid":"2828254c91ee4cebb36a865a5624d8cf"},{"text":". Our team is dedicated to showcasing how Neos can revolutionize your firm's workflow and provide the scalable solutions you need. Don't miss this opportunity to explore the possibilities with Neos! ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]}],"_version":13},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1500,"height":844},"filename":"qa-block.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltad075e7a8b1bb5a1/690c9e6d5ba74c385b86a8e7/qa-block.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltad075e7a8b1bb5a1/690c9e6d5ba74c385b86a8e7/qa-block.jpeg?width=375&height=211&format=webp&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltad075e7a8b1bb5a1/690c9e6d5ba74c385b86a8e7/qa-block.jpeg?width=750&height=422&format=webp&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltad075e7a8b1bb5a1/690c9e6d5ba74c385b86a8e7/qa-block.jpeg?width=1500&height=844&format=webp&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 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his insightful webinar, legal professional Matt Schad, founding partner of Schad Law, takes us on a journey through the evolving landscape of technology within the legal field, offering valuable perspectives and experiences from his 25 years of practicing law. From harnessing the power of AI tools like Chat GPT and NeosAI to the strategic selection of case management software, Schad provides a comprehensive guide on successfully integrating technology into law firm practices—and ensuring your technology is working for you, not the other way around. "}]},{"type":"p","uid":"3f9beb0c3df04ad2920fc23397b30a53","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"c5842dee1972485cb584df14b841687a","attrs":{},"children":[{"text":"Choosing the Right Technology "}]},{"type":"p","uid":"ef8d8dcd65e94799a07194e050438e9c","attrs":{},"children":[{"text":"Schad begins by emphasizing the critical importance of selecting the right technology and acknowledging the potential disruption and costliness of significant changes within a law office. Changing systems can bring staff productivity to a standstill and cause stress and frustration among employees—an undesirable outcome with negative repercussions and consequences. "}]},{"type":"p","uid":"b71c37a2c6134b3dbe6ecfd2ebb8fac3","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"1e920f85bfcc43878d4cf8dd8bd00a62","attrs":{},"children":[{"text":"Every technological decision he makes is based on a specific criterion: whether it will help him sleep better at night. It’s an easy rule of thumb to follow and helps guide him through difficult decisions that will impact the entire firm. He believes the right technology choices should enhance productivity and make him a better lawyer by ensuring organization, efficiency, and reliability in his practice. The goal is to strike a balance between leveraging modern technology for organizational efficiency and maintaining control and work-life balance, which he delves into later. 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"}]},{"type":"li","uid":"ee4c41443825475895ddc068720553cb","attrs":{},"children":[{"text":"Collaborative Environment Software: ","bold":true},{"text":"He values collaborative software such as SharePoint-hosted Word documents and internal communication within his case management platform, favoring it over traditional methods like email for efficient team communication and teamwork. "}]},{"type":"li","uid":"6bfd6e771fb84913992cf0063911c66a","attrs":{},"children":[{"text":"Hardware Choices: ","bold":true},{"text":"Schad touches on the importance of making hardware choices, such as computer hardware and workstations. He discusses the evolving nature of hardware interfaces and the potential shift towards voice and spatial computing in the next five years. "}]}],"id":"88445da83e0f419f8ac84439f1881f91","attrs":{}},{"type":"p","uid":"7778063725da419e97b9d143b7cd80ec","attrs":{},"children":[{"text":""}]},{"type":"h3","uid":"9b25e565b99d4bc792669c252e308e9b","attrs":{},"children":[{"text":"Case Management Software "}]},{"type":"p","uid":"81d8e21cdcc44e0cadd9727057c171a3","attrs":{},"children":[{"text":"Above all, Matt Schad recognizes the crucial role of "},{"uid":"cc1e635ab9af41bbbab181dbcb3869e7","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_self"},"children":[{"text":"case management software"}]},{"text":" in making legal workflows more efficient and boosting productivity. He points out that this software helps with tasks like organizing cases, storing documents, tracking activities, managing contacts, generating tasks, and more. It acts as a central hub, ensuring everyone in the firm follows standardized procedures, regardless of individual preferences. He suggests doing thorough research and consulting with other attorneys when choosing case management software to ensure it aligns well with the firm's needs and promotes efficiency.  "}]},{"type":"p","uid":"00b0623316be47948cb849513bbb860e","attrs":{},"children":[{"text":""}]},{"type":"h3","uid":"1b88e4642328442c96be1a9ee3e4967d","attrs":{},"children":[{"text":"How Schad Law Uses Neos Case Management Software "}]},{"type":"p","uid":"db2df9bc6a7d478e84592274f5d9a2ec","attrs":{},"children":[{"text":"During the initial 90 days of the Covid lockdown, Matt and the team could adeptly navigate unforeseen challenges by embracing Neos case management software. Everyone made a focused effort to familiarize themselves with Neos, facilitating the seamless transfer of two decades' worth of data and establishing it as a template for future organizational efficiency and connectivity. Schad attributes the firm's resilience during this challenging period to their strategic implementation of Neos.  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By prioritizing this dedicated time away, he underscores the importance of setting boundaries and finding effective ways to disconnect, offering a practical guide to achieving and maintaining a harmonious work-life balance in our technology-driven world. "}]},{"type":"p","uid":"15c8334f99c44be8a6479c4fa30aef91","attrs":{},"children":[{"text":""}]},{"type":"h3","uid":"b78fd1241985442ea8eb4fa8ba26c009","attrs":{},"children":[{"text":"Continuous Learning and Adaptation "}]},{"type":"p","uid":"3aa288c08be9453795ea4d334080e00c","attrs":{},"children":[{"text":"Continuous learning is crucial in the legal field. Legal professionals can enhance their efficiency, productivity, and competitiveness by staying informed about emerging technologies like AI and adapting to new tools and strategies. Schad emphasizes the need to invest time in learning and utilizing AI tools to stay ahead in the evolving legal landscape. 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According to a "},{"uid":"0cf0fd52f8d94d4eb69171eb8d2520bb","type":"a","attrs":{"url":"https://www.thomsonreuters.com/en-us/posts/technology/chatgpt-generative-ai-law-firms-2023/","target":"_blank"},"children":[{"text":"recent survey by Thomson Reuters:"}]},{"text":"","break":true}]},{"type":"p","uid":"f800da69eaa14596b5a0b44893ecac25","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"break":true,"text":""}]},{"type":"blockquote","uid":"9e006c4ea1884469a384332a1224a12f","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"\"82% of lawyers think ChatGPT and generative AI could be applied to legal work. Interestingly, only 51% believe they should be.\""}]},{"type":"p","uid":"d9b304563adb437dae73e45c1cd1249d","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":""}]},{"type":"p","uid":"6f6377457a21472f9f2a97daf62ca338","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"However, most don’t realize that artificial intelligence has already been used in the legal sphere for years, mainly to assist with research and document review. With AI advancing at speed, though, there are now more ways that it could be applied. "}]},{"type":"p","uid":"90dc1d8c332d4feb8f17534c24ba84e5","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":""}]},{"type":"p","uid":"9a552f87427d485684af3b72dfa04977","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"In this blog, we discuss AI for lawyers, including how to use it and its benefits. 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This saves time and increases productivity. ","attrs":{"style":{}}}],"uid":"e9ea6b3e906447d698804815e5eeafd3"}],"uid":"8ec84ab198994640a011e02db38c07bd"},{"type":"li","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"When considering the use of AI, one of the main risks to manage is data privacy and security. ","attrs":{"style":{}}}],"uid":"66d501383ee640a0972312f78859efef"}],"uid":"65b95ced8279428485d74eb7b7dc65aa"}]},{"uid":"4770813ccccd4363bea65a0a238e1918","type":"ul","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{},"children":[{"text":"The creation of legal AI software requires collaboration between an AI expert and legal professionals. ","attrs":{"style":{"color":"rgb(0, 0, 0)"}}}],"uid":"a26d1458278944839ba4be25f72fb2bf"},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"0aa0295ef6b84dd5be09688c85b15cd1","children":[{"attrs":{"style":{"color":"rgb(0, 0, 0)"}},"text":""}]}],"uid":"546f6b3eabee422db26bbbc6a44661c6"}]},{"uid":"4bd123e25d13452a974e7b52e2cbc2bb","type":"p","attrs":{},"children":[{"text":"​​","attrs":{"style":{}}},{"text":"Table of contents","attrs":{"style":{}},"bold":true},{"text":" ","attrs":{"style":{}}}]},{"uid":"931774f776c64f759912e9747743da42","type":"ul","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"​","attrs":{"style":{}}},{"text":"What is artificial intelligence?","attrs":{"style":{}},"underline":false},{"text":" ","attrs":{"style":{}}}],"uid":"20f42c63de38420fa5bc9c51134c1528"}],"uid":"9eb4df0942f94318bea41ea4532fe09f"},{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"​","attrs":{"style":{}}},{"text":"AI and law: How can artificial intelligence be used by legal firms?","attrs":{"style":{}},"underline":false},{"text":" ","attrs":{"style":{}}}],"uid":"aa1cf1f1986446cdbb46a87252c2951c"}],"uid":"32aad13d30524edb99de86aa45ae262b"},{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"​","attrs":{"style":{}}},{"text":"The benefits of AI for law firms","attrs":{"style":{}},"underline":false},{"text":" ","attrs":{"style":{}}}],"uid":"a12a015dd7a44e6d99f1cd50635796b7"}],"uid":"5f83aa560be14e84807c70bd99d54935"}]},{"uid":"56f9fcbd7a624e98b140a6c1879bce54","type":"ul","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"​","attrs":{"style":{}}},{"text":"The challenges and ethical considerations of AI for lawyers","attrs":{"style":{}},"underline":false},{"text":" ","attrs":{"style":{}}}],"uid":"937d594b7e2e463597db5c4973fcfb06"}],"uid":"ebb063946c794da48aa21640b9946417"},{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"​","attrs":{"style":{}}},{"text":"The top features to look for in legal AI software","attrs":{"style":{}},"underline":false},{"text":" ","attrs":{"style":{}}}],"uid":"8c5b98dbc1d44908831ad6016479e509"}],"uid":"d13dcedd25984ddd9fd126d2128aac64"},{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"​","attrs":{"style":{}}},{"text":"Will AI replace lawyers?","attrs":{"style":{}},"underline":false},{"text":" ","attrs":{"style":{}}}],"uid":"96a170adb7ed460ab687841ee1d5beb2"}],"uid":"db69080548044be3ace90448a9c48b90"},{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"​","attrs":{"style":{}}},{"text":"Artificial intelligence for lawyers: Revolutionizing the legal landscape","attrs":{"style":{}},"underline":false},{"text":"​ ","attrs":{"style":{}}}],"uid":"8ad435eec49f451dad89690ea0c8a2f1"},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"88e14b30e5644b459c43791c5544c649","children":[{"attrs":{"style":{}},"text":""}]}],"uid":"8f02438dc9e14c38ae18097aa3dcdc7a"}]},{"uid":"109567661e8d4e82a1af9653ce5b81c5","type":"p","attrs":{},"children":[{"type":"h2","attrs":{},"children":[{"text":"What is artificial intelligence?"}],"uid":"d30c7160a9824758b15718b06522032d"}]},{"uid":"8bb5ba3933bb4212b60eea19d296166c","type":"p","attrs":{},"children":[{"text":"So, let’s begin with the basics. In the most simple terms, AI or artifical intelligence is a computer that’s programmed to simulate human intelligence. It can learn to complete tasks like a person and communicate in a human-like way.  ","attrs":{"style":{}}}]},{"uid":"1e05fd73e2954d78918b8c3be1ce6fb6","type":"p","attrs":{},"children":[{"text":"Facial recognition, search and recommendation algorithms, chatbots, and virtual assistants are all examples of artificial intelligence at work. ","attrs":{"style":{}}}]},{"uid":"27e67a00fa7242b9b0280195621c15a4","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"24afcbc1c5784d3986022446a2f95152","type":"p","attrs":{},"children":[{"type":"h3","attrs":{},"children":[{"text":"Generative AI"}],"uid":"ea6f18231c6748a4b44d235bf57e824a"}]},{"uid":"c12c7d86431f4a789cc248a86a1eecf6","type":"p","attrs":{},"children":[{"text":"Artificial intelligence uses algorithms to analyze huge amounts of data. The difference with generative AI is it uses data to create something new, such as content, imagery, or even music. It’s developing at a rapid rate and has already come a long way from traditional AI, which could only make predictions. ","attrs":{"style":{}}}]},{"uid":"a49e1c4ba1c847f6947adbdf6d4e1d50","type":"p","attrs":{},"children":[{"text":"One of the AI tools you’ll be most familiar with is ChatGPT—a chatbot that understands human communication and can respond conversationally. This type of artificial intelligence uses machine learning and natural language processing to create the most human-like experience possible.  ","attrs":{"style":{}}}]},{"uid":"dcd4099bc5d544fa980a69fadd9169b8","type":"p","attrs":{},"children":[{"text":"When developed, ChatGPT was fed massive amounts of data from many different sources. Then, as users have increasingly interacted with it, it's learned to fine-tune its responses. ","attrs":{"style":{}}}]},{"uid":"4fa03a148350428bb592779815667522","type":"p","attrs":{},"children":[{"text":" In the realm of business, AI’s capabilities extend beyond conversation and into practical applications like contract analysis. For example, for a quick and efficient review of your contracts using advanced AI technologies, such as"},{"uid":"5c0388346fe54f8aa548ec49f541aa2b","type":"a","attrs":{"url":"https://www.legalontech.com/","target":"_blank"},"children":[{"text":" AI contract review"}]},{"text":". These types of tools can help streamline complex legal processes by ensuring accuracy and consistency, saving valuable time."}]},{"uid":"29969d43c5a2463b88750fa241ee05c8","type":"p","attrs":{},"children":[{"text":"In some ways, AI has already surpassed human intelligence. It can analyze data and make decisions much faster than we can. It also makes fewer errors and stores data to help it learn from past tasks. ","attrs":{"style":{}}}]},{"uid":"7d262c8f5d424a8c8d0e907e377e5140","type":"p","attrs":{},"children":[{"text":"As it develops further, its creators hope it will be able to make decisions and judgments just like a human. ","attrs":{"style":{}}}]},{"uid":"3ba422b4dcd14e65bcefc2bcc8da4eef","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"bbd57301751f4c77b58877781480a676","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"AI and law: How can artificial intelligence be used by legal firms?"}],"uid":"9ec793309cbd4e26a7e61feb81aaf273"}]},{"uid":"cd9789ab892448c0a0b3c223ba660aff","type":"p","attrs":{},"children":[{"text":"While there has been initial hesitation in embracing AI within the legal field, its adoption is rapidly growing. Every day, new ","attrs":{"style":{}}},{"uid":"c591bed72f2a4d57931a2b4552cf442c","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/legal-ai-tools-guide","target":"_blank"},"children":[{"attrs":{"style":{}},"text":"AI-powered software"}]},{"attrs":{"style":{}},"text":" tailored for the legal sector is emerging and being utilized by many industry professionals. "}]},{"uid":"4d5b80c449334714b5e22dcf5c52d302","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"619ad2a3205949e89afe099764709ba9","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Let’s explore some popular AI use cases in legal: ","attrs":{"style":{"color":"rgb(35, 31, 32)"}},"bold":true}]},{"uid":"26ff1f8f4c9b4be489cbb1e310735da4","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"daf37788072f40d098ffee9f10ede624"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"59b58997f85d4ac6a059d4d7f45c2862","children":[{"text":"Legal research "}]}]},{"uid":"9738654eecf24615b5fd13536cacf127","type":"p","attrs":{},"children":[{"text":"Legal research, a cornerstone of the legal profession, is being profoundly enhanced by AI technologies. Navigating through vast legal databases, statutes, and case laws is no longer a daunting, hours-long task. Advanced AI tools can swiftly parse through countless documents, pinpointing relevant case precedents, interpreting complex legal jargon, and presenting concise, actionable insights.  ","attrs":{"style":{}}}]},{"uid":"cd79afe46a344b99a63c85d8cb0befed","type":"p","attrs":{},"children":[{"text":"This speed and accuracy in research allow legal professionals to make more informed decisions, craft stronger arguments, and save invaluable time – all while ensuring they have the most current and pertinent information at their fingertips. ","attrs":{"style":{}}}]},{"uid":"e3d553a0893d451c964df436e02310fe","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"ce73e6469d7943198abf13ca6f064b84"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"d8fcc4684ea443428d19ac528c6551a0","children":[{"text":"E-discovery and due diligence"}]}]},{"uid":"fafa22d7565447b7af01b822034d7729","type":"p","attrs":{},"children":[{"text":"Artificial intelligence was created to find patterns and trends in data, which is exactly what you need when looking for risks or liabilities in legal documents. Because of this, AI can speed up the discovery and due diligence process.  ","attrs":{"style":{}}}]},{"uid":"0a95f45ce6d3485eb1759068cb7d94ef","type":"p","attrs":{},"children":[{"text":"AI also has the added benefit of being unprejudiced, so it simply takes information at face value. ","attrs":{"style":{}}}]},{"uid":"b5dcb59247f549c3a2a1f607ab29e80c","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":""}],"uid":"263290d5f0e04abcbf6b2c8f1cf61b90"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"93d1586ed0ae4fc2a657ef96af8e8f92","children":[{"text":"Document creation"}]}]},{"uid":"5f3725ed91024cc6bbef6e4f3c461f8f","type":"p","attrs":{},"children":[{"text":"Legal document creation, traditionally a meticulous and time-intensive task, is undergoing a revolutionary change with the advent of AI. Modern AI systems can now draft, review, and refine legal documents with a precision that matches, and often surpasses, human capabilities.  ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"bc09e33d9d4f44219996fa522c3b7ee4","type":"p","attrs":{},"children":[{"text":"By analyzing vast repositories of legal texts, cases, and precedents, AI tools offer suggestions, auto-fill complex clauses, and can even forecast potential legal pitfalls.  ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"0d3b9e2246964f93bbabc9e9b9ec9cd2","type":"p","attrs":{},"children":[{"text":"Depending on the tool you’re using, you may also be able to auto-generate AI-driven documents using familiar workflows and relevant case information directly from data and documents pulled from within your ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}},{"type":"a","attrs":{"url":"https://www.assemblysoftware.com/neos-ai?utm_source=ebook&utm_medium=ebook&utm_campaign=ai_for_lawyers&utm_term=auto_generate_documents"},"children":[{"text":"case management system","attrs":{"style":{}},"underline":true}],"uid":"3765cfec8d544cdf9bbdbdc9da132505"},{"text":".  ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"4c8da3e529c441d2a0bce15177a11935","type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"f65a04b3dfd347eba7f894634f8af5eb","type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":"Analyzing contracts "}]},{"uid":"8a4ba6b22198452d8a85a9e4e1542668","type":"p","attrs":{},"children":[{"text":"AI is increasingly used in the legal industry to analyze contracts, too. This software utilizes machine learning and language analysis to inspect contracts and identify potential risks and compliance issues before they are signed.  ","attrs":{"style":{}}}]},{"uid":"118483167abc42daa98a77461399b630","type":"p","attrs":{},"children":[{"text":"While legal professionals should always complete their own review, AI may be a great addition to the contract or document review process. It can be fine-tuned to look at specific details, often picking up on issues that a human reader may miss. ","attrs":{"style":{}}}]},{"uid":"32e75b4d9280462481ef11b6bfdcc66b","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"e3ce8d14ec70427fb887a4814108e7ad"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"3378738ea8ed413eb4be7117d16dfb96","children":[{"text":"Communication"}]}]},{"uid":"43489d1509f8430ca040039a8bd6e3a5","type":"p","attrs":{},"children":[{"text":"The integration of Artificial Intelligence (AI) into communication processes within law firms is fostering enhanced client interactions and internal collaboration. AI-driven communication tools can streamline numerous aspects of client engagement, ensuring timely, personalized, and consistent correspondence.  ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"10c29acad4a54cefbe74bd88bb0c3e91","type":"p","attrs":{},"children":[{"text":"Chatbots and virtual assistants, powered by AI, can manage initial client interactions, gather preliminary information, and answer routine inquiries, thereby providing instant responses and elevating client service levels. Internally, AI can organize and prioritize emails, set up meetings, and send reminders, ensuring that the communication flow within the firm is seamless and efficient. ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"254b41d60aee4d3d8bf571b3e03d3790","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{"color":"rgb(35, 31, 32)"}},"text":""}]},{"uid":"68a7a96ef366448aad2fb9c97464387e","type":"p","attrs":{},"children":[{"type":"h2","attrs":{},"children":[{"text":"The benefits of AI for law firms"}],"uid":"8aa6144cf417408a946a5465ef9b5864"}]},{"uid":"3d16ddf913c34f12be58b7174e944a99","type":"p","attrs":{},"children":[{"text":"For law firms striving for excellence, AI isn't just a tool—it's a game changer. Beyond the buzz and jargon, the real-world benefits of AI are tangible and transformative. From boosting productivity and ensuring impeccable accuracy to crafting client-centric approaches and optimizing financial operations, AI is redefining the benchmarks of success for law firms. ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"3d6d44add6be46f791c5dad89f30960b","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"a6dcd405b08d4486932d4c401d754ab7"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"1fe3f36284be49e9a2e953459823c973","children":[{"text":"Increased productivity"}]}]},{"uid":"42365672ae614343b6b019d30e8019f0","type":"p","attrs":{},"children":[{"text":"The main benefit of using AI in law firms is the increased productivity rate. Many AI tools can complete repetitive, manual tasks like research and due diligence, freeing time to work on more complex legal matters. No longer mired in the minutiae, lawyers can handle more cases with greater efficiency. ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"94302d5e461e4bca827a6412dc7d85c1","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"5939e9d5a925428e8b0164d3d2f23295"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"16d838f7c40f4a0a97b67a11ab6d561e","children":[{"text":"Increased accuracy"}]}]},{"uid":"7020e3b6f8ae4c34a59c97ad68ec2193","type":"p","attrs":{},"children":[{"text":"Unlike humans, AI systems are immune to fatigue, cognitive biases, and oversights, ensuring that every piece of information is processed consistently and correctly. Whether it's scanning vast databases for relevant case law or cross-referencing intricate contract clauses, AI minimizes the margin for error, especially when done in combination with a human review which is highly recommended.  ","attrs":{"style":{}}}]},{"uid":"9a1a1dbbfeee48318294a29fcd750b30","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"1f07d05a51d348c19f405ecdd0133010"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"d2de6b7a6fdf4625bf8ad5426b6bba19","children":[{"text":"Client-centered law firms"}]}]},{"uid":"6a04729d5dc64be8b9d509384e42f15b","type":"p","attrs":{},"children":[{"text":"Some see AI as a threat to human interaction, but when used correctly, it can actually enhance a client's experience. With all their time-consuming tasks under control, attorneys and lawyers have more time to spend with clients. This frees up additional hours for building relationships and discovering exactly what your clients seek. ","attrs":{"style":{}}}]},{"uid":"d68e0037613e4ea0827349c20d2a831b","type":"p","attrs":{},"children":[{"text":"More and more people expect a personalized approach, especially when they’re parting with significant sums of money. You can thus use technology to help you achieve this. ","attrs":{"style":{}}}]},{"uid":"9f05c91db17540e6a5948e9e2dadf9ef","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"cadf4504b0344b11af0843caa8cf5f96","type":"p","attrs":{},"children":[{"type":"h3","attrs":{},"children":[{"text":"It saves money"}],"uid":"629b64180b1142c5b3cd939f289da32a"}]},{"uid":"67183bcfd3f54fa8853535e829a1239a","type":"p","attrs":{},"children":[{"text":"Embracing artificial intelligence in the legal sector is not merely a trend; it's an investment in sustaining and propelling your firm into a future where efficiency and precision are paramount.  ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"af3091ebd3984fbe813aed05f183e324","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"AI excels at executing repetitive administrative tasks with speed and unparalleled accuracy, thereby repositioning your team to focus on billable hours and intricate legal work.  ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"1ae89990bcfd4d489ba347306543ab71","type":"p","attrs":{},"children":[{"text":"By allocating administrative responsibilities to AI, your practice doesn’t just save money—it strategically reallocates resources to fuel growth, enhancing both short-term gains and long-term stability. ","attrs":{"style":{"color":"rgb(35, 31, 32)"}}}]},{"uid":"d09232ff3ab64529ac50b130d2205f6d","type":"p","attrs":{},"children":[{"text":" ","attrs":{"style":{}}}]},{"uid":"5d173ac9d71b45d2800a3a343432b134","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"The challenges and ethical considerations of AI for lawyers"}],"uid":"86f28376207c4347be4a5a4bd694947f"}]},{"uid":"eb7d7493954b4751bf5b5175556c7622","type":"p","attrs":{},"children":[{"text":"As a lawyer, you’re responsible for the legal futures of the clients you’re working for. Therefore, when using AI, there are many ethical considerations to examine. ","attrs":{"style":{}}}]},{"uid":"54d605e8b89243ee8b8722e54027b37a","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"f75c1ef4c3034693881d7a56a549d530"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"5641b6314eb94ecaa3d0292021cdbe1c","children":[{"text":"Accuracy and reliability"}]}]},{"uid":"4a8c5b185c5b41b49138a6c20d89dab4","type":"p","attrs":{},"children":[{"text":"The accuracy of artificial intelligence relies on the data it’s been fed. So, reliable AI not only depends on good programming but accurate sources. This is why developers and legal professionals must work together to make sure the software they create doesn’t become a hindrance rather than a help. ","attrs":{"style":{}}}]},{"uid":"59254976bd6f474da57b210d5bf70a43","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"33bdf61f4c1340f3aa738d751a3250e4","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":"Things that can make AI unreliable include: ","bold":true}]},{"uid":"40be4ea5337f4d7bb1f4b575f11d88b8","type":"ul","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Hallucinations. These are responses that are not backed up by any data. They’re triggered by larger AI software that has been trained to create diverse responses. ","attrs":{"style":{}}},{"text":"There's currently no way to fix these occasional blips, so monitoring AI output is essential. ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"9ad29ed6ae014b99bfa4a764bc3d7de1"}],"uid":"4aef8d8193704903a0e10e58205bf9b2"},{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Learned bias. This is more common in the legal industry because AI learns from past legal decisions and cases that may contain human bias. If enough data to support this bias is picked up, it will be incorporated into future decision-making.  ","attrs":{"style":{}}}],"uid":"99f3b519269c41bb9d43878a278b9b07"}],"uid":"d0903701747f400aa7e8adf82cbb5f24"},{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Outdated information. 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Neos was recognized in various flagship reports under multiple software categories in 2023!","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"},{"display_name":"Legal Trends","title":"Legal Trends","id":"5685b9bf-1eeb-54b0-b31d-87e6b47b16b0"}]},{"publication_date":"January 04, 2024","id":"4ac4b985-0d38-55f0-9243-6682433a7552","uid":"blt77e43cf99960b690","title":"What They Didn’t Teach You About Running a Business in Law School Series: Scaling Your Law Firm","page_url":"wtdty-scaling-your-law-firm","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"3915bb6bb7014a7abd8e796862f56e24","children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"59de0cc8ceaa4a539611b62951720674","children":[{"text":"In an engaging "},{"uid":"2a7c180ad2b74f2384870f510b53cabc","type":"a","attrs":{"url":"https://info.assemblysoftware.com/lps/what-they-didnt-teach-you-about-running-a-business-in-law-school-webinar/","target":"_blank","style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"webinar"}]},{"text":", Hamid Kohan, CEO of "},{"uid":"093d42c330a9464f92ae1a2fe9555534","type":"a","attrs":{"url":"https://legalsoft.com/assembly/","target":"_blank"},"children":[{"text":"Legal Soft"}]},{"text":", a prominent legal staffing and marketing firm, delves into the essential aspects of law firm management from a business perspective. 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This blog post series turns their insights into a comprehensive roadmap for law firms to function and excel as thriving business entities in the ever-evolving legal realm. 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Hamid advocates for the implementation of Key Performance Indicators (KPIs) at every level of the firm, from receptionists to senior litigators, to incentivize staff to exceed expectations and drive better results. Additionally, he underscores the importance of setting clear business measurements and goals, emphasizing that success should be defined and quantified to guide the firm's growth and development. "}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"d63ef6264ab949bc8644a034a5eeff56","children":[{"text":"He emphasizes the need for ongoing improvement and automation, stating that firms are never truly “done” and should continuously strive to improve everything they have set forward. Moreover, he discusses the concept of turning a law firm into a \"factory\" and the importance of compartmentalizing tasks and using case management software to streamline processes."}]},{"type":"p","attrs":{},"uid":"267426bb484348e39d7f08f4f5c881e9","children":[{"text":"But what KPIs should a law firm track?"}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"f3f63bba94e547bbb178a6dedc16e0e3","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"87cac22034064d79a49c84b9afca1fef","children":[{"text":"Cost of client acquisition"}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"41a85a2fc2ac4b348d1516c08cfb2679","children":[{"text":"Knowing the exact cost of client acquisition rather than a broad range is imperative, as it allows businesses to accurately assess the return on investment (ROI) for acquiring new clients. By understanding the precise cost involved in acquiring a new client, law firms can make informed decisions about their marketing and business development strategies. ("},{"uid":"7af96637917a4bff84eed1e047d877da","type":"a","attrs":{"url":"https://assemblysoftware.com/neos/intake","target":"_self"},"children":[{"text":"Neos Pro"}]},{"text":" allows you to calculate cost of acquisition!)"}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"06f0991adbe142459a0992ab459dafb1","children":[{"text":"This knowledge enables them to allocate resources effectively and focus on the most cost-effective methods for acquiring new clients. Additionally, it helps in evaluating the overall profitability of the firm and making strategic decisions for future growth."}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"6d262696a9c843b7bfc8f3ae17837330","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"a8f3ffd569de42dda03c078203e40535","children":[{"text":"Case value"}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"56a863b662c148a5b96b50caf0e14f28","children":[{"text":"Calculating the net profit per case and dividing it into monthly profits is one way to measure case value. Hamid also talks about using dollar value metrics based on hourly rates for specific activity codes and tying them back to the individuals performing the activities. 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The information within them must be synthesized into something you can use. Ideally, this data can be fed into an AI to process it for you. This way, you get graphs, charts, and neatly organized information at your fingertips, leaving you free to move on to other tasks. ","attrs":{"style":{}}}]},{"uid":"769df8a7b60240d0b796e563ee6f39ef","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h2","attrs":{},"children":[{"text":""}],"uid":"0bc4952d32e8406ba046f97a512abe0a"},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"797387a9aa5f4581aa71895b9d18bdb0","children":[{"text":"How using AI in legal research can improve lawyers’ efficiency "}]}]},{"uid":"84eb22ec3dc341fd8e578c2c481551be","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Conducting legal research via a dedicated AI tool comes with a host of benefits. 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This isn’t because of any failing on the lawyer’s part but rather because of the enormous wealth of information available in today’s digitized society. It’s much easier to keep a handle on this when you have AI to help you. For example, artificial intelligence can collate different sources of information together for your convenience. It can also handle citations, ensuring you never lose a critical piece of information. ","attrs":{"style":{}}}]},{"uid":"ef3597de0c194631ac4c5c5d20225c87","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"1cd6a928e5e84db3afbc58859fc78ef7"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"af31882bb8f848a3bb09f0d00e590874","children":[{"text":"Gaining experience more quickly"}]}]},{"uid":"4f17311eea1146de904e785705c70ed3","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Everyone has to start somewhere; no one is born an amazing lawyer. One of the main ways to become better at practicing is to learn as much as you can about the law, which is easier with AI legal research tools. If you have questions about how something works or what a particular ruling looks like, for example, you can simply ask it for details. This saves you a trip to the library and prevents you from having to take every question to a supervisor or senior lawyer at your firm. ","attrs":{"style":{}}}]},{"uid":"32532397d7494aa09535194f8ef17a71","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":" Plus, it ensures that more junior colleagues only need to pose the most complex questions to other busy professionals. ","attrs":{"style":{}}}]},{"uid":"a33710586338446494393f812166b80e","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"005fb10c38e846ab8274d369884fcb70","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"a4f6518a18714edea8556b3bfaae2663","children":[{"text":"AI in legal research: Pros and cons"}]}]},{"uid":"c6968758b6844d6b9b6a4133237141f6","type":"p","attrs":{},"children":[{"text":"Now, let’s explore some of the most notable advantages and drawbacks that come with using AI in legal research. Please note that not all items on this list carry equal weight and that many negatives can be mitigated to at least some extent. ","attrs":{"style":{}}}]},{"uid":"a95d06211b6843b1a09b29693744ea07","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":""}],"uid":"9e98867a0da5414986df37cdb2e878c8"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"33543eae3d8c43cea6965b06e56ba570","children":[{"text":"Pro: Staying competitive"}]}]},{"uid":"aab8071a954043b48046f0e5f78a538e","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/technology-for-law-firms"},"children":[{"text":"Technology for law firms","attrs":{"style":{}},"underline":true}],"uid":"ead3c6e0bda248b4a56f82c07045570a"},{"text":" exists for a good reason: to optimize the way they run. By using the best and most modern tech, firms can more easily ensure they stay relevant. This is doubly true as AI is ideally suited to helping you complete research more efficiently. Instead of wasting time perusing articles and books that might turn out to be irrelevant, AI empowers professionals to focus on the resources that will help and support them. This enables them to stay competitive as legal practitioners. ","attrs":{"style":{}}}]},{"uid":"230c865b537e456385906325cc209ea4","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"2812a7fd9341438293c9797a533453a7"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"b6ced8ed55f544d7ac5055e4b75e0de3","children":[{"text":"Con: Learning curve"}]}]},{"uid":"8427e096a8b34033be7fab678c040914","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"While most AI isn’t difficult to use, it’s still a relatively new phenomenon. This means that it comes with a learning curve. That learning curve is going to be steeper for people who aren’t already familiar with the basics of how AI works in practice. Maybe they’ve read about it but haven’t had the chance to use one themselves, for example. That said, this con can be overcome easily enough by taking the time to teach everyone at your firm how to use your chosen solution, including the best ways to prompt it. ","attrs":{"style":{}}}]},{"uid":"9503399a8ebb4759ab5fd7dd26d7b044","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"9722f156bc4a464eb8631a1f42761f5a","type":"p","attrs":{},"children":[{"type":"h3","attrs":{},"children":[{"text":"Pro: Quicker research"}],"uid":"f073b2e7348d442a95a956da47e62ab8"}]},{"uid":"dbfaf5a2d5304def8898715fabeb4c45","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"As we mentioned earlier, checking books and online articles manually can take a long time. This costs you precious hours that you could spend more productively.  Thankfully, AI solutions are great at helping cut down the amount of time you spend researching. From giving you sources to searching legal databases in seconds, AI is proficient at getting research done more quickly and efficiently. ","attrs":{"style":{}}}]},{"uid":"485db47a502a4b3aa017f0b1a8980932","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"dc1e288786b845508f3f1fd8a8953bf8"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"779d20aacb64449a93a6be680a8bb787","children":[{"text":"Con: Not always 100% reliable"}]}]},{"uid":"0360a6e6d6ee4f9985e85a215a148e50","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"As useful as it is, AI has been known to get it wrong sometimes. Whether this involves giving an incorrect percentage when asked for a statistic or inventing facts to suit a query, most modern AI isn’t yet at the point of being infallible. This simply means you’ve got to adjust your research approach accordingly. If your AI gives you a list of sources, look them up to verify they’re real and relevant. This will allow you to see for yourself how often the AI is right. ","attrs":{"style":{}}}]},{"uid":"778f6014bfed4b9e9909d0ffeb2e9dab","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"ae95f9960ba84c37ad1e2743322f198d"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"0895da597c2d40939a813a257cf3e4cb","children":[{"text":"Pro: Readily available analytics"}]}]},{"uid":"b0b60d053cc043c998db2fb7305daa22","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Lots of legal research consists of working with and processing data. This can be difficult, particularly for professionals whose skills don’t lie with numbers.  AI is great at helping with this. You can often access analytics databases using your research tool.  Also, you’re able to feed data to your chosen AI and have it generate analytics accordingly, so you always get the results you want. ","attrs":{"style":{}}}]},{"uid":"429adde51b4c482791dd538d0247adfd","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"h3","attrs":{},"children":[{"text":""}],"uid":"e7d86dd6ed814538b406b8b577184337"},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"7792a3d628ea4d9a962399e59c23e67b","children":[{"text":"Con: Still growing"}]}]},{"uid":"50968d20e9084693b5f9da7fd96f7929","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"This is really more of a pro in disguise; a solution that’s still in the process of being refined and perfected will become better with every successive year that goes by. This makes it a great long-term investment. ","attrs":{"style":{}}}]},{"uid":"9e733a7d9c374972a906af4568bc510d","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"However, it is still worth mentioning that AI is relatively new to the market. You can’t rely on years’ worth of experience when you use it, which means not all the functionalities you might be after will be available right away. But again, given some more time, they likely will be. ","attrs":{"style":{}}}]},{"uid":"d675ae3dcbf642f29fb28959f9d7e091","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"c3b621fff37d41feae0d54cc8fce5978","type":"h2","attrs":{"style":{"direction":"ltr"}},"children":[{"attrs":{"style":{}},"text":"Embrace the benefits of AI at your legal firm"}]},{"uid":"e7adee528c3b4d5fbf23abbea9044d43","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{}},"text":"If you’re looking for a tool that will unlock the expansive capabilities of AI throughout every phase of a case, maintaining consistency and efficiency within your case management platform, consider 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Offers","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Using AI in legal research can do a lot of legwork for you, simplifying the process and making it more efficient. See what NeosAI can do for your law firm. ","meta_keywords":"ai legal research","meta_title":"AI in Legal Research: How It Works and Its Benefits | Neos","no_index":false},"social_media_metadata":{"description":"","image":null,"title":"AI in Legal Research: How It Works and Its Benefits | Neos"}},"teaser_text":"Interested in harnessing the power of AI for legal research? Discover the most effective methods to utilize this cutting-edge legal technology, enabling you to maximize its benefits and guarantee optimal value from your AI investment.","topics":[{"display_name":"Legal AI","title":"Legal AI","id":"4519c428-aec9-57b0-be01-a7ba7643368c"},{"display_name":"Legal Trends","title":"Legal Trends","id":"5685b9bf-1eeb-54b0-b31d-87e6b47b16b0"},{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"October 30, 2023","id":"da045b75-cb22-52d8-929e-ce8c9fb82c0e","uid":"bltcf9e88508d84734c","title":"How to Streamline Law Firm Operations with Medical Records Retrieval Services and NeosAI","page_url":"medical-records-retrieval-and-neosai","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"d974bb01ea0f49b0b9a1708a9105a9a3","children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"a4778779d7804050a998fd3350a3e02d","children":[{"text":"Every company struggles with mundane tasks that require an outsized amount of time with very little return. Acquiring medical records, extracting key information, summarizing events, and drafting medical chronologies are prime examples. How much time does your law firm spend per week on these tasks? And the more critical question: How could that time be better spent?"}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"fa89d336f6f3426399a90087f79d1395","children":[{"text":"At Assembly, we are committed to maximizing productivity for all firm operations. To support this, we offer several "},{"uid":"2baf6fa33fae40f7b3081c1090ab89fe","type":"a","attrs":{"url":"https://www.assemblysoftware.com/medical-records-retrieval","target":"_self"},"children":[{"text":"medical records retrieval"}]},{"text":" (MRR) providers that integrate directly into Neos. Using a medical records retrieval service will significantly improve workflows and allow your paralegals to focus on more valuable tasks. But there's even more exciting news on the horizon for our Neos users – the addition of NeosAI, our artificial intelligence solution, which will revolutionize the way you extract and create documents from medical record data."}]},{"type":"p","attrs":{},"uid":"edbe92b18af54698b628e5c93506b546","children":[{"text":"But before we get into NeosAI, let’s examine how a medical records retrieval service can benefit your firm. "}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"08346f20def142cab5932b649c53b833","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"19fadaa70c6448c1b2afc0827def4752","children":[{"text":"Keeping paralegals challenged and engaged"}]},{"type":"p","attrs":{},"uid":"be31914154ab415cbfb2b0d5cadc4b75","children":[{"text":"Paralegals continue to be the invaluable backbone of law offices. They handle a wide range of legal tasks, maintain client satisfaction, and keep operations running smoothly. However, some of their tasks, such as managing medical records, can be time-consuming, repetitive, and less rewarding. Spending too much time on these mundane tasks can lead to job dissatisfaction and disengagement, and potentially higher turnover.  "}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"9e1c7cd798434ca190a31c5560aacd4b","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"6ccb6ed219f841b6aab182d5417af0a3","children":[{"text":"Medical records retrieval services are a game-changer"}]},{"type":"p","attrs":{},"uid":"826a8071c5c44e7192c5159572718f54","children":[{"text":"They streamline medical record management, automatically update your case documents inside Neos, and simplify billing. This frees up your paralegals to focus on critical activities like ensuring clients receive proper medical treatment and building strong client relationships. These are tasks that make a real difference to your bottom line and feel more rewarding for your staff. "}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"2fef9a6df10f4354a639ccabd9bcb690","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"1b6f39240e7b41a48ae971d71fcffe63","children":[{"text":"The NeosAI revolution has begun"}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"fcbed7005515471fa8b0f3325f1b832f","children":[{"text":"We are excited to introduce "},{"uid":"ddb4194a3697454796b0cbe9f798f682","type":"a","attrs":{"url":"https://www.assemblysoftware.com/neos-ai","target":"_self","style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"NeosAI"}]},{"text":", our artificial intelligence solution that will soon be integrated into Neos. NeosAI will empower your firm to take medical record management to the next level. Here's what you can expect:"}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"90e4d50b54b44b7695ef869125d6df17","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"39d6891820214676b235479014815a24","children":[{"text":"Automated medical data extraction"}]},{"type":"p","attrs":{},"uid":"db61466524024837820de7f122ab9017","children":[{"text":"With NeosAI, you can say goodbye to manually extracting medical data from records. Our advanced AI algorithms can automatically identify, extract and group key medical data, and populate it seamlessly throughout your Neos case files. This revolutionary feature will not only save time but also reduce the risk of errors, ensuring that your cases are accurately documented."}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"d19944d3baed48b8835cf5a7923d41af","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"78d859316a8c409983c554f7fa3244a5","children":[{"text":"Comprehensive medical chronologies "}]},{"type":"p","attrs":{},"uid":"edf430cc219a4a12a11195b15d7a22d3","children":[{"text":"In addition to automating medical data extraction, NeosAI will also empower law firms to create comprehensive medical chronologies with summaries of events effortlessly. Our "},{"uid":"bab5e8ad67c8402e8dc10e33124b1a8b","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/blogs/what-you-need-to-know-about-neosai","target":"_blank"},"children":[{"text":"AI-driven solution"}]},{"text":" will analyze medical records summarize and automatically organize them into a chronological order, making it easier than ever to document the progression of a client's medical history. "}]},{"type":"p","attrs":{},"uid":"656ff2b1a0cc4200a8ed504d3e50c624","children":[{"text":"This feature not only enhances your ability to build compelling cases but also saves valuable time that would otherwise be spent manually assembling medical timelines. With NeosAI, you can be confident that you'll have the most accurate and up-to-date medical chronologies at your fingertips, further streamlining your legal processes and strengthening your representation of clients."}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"130217a2643a44ee970f485de4f7ad54","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"0a20f8836f7743198a4c03fa913d1082","children":[{"text":"Embrace enhanced efficiency and accuracy"}]},{"type":"p","attrs":{},"uid":"909c78f6dce141f8beb5e1a8d2bd28ff","children":[{"text":"By harnessing the power of artificial intelligence and third-party providers that integrate seamlessly with Neos, Assembly will bring unparalleled efficiency and accuracy to your medical record management processes. No longer will you need to rely solely on manual data entry or worry about missing critical information. Neos and NeosAI will streamline your workflows and provide consistent, accurate results, and you get the added benefit of happier staff!"}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"10a2a186c40c43e8b50805345c08ae94","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"53265d4b83184debbc47662b866971c2","children":[{"text":"Prepare for the AI revolution"}]},{"type":"p","attrs":{},"uid":"58faf3cd12204363b3643f957f7980ab","children":[{"text":"As we prepare to launch NeosAI, we encourage firms to start working with a medical records retrieval partner that integrates with Neos now to fully benefit from this unparalleled opportunity for efficiency. Here's what you need to do:"}]},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"6033791e3e0f4272b3b3bfed08578c4c","children":[{"text":""}]},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"4441c30240b648798cecf9836f4a8d1f","children":[{"text":"Select a reliable medical records provider"}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"73f4d7715133433c99b0d316213fd66b","children":[{"text":"Choose a reputable "},{"uid":"18289d64fed14975b3668e4b04e1a83e","type":"a","attrs":{"url":"https://www.assemblysoftware.com/medical-records-retrieval","target":"_self","style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"medical records provider"}]},{"text":" integrated with Neos that suits your firm’s unique needs."}]},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"6f9e3a1e7b0f4ddaab723f7a34169426","children":[{"text":""}]},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"4ab26b911605459ca50c47bd05d38924","children":[{"text":"Evaluate your current processes"}]},{"type":"p","attrs":{},"uid":"60f95cdd554f4513bca29af57c490518","children":[{"text":"Assess your current medical record management workflows to identify areas that NeosAI can enhance. This might involve streamlining data entry or automating code extraction."}]},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"e5cd919e36ea4b6bb92511dedeca6f0f","children":[{"text":""}]},{"type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"18052b82137949aa940c62c76404c4ff","children":[{"text":"Prep your team"}]},{"type":"p","attrs":{},"uid":"4a3fbdd60176441cb8065e4f3ad934da","children":[{"text":"As NeosAI continues to evolve and add medical record retrieval functionalities, ensure your team is prepared to make the most of this powerful tool. Familiarize them with the features and benefits NeosAI will bring to your medical records management process. Stay tuned for emails and video updates from the Assembly team!"}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"297444e1b4124f2b87f3f3634d85df6c","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"fa0e4317468d4855a6be92deef6c9d00","children":[{"text":"Embrace a more productive future with NeosAI"}]},{"type":"p","attrs":{},"uid":"8d68ae513e0641d49a3eee636559e1dc","children":[{"text":"We are excited about the future of case management, and we believe NeosAI will be a game-changer for our customers. 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Learn strategies today.","meta_keywords":"","meta_title":"Boost Law Firm Efficiency with Medical Records AI Tools","no_index":false},"social_media_metadata":{"description":"","image":null,"title":""}},"teaser_text":"How much time does your law firm spend each week on acquiring medical records, extracting important information, summarizing events, and drafting medical chronologies? And more importantly, how can that time be utilized more effectively?","topics":[{"display_name":"Legal AI","title":"Legal AI","id":"4519c428-aec9-57b0-be01-a7ba7643368c"},{"display_name":"Integration","title":"Integration","id":"ec73ab2e-43e0-5e56-9788-8752ad7183f3"},{"display_name":"Automation & Efficiency","title":"Automation & Efficiency","id":"7509aeac-9f0d-5c23-a76c-69730600eaa5"}]},{"publication_date":"October 19, 2023","id":"d43a1bd0-0c13-59d6-aaa0-26965d868dfc","uid":"blte593d7ca170e3278","title":"ChatGPT for Lawyers: How to use it and Avoid the Pitfalls","page_url":"chatgpt-for-lawyers","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"9c6276678ffc4e7e8b41e5da7c928303","type":"doc","attrs":{},"children":[{"uid":"2e97fcb7771146e69c25f3989393ea84","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Artificial intelligence has introduced the world to fantastic features and gadgets that have truly become a part of everyday life for many people across many walks of life. One such technology that offers excellent potential is the AI chatbot.  ChatGPT is one of the best-known of this new breed of generative AI. 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It is currently free for the public to use, but there is also a premium service that can be accessed via a paid subscription.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"07a7d03978f040159b036730f052a0d8","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Its ability to process natural language allows you to have regular conversations with the chatbot. For instance, you can ask it to help compose an email, contract, essay, or other forms of long text you may need help with.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"948d008f1c124cf1bb0bdb56b71e1ea2","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Lots of different industries across the globe use it already, and the legal field is no exception. In fact, law firms who get ahead and adopt and utilize AI tech will likely find themselves in a better position than those who don't. As it may soon be the norm, other firms who fail to adopt the tech may find it harder to keep up in the future. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"d2d409c9f1cd44ddb4e697a16ca5fb4f","type":"h2","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"575549aa05ec4c678b0f25315b663d63","type":"h2","attrs":{"style":{"direction":"ltr"}},"children":[{"attrs":{"style":{}},"text":"The implications of ChatGPT on the legal profession"}]},{"uid":"03af344f58c84874a583ae05386947f0","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"ChatGPT has vast implications for the legal profession. Many law firms are getting ahead of the curve and are already jumping on board with the exciting new technology. They're learning how it can complement their workflow and simplify their daily tasks.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"565b27a6c4824ec7959f5f1a83d31ee1","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"11182508cebd4a33970a682191f9ec63","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"For instance, it’s changing the way lawyers manage their workload. ChatGPT can assist lawyers in tasks such as:","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"5a9470b32d084afd81197bd8c0a69f57","type":"ul","attrs":{"style":{}},"children":[{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Legal research","attrs":{"style":{"font-size":"11pt"}}}],"uid":"a985c7e4d7404a8797286d36de3ae711"}],"uid":"9f0aec60f1db40298c982bda37ec1723"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Document drafting","attrs":{"style":{"font-size":"11pt"}}}],"uid":"30c8d13f435d4f8387ace5389245be86"}],"uid":"6698ff8afa8a45cca4e96463c2c74c09"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Initial client communications","attrs":{"style":{"font-size":"11pt"}}}],"uid":"7dae25d3ad8d42a3bda4ad2bfb1f474c"}],"uid":"fa11337236574ac7a8ea62278a2b629f"},{"type":"li","attrs":{"style":{"direction":"ltr"}},"children":[{"type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"Composing emails","attrs":{"style":{"font-size":"11pt"}}}],"uid":"d755731a5651496a941ade4f51d791dc"}],"uid":"d8c6587d25914385870f5f8817473eb0"}]},{"uid":"671be94443484d62a32e585bd892ad4c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"81878741212144a8a7c75738aeb91e8d","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"This means they can use their time and resources more efficiently and give more attention to other vital aspects of case management—maintaining strong relationships or giving time to clients needing extra special attention.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"0089c8aeaa074a1997b8bcb238041e04","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"However, the technology has struggled to win everyone around. Until recently, Italy had imposed a ban on ChatGPT. The Italian Data Protection Authority (GPDP) felt ChatGPT was unlawfully collecting users’ data, so ","attrs":{"style":{"font-size":"11pt"}}},{"type":"a","attrs":{"url":"https://www.cnbc.com/2023/04/04/italy-has-banned-chatgpt-heres-what-other-countries-are-doing.html","target":"_blank"},"children":[{"text":"ChatGPT was blocked in the country","attrs":{"style":{"font-size":"11pt"}}}],"uid":"fffbea6cc0f0482faf4842be5cfaf964"},{"text":". The authority gave OpenAI 20 days to address the issues and said in mid-April 2023 that ChatGPT could return if it did so by April 30th. ChatGPT has since been welcomed back after addressing and clarifying the GPDP’s concerns. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"44e00354943d4d7bb9fea994fceb2927","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":""}]},{"uid":"367dda0cbbb741cbab7ef5021e625ff9","type":"blockquote","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Of course, in the legal profession, working with a tool that could potentially risk users’ data is a red flag, so lawyers must remain vigilant while working with ChatGPT. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"db21d58aaa584d65aaa775306124d299","type":"p","children":[{"text":""}],"attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"}},{"uid":"b1c03070cd324912ba8bd60855dfc021","type":"p","attrs":{"style":{"direction":"ltr"}},"children":[{"text":"However, let's remember that the technology was created to assist humans. 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Recognized as a \"Leader\" in four categories, our legal case management solution is marking its dominance in the legal technology arena.  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}]},{"uid":"c9eb500d7003468f9f19885ff0e6cd28","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":" ","attrs":{"style":{}}},{"text":"Assembly Neos' Fall 2023 accolades from G2 include:  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}]},{"uid":"2b16dd2ab1cc4c8da286c1a0f1fa1e2a","type":"ul","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"li","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://www.g2.com/categories/legal-case-management#grid"},"children":[{"text":"Leader in Legal Case Management ","attrs":{"style":{}},"underline":true}],"uid":"99b0e890598547fe875a032feed41857"},{"text":"  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"3e62fbc5190e4601a219254a648672ac"}],"uid":"56899923fcaa4980aff20fbb11e6710c"},{"type":"li","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://www.g2.com/categories/legal-case-management?utf8=%E2%9C%93&selected_view=grid&segment=small-business#grid"},"children":[{"text":"Leader in Legal Case Management for Small Business","attrs":{"style":{}},"underline":true}],"uid":"c941f33c7e6146e0b9225af325ae92a4"},{"text":"  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"198444eba397459da14b31b1073f654d"}],"uid":"2484c35063dd46019c111dc1eee77ee0"},{"type":"li","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"Leader in Americas Regional for Legal Case Management  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"aeed5f49cd714a7f9709bfea85218bc9"}],"uid":"d735be80bb164abcbf665553f35d006b"},{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Leader in Small-Business Americas Regional for Legal Case Management  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"92fa405e951347228f89d72f52b57801"}],"uid":"68324d82161d4d959e98058292d6dc9e"}]},{"uid":"aa4b68c5a1de43beace82edd2b07cc22","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Additional noteworthy accolades awarded to Neos in the Summer 2023 G2 reports include:   ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}]},{"uid":"2dd79ef3239f4016959e75e55b609f59","type":"ul","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"li","attrs":{},"children":[{"type":"p","attrs":{},"children":[{"text":"\"Best Meets Requirements\" in the Legal Case Management Usability Index  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"76e31304dcd04261a6774dc15d7e3386"}],"uid":"5b4892a4bffa4f52b0a4d9f14d841207"},{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"\"Fastest Implementation\" in Implementation Index for Legal Case Management  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"b85d7306ceab4519a038d1b03f5298ae"},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"6fa9a5b2166e46d79080435e43723f1a","children":[{"attrs":{"style":{"color":"rgb(14, 16, 26)"}},"text":""}]}],"uid":"9a6ae10e2bd64bf99492b86681ade2ed"}]},{"uid":"b0990c1db7db4d6083403c3fa26383b6","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Decoding G2’s Recognition ","attrs":{"style":{"color":"rgb(14, 16, 26)"}},"bold":true},{"text":" ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}},{"text":"\n","break":false,"separaterId":"bbc01b06a9bb45e99627ab3f28efdf97","attrs":{"style":{"color":"rgb(14, 16, 26)"}}},{"text":" ","attrs":{"style":{}}}]},{"uid":"da7a3afd4bfd4158a3da79aec5b21118","type":"p","attrs":{},"children":[{"text":"So, what does it mean to be recognized in G2's legal software rankings?  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}]},{"uid":"e95f36cfce5a45a8b529c97dfeccb07b","type":"p","attrs":{},"children":[{"text":"The G2 awards, based on an intricate algorithm, draw from genuine user reviews and data aggregated from many online sources and social networks, ensuring that the ratings and rankings are unbiased and genuinely reflective of user sentiments.  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}},{"text":"\n","break":false,"separaterId":"334a4e3cf2994246abdcca78f0810758","attrs":{"style":{"color":"rgb(14, 16, 26)"}}},{"text":" ","attrs":{"style":{}}}]},{"uid":"d9721bfc6d6d4b7390bfd914334f645f","type":"p","attrs":{},"children":[{"text":"When a product receives the \"Leader\" badge, it signifies high user satisfaction and a commanding market presence. To put it in perspective, it is like the Oscars for software products. The categories under which we have been acknowledged examine the software's ease of use, streamlined workflow, comprehensive reporting, and intuitive dashboard functionalities. Only a small number of products make the cut to be termed as \"Leaders,\" making this recognition all the more special.  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}},{"text":"\n","break":false,"separaterId":"e6e98d8dae404f37895ba4ea6a747835","attrs":{"style":{"color":"rgb(14, 16, 26)"}}},{"text":" ","attrs":{"style":{}}}]},{"uid":"3b0ee2b1dbb44bb281d670eae7039118","type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"","attrs":{"style":{"color":"rgb(14, 16, 26)"}},"bold":true}]},{"uid":"d14f0119925e4d7382e5d24e722739fc","type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{"color":"rgb(14, 16, 26)"}},"bold":true,"text":"Here's what some legal professionals have to say about Neos Case Management: "},{"text":" ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}]},{"uid":"865b7e30a05f40f8af1010f41b45d655","type":"p","attrs":{},"children":[{"text":" ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"blockquote","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"\"Neos is like my brain in an app form. I have been in the legal field for 30 years, and Neos is by far the best way to track cases. Neos is incredibly responsive to feedback and updating their software to accommodate our needs. The Checklist is one of the more powerful tools in that it enables you to track deadlines and reminders, with the ability to connect merge documents to your entries. Neos gives you the ability to be more efficient and keep better track of your cases.\"  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"89556f7a35b84829ad1fcd02f0858f67"}],"uid":"500f72d1217d43908665b0275d55380e"},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"blockquote","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"\"It makes it easier to work on cases as a team. I also like how quickly we can access our client's information when it is absolutely needed. Generating documents is one of the best features and the fact you can do multiple at a time.\"  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"cd644670f0fb4d978c6ea839dc4d793c"}],"uid":"7a24fbd357374266a551732dc9318ec0"},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"blockquote","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"\"I love how easy it is to personalize all of the features to meet the needs of our firm. Neos has turned into our one-stop-shop for our firm. My favorite part is the excellent support staff. We try to attend every monthly 19-minute webinar to learn all of the new features!\"  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"d97f25d382d54c73a637b0d708fc9452"}],"uid":"2f560d38f7c5470fa2562ae1a855f0cd"},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"blockquote","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"\"The support is outstanding. I find the program very intuitive as well. It continues to add features and they are very responsive to customer requests and suggestions.\"  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}],"uid":"5adc89bf235d42a78bcb0b47f3677837"}],"uid":"8c46bd357c3346269c7547b6c4672dcd"},{"uid":"3a8d62aa1fba4adc9179208f779088a5","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"","attrs":{"style":{"color":"rgb(14, 16, 26)"}},"bold":true}]},{"uid":"e91b69d6e4dd4c1c96b3696c8377b087","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{"color":"rgb(14, 16, 26)"}},"bold":true,"text":"Gratitude Unfolded "},{"text":" ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}},{"text":"\n","break":false,"separaterId":"3f79510c8fa14c37b46550664df53df6","attrs":{"style":{"color":"rgb(14, 16, 26)"}}},{"text":" ","attrs":{"style":{}}}]},{"uid":"bc0d35d58bcb423aaefe69172405b88c","type":"p","attrs":{},"children":[{"text":"The journey of Assembly Neos has been one of continual evolution. The primary force driving us forward has been our community of loyal users. As we bask in the glow of this recognition, our promise is to keep pushing boundaries, innovating, and delivering value to the legal fraternity.  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}]},{"uid":"ad2766503b4145498c056fb7adeab42a","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"A huge thank you to everyone who took the time to review us and to those who daily entrust their legal workflows to Assembly Neos. Your belief in us is our biggest accolade. Onwards and upwards!  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}]},{"uid":"a82e235a41924292a210e158c5f12934","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"attrs":{"style":{"color":"rgb(14, 16, 26)"}},"text":" "}]},{"uid":"d704c43eb54b4537b6698600ade50263","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"To leave your own review of Neos, visit our ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}},{"type":"a","attrs":{"url":"https://www.g2.com/products/assembly-software-assembly-neos/reviews#reviews"},"children":[{"text":"G2 profile","attrs":{"style":{}},"underline":true}],"uid":"91ae7a9ecf5940999f56860ce7d349f0"},{"text":" and navigate to the Reviews section.  ","attrs":{"style":{"color":"rgb(14, 16, 26)"}}}]}],"_version":6},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#1A1A1A"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":""}},"headline":"Assembly Neos Named as a \"Leader\" in G2's Legal Software Rankings","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"The Fall 2023 G2 Reports have been released, and Neos has secured top honors! Our legal case management solution has been acknowledged as a \"Leader\" in four categories, solidifying its dominance in the legal technology field.","meta_keywords":"","meta_title":"Assembly Neos Named as a \"Leader\" in G2's Legal Software Rankings","no_index":false},"social_media_metadata":{"description":"The Fall 2023 G2 Reports have been released, and Neos has secured top honors! Our legal case management solution has been acknowledged as a \"Leader\" in four categories, solidifying its dominance in the legal technology field.","image":null,"title":"Assembly Neos Named as a \"Leader\" in G2's Legal Software Rankings"}},"teaser_text":"The Fall 2023 G2 Reports have been released, and Neos has secured top honors! Our legal case management solution has been acknowledged as a \"Leader\" in four categories, solidifying its dominance in the legal technology field.","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"},{"display_name":"Legal Trends","title":"Legal Trends","id":"5685b9bf-1eeb-54b0-b31d-87e6b47b16b0"}]},{"publication_date":"June 29, 2023","id":"a79ac2e9-d2a8-55c4-bf36-20a70e2f03b1","uid":"blt71788f9a33b9d508","title":"The Top 11 Neos Idea Portal Ideas we Implemented in 2023","page_url":"2023-neos-ideas","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"54446687671f4b7684546e6eaf458c4a","children":[{"type":"p","attrs":{},"uid":"016b1701eea045a98a2b255114c7f932","children":[{"text":"You asked; we delivered! At Assembly, we pride ourselves on listening to our customers. Though we are unable to implement every idea suggested to us, we read and consider all of them! Below is a list of the top feature requests taken from the Neos Ideas Portal that we made into reality in Neos."}]},{"type":"p","attrs":{},"uid":"10b5b13d23d142d78f973ed6fa4b9ce4","children":[{"text":"You’ll find a link to the Knowledge Base article that describes how we implemented each of the requests for additional context. Please note you need to be logged into Neos AND the Knowledge Base to be able to directly access the KB article from this post. (Just click the question mark at the top right-hand corner of your screen in Neos to access KB.)"}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"dacb0ecd2e8f4ae5b8856411f33a15b2","children":[{"text":""}]},{"uid":"ebd39cb82bf14bf59418fd722133bef4","type":"reference","attrs":{"display-type":"display","asset-uid":"blt58d25ed2b3f0ff48","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt58d25ed2b3f0ff48/649f373a7e68bb81efabde84/Screenshot_2023-06-30_161224.png","asset-name":"Screenshot_2023-06-30_161224.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"4a34dde8e66f4cceadb825d1a6f28a8a","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"40a21c72d3374b3fbef5b706fb77a2c6","children":[{"text":"Idea 1: Increase # of Notes that can be toggled\t"}]},{"type":"p","attrs":{},"uid":"d3294293a73344b899cee0aeeccfe3e7","children":[{"text":"Neos only loads up to 50 notes to toggle through at a time; when you reach 50 you have to close the Notes viewer and scroll through the Notes tab to find the next group of Notes to read. Neos should load all notes at once.","italic":true}]},{"type":"p","attrs":{},"uid":"5f5268bbc41946138d966939d2486e11","children":[{"text":""},{"uid":"52e8253b440f4863a3dd6485a2a7f040","type":"a","attrs":{"url":"https://assembly.sysaidit.com/FAQTree.jsp?id=1789","target":"_self"},"children":[{"text":"https://assembly.sysaidit.com/FAQTree.jsp?id=1789"}]},{"text":""}]},{"type":"p","attrs":{},"uid":"e6d371b23ad64d74958a46d4e8a220bd","children":[{"text":""},{"uid":"ebb03b6f5ec44a27940727ff1ce5def0","type":"a","attrs":{"url":"https://assembly.sysaidit.com/FAQTree.jsp?id=961","target":"_self"},"children":[{"text":"https://assembly.sysaidit.com/FAQTree.jsp?id=961"}]},{"text":""}]},{"type":"h2","attrs":{},"uid":"65f7d2011bc345929c01ed6e37f1c697","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"377afad083b947e4bf7b63aa50a2cc27","children":[{"text":"Idea 2: The ability to open and edit PDFs directly from Neos and save them directly to Neos\t"}]},{"type":"p","attrs":{},"uid":"ec0e1a32eaa14e2abfe68c10fb3b7358","children":[{"text":"Currently in Neos, when opening PDFs, you have the ability to open them using Adobe Acrobat DC, however, once the PDF is edited it will not auto-save directly to Neos the same way Word docs do. This is an inconvenience to have to save the PDF and re-upload back to Neos/SharePoint. Would be useful to have that auto-save functionality for PDFs as well.","italic":true}]},{"type":"p","attrs":{},"uid":"df3b8ea4bb714e648d02e1dd62ffcd77","children":[{"text":""},{"uid":"0cd6737ef0be45de89ece730bae0e726","type":"a","attrs":{"url":"https://assembly.sysaidit.com/FAQTree.jsp?id=1689","target":"_self"},"children":[{"text":"https://assembly.sysaidit.com/FAQTree.jsp?id=1689"}]},{"text":""}]},{"type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"40b5fa0be6134990b37101f5223e261d","children":[{"text":""}]},{"uid":"bb04171a46154205aeace70e8bbd5fe4","type":"reference","attrs":{"display-type":"display","asset-uid":"bltb11bf85607156519","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltb11bf85607156519/649f348284a4c7863dd8e6eb/edit_pdf.png","asset-name":"edit_pdf.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"type":"h2","attrs":{},"uid":"21205ec723cb45b59f104b96e73cfba6","children":[{"text":""}]},{"type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"uid":"7a1f18ce821c48a180738c113796b9cd","children":[{"text":"Comment/Note on Checklist Items"}]},{"type":"p","attrs":{},"uid":"1755a5b495f243678062bd0cc2e8f445","children":[{"text":"In the \"details\" of a checklist item, there should be a text box (labeled \"comments\" or \"notes\") where people can add details, updates, notes, etc., about a checklist item. Currently, my firm adds this info to the task name, but that leads to long, run-on task names that can be difficult to read. 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Working within the law requires precision, so we should set the same standards for our legal time tracking.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"3fd7173bbbf743b6a81fa74f973075d4","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"8a4ece7225ad4a24be8beaa5c080d030","type":"p","attrs":{"style":{}},"children":[{"text":"The good news is that it’s not too late to ditch old-fashioned hour recording for sleek","attrs":{"style":{"font-size":"11pt"}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/top-five-legal-tech-trends-2023"},"children":[{"text":" legal tech trends","attrs":{"style":{"font-size":"11pt"}}}],"uid":"078e66a97d9a46beb4cba15bc506f8b7"},{"text":".  Modern practice management software can improve your time tracking and more.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"e0ca928db944405c8dba6f38b3d81467","type":"h2","attrs":{"style":{}},"children":[{"text":"The importance of time tracking for lawyers","attrs":{"style":{}}}]},{"uid":"d6a8a61ff9db406189b713481321a81d","type":"p","attrs":{"style":{}},"children":[{"text":"Legal firms rely on time tracking in many key areas:","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"9b5fcbbf015447a3912b877c2e6a8931","type":"h3","attrs":{"style":{}},"children":[{"text":"Hour invoicing","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"a1ca19ec53794fa6ad733cffdc38e6d0","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"It’s quite difficult to bill and invoice clients without accurate time tracking. Many legal services are offered per hour, and different activities are billed at different rates. Individual team members will also need to keep track of time devoted to tasks, as the rates for senior partners may be much higher than for junior lawyers.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"fa15d96cfd574678964f7309ab6785c0","type":"h3","attrs":{"style":{}},"children":[{"text":"Task monitoring","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"b6c5c581d05b4c8f8b985adfc8ad05b1","type":"p","attrs":{"style":{}},"children":[{"text":"Time tracking provides a record of what work has been done. This is a useful way for your firm’s leadership to check how a case or project progresses. Equally as important, they can see who has been putting in the work and what else needs to be done. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"1c25ee1d505948c7bdf3acb76b47ce65","type":"p","attrs":{"style":{}},"children":[{"text":"With an accurate legal timekeeping solution, law firms can keep case work moving forward and deliver on time.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"9194cc3733b948dabf050f672a01ca4f","type":"h3","attrs":{"style":{}},"children":[{"text":"More accurate and dynamic pricing","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"184a2107e5384cba982982b226a92571","type":"p","attrs":{"style":{}},"children":[{"text":"Time tracking lets you monitor which types of tasks, clients, and cases take up most of your time. Being able to flag the most time-consuming components enables you to re-evaluate pricing estimations for cases and retainers. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"5a81316a9c104e29ac42b2525e1b500c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"36a5b2d87f36449d8e5676a079b5e9a8","type":"p","attrs":{"style":{}},"children":[{"text":"And if any clients question price adjustment, you have records to prove the time spent on their case.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"f8be08b46f67464a99e85749d0785956","type":"h3","attrs":{"style":{}},"children":[{"text":"Productivity management","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"3da190c4cca445b8a3520b99b0df3784","type":"p","attrs":{"style":{}},"children":[{"text":"Similar to pricing, lawyer time tracking enables you to audit the time spent on case tasks. You can take a quick look at how much time is being spent on every activity. Are some team members spending an hour on an email that should take fifteen minutes? Or are some staff able to handle heavier workloads?","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"ae76c328a5554dab8c03c2492e81964c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"9308803d52984484acf47e404ca87cac","type":"p","attrs":{"style":{}},"children":[{"text":"Time tracking software for law firms empowers leaders to optimize workflows and increase productivity. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"aa63f909d56d4ed99075a87cae061186","type":"h2","attrs":{"style":{}},"children":[{"text":"Traditional methods of legal time tracking","attrs":{"style":{}}}]},{"uid":"5e9abc97382f43fca6dc4f7231d07958","type":"p","attrs":{"style":{}},"children":[{"text":"There is plenty of modern ","attrs":{"style":{"font-size":"11pt"}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/technology-for-law-firms"},"children":[{"text":"technology for law firms","attrs":{"style":{"font-size":"11pt"}}}],"uid":"7e170d63fb664e0db2fc7bc83ea153ce"},{"text":" to manage time tracking. However, many legal teams persist in using less robust, traditional tracking methods. ","attrs":{"style":{"font-size":"11pt"}}}]},{"type":"p","attrs":{"style":{}},"children":[{"type":"h3","attrs":{"style":{}},"children":[{"text":"Calendar","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}],"uid":"9593331af55d47eea6c840a9eb5fd5b5"}],"uid":"968178cd8b7240afac08d578223e1494"},{"uid":"dea5d84f34914eeaa5e0cfb3277b112f","type":"p","attrs":{"style":{}},"children":[{"text":"The most basic tool for time tracking is the time-tested calendar. Whether digital or analog, this system requires each individual to record time spent on each case or administrative daily manually.","attrs":{"style":{"font-size":"11pt"}}}]},{"type":"p","attrs":{"style":{}},"children":[{"type":"h3","attrs":{"style":{}},"children":[{"text":"Email solutions","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}],"uid":"556e478a2f9f4f1583b48c091fc4de8a"}],"uid":"5418a4ba67ac43a2bfb3ee090d889b12"},{"uid":"c6560d6a91f24bf4970010b674b9b0d0","type":"p","attrs":{"style":{}},"children":[{"text":"A lot of legal work revolves around email. Many email hosting solutions provide time stamping features that help track when emails are initially created, written, and sent. 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This type of review is typically written down on legal pads before being converted to digital documents or spreadsheets. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"499829b5f8de40a2a5126c795db3c3e8","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"604b43dd98f5425b9d1dbc7fa907d8ed","type":"p","attrs":{"style":{}},"children":[{"text":"This method can be a good way for staff to examine what has been accomplished for the day. It can also help prepare teams for the tasks of the following day. 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Outdated time tracking methods have several drawbacks that cause modern legal teams to look elsewhere.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"17bbef053fd1488c97ebe7fe133295fe","type":"h3","attrs":{"style":{}},"children":[{"text":"Inaccurate billing","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"36cda9789c194c70aa700ad9932f193d","type":"p","attrs":{"style":{}},"children":[{"text":"When using traditional methods, timekeeping is less accurate and precise. Besides the drawbacks of relying on memory and manual record keeping, many outdated practices involve rounding to the nearest 10 or 15 minutes when tracking hours.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"95b12a642948494b99e6778fc744a5e4","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"0baa091af3104052be5903267ac22e6f","type":"p","attrs":{"style":{}},"children":[{"text":"This means that you either end up overbilling or underbilling a client in most cases. 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With a lack of accountability and/or transparency, overbilled clients will take their business elsewhere and possibly damage your reputation. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"fc949e397d30423698b7162fd3c64952","type":"h3","attrs":{"style":{}},"children":[{"text":"Loss of time spent on time tracking","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"154a72c410f4496fa097a5e46c8cc320","type":"p","attrs":{"style":{}},"children":[{"text":"Traditional time tracking methods use up much of your team’s time. Non-billable hours are spent logging tasks and time stamps for every activity a staff member works on. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"abdcfb099c8d46ce98ce103aa5d31277","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"fb0b029a372c4fc0a5b3ab40dd9bad4f","type":"p","attrs":{"style":{}},"children":[{"text":"Some outdated time tracking systems may cause more time to be lost correcting errors and inherent inefficiencies. For example, if a shared time tracking document like a spreadsheet accumulates a calculation error, it can lead to dire consequences and a heavy loss of time. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"bb0e0d73977649a29baf14b38ccacb41","type":"h3","attrs":{"style":{}},"children":[{"text":"There isn’t a one-size-fits-all solution","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"7641d955794b4057a2c552d1aa4eb516","type":"p","attrs":{"style":{}},"children":[{"text":"Each of the traditional time tracking methods has its weaknesses. This means legal firms need to use a combination of techniques, adding more complexity and room for human error. 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Maintaining accurate financial records and managing team productivity makes it more challenging. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"7fb466028e7d49e196c0b6854720c872","type":"h3","attrs":{"style":{}},"children":[{"text":"No collaboration","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"0a62330a697f43ae99d15e760c5e6637","type":"p","attrs":{"style":{}},"children":[{"text":"Using a calendar or email timestamps isn’t necessarily a collaborative effort. Each team member logs their activities and hours at the end of the day (or when convenient). ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"ccbc2668c887474db4758df053e1d499","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"948ba1c01e774bc3ae7aa5e302a1ed7e","type":"p","attrs":{"style":{}},"children":[{"text":"These traditional timekeeping methods don’t allow team members to see who is working on which case or task. With a lack of cohesive time tracking, some types of work may be duplicated or overlooked. 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Instead of relying on manual entry and rounding to the nearest quarter hour, time tracking tools can account for each and every minute spent on a client or a case. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"16457cf4182c493b8e1e8e65ddb72780","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"121569f935cd4e7f8ea3a0f115f241ad","type":"p","attrs":{"style":{}},"children":[{"text":"Phone calls, in-person meetings, emails, and other activities can all be automatically tracked, logged, and invoiced with minimal effort. Tasks such as case research, witness interviews, trial prep, and travel can all be recorded and billed at the applicable rates with a few clicks.  ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"9da7734f327d4d62a6147d0420ac6718","type":"h3","attrs":{"style":{}},"children":[{"text":"Revenue tracking","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"3b19e368e30d4782837b8fae6433eddc","type":"p","attrs":{"style":{}},"children":[{"text":"Besides billing clients, a legal time tracking solution also streamlines the process of non-billable timekeeping. Combined with both datasets, you can have a real-time view of which tasks are making (or losing) your firm money. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"95f89354d1274ddfb91ee3f4e73e5665","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"04f222a09e484e27a644105444eaac5d","type":"p","attrs":{"style":{}},"children":[{"text":"This helps leadership rearrange workflows and adjust pricing to reflect the time-cost of daily operations.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"4d00b8c1acc64e8591e7e4bbe4b6dc09","type":"h3","attrs":{"style":{}},"children":[{"text":"Untethered accessibility","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"a1c9a0f14968416caf7733ed1ef7fc13","type":"p","attrs":{"style":{}},"children":[{"text":"By moving to a cloud-based time tracking system, you and your team can work from anywhere at any time. 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Visualizations give managers a quick glance at prioritized details like billable hours, outstanding balances, client-specific hours, or other detailed data.  ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"ba8fdae3719c4800a89dc6765b660fdf","type":"h3","attrs":{"style":{}},"children":[{"text":"More efficient workflows","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"676490ee8423492ab9d08c7b76dcd5cc","type":"p","attrs":{"style":{}},"children":[{"text":"Time tracking software for lawyers helps management identify and eliminate time-wasting activities. Users can start and stop time tracking and tag activities with just a few clicks. This takes time tracking from minutes to hours to mere seconds. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"9aac5d0b41a6464e8e51c100a730eb47","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"3b445964d1cc4f5e98aa1f6ddbbd18bd","type":"p","attrs":{"style":{}},"children":[{"text":"It also automates time tracking tasks allowing your team to spend less time on administrative tasks and more time on billable activities. Legal billing and time tracking solutions like Neos allow for ePayments that speed up the invoicing process and allow your clients to pay quickly.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"4478b7f17aff4fc2866f70c964d8ad29","type":"h3","attrs":{"style":{}},"children":[{"text":"Better compliance","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"395e0b54cd2d4eb49aa50d358014e955","type":"p","attrs":{"style":{}},"children":[{"text":"Legal time tracking solutions provide a streamlined audit trail for all hour keeping. A historical and real-time record of all billable and non-billable time is available for potential audits to ensure compliance is kept to the highest standard. This includes having data readily available for client inquiries or demonstrating regulatory requirements have been met. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"657e01ba0d8f4dbfae9502e3dc8dac96","type":"h2","attrs":{"style":{}},"children":[{"text":"4 essential features of time tracking software","attrs":{"style":{}}}]},{"uid":"7963b9959d184cd0b5c047f7ce6e6c4d","type":"p","attrs":{"style":{}},"children":[{"text":"Legal time tracking software comes with a range of features. 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This ensures hours are billed accurately even when that next meeting goes over time.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"34224d16ce6647d6801e961c7ac071be","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"3f06b82c43164d9f91e6a295e92780bc","type":"p","attrs":{"style":{}},"children":[{"text":"You can also leverage prompts for time tracking of billable hours. These let you stop and start timers—you’ll only need to document expenses for accurate billing.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"f210bc388640449189d22a67bab23f8a","type":"h3","attrs":{"style":{}},"children":[{"text":"Hour adjustments","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"a1c925d656b543f481fcda3d101b9a7e","type":"p","attrs":{"style":{}},"children":[{"text":"Besides automated time tracking and timers, you want a solution that supports making hour adjustments when necessary. This will allow you to correct any potential mistakes before billing. 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This page covers the essential features to look out for in case management technology. We’ll also introduce you to Neos, which will set you on the path toward greater efficiency and improved outcomes for your clients.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"10f88452ec304ada99cf71afedbf75f8","type":"h2","attrs":{"style":{}},"children":[{"text":"Types of family law cases","attrs":{"style":{}}}]},{"uid":"684b94840acc4e17bba10a17a905d7f2","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Family law might seem like a relatively niche area, but its scope covers many legal issues that arise in relationships. 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Divorce cases can understandably become messy, but family law attorneys can help clients navigate the process, considering aspects such as property division and spousal support based on each party’s assets and debts.","attrs":{"style":{"font-size":"11pt"}}}],"uid":"07487c5f5d244f33b78a6e30f800234b"}],"uid":"37b4c513e3d14bde872398dec5c7c440"},{"type":"li","attrs":{"style":{}},"children":[{"type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Child custody. When parents separate or divorce, the courts must decide the best living situation for their children. This is no easy task; these cases are often contentious for many reasons. 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The attorney’s role is to guide clients through this process and help them achieve their goal of welcoming a new family member.","attrs":{"style":{"font-size":"11pt"}}}],"uid":"5bccda017e574f948ebaefe19b215ba5"}],"uid":"91c170e81bb347ebac23032a38871ece"},{"type":"li","attrs":{"style":{}},"children":[{"type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Domestic violence. Domestic violence cases can involve both criminal and civil matters. Depending on the circumstances, victims may seek protective measures (a typical example is a restraining order). 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Only with expert representation can parents and spouses feel confident that their rights will be protected and their voices heard. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"16be634b4fa54dc1a5a922d82aefda9a","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Family law firms are essential in helping their clients navigate the legal system and achieve the best possible outcome for themselves and their children/dependents.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"1830a84ccbe04018aef0233219dafef0","type":"h2","attrs":{"style":{}},"children":[{"text":"Case management checklist for family law attorneys","attrs":{"style":{}}}]},{"uid":"880d734c1c994aeaa539e4224e2fed2f","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Effective case management is crucial for attorneys fulfilling their clients' 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Effective communication plays a vital role in shaping the success of cases and building solid and long-lasting relationships with clients."}]},{"type":"p","attrs":{},"uid":"6b21a10b93444b738922cb30c272e113","children":[{"text":"One strategy that can make a significant difference is meeting clients on their terms. In today's digital age, this often means embracing email, client portals, and text messaging as communication channels. While you might already be familiar with email and text communication, let's explore the potential of client portals to further enhance client relationships."}]},{"type":"p","attrs":{},"uid":"b1862e35f5e74ffda53cf257e3caf1d4","children":[{"text":"In this article, we'll delve into the world of client portals and how they can help you foster stronger connections with your clients. But first, let's take a moment to understand the delicate balance that law firms must strike."}]},{"type":"h2","attrs":{},"uid":"285e76ba7c61448a8b3a736130b1b26c","children":[{"text":"Finding the right balance of empathy and efficiency in client engagement"}]},{"type":"p","attrs":{},"uid":"13613c21a39c47019cf0bcb8842ee6b7","children":[{"text":"Every lawyer faces the challenge of balancing client engagement with achieving successful case outcomes. Both elements are essential for the sustainability and reputation of a law firm. It's crucial to deliver favorable case results while ensuring clients are genuinely satisfied with the service they receive. After all, clients expect proper communication, transparency, and follow-through—essentially, empathetic engagement."}]},{"type":"p","attrs":{},"uid":"866992ddbac34eaf95eed5bfb5a9b917","children":[{"text":"Empathy is a non-negotiable aspect of client engagement in the context of law firms. Clients often seek legal assistance during challenging periods in their lives. It's essential for them to have confidence in their lawyer's competence and compassion, knowing that their lawyer understands the gravity of their situation and is there to fulfill their emotional needs. Providing constant updates and guidance throughout their legal journey reassures clients that they have chosen the right legal team."}]},{"type":"p","attrs":{},"uid":"ac62d4317a504c47b209c4aee924202f","children":[{"text":"One common complaint from clients revolves around the lack of communication from their legal team. However, achieving empathetic client engagement is more complex than it may seem. Balancing the demands of handling multiple cases and engaging with clients within tight timeframes and looming deadlines requires finesse. This is where client portals can be a game-changer."}]},{"type":"h2","attrs":{},"uid":"a628549847f24a37a3f69afadcfcd145","children":[{"text":"What are client portals?"}]},{"type":"p","attrs":{},"uid":"ca2e54b3c3a24afda07104fe6a75b3cb","children":[{"text":"Imagine an application that facilitates effective communication between you and your clients, empowering them with the tools they need to monitor and manage their experience independently, without the need for constant phone calls or manual updates. That's precisely what client portals are designed to do."}]},{"type":"p","attrs":{},"uid":"78b7eb5482ff4578825dba364d1d9a43","children":[{"text":"Client portals serve as extensions of the back-office CRM (customer relationship management) systems within law firms. While the back office runs on "},{"uid":"9db1aea7b853486c82bc188165bd3dae","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_blank"},"children":[{"text":"case management software"}]},{"text":" like Neos, client portals consolidate all the relevant information in one convenient location and connect with the back-end functions used by legal staff to handle cases. Think of these portals as a \"window\" or \"door\" into their case, displaying only the information that is relevant to each client."}]},{"type":"p","attrs":{},"uid":"c93afbbec29749899d9b985a4425b38b","children":[{"text":"The features and functionalities of client portals can vary, as they are often customized to fit the specific needs of each law firm. Below are some common functionalities you can expect to find within a client portal:"}]},{"type":"p","attrs":{},"uid":"e6c8780168464eec9d854635dbf49d57","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"2b074184c227432a97024b4c2381d930","children":[{"text":"Dashboards "}]},{"type":"p","attrs":{},"uid":"c718e8e9336b4ed5b886b87b8e6f95a4","children":[{"text":"Self-service dashboards offer clients an overview of essential information related to their legal case. It’s where they can see recent updates, notices, communications, and upcoming meetings at a glance."}]},{"type":"h3","attrs":{},"uid":"cec9e254c9274049824539a6a443264d","children":[{"text":"Communication tools"}]},{"type":"p","attrs":{},"uid":"3f892abd644442858bf606aff6eafba0","children":[{"text":"While phone and email have traditionally been the primary means of communication in business settings, they may not always suffice when it comes to maintaining consistent and timely exchanges with clients. Client portals provide a smart solution by combining preferred channels like text, email, and video calling with customized messages, automated workflows, and notification systems to ensure no important engagement is missed. Real-time translation features can also facilitate communication with clients who speak different languages."}]},{"type":"h3","attrs":{},"uid":"655000df9af148419c4a91df46f31c90","children":[{"text":"FAQs and self-help resources"}]},{"type":"p","attrs":{},"uid":"b8fbfbc9375141f7874115970af32368","children":[{"text":"As a lawyer, it’s important to empower clients to find answers to their questions and concerns promptly. Using a portal to house a comprehensive FAQ resource ensures answers are available 24/7 without having to wait for a response from your firm. By giving clients the tools to answer their own questions, you’ll be able to resolve issues faster while allowing legal staff to focus more on advancing client cases."}]},{"type":"h3","attrs":{},"uid":"6cbc9c6d8f7e4431ae3e9c06821f7bfb","children":[{"text":"Activity updates"}]},{"type":"p","attrs":{},"uid":"404b7ee315da4980b32a40c5811b207b","children":[{"text":"Client portals can deliver real-time updates that provide continuous and up-to-date information on the status of a case. All updates are consolidated into a log, allowing clients to review the progress over time. Many client portals offer an automated notification to clients via email or text whenever new updates or changes are made, keeping clients in the loop without any effort."}]},{"type":"h3","attrs":{},"uid":"d08b6cca2cb84835b2f76af9b81f9184","children":[{"text":"File sharing"}]},{"type":"p","attrs":{},"uid":"ad63126d97024e40b9a08732708cd2ea","children":[{"text":"Efficient and secure file sharing is crucial for the smooth progress of any legal case. Client portals offer a secure and convenient platform for clients and lawyers to access, share, add, and view documents and related materials. This capability allows both parties to collaborate effectively and keeps case information updated across the entire system."}]},{"type":"h3","attrs":{},"uid":"b6153643178242c78ce53e5d5929c808","children":[{"text":"Collaborative Tools"}]},{"type":"p","attrs":{},"uid":"d55d1b4cec88498897dbff8a33cf73f9","children":[{"text":"Legal cases often involve multiple stakeholders, including paralegals, assistants, and administrators. Client portals provide a collaborative space where all relevant parties can come together, ensuring seamless coordination and effective teamwork. Including everyone involved in the same space fosters a collaborative environment that allows all team members to work towards a successful resolution in sync."}]},{"type":"h3","attrs":{},"uid":"a0d60692ced14f4a965c60f959325fa8","children":[{"text":"Checklists"}]},{"type":"p","attrs":{},"uid":"4e644a4c5e3541b0a7e087cd68652ced","children":[{"text":"Providing clients with an organized task list inside the portal helps improve case velocity and ensure efficient progress. These checklists outline the necessary paperwork and items that need to be accomplished at each stage of a case. Having a clear roadmap of tasks supports the momentum of your case, ultimately leading to a faster resolution."}]},{"type":"h3","attrs":{},"uid":"adde9184cc204e68a9a6632a313a4001","children":[{"text":"Calendars and meetings"}]},{"type":"p","attrs":{},"uid":"4e21f21a4e154e56ad9a4906ab35f6f5","children":[{"text":"Many client portals offer integrated calendar features that serve as valuable assets for scheduling appointments, planning meetings, or setting case reminders among multiple parties. These features simplify the scheduling process and, when connected to a case management system, seamlessly work off the data stored within. With the calendar functionality, you can efficiently manage your appointments and ensure smooth communication and coordination with all relevant parties involved in every case."}]},{"type":"h3","attrs":{},"uid":"c6ade22a400048c29e88339217b434a1","children":[{"text":"Types of portals"}]},{"type":"p","attrs":{},"uid":"1b7e30754b0d4656afe8e0a3a6f6b26a","children":[{"text":"While client portals tend to offer similar functionality, there are two distinct types to choose from: browser- and app-based."}]},{"type":"h3","attrs":{},"uid":"ac326c51639949389e612b8f2a3e4008","children":[{"text":"Browser-based  "}]},{"type":"p","attrs":{},"uid":"771def9b929d4aa6bdcd6464bb2d9d3f","children":[{"text":"You can access the portal via a browser like Safari or Chrome on any device with an internet connection. However, if the portal was built specifically for desktop, accessing it on a mobile device or tablet may not deliver an optimal experience.  "}]},{"type":"h3","attrs":{},"uid":"90414e82ee4e4df0be6ef4637fc2e20f","children":[{"text":"Mobile app"}]},{"type":"p","attrs":{},"uid":"62409f8dddd94d41913f0058155ce565","children":[{"text":"A client portal application is designed for mobile use and can be downloaded from either the Apple Store or Google Play Store onto a smartphone. It is not usable on a desktop. "}]},{"type":"p","attrs":{},"uid":"5e0c182d849f46dfbe425fb30ba5ee27","children":[{"text":"Both types offer features like consolidated communications, personalized client experience, accessibility from anywhere, etc. However, there are some significant differences, like the login process."}]},{"type":"p","attrs":{},"uid":"f209491066be46fab0aa3e0be87ecbbc","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"bc85f092be0243819ef33dddc66d69e7","children":[{"text":"The chart below outlines the key differences between browser and app portals."}]},{"uid":"9d2294001b20423489a4b78b2219a2aa","type":"reference","attrs":{"display-type":"display","asset-uid":"blt2ffaf82eee98af63","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt2ffaf82eee98af63/6476272f24b324ee5edae6ee/Рисунок1.png","asset-name":"Рисунок1.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false,"width":"724","style":{"max-width":"724px","width":"724px","max-height":"304px","height":"304px"},"redactor-attributes":{"height":"304"},"max-width":"724","max-height":"304","height":"304"},"children":[{"text":""}]},{"uid":"406a2af6ff8b4a7881b5066c415dd517","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"e2e6685cdc914021a754c1d88efdf541","type":"p","attrs":{},"children":[{"text":"Keep in mind that mobile reigns supreme in today’s digital-first culture. "},{"uid":"437145255c7e4fd4a0e0cec88f6fa513","type":"a","attrs":{"url":"https://datareportal.com/reports/digital-2022-time-spent-with-connected-tech","target":"_blank"},"children":[{"text":"Consumers spend almost five hours every day on their smartphones."}]},{"text":"  "}]},{"uid":"f2494552676a4abfbbd8c6d2d660bc39","type":"reference","attrs":{"display-type":"display","asset-uid":"bltdaf38705291bab41","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdaf38705291bab41/6476272fff56074015dbe677/Рисунок2.png","asset-name":"Рисунок2.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"uid":"e1053604f5534745ba910a6b3a2c0c11","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5afb51cb7ac14599838906b5f493a9f3","type":"p","attrs":{},"children":[{"text":"The multi-year trend is even more telling; "},{"uid":"1f45bf9f5e9e40f384ec227a5cf87613","type":"a","attrs":{"url":"https://www.insiderintelligence.com/content/the-majority-of-americans-mobile-time-spent-takes-place-in-apps","target":"_blank"},"children":[{"text":"app usage continues to rise"}]},{"text":" as browser usage declines.  "}]},{"uid":"0448ed921ef745d1b42e8723f5fcd0c5","type":"reference","attrs":{"display-type":"display","asset-uid":"blt108391fa743a59f1","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt108391fa743a59f1/6476272fb26392109f1357da/Рисунок3.png","asset-name":"Рисунок3.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"uid":"3cc1d226660e41dcafbf4b5a6809e963","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"32c6f05e60ea434896f805bbe5493d32","type":"p","attrs":{},"children":[{"text":"Regardless of whether the portal is app or browser-based, it still needs to provide high utility for the client and showcase all the work that is taking place on their behalf.  "}]},{"uid":"fc1e4f9d719c41aab7aaba225054b466","type":"p","attrs":{},"children":[{"text":"For example, a client portal needs to:","bold":true}]},{"uid":"6c1e15ddca8d4d659f47ecd5949e9f28","type":"ol","children":[{"uid":"855ea83324414c1da2413bff509e3048","type":"li","attrs":{},"children":[{"text":"Be used by all staff"}]},{"uid":"57b75cd0381c414a9b7b85bb8f34ca61","type":"li","attrs":{},"children":[{"text":"Be adopted by a majority of clients"}]},{"uid":"bdb33b4affb040238418706012d4853e","type":"li","attrs":{},"children":[{"text":"Proactively answer most of the questions a client has before they ask"}]},{"uid":"1d957cab28db44a19e22efb317e07313","type":"li","attrs":{},"children":[{"text":"Provide a bi-directional communication platform that can reduce communications normally sent by email, SMS, or phone "}]},{"uid":"6f14eb0b965c48c5a9d2ad1f07043eab","type":"li","attrs":{},"children":[{"text":"Proactively remind the client of updates or assure that the client’s case is right on track when updates are infrequent"}]},{"uid":"3450ce5318974650ac54eee5e5460e1f","type":"li","attrs":{},"children":[{"text":"Continually measure and report on client satisfaction"}]}],"attrs":{}},{"uid":"97ae3fa0278847ac8dcabcb75a06300b","type":"h3","attrs":{},"children":[{"text":"Benefits of using a client portal"}]},{"uid":"4cd6dc4c7464459e998cbf4eed1fc969","type":"p","attrs":{},"children":[{"text":"If your portal delivers on these performance criteria above, your firm will enjoy many benefits, such as:"}]},{"uid":"714ba24fb25b4e1fb6ce946e96eb33c1","type":"ol","children":[{"uid":"9a86b09d2d6244b3b8d4a7c5399babf8","type":"li","attrs":{},"children":[{"text":"Reduction in unnecessary inbound phone and email questions"}]},{"uid":"a515bf70bf9141c8a0d9a5a8b72d2784","type":"li","attrs":{},"children":[{"text":"Improvement in staff efficiency and morale"}]},{"uid":"a766836536284f61b76fffe8a0aef3e6","type":"li","attrs":{},"children":[{"text":"Faster case velocity"}]},{"uid":"d00c3aab376243a4b9ca8df0d793d173","type":"li","attrs":{},"children":[{"text":"Greater client satisfaction "}]},{"uid":"232f523cef4246f5ac0f5220bd71423a","type":"li","attrs":{},"children":[{"text":"More 5-star reviews from happy clients"}]},{"uid":"b5f130906d034c32a703d4c69cfc2c6f","type":"li","attrs":{},"children":[{"text":"More client referrals for new business"}]}],"attrs":{}},{"uid":"a6aebcaec3a84e40874cb2a13ab06536","type":"p","attrs":{},"children":[{"text":"In today's digital age, the legal industry is witnessing a transformation. Clients have become accustomed to streamlined online experiences in various aspects of their lives, from shopping to banking. They expect the same level of convenience and accessibility when interacting with their legal representatives. "}]},{"uid":"70032860c59f4f319eade6f6bc1cf742","type":"p","attrs":{},"children":[{"text":"By embracing client portals, law firms can adapt to this changing landscape and meet clients' evolving needs. These portals not only enhance communication but also improve efficiency and productivity within the firm."}]},{"uid":"ea32d96b6f6a4ec5b4a8e595b6f2c537","type":"h3","attrs":{},"children":[{"text":"Choosing the right client portal solution"}]},{"uid":"71cedc63c55d43999e6f070007db2600","type":"p","attrs":{},"children":[{"text":"When selecting a client portal solution for your law firm, it's essential to consider several key factors:"}]},{"uid":"bb17cf94dc284f1b9d13cf93f1062544","type":"h3","attrs":{},"children":[{"text":"Security and confidentiality"}]},{"uid":"cc8fe50306984529b991ab58a466df63","type":"p","attrs":{},"children":[{"text":"Legal matters involve sensitive information, so prioritize a client portal solution that offers robust security measures. Look for features like encryption, secure data storage, and user access controls to ensure the confidentiality of client data."}]},{"uid":"520d1f7b93374a84a4f063fdcb659162","type":"h3","attrs":{},"children":[{"text":"User-friendly interface"}]},{"uid":"efbf90645e1d4150a4faa4dad3caebda","type":"p","attrs":{},"children":[{"text":"Opt for a client portal with an intuitive and user-friendly interface. Your clients should be able to navigate the portal easily, access information effortlessly, and communicate with your firm without any hassle. Consider user experience and ease of use when evaluating different options."}]},{"uid":"711178f8f2ad4c97a6fb70b050d5b40d","type":"h3","attrs":{},"children":[{"text":"Customization and branding"}]},{"uid":"b85f6fefc45f47cba6aa94024698f075","type":"p","attrs":{},"children":[{"text":"Choose a client portal that allows you to customize its appearance to align with your law firm's branding. This helps create a consistent and professional image for your clients and reinforces your firm's identity."}]},{"uid":"ab57a40ffc004b03bc6560088d078771","type":"h3","attrs":{},"children":[{"text":"Integration with your case management platform "}]},{"uid":"b52cee3adb7c49789a0d6ed494ed6fa5","type":"p","attrs":{},"children":[{"text":"Assess whether the client portal solution can integrate with your existing "},{"uid":"786dad78c5f74c038fed6894c80350dd","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_blank"},"children":[{"text":"practice management software"}]},{"text":". For successful client engagement, it is crucial to connect the client portal with your existing back-office casework. This integration ensures that work is not duplicated but rather maximizes the utilization of your "},{"uid":"e488ccec59144f789e9b414e1912e3dd","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_blank"},"children":[{"text":"case management platform"}]},{"text":", seamlessly transferring relevant information to the client portal and vice versa. "}]},{"uid":"89e093b8f1804f69853c77c68f30a6b9","type":"p","attrs":{},"children":[{"text":"Integration plays a pivotal role in staff adoption, which is another critical success factor. When launching a client portal, you want your staff to incorporate it into their daily routines with minimal disruptions. Ideally, they should be able to primarily work on the case within the "},{"uid":"0a5b51f6c05f41598baa4facec6eb024","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_blank"},"children":[{"text":"case management platform"}]},{"text":". For instance, when sending a message to a client, it should originate from the case management solution and appear on the client portal's smartphone without requiring additional effort or navigating different software. Similarly, when the client responds, the message should automatically be recorded as a note on the case, alerting the team of the new message. This streamlined integration empowers staff to focus on casework while effortlessly maintaining client engagement."}]},{"uid":"8a4e8a497b3c4a5c9652049db7c79aa0","type":"p","attrs":{},"children":[{"text":"Automation plays a crucial role as clients progress through various stages. When the team updates a stage in the "},{"uid":"48e998d41a96455c94cf3e5cd1972e39","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_self"},"children":[{"text":"case management software"}]},{"text":", the integration should automatically update the client with relevant information without staff intervention. Additionally, during periods when the case is progressing according to plan but there are fewer updates to share with the client, proactively notifying them that they are still on track helps maintain trust and confidence. Automatically informing clients about the ongoing work within the "},{"uid":"262b52ee498b4c79beb176da81c70dd5","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_blank"},"children":[{"text":"case management software"}]},{"text":" fosters scalable and empathetic engagement."}]},{"uid":"7b806fb38ba24a379941fccc752cff8f","type":"p","attrs":{},"children":[{"text":"Consider "},{"uid":"50f670574339415a9cfa1c19b7d47217","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_blank"},"children":[{"text":"Neos"}]},{"text":" and Case Status. As the top client service software for law firms, Case Status is solely dedicated to client engagement through its robust mobile client app portal. The integration between the two platforms effectively combines all the client engagement benefits of the client portal while seamlessly connecting back to Neos."}]},{"uid":"16a0e14398c44ae38c9fc2b7e0e80783","type":"reference","attrs":{"display-type":"display","asset-uid":"bltdc184e6a180df6db","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc184e6a180df6db/6476272f14eef616c0883bf0/Рисунок4.png","asset-name":"Рисунок4.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"type":"p","attrs":{},"uid":"7b42092c6b5741b3b22df936153e402f","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"e08e88dddafa4adcaad96e41d6811cb6","children":[{"text":"By leveraging integration between your client portal and case management application, you can optimize both staff and client adoption, achieve efficient automation, maintain trust and confidence, and enhance the overall client experience. This integration ensures that client engagement aligns with your case management processes, creating a harmonious and efficient ecosystem for your firm."}]},{"type":"h3","attrs":{},"uid":"5ba3c57ae3da4cd8838902736953b063","children":[{"text":"It’s time to embrace the client portal"}]},{"type":"p","attrs":{},"uid":"c7567aca8b7a48e9bf1295674dabfd71","children":[{"text":"Giving clients access to their case information and the ability to communicate with their legal team are not just nice-to-have features; they are now expected by clients. "},{"uid":"de5d5b4985a94d92bdce220905296516","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs//crm-for-law-firms-can-a-case-management-platform-be-used-as-a-crm","target":"_blank"},"children":[{"text":"Empowering clients"}]},{"text":" to self-serve their needs through a client portal allows your team to focus on driving results and efficiently running the case. Even if client portals are not on your radar, it's important to continually learn about their benefits and when they can effectively address real pain points."}]},{"type":"p","attrs":{},"uid":"74b6f2f55a134b859f05c427d2005dea","children":[{"text":"Start by measuring the volume of emails and phone calls that ask the same question: \"What's going on with my case?\" Consider how much time your staff spends fielding these requests and how it affects their ability to focus on more critical tasks. Identify areas where cases might experience delays due to clients' lack of responsiveness or urgency. Evaluate your client satisfaction levels and the number of positive reviews your firm has on platforms like Google Business. This assessment will help you recognize client portals as a worthwhile investment that deliver rich dividends for your firm."}]},{"type":"p","attrs":{},"uid":"f1a609a08949454ca0fe402ced3870e0","children":[{"text":"By embracing client portals and providing a transparent and convenient experience for your clients, you can enhance client satisfaction, streamline communication, and improve overall efficiency in managing cases. Keeping abreast of evolving client expectations and leveraging technology to create a client-centric approach will set your firm apart."}]},{"type":"p","attrs":{},"uid":"d955f830173048edadf9c96ff200ad91","children":[{"text":"Stay tuned for the upcoming Neos integration with "},{"uid":"67944efa64fe485cb20516423008a2ae","type":"a","attrs":{"url":"https://www.loom.com/share/6e6588aeb42a405b8189f6aae1fb1ad6","target":"_blank"},"children":[{"text":"Case Status"}]},{"text":", the client portal that transforms how you engage with clients. Bring the automation and workflows you know and love from your back office to your front office, accessible by your client via a 5-star smartphone app. "}]},{"type":"p","attrs":{},"uid":"0ec0d4a9a7494fe5b9184ed3d55b0d20","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"6341062b694f4626b8804e33ea6f2ca2","children":[{"text":""},{"uid":"139f0e4ee60f462a9c646b3a3535f32f","type":"a","attrs":{"url":"https://legal.casestatus.com/neosq22023","target":"_blank"},"children":[{"text":"Register here","bold":true}]},{"text":" for the webinar, ","bold":true},{"text":"The Future of Client Communications","italic":true,"bold":true},{"text":" on June 1, 2023, to learn more about changing consumer trends are changing and how the legal industry is poised to take advantage of these 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The Power of Client Portals in Legal Communication"}},"teaser_text":"Effective communication plays a vital role in shaping the success of cases and building solid and long-lasting relationships with clients.","topics":[{"display_name":"Legal Trends","title":"Legal Trends","id":"5685b9bf-1eeb-54b0-b31d-87e6b47b16b0"},{"display_name":"Hybrid & Remote Work","title":"Hybrid & Remote Work","id":"0557c54d-e3cc-5c8d-b1a5-7ded18582915"}]},{"publication_date":"May 11, 2023","id":"de964fcc-1f24-5779-a37f-99d42d23f0c6","uid":"bltb5ed181becb6aa81","title":"Electronic Case Management Systems: Everything You Need to Know","page_url":"/electronic-case-management-systems-everything-you-need-to-know","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"0e85fc318e9e45c798231c8affdec7ab","children":[{"type":"p","attrs":{},"uid":"c700708abe8d44a0b61c92618c501926","children":[{"text":"One of the significant "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/top-five-legal-tech-trends-2023"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"legal tech trends"}],"uid":"f2bc25ebe1e34afbbd2b9030747fec33"},{"text":""}],"uid":"619a8ac037f9485da8658195c6665c28"},{"text":" in recent years has been the adoption of digital tools that reduce workloads and automate manual tasks. It’s clear why – with increasing competition and rising client expectations, legal professionals must find ways to be more efficient in their work."}]},{"type":"p","attrs":{},"uid":"3172b2c746e34f14bcdeacdaf3d1ce37","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"d1284f3e381d4535b0fff114f3242e56","children":[{"text":"So, whether you’re an attorney, a paralegal, or an IT consultant, these tools can help you get ahead of the game and outcompete rival firms."}]},{"type":"p","attrs":{},"uid":"17c52a2d2fa64496afccc8b98f0802a8","children":[{"bold":true,"text":""}]},{"type":"p","attrs":{},"uid":"6abbab20e998453f8288b48e9bee0318","children":[{"bold":true,"text":"Looking to get started?"}]},{"uid":"f4e2739a47cc4064a074456e6d19b5f0","type":"p","attrs":{},"children":[{"text":"You’ve come to the right place. This article explains everything you need to know about electronic case management systems. We’ll cover how they work, why law firms are adopting them, and the tools you’ll want to look out for when choosing a solution."}]},{"uid":"0a08938be2e043d486b226cbd1826997","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"dd9e50c26b8d4cff8ec51888b90cbe31","type":"h2","attrs":{},"children":[{"bold":true,"text":"What is electronic case management?"}]},{"uid":"068f5e0cabad4ba3bb281edf6686e8d4","type":"p","attrs":{},"children":[{"type":"p","attrs":{},"uid":"55e2fe82d6ee4a8288774cba6f00be97","children":[{"text":"An electronic "},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"6f595dd23cd745b7906e728a2bd25089"},{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/case-management"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"case management"}],"uid":"3f04ce2b54064042a6cf21ccbcdc4fd8"},{"text":""}],"uid":"875cbd91c22f4a309b1ce066321ca03a"},{"text":" system is a digital suite that provides professional teams with the tools to work on many projects simultaneously."}]},{"type":"p","attrs":{},"uid":"d12a84d461984235b8858a6f98c52e4a","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"d6c2a371f9224494adb83f9487e6b939","children":[{"text":"Generally, it involves using a central database to store client information, track case schedules, manage documents, and facilitate communication between team members. This software is beneficial in the legal industry, as well as in fields like healthcare and social work."}]},{"type":"p","attrs":{},"uid":"5698fede489b4c91affb1b9c2d92a81a","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"6db9ad846b0f43da9a23b27d6c96f56f","children":[{"text":"Law firms use these software tools to great effect - improving their workflow efficiency and boosting customer satisfaction. Here’s how."}]},{"type":"p","attrs":{},"uid":"b207a8d049de43159e48c556514f9c52","children":[{"text":"","bold":true}]},{"type":"h2","attrs":{},"uid":"400cc75454a041a09f1ae3c44439db82","children":[{"bold":true,"text":"Why use electronic case management systems for law firms?"}]}]},{"uid":"2ae1d0a56f964c58a6408aa488278e12","type":"p","attrs":{},"children":[{"text":"Legal professionals such as attorneys and paralegals are constantly juggling numerous cases, clients, and deadlines. When you consider the amount of paperwork and data involved in each case, it understandably becomes challenging to manage everything manually."}]},{"uid":"8d912663a2de44148d1a5b9623dbba96","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"66897831e682453e95ed2619406203f3","type":"p","attrs":{},"children":[{"text":"This is where electronic case management systems for law firms come in - they provide a streamlined way to manage cases, "},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"66e33133bcb240fba901fd4c9eb328e6"},{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/increased-efficiency"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"improve efficiency"}],"uid":"5b44ce1b53934800acbb99fe6bd6eb07"},{"text":""}],"uid":"b9edff07d27b430b8d057252a0e098a6"},{"text":", and reduce errors."}]},{"uid":"42fb4935a0064136ab30d3ac3e7bf576","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"24600e6400d14a149169217b7ad0a397","type":"p","attrs":{},"children":[{"text":"Law firm case management platforms allow legal professionals to organize and access case-related information in a single environment. This is invaluable for managing the many moving parts of a case and reducing the administrative burden on team members."}]},{"uid":"925f080fc22145698afab8b1058159cb","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"9456932f24e1406f8c35e20eebdb9de7","type":"p","attrs":{},"children":[{"text":"Let’s explore these advantages in detail to demonstrate how this technology can work for you:"}]},{"uid":"5ad6d89d3e5a45c2a5f57c610c6fd824","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"4bb91abb08db46eaa68792b7c12a108f","type":"h3","attrs":{},"children":[{"bold":true,"text":"Improved organization and efficiency"}]},{"uid":"22fed37b53124eb3b10bbd274fc6b103","type":"p","attrs":{},"children":[{"text":"A case management system for lawyers removes the burden of searching through multiple documents and emails. This saves significant time and allows legal professionals to focus on more pressing matters."}]},{"uid":"dd72d789c573483e8453ac2af97a5008","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"dc3190ff194a427597074865fef7319b","type":"p","attrs":{},"children":[{"text":"For example, consider a personal injury law firm that handles multiple clients at once. By using a case management system, they can store all of their client’s information, medical records, and case details in one place. This reduces the time spent on manual filing and allows professionals to access information quickly and provide prompt updates to clients."}]},{"uid":"4688fbe52f984ec595b5d234de302f01","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"6594863b59814497bdf86bf5f36c1407","type":"h3","attrs":{},"children":[{"bold":true,"text":"Better collaboration"}]},{"uid":"44195f2d5c14452bb0db13e9beb1c8f3","type":"p","attrs":{},"children":[{"text":"A legal case management database facilitates better collaboration between legal professionals and support staff. Sharing information on documents in real time makes working collaboratively on complex cases easier."}]},{"uid":"129c45e56c354736844a8b2ddcbd20a0","type":"p","attrs":{},"children":[{"text":"For instance, let’s say a law firm is working on a high-profile corporate merger case. The case management system enables all relevant team members to access and work on the same document simultaneously. This saves the time of everyone involved and promotes a positive workplace culture of communication."}]},{"uid":"6a83694b7ecd4c07959c75c480197caf","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"c7da7699eea74d75ac72291b642a629c","type":"h3","attrs":{},"children":[{"bold":true,"text":"Improved accuracy and compliance"}]},{"uid":"90c5c8ec68f04ea48026e95b45e3b530","type":"p","attrs":{},"children":[{"text":"A case management system can also help ensure accuracy and compliance with legal regulations. By centralizing data and providing standardized forms and checklists, it reduces the risk of errors, misunderstandings, and outstanding deadlines."}]},{"uid":"e243fa40bbd547c7ace2b21d15f75fcb","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"c50fe0de5bd640dd8c38d4cc0051a9c6","type":"p","attrs":{},"children":[{"text":"For example, consider a law firm that specializes in immigration cases. By using a legal case management system, they can ensure that all necessary forms are completed accurately and on time. This can reduce the risk of non-compliance and help clients receive faster results."}]},{"uid":"423801a046c84216ad62faeda4dd76a5","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"eaad4f61b64b4b5e8e24e63907447ad1","type":"p","attrs":{},"children":[{"text":"To sum it up, with the right case management technology in place, your law firm can improve its overall performance and deliver a better service for your clients."}]},{"uid":"c5f442464eb4419688aa19a6b2d1fcc6","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"9e1f5f455351448a8e4d96a6d2dc3e6f","type":"h2","attrs":{},"children":[{"bold":true,"text":"Legal case management solution must-haves"}]},{"uid":"db4a4626fb5f4bbc9078ec48c6b90594","type":"p","attrs":{},"children":[{"text":"Legal case management software has, simply put, become an essential tool for modern law firms."}]},{"uid":"7084656f974348a1a3562b8c86c5952b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"994806a792624c6c9c8cc3ecf6d09b01","type":"p","attrs":{},"children":[{"text":"At a minimum, these tools allow legal professionals to organize case-related information, but many go further and provide solutions for other aspects of business workflows. With that in mind, let’s explore the legal case management solution must-haves that every mid-sized legal firm should consider:"}]},{"uid":"9b6422d0c6ae4e3da8f8c1092c8f89d8","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"4c97e172f7b44416b3c331757b3a1a68","type":"p","attrs":{},"children":[{"text":"User-friendly interface","bold":true}]},{"uid":"5d4abacb924a43279f9568849b8e6b3c","type":"p","attrs":{},"children":[{"text":"A "},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"b3a4516ab9354f248cefe7e95d4e0285"},{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/neos"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"legal case management system"}],"uid":"257176f3f5664248a0b0e0494a860ec0"},{"text":""}],"uid":"9acf9183e6a549f7b1b9df9574a52817"},{"text":" must have an easy-to-use interface. The software should be intuitive and user-friendly, enabling you to quickly find what you need and perform tasks efficiently. This is particularly useful for firms with limited experience with digital solutions, as you won’t need to retrain your staff on new processes."}]},{"uid":"0aa51e4f8d6143f9a201d1e7d692d6ea","type":"p","attrs":{},"children":[{"type":"p","attrs":{},"uid":"01179d1f34094d37a09b34984c7da7bf","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"861545d8debd4bdda547d232217c3fa5","children":[{"text":"Customizable workflows","bold":true}]}]},{"uid":"55df8b32ce714aa0941c6189486a107f","type":"p","attrs":{},"children":[{"text":"Legal case management software must have customizable workflows that can be tailored to your firm's specific needs. The software should allow managers to easily create, manage, and track tasks, deadlines, and documents associated with each case. Many solutions also include requirements to ensure all necessary documents are filed and deadlines are met."}]},{"uid":"2d7e88f58b9a492d91b559f0877080e9","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"0d954e039834459ea7b637039760e343","type":"p","attrs":{},"children":[{"text":"Document management","bold":true}]},{"uid":"181e669e27d54e3689939e6a42c8a95a","type":"p","attrs":{},"children":[{"text":"Effective document management is crucial for any legal case management system. Cases are often worked on by multiple lawyers, which is why you’ll need a platform where authorized individuals can upload and manage all-case related documents, including pleadings, briefs, and correspondence. You should also consider the client’s perspective and how they will have access to materials such as forms they are required to sign."}]},{"uid":"7b88a0208f824aff9eef47a5a4f10dc3","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"8eca502f88704735882482c0416bbd8c","type":"p","attrs":{},"children":[{"text":"Collaboration tools","bold":true}]},{"uid":"d7d19957b6e34fb58fe81763c16751a1","type":"p","attrs":{},"children":[{"text":"Case management software almost always has collaboration tools that enable legal professionals to work together on cases."}]},{"uid":"62f0015465ba46bd8e3898e6b02706d2","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"581121e0f4c040be9e7790bd45ef6353","type":"p","attrs":{},"children":[{"text":"For instance, let’s say a law firm is working on a complex intellectual property case that requires input from multiple attorneys and paralegals. A digital case management system can help them collaborate effectively by allowing everyone to access the same documents, make real-time suggestions, and assign tasks as needed. "}]},{"uid":"1310bd6eab79437191d035e2830ec461","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"d1738082ffc447698a6e10158fd51358","type":"p","attrs":{},"children":[{"text":"Data security","bold":true}]},{"uid":"23c959bd8f4a4b82badcfe48ef31ae1e","type":"p","attrs":{},"children":[{"text":"Security is a crucial aspect of any digital case management solution due to the obvious legal ramifications of data loss or breach. At minimum, you would expect to see data encryption, role-based access control, and legal compliance with regulations such as GDPR and CCPPA."}]},{"uid":"bf3192679e8a452b8b5544f41d4d4315","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"0641f34204034fecbd54a6ea8ba78f7e","type":"p","attrs":{},"children":[{"text":"To illustrate this, consider a law firm that handles criminal defense cases. A digital case management system can help them keep confidential client information safe from the eyes of cybercriminals or otherwise unauthorized personnel. Plus, it’s much easier to set data retention policies (such as timed data deletion) to minimize the risk of a breach. "}]},{"uid":"542515ab033b45e8999a4c18293fd8b9","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a33be7e35bf544adbf83a24050f7ccd0","type":"p","attrs":{},"children":[{"text":"Integration with other systems","bold":true}]},{"uid":"e0a92c13ed3346a29e979d46daf0d6da","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/helpful-integrations"},"children":[{"text":"Integration with other systems"}],"uid":"95c432cefc6948acba092855d18b529a"},{"text":""}],"uid":"8d8b0bc340b3498688f6cf8b66fdf3b7"},{"text":" is another critical must-have feature of legal case management solutions. In today's digital age, legal firms use a variety of software applications to manage their business processes – which requires seamless data exchange between systems if they are to work as intended."}]},{"uid":"c81b5a9964574387bcf197f0c35807ff","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"95f4a131709b42d2b96e9916c4a4296a","type":"p","attrs":{},"children":[{"text":"For instance, many law firms use e-discovery software to identify, collect, and produce electronically stored information (ESI) for use as evidence in legal cases. By offering these integrations, legal case management solutions can help you better manage the discovery process, which can be time-consuming and costly if done manually."}]},{"uid":"31533104020a4c258029a69c03b16f3b","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b75addebb4214490865397a233194f41","type":"p","attrs":{},"children":[{"text":"Another example is integration with billing and accounting applications. By doing this, your accountants can easily track billable time and expenses for different cases and generate invoices directly from the case management system. "}]},{"uid":"a193b39ed7a5413c9ea0323b79242852","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"bfc27a0abc39491ead4491d8cd2faaf9","type":"p","attrs":{},"children":[{"text":"Mobile access","bold":true}]},{"uid":"bf88513d62c14c6d80bc8147b0fb3771","type":"p","attrs":{},"children":[{"text":"Legal professionals often need to work remotely or on the go. For instance, consider a lawyer who is traveling but still needs access to a client's case file. With a mobile app, the lawyer can quickly and securely view case information, make updates, and communicate with the client, all from their smartphone."}]},{"uid":"73acef727ac847ae80c3af115f057402","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b8243adfdc894330bfcb6eec4d0016bc","type":"p","attrs":{},"children":[{"text":"Analytics and reporting","bold":true}]},{"uid":"3e9fa1c84e3b40f8baec5b86c025ac7c","type":"p","attrs":{},"children":[{"text":"Legal case management software should provide analytics and reporting tools that allow firms to track case progress, identify areas for improvement, and make data-driven decisions."}]},{"uid":"690a3760e1ac4fb5a6d38652b01d91f6","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"0a8c65f359aa470fb728dc7ef0d37cb7","type":"p","attrs":{},"children":[{"text":"For example, a law firm can use analytics and reporting tools to track the average time it takes to close different types of cases and identify the most profitable cases. From here, management can focus on streamlining workflows and improving the firm's bottom line."}]},{"uid":"a02cd08683c547ad86f53dec9496ce61","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b26c73d95139444da1f243006db2bb78","type":"p","attrs":{},"children":[{"text":"Legal case management software must have a suite of features that improve and build on traditional means of communication. By leveraging these features, mid-sized legal firms can improve their overall performance, provide high-quality legal services, and ensure client satisfaction."}]},{"uid":"f32bb777c272446e8710b53004670350","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"46cadeaa1dad49b0a183401a44de6140","type":"h2","attrs":{},"children":[{"bold":true,"text":"Types of electronic case management systems"}]},{"uid":"eccfbba1f330467f8ace77a1164b273f","type":"p","attrs":{},"children":[{"text":"There are three main types of electronic case management systems: on-premises, generic, and practice-focused. Each type has its benefits and drawbacks, so we’ve compared their features to help you decide which will best suit your needs."}]},{"uid":"e9c16824cb48494ba8a39eaf671f2a09","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"226b31ed365a4f7f9230f7523a0c2854","type":"h3","attrs":{},"children":[{"bold":true,"text":"On-premises case management"}]},{"uid":"f85816b281294fed881c70c76d4bb943","type":"p","attrs":{},"children":[{"text":"As the name suggests, an on-premises solution is installed and run locally on a firm’s own servers. The primary advantage here is that you’ll retain complete control over the system and all associated data, which is important when dealing with highly-sensitive casework or clients. That’s not to mention the advanced customization options for integrating with your company’s unique workflows."}]},{"uid":"6b1fdc6e78614906ada0aba606daad7a","type":"p","attrs":{},"children":[{"text":"\n","break":true}]},{"uid":"52c582a9fadb4addb55a306e63e37627","type":"p","attrs":{},"children":[{"text":"The main drawback of hosting your own system is that it can be time-consuming and expensive. You’ll need to hire an IT team to maintain the system, ensure data security, and handle any technical issues that arise – which can be a dealbreaker for small to medium-sized firms."}]},{"uid":"3f41a37ac61e4a0c87c450b616043ad3","type":"p","attrs":{},"children":[{"text":"\n","break":true}]},{"uid":"fde9876f47ed4730b3411bc644ad496e","type":"p","attrs":{},"children":[{"text":"Generic","bold":true}]},{"uid":"3e1794546d29430897dc0c95deda109b","type":"p","attrs":{},"children":[{"text":"A generic case management system offers a wide range of functionalities for use by departments in many different sectors – not just for legal applications. For example, a healthcare clinic could adopt a generic electronic case management system, using its features for managing patient data, tracking appointments, and communicating with a large team of doctors/nurses."}]},{"uid":"f9e69cf0a786484a8a885e3f8c8d110a","type":"p","attrs":{},"children":[{"text":"\n","break":true}]},{"uid":"bd4e37c06f6f42788e99c03416ee84a6","type":"p","attrs":{},"children":[{"type":"p","attrs":{},"uid":"cb8897240bc04499a79f9101c2c90c1f","children":[{"text":"These solutions are built to be adaptable – making them a versatile choice for firms that require customization. That said,"}]},{"type":"div","attrs":{},"children":[{"type":"p","attrs":{},"uid":"454581e02cbb446eb6c8da9115f83637","children":[{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/moving-to-cloud-based-case-management-5-things-to-know"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":" "}],"uid":"f2283d409ffa49ffa55d856eb977c8c6"},{"text":""}],"uid":"939ffb6efc68421698e8d7a36a41efde"},{"text":""}]},{"type":"p","attrs":{},"uid":"1560fcf2fd4347329a7f3dc2e7961bad","children":[{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/moving-to-cloud-based-case-management-5-things-to-know"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"moving to cloud-based case management"}],"uid":"b5cd75f51bbb4990a175af5a4ae6e4fb"},{"text":""}],"uid":"a1147f78b2b742e3afb53e29be8dbc1b"},{"text":""}]}],"uid":"1413b0b48e2c490ba460b9fa7fbaf5a5"},{"type":"p","attrs":{},"uid":"45be919f58094dfb9c1b9ae7e0a8e07c","children":[{"text":" can often take a long time to build and fine-tune a system that is truly tailored to your needs. "}]}]},{"uid":"bd7f470807b34cf89ffbd668ea4e1ba9","type":"p","attrs":{},"children":[{"text":"\n","break":true}]},{"uid":"67803b70e27e472eb5a620ad08061574","type":"p","attrs":{},"children":[{"text":"Practice-focused","bold":true}]},{"uid":"b9c3ad0a935a49a783873b9eb26de91e","type":"p","attrs":{},"children":[{"text":"Finally, a practice-focused management system is one designed specifically for use by law firms. As you may expect, it offers features tailored to the needs of specific practice areas (such as family law, criminal defense, or mergers & acquisitions). However, note that these solutions can be expensive! "}]},{"uid":"32ba4ffe66f54b5ebe193645f9486454","type":"p","attrs":{},"children":[{"text":"\n","break":true}]},{"uid":"d824ee17d90c438b98e94c709786b50a","type":"p","attrs":{},"children":[{"text":"In short, on-premises systems offer complete control and customization, generic systems offer broad functionality, and practice-focused systems are best for when you need tailored features and workflows."}]},{"uid":"5d2ab326cda64f56a1133cdc23148949","type":"p","attrs":{},"children":[{"text":"\n","break":true}]},{"uid":"adec029dc1284dee871af1403d80a961","type":"p","attrs":{},"children":[{"text":"Smoother workflows with a legal case management system","bold":true}]},{"uid":"e3a4db1be81e48a69ec8b82ca834921c","type":"p","attrs":{},"children":[{"text":"Law case management systems are a fine example of what firms are doing to future-proof their productivity and profitability. By offloading day-to-day tasks onto automated systems, your team can work efficiently and worry less about missing deadlines."}]},{"uid":"1f273d659dc246cbaf28b0da516ed7a6","type":"p","attrs":{},"children":[{"text":"\n","break":true}]},{"uid":"f525342a80df4b43bdcb931da405eb0c","type":"p","attrs":{},"children":[{"text":"After all, the less time your firm wastes on administrative tasks, the more you’ll be able to focus on what really matters – delivering a superb service to your clients."}]},{"uid":"781527216b7d4109abdee8cc761b4ee8","type":"p","attrs":{},"children":[{"text":"\n","break":true}]},{"uid":"3f8972891fba4821a4fad5f9fd34b59e","type":"p","attrs":{},"children":[{"type":"p","attrs":{},"uid":"390845cb46454f3dbc630abb8a9fc180","children":[{"text":"With Assembly’s solution, Neos, law firms can stay ahead of the curve and maintain a competitive edge in today's ever-evolving legal landscape. 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security"}],"uid":"bec96717a77746e4a3ca4487d519cf9b"},{"text":""}],"uid":"2955a943d8714884b7844b379500c196"},{"text":""}]}],"uid":"cadba0bd5c144852ac79f1aa1ccc75e2"},{"type":"p","attrs":{},"uid":"3d228405601e49c18421412ad82b6b60","children":[{"text":" and compliance."}]}]},{"uid":"76ef21514d984ab78a0db68b1bb0f26e","type":"p","attrs":{},"children":[{"text":"\n","break":true}]},{"uid":"da078dc54adf491b9ca73d31c8295c9d","type":"p","attrs":{},"children":[{"text":"Don't wait any longer to streamline your legal practice – get started with Assembly’s Neos legal case management system today.","bold":true}]}],"_version":2},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#737578"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 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Know","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Find out how an electronic case management system works, why law firms are using them, and what to look out for when choosing one for your firm.","meta_keywords":"Electronic Case Management Systems","meta_title":"Electronic Case Management Systems: Everything You Need to Know | Assembly Software","no_index":false},"social_media_metadata":{"description":"Find out how an electronic case management system works, why law firms are using them, and what to look out for when choosing one for your firm.","image":null,"title":"Electronic Case Management Systems: Everything You Need to Know | Assembly Software"}},"teaser_text":"Find out how an electronic case management system works, why law firms are using them, and what to look out for when choosing one for your firm.","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"May 01, 2023","id":"61fa7a5f-7e67-59fe-bed7-6e051752425e","uid":"blt61a5eec9da8edfb8","title":"7 Benefits and Features of Client Intake Software for Lawyers","page_url":"7-benefits-and-features-of-client-intake-software-for-lawyers","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"b62f78712cf54a5d8c20d808f10bb942","children":[{"uid":"f17db742c43348dfaa3fe680a3137901","type":"p","attrs":{},"children":[{"text":"First impressions can make or break a relationship. So why take a chance at such a critical moment? "}]},{"uid":"1bf39a865fe8482b82255ef34b44a633","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5c25151b5c334641aeb989d61e571658","type":"p","attrs":{},"children":[{"text":"Whether you're a small or large law firm, incorporating "},{"uid":"e90ec288e1a140c88f426e70e13b7a85","type":"a","attrs":{"url":"https://www.assemblysoftware.com/neos/intake","target":"_self"},"children":[{"text":"client intake software for lawyers"}]},{"text":" into your practice can help you better serve your clients and win them over right from the beginning. "}]},{"uid":"f70a9753e54d4f5fa90b49a0c5a875d8","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ec9c7cd66b5c414099eb63f8f5ca2022","type":"p","attrs":{},"children":[{"text":"It’s a powerful tool that automates the gathering and organization of client information, allowing lawyers to focus on providing legal services rather than administrative tasks. As the legal industry becomes increasingly digitized, more and more lawyers are turning to this type of software to streamline their workflows and improve client relationships. "}]},{"uid":"b085c866b16f4fd5bfc4981811ca5723","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"845b116ccc044530970375f82ce3313f","type":"p","attrs":{},"children":[{"text":"In this article, we will examine seven benefits and features of client intake software for lawyers, including features to look for, best practices, and more. "}]},{"uid":"b42302d24e17402cbf002ca149ed8ad3","type":"h2","attrs":{},"children":[{"text":"Why is client intake necessary for law firms?","bold":true}]},{"uid":"76cf9615681b4bbf8d53323efe1190b9","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"46c55712f94f40849f81f5f26acc4718","type":"p","attrs":{},"children":[{"text":"Client intake is the process of onboarding new clients with your legal practice. It is the crucial first step in a law firm’s overall "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/case-management"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"case management"}],"uid":"ddb77d35f0b64d659614fb56d82017cb"},{"text":""}],"uid":"ff93f1f75a91493db3e87a9070d23cc0"},{"text":" workflow."}]},{"uid":"7edfd21fb2e04036a34d658aced49f6c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a1e46950f3444be0a8d2d7bfc96704a2","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"bc422aad44da46b4ace787fa0ec54979"},{"text":"Clients are how law firms make their money, so attracting and keeping good ones requires some finesse. That's where an efficient intake experience comes in handy."},{"type":"span","attrs":{},"children":[{"text":" "}],"uid":"a1f0e13e9c5f4c9ba3e81477ce9ac5ba"},{"text":""}]},{"uid":"7840cafc3c7e443896bd4abbeee46680","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"637f7ef30e5044a69ae7f3a9f1e07b29","children":[{"text":""}]},{"text":""}]},{"uid":"fc35b93c9d2b4d1998b59e8d2ddb61ea","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"3ff430e9109948cf833d39b9a92c76c3","children":[{"text":""}]},{"text":"During intake, law firms gather information about a potential client's legal issue and assess its complexity and possible outcomes. This information helps them determine whether they have the necessary expertise and resources to handle the case effectively."},{"type":"span","attrs":{},"children":[{"text":" "}],"uid":"3235889e49ac444e87bb72db67752192"},{"text":""}]},{"uid":"73da5992688745708b774863fbd89293","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"fdb9db21decb437d9e74410d71938cb9","children":[{"text":""}]},{"text":""}]},{"uid":"306640ef253a465c892ffff06ff75732","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"b985fd285cc04d768c4863d83dce20c3","children":[{"text":""}]},{"text":"The process also allows law firms to manage client expectations by discussing possible outcomes and legal fees. This helps ensure that the client understands the legal process and their role in it, reducing the likelihood of misunderstandings and conflicts later on."},{"type":"span","attrs":{},"children":[{"text":" "}],"uid":"220ed26bc78c4290a2f1accd035ee6c4"},{"text":""}]},{"uid":"b8c28d4050254872a1a76784c6ee7d43","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"5b3bb9539c06419a8d10b253fc9054e2","children":[{"text":""}]},{"text":""}]},{"uid":"95a4afa15f534adf84625de4d83fdd3c","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"f00eb913c7604f21b17e757532cbc04d","children":[{"text":""}]},{"text":"Another critical aspect of client intake for law firms is compliance with ethical and legal obligations. You must ensure that your firm does not have any conflicts of interest and that you have the necessary expertise and resources to provide effective legal representation. Law firms can identify and address potential conflicts by conducting thorough client intake."},{"type":"span","attrs":{},"children":[{"text":" "}],"uid":"97427bcc99174662bdf34e94ce2faf43"},{"text":""}]},{"uid":"581a26d81a954c56be8ad28a0a836b2e","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"284ad91c40fd4a3e8a3535f14b06623c","children":[{"text":""}]},{"text":""}]},{"uid":"01497d11bef041a2bb34f473d032942b","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"ddb898a911fe4e3f88e9bafc85bdf5e5","children":[{"text":""}]},{"text":"It also helps law firms establish a positive relationship with their clients. You can build confidence and credibility by providing a positive experience during the intake process. This can result in repeat business and referrals, which are important for the long-term success of your practice."}]},{"uid":"0239982c6ef84fdb9edddef42c36ad5c","type":"h2","attrs":{},"children":[{"bold":true,"text":"What does a client intake process look like?"}]},{"uid":"98b75e51b1a648f38aee9d24021b146f","type":"p","attrs":{},"children":[{"text":"The "},{"uid":"d5fe9c58ad104cabb3663fa2e839370c","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/blogs/law-firm-client-intake","target":"_self"},"children":[{"text":"client intake process"}]},{"text":" can vary depending on the law firm and the nature of the legal issue. However, generally, it looks something like this:"}]},{"uid":"933076abbd744f189bcd276940cb60e6","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"180ac35798cb4180bca0a25268ad36fc","type":"ol","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Initial consultation:","bold":true},{"text":" The client contacts the law firm to schedule an initial consultation. Make sure the customer service is excellent all the way through, but especially during the initial consultation."}],"uid":"f6253114dbf74c2ea19e7aea1c6177da"},{"type":"li","attrs":{},"children":[{"text":"Information gathering:","bold":true},{"text":" During the initial consultation, the law firm gathers information about the client's legal issue. This will include its nature, key dates, relevant documents, and any other information necessary to assess the case."}],"uid":"4b7a54d183a24e3c963e0c5b68e8aaad"},{"type":"li","attrs":{},"children":[{"text":"Conflict check:","bold":true},{"text":" A conflict check is conducted to ensure there are no conflicts of interest. "}],"uid":"5c7fe98b31ef46f3b1e4871d698a2f31"},{"type":"li","attrs":{},"children":[{"text":"Assessment of the case:","bold":true},{"text":" Based on the information gathered during the initial consultation, the law firm assesses the case to determine whether it can provide the necessary legal services and whether the potential client is a good fit for the firm."}],"uid":"c43e8621cd2e4bae8a66ee0ef9d9a964"},{"type":"li","attrs":{},"children":[{"text":"Engagement agreement:","bold":true},{"text":" If the law firm decides to take on the case, it will provide the client with an engagement agreement. This agreement outlines the terms of the representation, including the scope of services, legal fees, and the responsibilities of the client and the law firm."}],"uid":"808253f171d64a25abf57167e358b93b"},{"type":"li","attrs":{},"children":[{"text":"Client acceptance:","bold":true},{"text":" The client reviews and signs the engagement agreement if they agree to the terms of the representation. At this point, the law firm can begin to provide legal services to the client."}],"uid":"dfc1384bfab34c4280c789d5d6bf7d86"}]},{"uid":"cc126e0e578b42c0a1f15c651580287c","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"4fc32ddd55054aed98d2e2e0d0c75afb","type":"p","attrs":{},"children":[{"text":"Every client intake process will follow these fundamental steps. And as you can see (or already know from experience), it’s a lot of work. So how can you streamline it? "}]},{"uid":"8be633da4495482cb9c61a676370576c","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"0597d29522104236994a083f2cb897c6","type":"h2","attrs":{},"children":[{"bold":true,"text":"Benefits of using legal intake software"}]},{"uid":"4cd73155a9c2401ebd6a66a70ad39943","type":"p","attrs":{},"children":[{"text":"Legal intake software (or case management systems with advanced "},{"uid":"8d7d3ad0085f421499bb1c8fc0e8f0aa","type":"a","attrs":{"url":"https://www.assemblysoftware.com/neos/intake","target":"_self"},"children":[{"text":"intake capabilities"}]},{"text":" such as Neos) is designed to help law firms smooth out the intake management process by automating many of the tasks involved. Some of the benefits include:"}]},{"uid":"779318d7408f4d6f96141e364c9e118e","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"112d75bdf35643078ad88728733132ba","type":"h3","attrs":{},"children":[{"bold":true,"text":"Increased efficiency"}]},{"uid":"44fb997a6dec44aebb2f04268f69b9ad","type":"p","attrs":{},"children":[{"type":"fragment","attrs":{},"uid":"ba36f9cf45094da8bd12baa74440ea93","children":[{"text":"Legal intake software can help law firms automate tasks like data entry and document management. This can increase efficiency and allow them to handle more cases. This is especially critical when clients are looking for a "}]},{"type":"div","attrs":{},"children":[{"type":"fragment","attrs":{},"uid":"0c8518cd187e427990b697e28f7741bf","children":[{"text":""},{"type":"a","attrs":{"url":"https://assemblysoftware.com/personalinjury"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"personal injury"}],"uid":"2c86535c469440aea8f12f8a8eb05afe"},{"text":""}],"uid":"9ee10da9d12943b484df27e1442b487a"},{"text":" law firm and are likely to contact several at once. You want your firm to stand out and provide 24/7 responsiveness that impresses the prospect. "}]},{"type":"fragment","attrs":{},"uid":"a6413100e1e340bead25d24b196afa6a","children":[{"text":"","break":true}]},{"type":"fragment","attrs":{},"uid":"0651416c24b647ea99cc37b7aa6d4c3b","children":[{"text":"","bold":true,"break":true}]},{"type":"h3","attrs":{},"uid":"63985b475081461bb095f87c5ee71b77","children":[{"bold":true,"text":"Accuracy, accuracy, accuracy"}]}],"uid":"2fef6a6b09df493997039deab60d361b"}]},{"uid":"3840d2ccfd504a169e127bbea2cda4f8","type":"p","attrs":{},"children":[{"text":"Unfortunately, manual data entry and errors often go hand in hand, leading to mistakes in client records and other important documents. Legal intake software can help improve accuracy by automating data entry."}]},{"uid":"1c1e5b48dfa84f94bd3dac3a435d89e9","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"72faf817c6424fd6a7e3c559de6d81f3","type":"h3","attrs":{},"children":[{"bold":true,"text":"Better organization"}]},{"uid":"eedf23235bc6416bbbfdfb257c92d426","type":"p","attrs":{},"children":[{"text":"Legal intake software can help law firms organize client data and documents more effectively, making accessing and sharing information with clients easier. This central organization can also make it easier to access and share with other practice members. "}]},{"uid":"9d822b5841f8475d8e4cd6efe9edb4b1","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"9d8c323bb1364422ac5fc6830e87de76","type":"h3","attrs":{},"children":[{"bold":true,"text":"Faster response times"}]},{"uid":"4242119197ab48b4ab078215c641b99f","type":"p","attrs":{},"children":[{"text":"Legal intake software can help firms respond more quickly and efficiently. For example, if a potential client fills out an online intake form, the software can automatically send an email response with the next steps or schedule an appointment with a lawyer."}]},{"uid":"9a9f6d8272f342b080932184ad98ec23","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"249357d728dc458eb866723d614f3da0","type":"h3","attrs":{},"children":[{"bold":true,"text":"Enhanced client experience"}]},{"uid":"dc40d1c2d4434d018a2c4d7f6c5b6ae6","type":"p","attrs":{},"children":[{"text":"A streamlined and efficient intake process can improve the overall client experience, making clients more likely to refer others to the law firm and return for future legal services."}]},{"uid":"ca43a1cc783e4f7aac3fca14c7f4d23b","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"42214382a1044efd974b75f9a9fd283b","type":"h3","attrs":{},"children":[{"bold":true,"text":"Customizable workflows"}]},{"uid":"7122eefb433846b3a3b5f8d2a739fd49","type":"p","attrs":{},"children":[{"text":"Legal intake software can be customized to meet the specific needs of a law firm, allowing them to create workflows that align with their unique processes and requirements."}]},{"uid":"91fda8a5f5f84b6fa48b017be51144ac","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"2d3102ad45414d3f9296addcdc11fa90","type":"h3","attrs":{},"children":[{"bold":true,"text":"Improved data analysis"}]},{"uid":"9b87a4f0447c41dc91a648f12f12e458","type":"p","attrs":{},"children":[{"text":"Legal intake software can help law firms track and analyze data related to the client intake process, such as conversion rates and lead sources. This data can help firms make informed choices about marketing strategies and other business decisions."}]},{"uid":"014432f1d2274a45bc97d0a94eec3662","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b5fb4d29290b421dabdc2723bcb639ce","type":"p","attrs":{},"children":[{"text":"By automating intake related tasks, legal intake software can free up resources for other vital jobs, such as legal research and client representation. Additionally, it can help law firms make data-driven decisions that improve business operations and client outcomes."}]},{"uid":"0811be9e2209476a804f19975cb2c15a","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"78ba7cdc1bb14080af0c00690034156f","type":"h2","attrs":{},"children":[{"bold":true,"text":"Must-have features of legal client intake software"}]},{"uid":"a0de71ba036c4074a4acc506da87f1f3","type":"p","attrs":{},"children":[{"text":"The must-have features of legal client intake software include: "},{"text":"\n","break":true}]},{"uid":"8c8e8c1f7e6842a5a607511156e4369e","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"92ade78aaf6c41808f8899c57210d908"},{"text":"Customizable intake forms that can be tailored to the needs of the law firm and the specific legal practice areas. Client intake software for legal firms like "},{"uid":"efa793f87d4f45fcb1bfb27194b7340b","type":"a","attrs":{"url":"https://www.assemblysoftware.com/pricing","target":"_self"},"children":[{"text":"Neos Pro"}]},{"text":" means you can change existing templates to meet your needs or create entirely new forms."}],"uid":"d59f7f3ded2b458292bdad07706ecc1c"},{"type":"li","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"d7a9ec6ade644d57ba2e1cdefd389a20"},{"text":"Automated data entry that reduces manual input and ensures accurate client data recording. Automation is a powerful tool in client intake that's becoming more sophisticated. Take Neos automation as an example. Intake forms can be populated automatically, 24 hours a day, seven days a week, from call-in or web sources with zero human interaction. "}],"uid":"0878d8f1099f48c090d6d343694ba7f4"},{"type":"li","attrs":{},"children":[{"text":""},{"uid":"234bc2981e8646889337b3d3ed2c32a6","type":"a","attrs":{"url":"https://www.assemblysoftware.com/integration-partners","target":"_self"},"children":[{"text":"Integration "}]},{"text":"with other software tools the law firm uses, like Docusign, LawPay, RingCentral, Quickbooks, MailChimp, and more. Bonus points if the software allows you to use API to connect any program you choose. "}],"uid":"d97af1000cf944d8a9be1810ba685531"},{"type":"li","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"cbdb901f4eb64402a754a6c101bc5160"},{"text":"Document automation and management that helps streamline the document creation and storage process. Look for a program that lets you automatically generate documents or batches of documents. With Neos Pro, you can use advanced search and custom naming features to manage documents meticulously. "}],"uid":"7eaa93b551c74d65a1f6bc03d1ff33f6"},{"type":"li","attrs":{},"uid":"a27e941c2b494eb0981ad07e59d501d4","children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"8a05343e8e234118a23839ddc11b4de7"},{"text":"Lead prioritization and management tools that help law firms identify and focus on the most promising leads."}]},{"type":"li","attrs":{},"uid":"7b8e7b67f5fd498d896759f939d0cd39","children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"81e87a8ac4b0466b99858b181ad8923a"},{"text":"Analytics and reporting tools that help law firms analyze the performance of their intake process and make data-driven decisions. With Neos Pro, you can set up custom dashboards to see the metrics that are most important to you. For example, when working on a "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/familylaw"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"family law"}],"uid":"82a8183efe2a4e4d98a3088bb72df25d"},{"text":""}],"uid":"2333f10753194bbe8e627d33b7e6eb68"},{"text":" case, you can easily track any asset or expense unique to each case, be it net worth, division of assets, child support, or anything else."}]},{"type":"li","attrs":{},"uid":"95b5fdb2741249e4b2cb865914146c61","children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"609017cc8d3f439ca546a0cfa368a1e1"},{"text":"Track every minute with a "},{"uid":"d4977883c557455680a1728063a0f9fe","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/lawyer-time-tracker","target":"_self"},"children":[{"text":"lawyer time tracker"}]},{"text":" in Neos Pro and set up your firm with the ability to bulk generate invoices and set up master client billing. You can even access QuickBooks Desktop or Online right from the platform. "}]}]},{"uid":"2492b59614794e9589ddfc1c56a6f494","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"03eded9aff9c42b4ae4a38c18c60de54","type":"p","attrs":{},"children":[{"text":"By offering features like those featured above, not to mention notification managers, ePayments, and PDF editing, legal intake software can help law firms streamline their intake process, save time, and improve the client experience."}]},{"uid":"350a0818114b4d6bb211fad53613cc5c","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"42a3b1f271fe4b2fb80079af11848c29","type":"h2","attrs":{},"children":[{"bold":true,"text":"Digital client intake for lawyers: Best practices"}]},{"uid":"638f1ae77c014217bf2e1c7092be86a1","type":"p","attrs":{},"children":[{"text":"Developing and implementing an intake process will be different for every law firm, but here are some universal best practices that can help nail it down:"},{"text":"\n","break":true}]},{"uid":"27671a2432584a0695db058e1a4aaf73","type":"ol","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Streamline the engagement process:","bold":true},{"text":" Use client intake software to make the signed engagement letter process seamless and stress-free. "}],"uid":"fa137cf652464e288612de43670f7783"},{"type":"li","attrs":{},"children":[{"text":"Keep communications simple:","bold":true},{"text":" Take advantage of scheduling software to book client appointments. Look for software with a communications center, like Neos Pro that lets you keep tabs on all client communications. "}],"uid":"a5abea911d4545989da45848b88c5fe0"},{"type":"li","attrs":{},"children":[{"text":"First impressions are key:","bold":true},{"text":" Ensure your website, marketing materials, and outreach are well-designed and thought out. Focus on developing a brand that prospective and existing clients can easily identify and understand. "}],"uid":"d788a7bd3cb148c095a59224b3e4eb4f"},{"type":"li","attrs":{},"children":[{"text":"Don't disappear:","bold":true},{"text":" Clients, especially prospective ones, want to hear from you, so communicate often and use the tools available in your client intake software to note essential follow-ups."}],"uid":"690c7515beaa46d7a7db733252c07469"},{"type":"li","attrs":{},"children":[{"text":"Implement a pre-screening process:","bold":true},{"text":" Develop a pre-screening strategy that quickly determines whether a client is right for your business. Create a pre-screening form to keep the process simple. "}],"uid":"85713138eb5e4fc2bf4fcfc10999993e"},{"type":"li","attrs":{},"children":[{"text":"Review and update the intake process:","bold":true},{"text":" Do this regularly to ensure that it's effective and efficient. Analyze data on lead conversion rates and make changes to the intake form or process based on this research."}],"uid":"21651ed6e54f477a9db15dc3c74169f4"}]},{"uid":"d83b16f5b4f14aad931b702f1dc52e05","type":"p","attrs":{},"children":[{"text":"","break":true}]},{"uid":"2c2b614bf6c2406099fd8c3d81be0932","type":"h2","attrs":{},"children":[{"text":"Create an impression with the best client intake software for lawyers","bold":true}]},{"uid":"a859a3e4ab334463948f6ecae6adc9fe","type":"p","attrs":{},"children":[{"text":"Creating a good impression with potential clients is crucial for law firms to build trust and credibility. Clients create value for your company, but you must deliver a top-tier experience. "}]},{"uid":"b2367c30db634d21821f86de5a2dd005","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"f47fc6e1e071423698867e0aae0b5233","type":"p","attrs":{},"children":[{"text":"With advanced automation and workflows, dynamic intake capabilities, document management, and communication tools, Assembly Software's cloud-based case management solution Neos will help your firm centralize all the important tasks and automate the routine ones. You'll be able to focus on clients and optimize how your firm uses its time. "}]},{"uid":"e5ce2424c54745bcbbef96fd1edd46a7","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"47ecb256cd354827990e4ba0552b8bae","type":"p","attrs":{},"children":[{"text":"You'll discover that Neos provides numerous benefits beyond client intake software for lawyers - though it's pretty great at that too. Explore Neos for yourself. "},{"uid":"6428f6c488fa4a6db83de88b1b447887","type":"a","attrs":{"url":"https://www.assemblysoftware.com/get-a-demo","target":"_self"},"children":[{"text":"Schedule a tour here"}]},{"text":".  "}]}],"_version":10},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1910,"height":927},"filename":"Custom_client_intake_forms.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte0d6a5601b966da1/6495a10ee64f41782f42d053/Custom_client_intake_forms.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte0d6a5601b966da1/6495a10ee64f41782f42d053/Custom_client_intake_forms.png?width=478&height=232&format=webp&quality=90 478w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte0d6a5601b966da1/6495a10ee64f41782f42d053/Custom_client_intake_forms.png?width=955&height=464&format=webp&quality=90 955w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte0d6a5601b966da1/6495a10ee64f41782f42d053/Custom_client_intake_forms.png?width=1910&height=927&format=webp&quality=90 1910w","sizes":"(min-width: 1910px) 1910px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte0d6a5601b966da1/6495a10ee64f41782f42d053/Custom_client_intake_forms.png?width=1910&height=927&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte0d6a5601b966da1/6495a10ee64f41782f42d053/Custom_client_intake_forms.png?width=478&height=232&format=png&quality=90 478w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte0d6a5601b966da1/6495a10ee64f41782f42d053/Custom_client_intake_forms.png?width=955&height=464&format=png&quality=90 955w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blte0d6a5601b966da1/6495a10ee64f41782f42d053/Custom_client_intake_forms.png?width=1910&height=927&format=png&quality=90 1910w","sizes":"(min-width: 1910px) 1910px, 100vw"}},"layout":"constrained","width":1910,"height":927}},"image_alt_text":"Custom client intake for lawyers"}},"logo_card":{"card_color":{"colors":"#737578"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":"Assembly mark"}},"headline":"7 Benefits and Features of Client Intake Software for Lawyers","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Incorporating client intake software for lawyers into your legal firm can help you win clients over right from the beginning. Discover how Neos Pro can help you.","meta_keywords":"client intake software for lawyers ","meta_title":"7 Benefits and Features of Client Intake Software for Lawyers","no_index":false},"social_media_metadata":{"description":"Incorporating client intake software for lawyers into your legal firm can help you win clients over right from the beginning. Discover how Neos Pro can help you.","image":null,"title":"7 Benefits and Features of Client Intake Software for Lawyers | Assembly Software"}},"teaser_text":"Incorporating client intake software for lawyers into your legal firm can help you win clients over right from the beginning. Discover how Neos Pro can help you.","topics":[{"display_name":"Automation & Efficiency","title":"Automation & Efficiency","id":"7509aeac-9f0d-5c23-a76c-69730600eaa5"},{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"April 21, 2023","id":"ecdd3d81-be5b-5a62-9240-2b4b4171c110","uid":"blta9b31ce2a6f96c68","title":"2023: How the pandemic has permanently shifted attorneys’ priorities & practices","page_url":"how-the-pandemic-has-permanently-shifted-attorneys-priorities-practices","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"4b517fc97e324da29c35b5518c4a9d69","children":[{"uid":"e04c4e29b28a4f09b2fbaf85317696f3","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"The COVID-19 pandemic has significantly impacted the legal industry, forcing attorneys to adjust their priorities and practices to stay competitive. In this Q&A, ","attrs":{"style":{"color":"rgb(55, 65, 81)"}}},{"type":"a","attrs":{"url":"https://www.linkedin.com/in/robb-steinberg-a7a32615/"},"children":[{"text":"Robb Steinberg","attrs":{"style":{}},"underline":true}],"uid":"2308e6661c2b4849947657d098dc6159"},{"text":", Trialworks Founder and Cloud Migration Lead at Assembly, discusses the key ways the pandemic has impacted the legal industry and how law firms have had to adapt to the new normal.","attrs":{"style":{"color":"rgb(55, 65, 81)"}}}]},{"uid":"2ebda02900a94e8cb3ea6dcd713895f8","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"c47a6956fdbc470bb63882d13ae92f74","type":"h3","attrs":{},"children":[{"text":"Q: What are some of the key ways the pandemic has impacted the legal industry, and how have law firms had to adapt?","attrs":{"style":{"color":"rgb(0, 0, 0)"}},"bold":true}]},{"uid":"131147e7d34840f0914ab3882e6c22c3","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"4e2716b2660e43b39373d0b75b1d08b5","type":"p","attrs":{},"children":[{"text":"A: I have seen the legal industry evolve both as a practicing attorney and as ","attrs":{"style":{}}},{"text":"a ","attrs":{"style":{"color":"rgb(209, 52, 56)"}}},{"text":"technology provider to law firms. During that time, nothing has transformed it more than the pandemic. Before the pandemic, law firms were mainly slow to adopt technology or change of any type. Do you know how many lawyers still use WordPerfect? This includes the courts being slow to change policies that had been in play for decades.  ","attrs":{"style":{}}}]},{"uid":"3e5222394b934b55bf06a8016f3e463a","type":"p","attrs":{},"children":[{"text":"Overnight, law firms were forced to embrace technology, shedding unnecessary processes. The result became a more efficient industry where client interest overrides the old ways. At first, it was working from home, online client meetings, and virtual court sessions. Quickly, law firms needed cloud-based ","attrs":{"style":{}}},{"uid":"2087111adb6e4fff98bc9cda59f475d1","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"case management software ","attrs":{"style":{}}}]},{"attrs":{"style":{}},"text":"like Neos that allowed easy remote access to the entire matter file online. Courts and attorneys who had never heard of Zoom or Microsoft Teams quickly started utilizing these tools. Before the pandemic, it was rare that an attorney could attend a hearing; even by phone, it had to be in person; post-pandemic video attendance is the norm.  "}]},{"uid":"5acb84f8e6e041ed997e8413868f43a6","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}},"bold":true}]},{"uid":"85ee7c4607174a699eecb23e11daea64","type":"h3","attrs":{},"children":[{"text":"Q: One of the most significant changes has been the shift towards remote work and virtual communication. ","attrs":{"style":{"color":"rgb(0, 0, 0)"}},"bold":true}]},{"uid":"64503eeda72d4349aa94eb720fdf0e8f","type":"h3","attrs":{},"children":[{"attrs":{"style":{"color":"rgb(0, 0, 0)"}},"bold":true,"text":"How has this changed how law firms conduct business and interact with clients? Do you think it has had a negative impact?"}]},{"uid":"04c1e7d2c4f044e498298d5c2e47a368","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"28d1cd91bcc841c4b56a5725d6aa1698","type":"p","attrs":{},"children":[{"text":"A: Client meetings, depositions, etc., no longer require travel time in most instances and are done on video using Zoom or Teams or even things as simple as Facetime. Clients expect quick responses to questions and better service. Initial client meetings don’t need to be scheduled for days or weeks later; they happen quickly via Facetime or other virtual tools. This was unheard of before Covid.","attrs":{"style":{}}}]},{"uid":"b7e33e3062c64a089b01651ac2a3a8e5","type":"p","attrs":{},"children":[{"text":"Overall, I know this is a positive for the client and the law firms. Clients get better service, and lawyers have new digital tools that make their jobs easier and, in the end, provide","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs//how-legal-technology-improves-law-firm-client-experience"},"children":[{"text":" a better customer experience.","attrs":{"style":{}},"underline":true}],"uid":"5c9ea94518d345d0b2460df89b118248"},{"text":"","attrs":{"style":{}}}]},{"uid":"8e11bb2296d64dcbbcbaea77e6312320","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{"color":"rgb(0, 0, 0)"}}}]},{"uid":"f683ada0010e450699eb6b7fc7ad2efa","type":"h3","attrs":{},"children":[{"text":"Q: How has the pandemic changed the legal industry's approach to digital marketing?","attrs":{"style":{"color":"rgb(0, 0, 0)"}},"bold":true}]},{"uid":"6f74446f474c4046bcf2d779bc9621b2","type":"h3","attrs":{},"children":[{"attrs":{"style":{"color":"rgb(0, 0, 0)"}},"bold":true,"text":"Did the client's behavior change during the pandemic? And if so, how has this affected how law firms market their services?"}]},{"uid":"8e58fc0d42b249d2ade2da114d809fc4","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"f0ee691ca5a64ffa9ef287761e8437c8","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"A: Of course, that depends on the type of firm. But for large firms, AMLAW 100 firms, or even small firms, ","attrs":{"style":{}}},{"uid":"2119e49bdf134b1383df0c305c980c67","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/marketing-for-law-firms","target":"_self"},"children":[{"attrs":{"style":{}},"text":"law firm digital marketing"}]},{"attrs":{"style":{}},"text":" is key. Word of mouth and networking became less critical during the pandemic. There are very few search terms that are more expensive than those related to legal services on Google. Firms had to learn how to navigate "},{"uid":"7335c4c6d4564e84beed993a45584622","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/SEO-for-law-firms","target":"_self"},"children":[{"attrs":{"style":{}},"text":"law firm SEO"}]},{"attrs":{"style":{}},"text":" and spend their marketing dollars in a new and efficient way.  "}]},{"uid":"39b1863c725249a68b627e47e7181363","type":"p","attrs":{},"children":[{"text":"Potential clients relied on ","attrs":{"style":{}}},{"uid":"daaa85e36f914aebbfe2abf2eb41a19d","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/how-to-market-your-law-firm-in-a-changing-and-unpredictable-environment","target":"_blank"},"children":[{"attrs":{"style":{}},"text":"social media"}]},{"attrs":{"style":{}},"text":" and Google to learn about anything and everything, and that includes legal services. Clients like to know everything about the lawyers and law firms they contact, and most importantly, they read the reviews posted by prior clients.  "}]},{"uid":"575a0a96cbb647c8aaf505f3bf344387","type":"p","attrs":{},"children":[{"text":"This is an entirely new ballgame for law firms. A bad review on Google has a negative impact on every potential client; unlike before, a single upset client was just upset but had minimal means of telling the world. Now everyone knows. Law firms are much more worried about reviews than they are, let’s say, an upset client suing them for malpractice. The paradigm has shifted.","attrs":{"style":{}}}]},{"uid":"9d2dc3cbee3f44ac827da56e68773b02","type":"h3","attrs":{},"children":[{"text":"Q: What are some best practices for law firms looking to stay competitive and continue serving clients effectively post-pandemic?","attrs":{"style":{"color":"rgb(0, 0, 0)"}},"bold":true}]},{"uid":"1ea09ecdee944c8e8ffa665a91d61d39","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"56d2d238c33342249568865d5105dcda","type":"p","attrs":{},"children":[{"text":"A: I believe law firms must embrace and invest in ","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/technology-for-law-firms","target":"_self"},"children":[{"text":"legal tech","attrs":{"style":{}},"underline":true}],"uid":"0b6769f22394485690f4012dc6d422a3"},{"text":" to reduce costs, improve productivity, stay competitive, and ultimately better serve their clients. Let me explain:","attrs":{"style":{}}}]},{"type":"p","attrs":{},"children":[{"type":"h3","attrs":{},"children":[{"text":"Legal tech increases productivity & reduces costs","attrs":{"style":{"color":"rgb(68, 77, 94)"}}}],"uid":"a8f03d9ab8674474bf7fae4c11789d4b"}],"uid":"4aa71cae6c9449c9b2457c29cfa48f49"},{"uid":"772a0e9927eb4fd2a745a90996f192e3","type":"p","attrs":{},"children":[{"text":"Despite economic uncertainty, law firm technology continues to be in high demand as many firms look for ways to streamline administrative tasks, take document storage online, meet productivity demands, and embrace emerging technologies and remote work. As we look ahead, legal technology will remain an essential part of the legal industry, and ","attrs":{"style":{"color":"rgb(68, 77, 94)"}}},{"uid":"9b7960bad55c423da2f9e355ccce8e69","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/virtual-law-firms","target":"_self"},"children":[{"attrs":{"style":{"color":"rgb(68, 77, 94)"}},"text":"virtual law firms"}]},{"attrs":{"style":{"color":"rgb(68, 77, 94)"}},"text":" will continue to spend money on tech that improves productivity and efficiency. Doing so will allow law firms to find new ways to save time, automate documents and reduce their reliance on physical paperwork, which can reduce admin costs and improve efficiency."}]},{"type":"p","attrs":{},"children":[{"type":"h3","attrs":{},"children":[{"text":"The cloud offers hybrid and remote work opportunities","attrs":{"style":{"color":"rgb(68, 77, 94)"}}}],"uid":"db26741681924c5fac9c52d45f7e5010"}],"uid":"df4e0c8b5be947c5a8f4760daef7165a"},{"uid":"d108e89d14ed44588f71692cbef57f45","type":"p","attrs":{},"children":[{"text":"Besides decreasing workloads and improving overall efficiency, cloud legal technology's most apparent benefit to firms is hybrid and remote work opportunities. Workplace flexibility is becoming a competitive advantage and is quickly broadening the pool of job candidates nationally. Firms are rapidly adopting cloud technology to","attrs":{"style":{"color":"rgb(68, 77, 94)"}}},{"type":"a","attrs":{"url":"https://businesslawtoday.org/2022/03/modernizing-law-firm-work-rules-focus-employee-well-being/"},"children":[{"text":" promote healthy work-life balance and to retain their valued employees","attrs":{"style":{}},"underline":true}],"uid":"ced32550ad0844ebb8cd98f5d07be7f5"},{"text":".","attrs":{"style":{"color":"rgb(68, 77, 94)"}}}]},{"type":"p","attrs":{},"children":[{"type":"h3","attrs":{},"children":[{"text":"Client expectations are changing","attrs":{"style":{}}}],"uid":"a566844e95ff45928d1bc852b31ca055"}],"uid":"14209f8e3622472498437bc04f3e9ec3"},{"uid":"a7a39e8d65494a2ab2b4ec21fce001fd","type":"p","attrs":{},"children":[{"text":"Firms need 24/7 access to case-related information via client portals. They want to communicate and collaborate via their preferred channel – email, phone, text – fast responses and communication is expected and expected in their preferred way.","attrs":{"style":{"color":"rgb(68, 77, 94)"}}}]},{"uid":"3f7f934967f44013b03890c7b87c9416","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{"color":"rgb(0, 0, 0)"}}}]},{"uid":"a61df25c1d464a04b6161bdb46c63d45","type":"h3","attrs":{},"children":[{"text":"Q: How do you see the legal industry evolving in the long-term post-pandemic?","attrs":{"style":{"color":"rgb(0, 0, 0)"}},"bold":true}]},{"uid":"3843b45a8d9d44fc9d147cf0a6da7f98","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"ee033aa252d24b058559e955c811304c","type":"p","attrs":{},"children":[{"text":"A: One rule is still true and always will be true even post-pandemic: a law firm is only as good as its attorneys and employees. So, with that in mind, this post-pandemic remote digital world will require law firms to look for new employees, not necessarily those that live in the city where they practice.   If the job can be 100% remote, they should look for the best people who can do the job for the appropriate compensation. Maybe if the firm is in New York City, the job can be filled by someone who lives in a place with a lower cost of living.   Law firms need to hire like most businesses do post-pandemic as well.","attrs":{"style":{}}}]},{"uid":"400ae388b8ea469f9c77c58ef5739722","type":"p","attrs":{},"children":[{"text":"Likewise, to keep their talent, law firms must be ","attrs":{"style":{}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/4-ways-reduce-burnout-legal-tech"},"children":[{"text":"flexible with their employees","attrs":{"style":{}},"underline":true}],"uid":"107e986cc5344161865418e19676fee3"},{"text":". The trend that started much prior to the pandemic of people jumping from one employee to the next has only accelerated, I believe, post-pandemic. With that in mind, when a law firm has a valuable attorney or employee, they retain that talent.","attrs":{"style":{}}}]},{"uid":"e91c4f5c8e2844459035316faf82e96c","type":"p","attrs":{},"children":[{"text":"On another point, the law office will evolve into a shared, multi-purpose space for gatherings, meetings, and events.","attrs":{"style":{}}}]},{"uid":"c0cd823b70c44c9f94722dda8c0bb4a1","type":"p","attrs":{},"children":[{"text":"Rather than private offices assigned to specific lawyers, I imagine we will see shared workspaces, conference rooms, and even shared offices that are simply used by whoever needs them at a given moment.","attrs":{"style":{}}}]},{"uid":"416120efff4c443eb0309f682a7be9c5","type":"p","attrs":{},"children":[{"text":"While there will undoubtedly be some in-person interaction between clients and counsel, I expect it will be less for formal purposes (signing documents and so forth, since that can be done digitally) and more for the purpose of moral support, encouragement, and the type of counsel that best comes from a face-to-face conversation.","attrs":{"style":{}}}]},{"uid":"ae09822a298c42c3a316c0c5ab132429","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}},"bold":true}]},{"uid":"6b56281b75f24f84a5f9a05b15954736","type":"h3","attrs":{},"children":[{"text":"Q: Will trials ever go virtual?","attrs":{"style":{}},"bold":true}]},{"uid":"6ba4e7ed71ff4ae9af6bb0d074bc9359","type":"p","attrs":{},"children":[{"text":"A: One thing that will not change is trials. In-person testimony in front of a jury will always continue to happen. Jurors need to be able to judge the character of a witness in person, and almost as critical is the attorneys' need to judge the juror’s reactions to witnesses. That is almost impossible to do remotely.","attrs":{"style":{}}}]},{"uid":"42fa9114fac6413ca7e39e9d275559e6","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}}}]},{"uid":"e657e1cc5cd54d148c91b5175367efb6","type":"h2","attrs":{},"children":[{"text":"Final Thoughts","attrs":{"style":{}}}]},{"uid":"3e229e71bd0241bc8a4035bde8b24241","type":"p","attrs":{},"children":[{"text":"The pandemic that forced the legal profession to pivot quickly is just the start and rapid change in the legal profession. As technology and AI advance, it will impact the speed at which legal professional delivers their services to their clients. ","attrs":{"style":{}}}]},{"uid":"b94f4b29725f41a6b03a39f20a712046","type":"p","attrs":{},"children":[{"text":"","attrs":{"style":{}},"italic":true}]},{"uid":"44a3b0022a9746618a7efa05b3bc194a","type":"p","attrs":{},"children":[{"attrs":{"style":{}},"italic":true,"text":"So be ready for it. Embrace it. Adopt it.","bold":true}]}],"_version":26},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1800,"height":1151},"filename":"AdobeStock_302471776.jpg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltc04ad7df9696c10d/642ef041884f2510c3893fd6/AdobeStock_302471776.jpg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltc04ad7df9696c10d/642ef041884f2510c3893fd6/AdobeStock_302471776.jpg?width=450&height=288&format=webp&quality=90 450w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltc04ad7df9696c10d/642ef041884f2510c3893fd6/AdobeStock_302471776.jpg?width=900&height=576&format=webp&quality=90 900w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltc04ad7df9696c10d/642ef041884f2510c3893fd6/AdobeStock_302471776.jpg?width=1800&height=1151&format=webp&quality=90 1800w","sizes":"(min-width: 1800px) 1800px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltc04ad7df9696c10d/642ef041884f2510c3893fd6/AdobeStock_302471776.jpg?width=1800&height=1151&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltc04ad7df9696c10d/642ef041884f2510c3893fd6/AdobeStock_302471776.jpg?width=450&height=288&format=jpg&quality=90 450w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltc04ad7df9696c10d/642ef041884f2510c3893fd6/AdobeStock_302471776.jpg?width=900&height=576&format=jpg&quality=90 900w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltc04ad7df9696c10d/642ef041884f2510c3893fd6/AdobeStock_302471776.jpg?width=1800&height=1151&format=jpg&quality=90 1800w","sizes":"(min-width: 1800px) 1800px, 100vw"}},"layout":"constrained","width":1800,"height":1151}},"image_alt_text":"People at the office"}},"logo_card":{"card_color":{"colors":null},"logo":{"image":null,"image_alt_text":""}},"headline":"2023: How the pandemic has permanently shifted attorneys’ priorities & practices ","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"In this blog, we will discuss key ways the pandemic has impacted the legal industry and how law firms have had to adapt to the new normal. 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Managing client relationships has always been a vital part of the legal profession. With the plethora of legal tech platforms available today, the question arises: Do you require a dedicated legal CRM system, or can your existing legal case management platform double up as a CRM?"},{"type":"span","attrs":{},"children":[{"text":" "}],"uid":"63fe8a15e3f44292a11b9aca7498daaf"},{"text":""}]},{"uid":"0647c74ab4224ff58aa5a1368b583377","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"e37feee4bb34435aaf70ccfa6e80fa2b","children":[{"text":""}]},{"text":""}]},{"uid":"575902810b07483cac2841a05d9571dc","type":"p","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"uid":"5de95e947c864170ae9393f249506799","children":[{"text":""}]},{"text":"Let's examine the immense advantages and explore the best approach for your firm."}]},{"uid":"5dc1d89e2eac444b8c23300e5802ca21","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"7a7cb2934b634a35a10f7e1634bab720","type":"h2","attrs":{},"children":[{"bold":true,"text":"What is a legal CRM system?"}]},{"uid":"23beabd8e80d482ab087f2bf0a088f98","type":"p","attrs":{},"children":[{"text":"CRM—or customer relationship management—tools are widely used in modern businesses across multiple sectors. They offer features such as lead management, marketing automation, and sales forecasting. Modern CRM platforms tend to be cloud-based and integrate well with other business systems."}]},{"uid":"7149512c7a5b4cc6bd1db2b57214d41c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"55571d85d14148ebba6fc3baddc358f5","type":"p","attrs":{},"children":[{"text":"These platforms are satisfying an ever-increasing demand. Across the globe, the customer relationship management market was estimated to be worth "},{"type":"a","attrs":{"url":"https://www.grandviewresearch.com/industry-analysis/customer-relationship-management-crm-market"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"$58.8 billion"}],"uid":"8cc701f8694544adae9be2dd77b0581a"},{"text":""}],"uid":"42166a58b86b4b389a9fee208ac25a54"},{"text":" in 2022 and is forecast to grow by 13.9% a year from now until 2030."}]},{"uid":"5ed68befbb8742e0834b05072e3dbbef","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"761b05eb46a142039b2b7dc31e1f57df","type":"p","attrs":{},"children":[{"text":"Legal CRM systems for law firms offer many benefits and provide important features which can help you meet your business goals."}]},{"uid":"71cd466a593448fc893d52d4265971a6","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"6775175d0e774baf8b2c19b8453f19ac","type":"h2","attrs":{},"children":[{"bold":true,"text":"Are there legal CRM systems specifically for law firms?"}]},{"uid":"e019d56340844c7f81bae0c92301abfc","type":"p","attrs":{},"children":[{"text":"CRM systems specifically designed for law firms do exist, but they may not be the optimal solution for your firm. Generally speaking, they are standalone pieces of software that integrate with existing business systems."}]},{"uid":"a4444890b1374145914527f3bdeb96a1","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"b3fa7357fbc34619afd6c2a5dc3bf58b","type":"p","attrs":{},"children":[{"text":"If you’re looking for a solution to help ease your workload, a mish-mash of individual apps and integrations that forces you to spend time flitting between them is far from ideal. You want a single system that streamlines the overall efficiency of your practice."}]},{"uid":"9ff580f84cd9483093644bc020eebb1c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"7f8d2c67015c4d129deb2545c31b77f7","type":"p","attrs":{},"children":[{"text":"If you’re looking for CRM features, you should strongly consider using a practice management system that offers them as part of a broader and more complete package. This would reduce the software your firm needs, making managing your cases easier and saving money."}]},{"uid":"1d66fc14e184446d840a484a132a15a6","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"0b4836c6693d443d9dba662e02a44c01","type":"h2","attrs":{},"children":[{"bold":true,"text":"What features should I look for in a legal CRM system? "}]},{"uid":"00267a80abb940c78a3dc7d978383ca0","type":"p","attrs":{},"children":[{"text":"The best CRM systems for law firms should include:"}]},{"uid":"324a007d03f2419aa50941e66d4e3e07","type":"p","attrs":{},"children":[{"bold":true,"text":""}]},{"uid":"79d182d1bd9644ba9c15c837b1d73d71","type":"h3","attrs":{},"children":[{"bold":true,"text":"Time tracker"}]},{"uid":"f0031f9d88e4476997cb9df1a8fca5f0","type":"p","attrs":{},"children":[{"type":"fragment","attrs":{},"uid":"b349b41c86f14d11aeb72c481ddf0289","children":[{"text":"If your practice bills by the hour, you know how critical time tracking is. Legal CRM software generally has time-tracking functionality for ease of accurate invoicing. This integrates seamlessly with the rest of the CRM system, so your centralized records are always up to date. Software like "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/neos"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"Neos"}],"uid":"469bcddf2538451a903e5474bdd4043a"},{"text":""}],"uid":"84b3d071da3f4a7f8853e4ec6102e495"},{"text":" "}]},{"type":"fragment","attrs":{},"uid":"87caff596d2846b5b20f7ba4c2db20c1","children":[{"text":"lets you manage multiple timers from different cases, making converting your time to billable hours much more straightforward."}]}]},{"uid":"6498a520588847ad8b764eb914147e11","type":"h3","attrs":{},"children":[{"bold":true,"text":"Easy integration"}]},{"uid":"994eb320bd034a2ea7b7a26986f1d72b","type":"p","attrs":{},"children":[{"text":"This is one of the key strengths of CRM legal software. Everything from client data and contact information to case-related details and marketing analytics are brought together into one system. This makes it much easier to manage daily casework. It also makes it possible to generate meaningful insights that will help you grow your business."}]},{"uid":"6dc5c813c29f418bb69be848baec25d8","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"c0dd9912ed444bfdbf01d9c353b34f18","type":"h3","attrs":{},"children":[{"bold":true,"text":"Address book"}]},{"uid":"96861378911345b38772e7aa8ae911ea","type":"p","attrs":{},"children":[{"text":"It seems so simple, but having an address book that can be automatically updated in real time is a crucial foundation for successful client relationship management. Not all traditional case management software solutions include this; some still rely on manual data entry. The best CRM platforms make it much easier to keep your address records current."}]},{"uid":"aafad53037664b04af7eff98f44e14da","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"ba717b85ecc241109e6e224943e9414d","type":"h3","attrs":{},"children":[{"bold":true,"text":"Accounting tab"}]},{"uid":"a4c89aea9b8e42d3b64adbe1104a1571","type":"p","attrs":{},"children":[{"text":"Any business needs a solid accounting solution, and the legal industry is no different. CRM tools can integrate with your financial software to make the process of handling pricing, invoicing, and payments straightforward."}]},{"uid":"767e62f9a17f4352a98164a5f195fe8a","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"c9b6c116a35846aabd8ebd8742f4b661","type":"h3","attrs":{},"children":[{"bold":true,"text":"Communication center"}]},{"uid":"b2e096cbc1dc4bd389aac80b26da998a","type":"p","attrs":{},"children":[{"text":"Any law CRM solution worth its salt should have a dedicated communication center so you can keep track of incoming and outgoing calls. You should be able to integrate the platform with your preferred VoIP provider for convenience."}]},{"uid":"a80b03274866434c80c15dccdb14fd67","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"c80877afc5454dc1acaccd8c1a06d048","type":"h2","attrs":{},"children":[{"bold":true,"text":"Advantages of CRM for different tiers of law firms"}]},{"uid":"534dfd8b71ae47e597596b2ac5fdc076","type":"p","attrs":{},"children":[{"text":"CRM software for law firms can make a massive difference to the efficiency of your everyday law practice workflow. A user-friendly CRM tool can benefit any company, regardless of size. "}]},{"uid":"619d2ceab30c4569ae8cbcba86149b02","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"30a7e683b701464db215ef46bebbf894","type":"h3","attrs":{},"children":[{"bold":true,"text":"For large legal firms"}]},{"uid":"a3a57f755f2d48e3bfd529dc4dddbf02","type":"p","attrs":{},"children":[{"text":"Large firms are more likely to be handling huge, complex cases, so effective collaboration is critical. Legal CRM software can streamline workflow and improve cross-team collaboration efforts. It provides a central repository for all your digital documents and simplifies contact management."}]},{"uid":"42f82e7494fc479eac3a1c2e3d4326e4","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"d9bbc58489854b0ba5ee8854c80eaed6","type":"h3","attrs":{},"children":[{"bold":true,"text":"For mid-sized legal firms"}]},{"uid":"e370a716fda3446da61f1e4e66cbbc6e","type":"p","attrs":{},"children":[{"text":"The main challenges for mid-sized legal firms tend to center on business development. Client relationship management is crucial, but this often takes a back seat to the everyday delivery of core legal services."}]},{"uid":"8dd3e8ee5b3749198ea903a7cb02daa5","type":"p","attrs":{},"children":[{"text":"Law CRM tools are specifically designed to deal with these challenges. They use your client data to quickly identify which leads to contact and which channels will be most effective for doing so."}]},{"uid":"14c61b53e92e4329a21451930cbd7757","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"9f56d8871d6d43158c0e02c0e31b7a86","type":"h3","attrs":{},"children":[{"bold":true,"text":"For small legal firms"}]},{"uid":"b77bbde6f4ef40a1bc1db7f13257c574","type":"p","attrs":{},"children":[{"text":"The success of small law firms depends entirely on maintaining excellent relationships with clients. It’s vital to have a professional, user-friendly way of reaching out to them and managing your workflow."}]},{"uid":"b83db7d7c668493d946107ff2dad8a83","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"fc5179fb560c495d87af6188b697abe8","type":"p","attrs":{},"children":[{"text":"A CRM system will help you improve the client experience, cementing your relationship. You’ll also benefit from other aspects of CRM functionality, such as marketing automation, invoicing tools, and document management."}]},{"uid":"d780b652f5ed41d9965271ea597b2609","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"0bf318b2394b45ba9e5f21d9cec2ac62","type":"h2","attrs":{},"children":[{"bold":true,"text":"Benefits of using CRM for lawyers"}]},{"uid":"6eee8810d1dc489fa9d537d9bf39529c","type":"p","attrs":{},"children":[{"text":"Law firm CRM software provides several benefits for companies across the legal industry."}]},{"uid":"4087b63b9e2f4b0e9c141d4a1b9aebbb","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"01541543edaf4c3ea43a70b5325157a9","type":"h3","attrs":{},"children":[{"bold":true,"text":"Accessible and efficient"}]},{"uid":"f2d7fad81b344ae688101bf46c8c80c6","type":"p","attrs":{},"children":[{"text":"The efficiencies gained by automating processes such as data entry are only a first step. The more significant benefit is that it frees your staff to focus on more important tasks."}]},{"uid":"37c4535c76fa42f3b44846d25a1113f2","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"892e3a64f41f4484b2744d9a715e908c","type":"h3","attrs":{},"children":[{"bold":true,"text":"Accurate data collection"}]},{"uid":"5df2547c3a324a03a26268a40e4545c6","type":"p","attrs":{},"children":[{"text":"CRM solutions can collect, streamline and centralize all kinds of client data, from contact information to case notes. The automated nature of the system reduces the risk of human error creeping in. "}]},{"uid":"982524be332e48ce9bad35236b53ef7f","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"1847e7f8f1404a70b1b1d75e86fbb27d","type":"h3","attrs":{},"children":[{"bold":true,"text":"Personalized campaigns"}]},{"uid":"60dff0b449834ca28ac74fe817e4538c","type":"p","attrs":{},"children":[{"text":"While customer relationship management is vital in any sector, the legal industry has its own unique features. The best CRM platforms for law firms handle these with aplomb, letting you craft your own personalized campaigns. "}]},{"uid":"b02cd3a287cc4909974ddc5620048679","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"61245b05839b4816990feaa05af2ac53","type":"h3","attrs":{},"children":[{"bold":true,"text":"Better client relationships"}]},{"uid":"4e55b934e71f4aec888a19c06466c4e9","type":"p","attrs":{},"children":[{"text":"Happy clients make for thriving law firms. When was the last time you sent a follow-up email to check in with a client? Can your clients follow the progress of their cases via a mobile app? Does your practice management software use advanced analytics tools to keep track of client engagement? Neos can help with all of this."}]},{"uid":"3e405e1a7f2a4cc8b7e4fd3597f382b3","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"c6bfe50efc5646919c0ede3d41a68fa2","type":"h3","attrs":{},"children":[{"bold":true,"text":"Collaboration made simple"}]},{"uid":"a958a2d9b9de40e1966f1efcf8417bd9","type":"p","attrs":{},"children":[{"text":"CRM systems enable the sharing of customer data in real time to teams in different departments. No matter who your client is speaking to, that employee will always have the latest information at their fingertips. 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He explained that Generation Z and Millennials have grown comfortable with the idea of "},{"uid":"100967864e974241849324e19de0353c","type":"a","attrs":{"url":"https://assemblysoftware.com/neos-epayments","target":"_blank"},"children":[{"text":"digital payments"}]},{"text":" and usually prefer them over paper checks, while more mature clients may still elect traditional payment methods. Offering several options to clients allows lawyers to accommodate diverse needs, which boosts client satisfaction and retention. He remarked that the growing adoption of digital payments bodes well for efficiency (cutting and mailing fewer checks and potentially reissuing them if the client loses them) and uptake of settlement funds. In large settlement cases, there is a marked increase in fund acceptance when the payment is offered digitally, as opposed to paper checks. 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Consider their expertise, legal experience, training ability, and support expertise.","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"February 24, 2023","id":"6ccbe018-3fe1-5392-9a13-605f605d0a24","uid":"blt13bdd490b8dcb327","title":"How to Choose a Legal Practice Management System that Fits Your Firm Now and in the Future Series: Part II —The Company","page_url":"choosing-legal-practice-management-system-the-company","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"34bf5419c0484abdb33cf6a6299a66d6","type":"doc","attrs":{},"children":[{"type":"p","uid":"008c13edc2e74a44a5b7734298b6801a","attrs":{},"children":[{"text":"Choosing a legal practice management platform that supports your current and future needs is not simple. This three-part series focuses on the three essential elements to consider during your evaluation phase: "},{"uid":"732f4f06feaf41c58ba6b45fd43dfa59","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/choosing-legal-practice-management-system-the-platform","target":"_self"},"children":[{"text":"platform"}]},{"text":", "},{"uid":"65b2a4311f0241a790a7e7d8fbe08003","type":"a","attrs":{"url":"https://assemblysoftware.com/about-assembly","target":"_self"},"children":[{"text":"company"}]},{"text":", and "},{"uid":"f2e43be2dda14a96b01284742453c79d","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/choosing-legal-practice-management-system-the-employees","target":"_self"},"children":[{"text":"people"}]},{"text":" behind the product. The "},{"uid":"522a1391a9a5451186c8f5319ac5e123","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/choosing-legal-practice-management-system-the-platform","target":"_self"},"children":[{"text":"previous article"}]},{"text":" covered what to look for in core platform functionalities and what firms of different sizes need to thrive. Now it’s time to focus on another element of your prospective platform: the company that built it.  "}]},{"type":"p","uid":"14cf3d4ab7434554bb569783546f29b1","attrs":{},"children":[{"text":"If there’s one thing lawyers know how to do, it’s research—conducting due diligence on companies providing prospective legal practice management systems should come naturally. It may go without saying, but it always pays to learn more about a company you may invest thousands of dollars with. The product can never be sold in a vacuum; you also have to consider post-sale activities like training and support or the company’s health (it would be a nightmare if your vendor goes bankrupt, leaving you high and dry).  "}]},{"type":"p","uid":"6df7d493bb1e4af8b843d93b54e1c551","attrs":{},"children":[{"text":"We’ll start with the basic post-sale considerations.  "}]},{"type":"h2","uid":"74cd5c84e7084b88b49f43c0be6af14d","attrs":{},"children":[{"text":"Training and ongoing self-education  "}]},{"type":"p","uid":"d25556a9e15a4dd4a9e7e75768ba96cc","attrs":{},"children":[{"text":"Legal practice management platforms can have high learning curves, especially if they have a robust feature set. What does onboarding look like, and what is involved in training? Don’t expect to be able to pick up a platform without at least minimal training; this could lead to frustration down the road, and you could also miss out on great features.  "}]},{"type":"p","uid":"d5dddf0418c847b883331fbccacb2367","attrs":{},"children":[{"text":"Does the practice management system offer videos, a knowledge base, a wiki, FAQs, or other tutorials to help you learn their product at your own pace? "},{"uid":"ee8ad8ae7f3d4584ad96de96372396dc","type":"a","attrs":{"url":"https://assemblysoftware.com/neos-academy","target":"_self"},"children":[{"text":"On-demand learning"}]},{"text":" can be a valuable resource as you begin to learn the platform.  "}]},{"type":"h2","uid":"57f00dc029434ad09d5cf181f715eeb4","attrs":{},"children":[{"text":"Company growth pattern "}]},{"type":"p","uid":"1c035d583ad84e608d89524d26cbe771","attrs":{},"children":[{"text":"Assessing company health from the outside can be difficult, but there may be signs that you can use to read the tea leaves. For example, have they been on a hiring (or firing) spree? How are they funded? If they’re raising capital to fund growth, how much did they raise in the last round, and how long ago was that? Have they acquired any other companies? Keep an eye out for growth that seems too fast, but you also don’t want a company that appears stagnant. If it’s a public company, you can review its 10-K online. "}]},{"type":"h2","uid":"77e1658024ec4b699aed3615577a8178","attrs":{},"children":[{"text":"Innovations "}]},{"type":"p","uid":"7248fa35b50b486bafd94c46fa18c15f","attrs":{},"children":[{"text":"Change is the only constant in the world of technology. Look at how frequently the company "},{"uid":"76c3872a7d4046fd8c3b18ca2401848f","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/product-releases","target":"_self"},"children":[{"text":"releases new features"}]},{"text":" or adapts the platform to changing external environments. Are they embracing change or becoming complacent, resting on past successes? 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Security is only as good as the weakest link, so it’s key to ensure that the "},{"uid":"e0d1576521394f709618d8915778ae2e","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_self"},"children":[{"text":"legal practice management software "}]},{"text":"leverages multiple security fail-safes, such as two-factor authentication and data encryption.  "}]},{"type":"p","uid":"cacf075655df4c82bca6f40a19c04cfc","attrs":{},"children":[{"text":"Learn where the program is hosted (if it’s a cloud-based system) and check out its reputation. If it’s AWS or Azure (which Neos uses), it’s a good sign. Both those companies have stellar reputations for uptime and security. "}]},{"type":"h2","uid":"38b68cb5674242bd9478613a7fe7da70","attrs":{},"children":[{"text":"Company reputation "}]},{"type":"p","uid":"a86ff338e1af4e5ea5c1a8600d695ddc","attrs":{},"children":[{"text":"You probably "},{"uid":"b3793ce043c64703a72934808f1f65c6","type":"a","attrs":{"url":"https://www.g2.com/products/assembly-software-assembly-neos/reviews","target":"_blank"},"children":[{"text":"read reviews"}]},{"text":" on multiple options before buying your last car or new appliance. Proof that a company will act as a tried-and-true partner will help you better understand what you can expect if you choose to work with a firm.  "}]},{"type":"h2","uid":"cc5e4c2aee274a428f9d649c92a0e20b","attrs":{},"children":[{"text":"Employees "}]},{"type":"p","uid":"0db58da147704d018c8178820c6ce707","attrs":{},"children":[{"text":"The employees are virtually indivisible from the company. They build the product and provide all the human interactions you’ll have with the brand. However, it’s too big of a topic for this post, so read the "},{"uid":"6741ce3c94184c09b3b00ea9701d2ec6","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/choosing-legal-practice-management-system-the-employees","target":"_self"},"children":[{"text":"last part of the series"}]},{"text":" to find out what to look for in a company’s employees! "}]},{"type":"h2","uid":"f25f0cddba1649e09c83feae8b070ca1","attrs":{},"children":[{"text":"Putting it all together"}]},{"type":"p","uid":"ee4a4104aadc41fbb3a624f0312a1eae","attrs":{},"children":[{"text":"The more you learn about a company, the more informed you’ll be when you make your final decision. There’s no way to eliminate 100% of the risk of trying a new platform, but you’ll at least have a better idea of what to expect.  "}]},{"type":"p","uid":"90664ca4bfcd4a56b8573bbd66e77a09","attrs":{},"children":[{"text":"More in the","bold":true},{"bold":true,"text":" How to Choose a Legal Practice Management System that Fits Your Firm Now and in the Future","italic":true},{"bold":true,"text":" series: "}]},{"type":"p","uid":"1003857217814bfaa76733bf2aa0846b","attrs":{},"children":[{"text":""},{"uid":"e83146ea07ef496784a101cbeca96eb0","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/choosing-legal-practice-management-system-the-platform","target":"_self"},"children":[{"text":"Part 1 of 3: The Platform"}]},{"text":""}]},{"type":"p","uid":"ecc4eca9db0d4ed1896cfb01cf7cdc27","attrs":{},"children":[{"text":""},{"uid":"c7c9c59bbc4b4b6ab30e5d5ced8b2963","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/choosing-legal-practice-management-system-the-employees","target":"_self"},"children":[{"text":"Part 3 of 3: The Employees Behind the Company"}]},{"text":""}]}],"_version":9},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1500,"height":1001},"filename":"Frame_2_3.jpg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8af0916a6afc4c3f/690c3509e56f9624f05a044a/Frame_2_3.jpg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8af0916a6afc4c3f/690c3509e56f9624f05a044a/Frame_2_3.jpg?width=375&height=250&format=webp&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8af0916a6afc4c3f/690c3509e56f9624f05a044a/Frame_2_3.jpg?width=750&height=500&format=webp&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8af0916a6afc4c3f/690c3509e56f9624f05a044a/Frame_2_3.jpg?width=1500&height=1001&format=webp&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8af0916a6afc4c3f/690c3509e56f9624f05a044a/Frame_2_3.jpg?width=1500&height=1001&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8af0916a6afc4c3f/690c3509e56f9624f05a044a/Frame_2_3.jpg?width=375&height=250&format=jpg&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8af0916a6afc4c3f/690c3509e56f9624f05a044a/Frame_2_3.jpg?width=750&height=500&format=jpg&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt8af0916a6afc4c3f/690c3509e56f9624f05a044a/Frame_2_3.jpg?width=1500&height=1001&format=jpg&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw"}},"layout":"constrained","width":1500,"height":1000.9999999999999}},"image_alt_text":"Assembly Software Company Statistics"}},"logo_card":{"card_color":{"colors":"#737578"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":""}},"headline":"How to Choose a Legal Practice Management System that Fits Your Firm Now and in the Future Series: Part II —The Company","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Learn what to consider when choosing a legal practice management system. 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Part 2 of the series focuses on evaluating the company behind the platform.","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"February 24, 2023","id":"bb209fe7-99bb-55f0-a019-70168a6176e5","uid":"blt903fe2ec080da0b4","title":"How to Choose a Legal Practice Management System that Fits Your Firm Now and in the Future Series: Part I —The Platform","page_url":"choosing-legal-practice-management-system-the-platform","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"cb76b0591b54414490df8d210a764f59","type":"doc","attrs":{},"children":[{"uid":"155c6fa56deb49b58cde61582d22eff4","type":"p","attrs":{},"children":[{"text":"Conventional wisdom states not to mess with success; if it's not broken, don't fix it. And, generally speaking, that's good advice. However, sometimes things aren't \"broken\" per se, but they could be much better. With that said, when it comes to choosing a legal practice management platform, you need to consider your firm's current needs and what could hold it back in the future. That's why selecting the one that will adapt to your requirements at every stage is critical, from a nimble solo practice to a Fortune 500 heavy hitter.  ","attrs":{"style":{}}}]},{"uid":"08f33d1d21d4443985173fd5e866d202","type":"p","attrs":{},"children":[{"text":"This article series will share tips for ","attrs":{"style":{}}},{"uid":"ef4c8189d64b43c0bd34acff542db377","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/legal-practice-management-software","target":"_self"},"children":[{"attrs":{"style":{}},"text":"choosing a legal practice management software"}]},{"attrs":{"style":{}},"text":" that will enable your firm to succeed at every stage of its growth, starting with the platform itself. "}]},{"uid":"d4704eec1db249e6a8ec145fcac98260","type":"p","attrs":{},"children":[{"attrs":{"style":{}},"text":"But first, what signs will tell you that your firm is due for a new platform to support your needs better?"}]},{"uid":"72968eb02a4643a084469efa70bc9ebf","type":"h2","attrs":{},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"31c508cd4eb7417cac7680aac8e0a585","type":"h2","attrs":{},"children":[{"attrs":{"style":{}},"text":"Signs that you may need a new legal practice management platform "}]},{"uid":"b48db1e25abe47b89901cee4106c7335","type":"p","attrs":{},"children":[{"attrs":{"style":{}},"text":"Perhaps you love the current systems you have in place for document and case management, invoicing clients, intake, or other tasks. Just remember that people are predisposed to routines and find it hard to deviate from them. Companies often fall into the mindset of “This is how we’ve always done it, so why risk something new?” Law firms are no different; they fall into comfortable and established workflows that they’ve become habituated to over the years. But unfortunately, such habitual processes aren’t always optimal for every growth stage."}]},{"uid":"fdfef1a49879412098efc95a353ad485","type":"p","attrs":{},"children":[{"attrs":{"style":{}},"text":"When you hold a magnifying glass up to your workflows, you may realize that you like them because they’re comfortable, not because they enable your firm to operate at peak efficiency. Everyone knows how to do them, and changing them sounds like a lot of work, even if the firm will benefit in the long run. But you need to resist the urge to maintain the status quo."},{"uid":"a74d833e9eec404aa56d81e00084eeb5","type":"span","attrs":{},"children":[{"text":""}]},{"attrs":{"style":{}},"text":""}]},{"uid":"d1ea64220920410394ef112bd1b88b99","type":"h2","attrs":{},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"e53f1b1f98b14f7783d563ab33a331e4","type":"h2","attrs":{},"children":[{"attrs":{"style":{}},"text":"How can you tell if you've outgrown a system?"}]},{"uid":"9c1538175b214c219f39c1abc36b728a","type":"p","attrs":{},"children":[{"text":"Pressure-test your internal workflows and look for cracks, gaps, and opportunities for improving efficiency and productivity. You may be surprised at what you find. Perhaps some procedures could use some refining, or—the horror!—need to be completely revamped. Is your firm humming and thriving and moving forward? Or does it feel more like every time you get momentum, you run into a bottleneck or stumbling block that stubbornly hinders your growth? ","attrs":{"style":{}}}]},{"uid":"b0ba57c236d54e908db3b0d641198d42","type":"p","attrs":{},"children":[{"text":"This is the lens through which you need to evaluate a legal practice management platform.","attrs":{"style":{}}}]},{"uid":"e04cc2ae7e56411da07acce2d1942e8d","type":"ul","children":[{"uid":"9e459b8857f2464e940042aa37e3519b","type":"li","attrs":{},"children":[{"attrs":{"style":{}},"text":"If it’s your current platform, does it prevent your firm from becoming more efficient and productive because it lacks the needed features?"}]},{"uid":"6fa290356c4c457ea2929aa787310dbf","type":"li","attrs":{},"children":[{"attrs":{"style":{}},"text":"If you are considering a new solution, what will you need now "},{"attrs":{"style":{}},"text":"and","italic":true},{"attrs":{"style":{}},"text":" as a larger operation that the platform will need to adapt to and support?"}]}],"attrs":{}},{"uid":"e1f78a9c1cdd49fc86e352007d56a1a8","type":"p","attrs":{},"children":[{"text":"While it’s a simple concept, it’s not easy to execute in practice. It can be overwhelming to think about your current needs, let alone future ones. ","attrs":{"style":{}}}]},{"uid":"aa4f157d214d434a80b630777b5e5d0f","type":"p","attrs":{},"children":[{"attrs":{"style":{}},"text":"To help you choose a legal practice management platform, remember the three most critical aspects: people, company, and the platform itself. Let's first dive into the platform. 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What features do you need to replace or supplement the current procedures? Then really drill down to brass tacks."}]},{"uid":"b2e5d1ad1af8462999576bd940a3b7be","type":"h3","attrs":{},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"bbac229356ce42dbb6b1748989a06eea","type":"h3","attrs":{},"children":[{"attrs":{"style":{}},"text":"Core functionalities and customization options "}]},{"uid":"74fd833f87494a159822a454546be5ef","type":"p","attrs":{},"children":[{"text":"Once you understand what you’ll need to support key operations, you can align them with functionalities offered by legal practice management platforms. For example, if your firm values close client relationships, you may want to look for a platform that offers a client portal or texting for faster responses. Perhaps your office has case file naming down to a science; in that case, you would want a legal practice management system that can be thoroughly customized to accommodate your unique terminology.","attrs":{"style":{}}}]},{"uid":"0302bdac14f94b5ebab17595a84d7d19","type":"p","attrs":{},"children":[{"text":"When you have a few options that could reasonably meet your needs, it’s time to predict how your firm might change in the next two, five, or even ten years.","attrs":{"style":{}}}]},{"uid":"967ce1a81d3943f69b97b0f061f3cfa1","type":"ul","children":[{"uid":"8b8893896d014b938f4ad76087a205f5","type":"li","attrs":{},"children":[{"attrs":{"style":{}},"text":"How might your workflows change if you increase your staff by 30%?"}]},{"uid":"035e17a45e6643bbbbe564e14ce9ef53","type":"li","attrs":{},"children":[{"attrs":{"style":{}},"text":"What if you branch out into a different practice area?"}]}],"attrs":{}},{"uid":"008e099141ed4f7eab81bd137b1c27ae","type":"p","attrs":{},"children":[{"text":"While it’s impossible to know what may happen, it’s wise to choose a legal practice management system that you anticipate can support at least a few reasonably predicted needs, should they come to fruition. ","attrs":{"style":{"color":"rgb(0, 0, 0)"}}}]},{"uid":"d9f05f3784e04d13b4ca46107afa1ec6","type":"h3","attrs":{},"children":[{"attrs":{"style":{"color":"rgb(0, 0, 0)"}},"text":""}]},{"uid":"3eedc01c42ef432c963594940677c91d","type":"h3","attrs":{},"children":[{"attrs":{"style":{"color":"rgb(0, 0, 0)"}},"text":"Integration capabilities and security considerations "}]},{"uid":"89e3108a1b914d368b58c6993e7d2cd6","type":"p","attrs":{},"children":[{"text":"Integrations should be part of your evaluation criteria. Consider what applications you use today and compare them to the ","attrs":{"style":{}}},{"uid":"2da8d0598c534ed98d20972aaf48fac3","type":"a","attrs":{"url":"https://assemblysoftware.com/integration-partners","target":"_self"},"children":[{"attrs":{"style":{}},"text":"integrations"}]},{"attrs":{"style":{}},"text":" included with the legal practice management platforms you’re considering. Pro tip: If the practice management platform has an API that can integrate with any third-party application or includes Zapier—"},{"uid":"ead1589054b5480696558eef984864f7","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_self"},"children":[{"attrs":{"style":{}},"text":"Neos"}]},{"attrs":{"style":{}},"text":" offers both—this provides the greatest potential to execute virtually any workflow inside the platform that you usually do outside of it. (Not to mention that even if you aren’t using a particular application right now, you may need it in the future.)"}]},{"uid":"17840778d4bd43e48023096618c38f8d","type":"p","attrs":{},"children":[{"text":"Remember to determine how a practice management platform can ensure a secure integration. It should be up to you to choose with whom you share your data; no integration should automatically access your data without your explicit opt-in. ","attrs":{"style":{}}}]},{"uid":"80eeca8dda26480a9555d51d26fdd136","type":"h2","attrs":{},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"83dc3bd588b54d8c9f7aa9a4820bfcc0","type":"h2","attrs":{},"children":[{"attrs":{"style":{}},"text":"Choosing a legal practice management platform based on firm size and growth trajectory "}]},{"uid":"48807962de6f4b81840b96d7bdb2a399","type":"p","attrs":{},"children":[{"text":"Growth trajectory is always hard to predict, but at a minimum, consider the following:","attrs":{"style":{}}}]},{"uid":"449f6b29e5b54c77a6e7b1343338f5b0","type":"h3","attrs":{},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"60aafbb6bcff4399a87505568c4f2408","type":"h3","attrs":{},"children":[{"attrs":{"style":{}},"text":"Small Firms"}]},{"uid":"8bcf3ef98b04488990c7eb802c9c5f8a","type":"p","attrs":{},"children":[{"text":"Small firms tend to have a lot of jack-of-all-trades employees. They're all wearing multiple hats, and the firm needs a relatively simple and flexible system that can adapt to this work environment. Because the employees have a lot of expertise, they manage things in multiple ways. This necessitates a system that tracks relevant information without bogging people down in many minutiae. ","attrs":{"style":{}}}]},{"uid":"9cff211ada9b4b0299043fb58a1f45a9","type":"p","attrs":{},"children":[{"attrs":{"style":{}},"text":"At boutique law firms, the platform is essentially just a piece of software; much of what gets done on a given day relies on the people. Plus, the reporting and task management needs aren't as heavy. You need to know where your cases are, what needs to be done, and subsequent action steps. The best practice management platforms for small firms are simple, easy, and adaptable."}]},{"uid":"b316a404f69c427b94118dd2bf41c625","type":"h3","attrs":{},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"e86c8cdb5f994186b12ff696c88450ba","type":"h3","attrs":{},"children":[{"attrs":{"style":{}},"text":"Midsize Firms"}]},{"uid":"f3c560e8f17b46fd9e34465120df2214","type":"p","attrs":{},"children":[{"text":"The midsize firms are where things get a little more interesting because the firm changes from individual contributors running the show to more of a machine. Uniformity gains prominence and importance at this stage of growth. As the practice grows from small to midsize, it starts to add more attorneys and case managers. It might create an accounting department instead of using Jennifer, the part-time bookkeeper. That's where the practice management software starts to step up as more of a partner than just another piece of software. ","attrs":{"style":{}}}]},{"uid":"131c4dbc29484780a5ec24d4bb045471","type":"p","attrs":{},"children":[{"attrs":{"style":{}},"text":"For midsized firms, workflow management is essential. You’re no longer five people; you have 40 employees who can't all be doing their own thing. It’s time to ensure everybody's marching in the same direction, which is where workflow management comes in. You start building out case types and checklists and teaching your team to follow uniform processes. Instead of “This is how Steve handles intakes and how Becky handles intake,” it becomes “this is how "},{"attrs":{"style":{}},"text":"we","italic":true},{"attrs":{"style":{}},"text":" handle intake.”"}]},{"uid":"0e693a71577642929f50197883500d61","type":"h3","attrs":{},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"44c5d03241c144c6b6b2c9bce9b99912","type":"h3","attrs":{},"children":[{"attrs":{"style":{}},"text":"Enterprise Firms"}]},{"uid":"b7c1ba65f62d4a588cae0354dfaeddb6","type":"p","attrs":{},"children":[{"text":"Large-scale firms are a whole different ballgame. You've got substantial staff, and your firm must operate as a well-oiled machine to succeed. It doesn't work any other way because the payroll alone can be staggering. Being tight on every workflow ensures everything is moving smoothly. At firms of this size, the legal practice management system steps up from being a partner to being a full-on platform for your firm that powers it from every angle. And that's where things like accessibility and customization become essential; you don't want the out-of-the-box setups anymore. Now that you're handling cases at scale with the built-in knowledge, you want the software to adapt to you, not the other way around. ","attrs":{"style":{}}}]},{"uid":"93ebf73471954e8fa2ed20faa4f67791","type":"p","attrs":{},"children":[{"text":"Firms of this size need a platform they can customize to the hilt. For example, maybe you need the platform tied into RingCentral to track all of your calls. You need it to talk with Office 365 and OneDrive, so that firm documents are available and shared amongst the entire staff and are also version-tracked so that for every change made, you know who made it and why. ","attrs":{"style":{}}}]},{"uid":"aa4387f23cca4590951d823a02fa90ff","type":"p","attrs":{},"children":[{"attrs":{"style":{}},"text":"High-level analytics, tracking your marketing spend, monitoring dollars going out against the cases coming in, tabulating intakes, etc., all become vital information at this size. You’ll need answers to questions like - is the firm carrying cases successfully to completion? Who on the staff is genuinely productive, and who might need assistance to reach their full potential? Large-scale firms need that data because efficiency tends to correlate inversely with growth. Bloat is a more frequent occurrence than growing nimbler and leaner over the long term."}]},{"uid":"b76b24091b4d46ae9fb42afebca08055","type":"h2","attrs":{},"children":[{"attrs":{"style":{}},"text":""}]},{"uid":"b72db22b7cec4423b79d0837e6614540","type":"h2","attrs":{},"children":[{"attrs":{"style":{}},"text":"Putting it all together "}]},{"uid":"717961a221d8456d969c8a8707be20fe","type":"p","attrs":{},"children":[{"text":"You may think choosing a legal practice management platform that will accommodate your needs at every growth stage is impossible. But that’s why you put the onus on your potential provider to explain how their solution can do just that. It’s their job to explain exactly how their platform will be able to support your firm as efficiently at 200 people as it can when you only have 25 people on staff.","attrs":{"style":{}}}]},{"uid":"624cc707888f4de78a51992be8c6144f","type":"p","attrs":{},"children":[{"text":"Evaluating a legal practice management platform should not be a negligible exercise. It’s a significant investment in your firm’s future, so take your time. 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","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"},{"display_name":"Cloud","title":"Cloud","id":"50c5591a-be23-5e71-b247-3f1bf94b2ed6"}]},{"publication_date":"February 10, 2023","id":"512982a7-26f7-5ce1-81d2-3b6f7957b0fc","uid":"blt6b1f97040293acf4","title":"Technology for Law Firms: Benefits and Best Practices","page_url":"technology-for-law-firms","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"01930c6d47de49ee87eec24ea2cb5f26","children":[{"uid":"fc3b59d3f97d4840a76fef4a2b1246e5","type":"p","attrs":{"style":{"text-align":"justify"},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"To keep up with ever-evolving developments and growing competition within the legal sector, leading professionals increasingly rely on technology for law firms.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"b8aa6d46d0864093bcf3da4b1f790a09","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"In this article, we explore the main advantages of using this type of tech while also walking you through the technology that lawyers today have in their toolkits. After that, we share some tips and best practices, so you know exactly how to get off on the right foot when investing in technology for your law firm.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"a53bd75177bf4b369c43186f1be25a49","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"But first, let’s go back to basics and begin by explaining what law firm technology is.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"7d65ffcd9673407d9470be430e26fc4b","type":"h2","attrs":{"style":{}},"children":[{"text":"What is law firm technology?","attrs":{"style":{}}}]},{"uid":"dab8c1cd068744a2996f5f113a5b8ab7","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Whenever you introduce new technology to your law office, especially if it’s been specifically designed for the sector, you’re bringing in law firm technology. In simple terms, it’s tech that ensures a law firm can operate more efficiently and effectively. ","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"b69fae3a732e4175889958c14b4132a6","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"The best law office technology has a tangible impact on how your practice operates, specifically for ","attrs":{"style":{"font-size":"11pt"}}},{"uid":"48b5235a3d2a4f6db4f1aabc94f99e72","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/virtual-law-firms","target":"_self"},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"virtual law firms"}]},{"attrs":{"style":{"font-size":"11pt"}},"text":". For example, if you’re using tech aimed at improving productivity, this should free up more time in lawyers’ schedules while helping them complete more tasks."}]},{"uid":"464798cba40f493589bb88656c36dfb2","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Since law firm employees use a wide variety of workflows, there are plenty of different types of law firm tech (we’ll cover these in more detail later). For now, all you need to know is that technology in law firms can be used to help with everything from data handling to project management and more.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"e671e36b8e6c4e05961ab18d73f75f1d","type":"h2","attrs":{"style":{}},"children":[{"text":"The benefits of legal technology solutions","attrs":{"style":{}}}]},{"uid":"d076390b91c643928062813053cee4a1","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"We’ve established that law firm technology covers a wide range of functions and aims to ensure your practice is running optimally—but what does that mean in practical terms?","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"c9be63b9766440d0885567140efec77c","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Using legal tech solutions comes with many benefits. The sections below give an overview of some of the advantages gained by using the right pieces of tech and provide insight into how this can optimize your firm.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"fa02d6e03f054f49814af907ea52c94d","type":"h3","attrs":{"style":{}},"children":[{"text":"Automation","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"a767f652681f498e960bf7068092c004","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Artificial intelligence is something of a hot topic in global media at the moment, and it has been for a while now. That’s because AI represents a significant leap in technological advancement—and because nearly every industry can benefit from using it in one way or another. The legal industry is no exception. Using ","attrs":{"style":{"font-size":"11pt"}}},{"uid":"1b0af9dd84f5401e93095d4c06094d17","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/blogs/what-you-need-to-know-about-neosai","target":"_blank"},"children":[{"attrs":{"style":{"font-size":"11pt"}},"text":"AI-based automation tools"}]},{"attrs":{"style":{"font-size":"11pt"}},"text":", legal firms can take repetitive, time-consuming tasks from human employees’ hands and turn them over to computer programs. This both eliminates the risk of human error and streamlines workflows that would otherwise eat up a large chunk of a lawyer’s daily employment."}]},{"uid":"2418a1bf74a64179a08c882032b27363","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"In particular, document automation is hugely valuable for anyone working in the legal industry. It helps with filling out, processing, and storing important documents accurately. It’s also able to automatically verify and validate information, so you never have to worry about typos again.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"aa51aacc1081452084186ec5fe32b6ee","type":"h3","attrs":{"style":{}},"children":[{"text":"Enhanced research","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"07736080566b41d883d3343d54015839","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Even the best, most experienced lawyers in the world can’t be expected to memorize every last detail regarding the case law they deal with. This is why legal research is so important.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"74094fae355241d7b539058c05377c89","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"On its own, legal research is often as time-consuming as the manual tasks that document automation eliminates. However, the right tools can make a significant difference.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"0584c0bd99584f07b95b7aed96c07bc6","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"By choosing appropriate tech solutions, law firms can give their employees access to enhanced research tools. These support lawyers by letting them view important documents on their electronic devices, as well as giving them the option to automate some of the research processes.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"83057fed5a814f169a7a5abad630652b","type":"h3","attrs":{"style":{}},"children":[{"text":"Reduced risks","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"2362b3dac4e0491f8051a8266e47eca3","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"We’ve already touched on the importance of eliminating human error, but it’s worth highlighting again here. People are subjective beings; depending on the circumstances, we can misread, misinterpret, or misjudge a situation even if we’re approaching it with the best intentions. Tech for law firms helps reduce that risk. When you ","attrs":{"style":{"font-size":"11pt"}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/increase-visibility-and-control-over-your-cases-with-the-new-activity-feed"},"children":[{"text":"increase visibility and control over your cases","attrs":{"style":{"font-size":"11pt"}}}],"uid":"d4c484e6a762428a8a1b155c6c14373a"},{"text":" using modern tech tools, you give lawyers the support they need to apply their expertise without risking clouded judgment or misinterpretations.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"3fc9c1fc32204bd5bca21819f1f37361","type":"h3","children":[{"text":"Transparency"}],"attrs":{}},{"uid":"b9ec14bcad8e4f37b543e455f2d471c3","type":"p","children":[{"text":"The more transparent and open you are with clients about what they’re paying for, the more easily you’ll be able to win (and keep) their trust. Tech solutions can help with this."}],"attrs":{}},{"uid":"a6ad2354769c45a6b6d5f623b2594be0","type":"p","children":[{"text":"For example, a tool aimed at increasing your practice’s transparency levels might show clients a breakdown of how each procedure your practice offers works. This helps them make educated choices while knowing they’re receiving the precise service they’re paying for."}],"attrs":{}},{"uid":"9e701a2c4b624b568547db77783d6f2a","type":"p","children":[{"text":"A tech solution might also give clients an overview of each of your experts, including details on their specialties and past clients. This can help give them the knowledge they need to make informed decisions."}],"attrs":{}},{"uid":"00afdc52bd4445b084f86a10e66b215a","type":"h3","children":[{"text":"Better customer experience"}],"attrs":{}},{"uid":"0b29bd329d1648feb618d285c30e6299","type":"p","children":[{"text":"Maintaining great client relationships does more than give your firm a good name; it shows new and old clients you can be trusted and that they’re spending their money wisely. That’s why providing the best possible client service is always worthwhile."}],"attrs":{}},{"uid":"ef5942d2ba4b4aacb1aa068df707cd1b","type":"p","children":[{"text":"There are plenty of ways in which tech solutions can support you in this. For example, tools geared toward improving your calendaring processes will prevent the chances of double-booking, so you never have to let customers down or reschedule at the last minute. This improves the client experience by showing you value their time and commitment to your firm."}],"attrs":{}},{"uid":"e37e3a78a5a941aebd26aba15e28e670","type":"h3","children":[{"text":"Edge over competitors"}],"attrs":{}},{"uid":"e2fe1784c7f04b1da3280b74839f7204","type":"p","children":[{"text":"Whenever clients find themselves in need of legal services, you want them to think of your firm before anyone else’s, and tech tools can help you accomplish this."}],"attrs":{}},{"uid":"b2515594e3d9490690e7dce74e719826","type":"p","children":[{"text":"Suppose your competition still relies on completing workflows manually without any help from automated tools. In that case, you’ll be able to outperform them in terms of efficiency by employing automation and using it to good effect. Likewise, you can become more productive with the help of specially designed tech."}],"attrs":{}},{"uid":"d71b3dabff0640a08e1f407d28108c3a","type":"p","children":[{"text":"Technology for law firms empowers you to stay ahead of competitors by ensuring you perform as optimally as possible. This means you’ll shine brighter than the competition and seem like a much better option."}],"attrs":{}},{"uid":"4dbd41bb35474cba98fd1fbdc139aaa4","type":"h2","children":[{"text":"What technologies do lawyers usually use?"}],"attrs":{}},{"uid":"a777bf22db354c8bbcfb4cad849b2e84","type":"p","children":[{"text":"If the benefits listed above sound attractive to you, you’re likely wondering how you can incorporate more tech into your legal work. The following list of technologies used by lawyers will help you get started."}],"attrs":{}},{"uid":"3a2f1ecb080843098eadbe98b075c1fe","type":"p","children":[{"text":"Note that fresh "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/five-legal-tech-trends-2023"},"children":[{"text":"legal tech trends"}],"uid":"f10e07aecbe9420ea48fef941f35c6f0"},{"text":" crop up all the time, depending on which new tools are available. It’s always worth staying on top of these so you can outperform your competitors—all while keeping customers as happy as possible."}],"attrs":{}},{"uid":"a2141808b58a4d65963333a474157421","type":"h3","children":[{"text":"Case management software"}],"attrs":{}},{"uid":"d7de0d98f45b48fd8945b99e1555a651","type":"p","children":[{"text":"This is perhaps the most commonly used type of tech. Every lawyer has cases to deal with, which means there are always related workflows to optimize, making tech tools valuable and necessary."}],"attrs":{}},{"uid":"4f00de68a0e94ea98ce01d7e31bdab03","type":"p","children":[{"text":"There are plenty of different types of "},{"uid":"84bb6ab6893b4f1f92c92ee98fea1273","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"case management software"}]},{"text":" out there. You might come across single-purpose tools built to help with specific workflows, as well as all-inclusive solutions that let you manage most aspects of a law professional’s work from a central hub."}],"attrs":{}},{"uid":"6653fe8b30d047cc99e0ee3be797f343","type":"p","children":[{"text":"Generally speaking, cloud solutions, like Assembly’s case management software, are generally the best option. There are several "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/top-5-security-benefits-of-cloud-based-case-management-software"},"children":[{"text":"benefits of cloud-based case management software"}],"uid":"ea63532f263a419189f3bb591fd31c05"},{"text":" in particular, which is why we’re confident in recommending this type of technology to just about any legal practice."}],"attrs":{}},{"uid":"3b05e98219b44c0cab075f28a815e9b4","type":"h3","children":[{"text":"Billing and tracking tools"}],"attrs":{}},{"uid":"45b370501a9940fbbc6a6231a8d0293b","type":"p","children":[{"text":"There’s more to legal invoicing than merely determining which services are billable in which instance. Legal professionals have to be particularly careful about ensuring they’re operating in accordance with regulatory laws and data protection schemes. For example, they have to secure ABA compliance, and if they operate within Europe, they must be mindful of GDPR."}],"attrs":{}},{"uid":"d0b0bd56b5024cc98cca5f8cdef122c4","type":"p","children":[{"text":"This is where billing and tracking tools come in. They ensure you’re always compliant with regulations while speeding up the bill generation process. At the same time, they track time spent with clients and services rendered, so you never have to scour your notes to figure out what you should be charging for."}],"attrs":{}},{"uid":"9f536e6ee59c46d993da310df1764c80","type":"h3","children":[{"text":"Document management software"}],"attrs":{}},{"uid":"0fe8d0211c824388b8ac2d381ef464c3","type":"p","children":[{"text":"Lawyers must see, read, process, and analyze many documents in their day-to-day work. This can quickly get overwhelming, especially if all of these documents are printed and, therefore, neither searchable nor easy to duplicate or automate."}],"attrs":{}},{"uid":"b93acad7d3b14162ac77054cc8325017","type":"p","children":[{"text":"Document management software resolves this problem. Lawyers can use purpose-built document management solutions to ensure their important documents are stored securely. These documents can also be automated, sorted, scanned, searched, and annotated more easily."}],"attrs":{}},{"uid":"33821daf1a634b3f8959eca667539cf5","type":"h3","children":[{"text":"Online payment solutions"}],"attrs":{}},{"uid":"571b895925ab455eaf815c56bbff71d8","type":"p","children":[{"text":"It can be tempting to think of tech solutions as highly advanced tools that are only necessary when completing complicated workflows. However, this is not accurate."}],"attrs":{}},{"uid":"33d0e11a5ab440fbaa4569bdc5602257","type":"p","children":[{"text":"Online payment tools are a great example of how law firms can start using tech solutions in every aspect of their daily operations."}],"attrs":{}},{"uid":"b7df3c7f74414fd4aed11da269a3a592","type":"p","children":[{"text":"These tools can give customers access to online payment options, so they don’t have to bring cash or cards into the office. Also, the right tool will provide plenty of choices, so customers can pay in the ways that feel most comfortable and secure to them."}],"attrs":{}},{"uid":"dda3836a3c904759baf06f15dceecae5","type":"h3","children":[{"text":"Password management"}],"attrs":{}},{"uid":"1143f3177afb4f67a57f4b738f6b07b7","type":"p","children":[{"text":"A secure password will always be difficult to remember. Instead of coming up with complicated mnemonics to recall them or, worse, writing them down on a piece of paper that can be stolen or lost, consider using password management tools."}],"attrs":{}},{"uid":"f3dbf67933a84c6cba18045d192f74ed","type":"p","children":[{"text":"These tech solutions keep your passwords completely secure without asking you to remember them yourself. That’s especially useful if you want to avoid reusing passwords across locations. With a password management tool, you can focus on generating highly secure passwords without worrying about forgetting them."}],"attrs":{}},{"uid":"4f50bc1de2e24c4d80c5d1700c6c093c","type":"h3","children":[{"text":"PDF converters"}],"attrs":{}},{"uid":"7b86c7826271443887639f1e0098088d","type":"p","children":[{"text":"Consistency is key when it comes to your file types. Also, ensuring documents can’t be edited without permission is often important in legal work, which is why the PDF format serves lawyers well. It’s why you’ll need PDF conversion tools too."}],"attrs":{}},{"uid":"f37e2146c65441f1854bd3864d6584dd","type":"p","children":[{"text":"Many of them, like Adobe Acrobat, operate on subscription-based models. There are also free versions available, though these will often come with caveats like non-removable watermarks or a limit to the number of documents you can convert daily."}],"attrs":{}},{"uid":"bce62854620b454e8b52834929445ccf","type":"p","children":[{"text":"Great PDF converters should provide you with document layout templates to make your formatting work easier."}],"attrs":{}},{"uid":"3287247e65ca450ca71e76b39c8e23a9","type":"h3","children":[{"text":"Dictation tools"}],"attrs":{}},{"uid":"587ba17ab8ac46b284f381bfeda213ea","type":"p","children":[{"text":"Not everyone can type at the speed at which they talk, let alone think. However, in your legal career, you’ll often need to record information quickly, without time to stop and write it down."}],"attrs":{}},{"uid":"c89adcacc38f46eb8f516eca2ff9b649","type":"p","children":[{"text":"Dictation tools are the ideal solution. These allow you to speak your thoughts aloud and record them in a format that lets you replay them later on. The best ones come with transcription options, so you don’t have to manually type out what you’ve said."}],"attrs":{}},{"uid":"2115ade52dbe4eeab405d98fffae559a","type":"h3","children":[{"text":"Secure communication platforms"}],"attrs":{}},{"uid":"7355e59e239c4ddeaa496158ef910202","type":"p","children":[{"text":"It’s always important to be able to connect with others, whether they’re clients, coworkers, or other legal experts. Since legal professionals often have to discuss sensitive matters, these communications must be fully secure at all times."}],"attrs":{}},{"uid":"8f02dfee8e314560b124e51f02a077f0","type":"p","children":[{"text":"Opting for a secure comms platform helps you "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/how-to-improve-your-firms-client-communication-and-reputation"},"children":[{"text":"improve your firm’s client communication and reputation"}],"uid":"51cce94774eb4eae8b663a7423c7473e"},{"text":" and protect relevant data when you speak with other legal workers."}],"attrs":{}},{"uid":"cf9826b21792473e9acdbda36abb9d7a","type":"p","children":[{"text":"Additionally, modern, all-inclusive comms solutions include options for plenty of communication channels. These include text messages, social media, phone calls, video conferences, and more."}],"attrs":{}},{"uid":"95173ae6907943a188ef72992ac8f9f4","type":"h2","children":[{"text":"How to choose technology for your legal practice"}],"attrs":{}},{"uid":"33cdd84c25654ee594ded8af5bea50cb","type":"p","children":[{"text":"Any new technology you bring to your legal practice must be both useful and fit for purpose."}],"attrs":{}},{"uid":"b1ca77051ed1435eb09196b1a1aa1e58","type":"p","children":[{"text":"The following tips will help you choose the tech that best suits your business and its unique needs."}],"attrs":{}},{"uid":"90931fd6c2f440519993148bc69352ad","type":"h3","children":[{"text":"Think about compatibility"}],"attrs":{}},{"uid":"cc51d9a1d1024efa9ca73627debd72ca","type":"p","children":[{"text":"If you’re already using particular tools and systems, you’ll want to be sure any new tech is compatible with what you have. New tools also have to be able to communicate with each other, so you don’t create data silos and isolated teams or functions."}],"attrs":{}},{"uid":"0b148a36f6f143c88cdba9a2dd868d99","type":"p","children":[{"text":"At the same time, compatibility extends beyond making sure the tech meshes. Your solutions have to be compatible with your practice’s daily operations. If a tool is geared toward supporting a style of work your office doesn’t use, it’s probably not appropriate for your needs. This is a vital consideration, as tech has to suit the people who are using it."}],"attrs":{}},{"uid":"c1ab09d4cb3e4e8793738e3b3b4f29ef","type":"h3","children":[{"text":"Go over the costs"}],"attrs":{}},{"uid":"f1ad026660b943ca9f561a0d9736246c","type":"p","children":[{"text":"Even a generous budget must be adhered to. Solutions that give you everything you need at prices you can’t afford are as incompatible with your practice as those that won’t work with your resources. Costs shouldn’t be the first concern, but at the same time, they mustn’t be the last. "}],"attrs":{}},{"uid":"7b822fe6c2f648fc8aafbd5f61867e80","type":"p","children":[{"text":"When calculating costs, be sure to include any add-ons you can’t do without. The little things add up, so you can’t ignore a bonus fee just because it’s small."}],"attrs":{}},{"uid":"3756803812cc470a9c195d4c29572639","type":"h3","children":[{"text":"Prioritize compliance and security"}],"attrs":{}},{"uid":"d9f04d02d0c74b9cbc6c37fe0079c2f3","type":"p","children":[{"text":"We’ve touched on the importance of maintaining compliance with regulations; good cybersecurity protocols are just as vital."}],"attrs":{}},{"uid":"a63c10cf3a434f1db2f218db41217c59","type":"p","children":[{"text":"While safety should be important to any business, "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/law-firm-cloud-security"},"children":[{"text":"cloud security for law firms"}],"uid":"055f4d7934cd47ff81ee29bfa87ad31f"},{"text":" has to be particularly good at performing its intended function. This makes cloud-based options a great choice for law offices."}],"attrs":{}},{"uid":"8978908e3cdf4fff870f2e6636904bdb","type":"p","children":[{"text":"In short, you’ve got to be sure your tools explicitly support compliance and provide excellent "},{"uid":"5e85a580214e4813a7085ab39fb56d20","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/newsroom/security-policies-for-legal-firms","target":"_blank"},"children":[{"text":"security features"}]},{"text":"."}],"attrs":{}},{"uid":"e320a8b6f69642a19f00092b118cedf0","type":"h3","children":[{"text":"Consider data migration"}],"attrs":{}},{"uid":"2af8bfc0751a4e3fb8bc719e7e542cde","type":"p","children":[{"text":"Anytime you choose a new tech solution, you’ll have to feed it your company’s data so it can help as intended. This process of data migration can be smooth and easy or, depending on the tool, labor-intensive and time-consuming."}],"attrs":{}},{"uid":"787b67713a04415184a43c565ae3fb35","type":"p","children":[{"text":"That’s why you’ll be doing yourself a favor by sparing a thought to the data migration process before beginning it. If your tools have specific features to help with this, it’s good to be aware of them beforehand. This lets you plan accordingly."}],"attrs":{}},{"uid":"80f6fe6dbedd4f3dbb9ea53b7f67d6e8","type":"h2","attrs":{"style":{}},"children":[{"text":"Best practices for a smoother legal tech implementation","attrs":{"style":{}}}]},{"uid":"48db3cf34b2f458c9107d291f0d01b73","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"By now, you likely want to start adopting some new legal tech. Before you do, however, we recommend knowing how to make sure the process of doing so progresses smoothly. 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You’d know this because you’re clear on where the data should go and what type of data it is.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"03d3f8a6095a4340857455fd8c25232c","type":"h3","attrs":{"style":{}},"children":[{"text":"Learn about the solutions","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"7566df194ba5457b8ccdfd36be7b10df","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"You’re likely to have at least a few options. Being aware of the differences between them helps with comparisons, so you can ensure you choose the one that suits you best.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"7eb0e54cc0db4439ab2ad1bbd7355ef9","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"For example, say your problem is that you want to improve practice management. Are there any in-house practice management software tools already being used? Do you need a tool that works for the whole practice or only for specific teams or individuals?","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"ee195ca9e5274e2dacf568429ae7db01","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"You’ve also got to know who the solutions are for. Tools created for small law firms and startups won’t suit a large corporation and vice versa.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"83ecddee7ee44b629605b949b7c6f655","type":"h3","attrs":{"style":{}},"children":[{"text":"Involve key stakeholders","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"c3c47926d5464e4ca798e89aeb592c8c","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"The people who have a stake in how your practice is run should have at least some say over which service providers you choose.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"089648f9b2b04cb19830c552d41772b0","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Aside from avoiding conflict later down the line, this ensures you’re able to reach balanced conclusions. That, in turn, means you’re unlikely to end up with solutions that don’t work for the people who use them.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"8a20c43396794384a0b6ece5adf7bee3","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Also, stakeholders will often have thoughts to share on what a solution should be able to do or how it should support the company. This feedback is valuable in helping you choose the perfect tool every time.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"8f2abde445a3443eb3f0c1681b693bd8","type":"h3","attrs":{"style":{}},"children":[{"text":"Designate internal resources","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"2ae21608b476497fb0d2b718f48674e0","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Which teams will be responsible for implementing the tools, and whose budget are they coming from?","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"aabb9ce388b144b99662ba578afa4e50","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"You need to know exactly which internal or in-house resources are being put toward which tools so the implementation process is as seamless as possible.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"f4819ca22c694be1bfa6f5ebfc3a2f1c","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Maybe you’d like certain teams to test different providers’ products, or perhaps you know some departments will be using a tool more than others, in which case their budget will likely contribute more toward securing it.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"077bf282cc334504b3253cf58aa7071c","type":"h3","attrs":{"style":{}},"children":[{"text":"Seek continuous improvement","attrs":{"style":{"color":"rgb(67, 67, 67)"}}}]},{"uid":"c64fc6e027774815b7b802333b6718fe","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"Implementing the ideal solutions in the here and now doesn’t mean there’s no room for growth. As new tools are developed, their capacity for promoting better productivity, ","attrs":{"style":{"font-size":"11pt"}}},{"type":"a","attrs":{"url":"https://assemblysoftware.com/increased-efficiency"},"children":[{"text":"increased efficiency","attrs":{"style":{"font-size":"11pt"}}}],"uid":"e87eaaa6a3c44ff787d42b1a32beb08d"},{"text":", and greater profitability increases as well. While that doesn’t necessarily mean you have to change tools every year, it does mean you can hold providers accountable for giving you the best possible experience.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"b520df674256447f8619ebebbefa9e91","type":"p","attrs":{"style":{"text-align":"justify"}},"children":[{"text":"By always improving the way your law firm runs, you’ll never fall behind the competition. This also helps you stay on top of new trends and ahead of the curve, delighting clients and supporting employees at every turn.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"c649c71b70474465b0850d9c24cfb9d6","type":"h2","children":[{"text":"Streamline workflows with law firm technology"}],"attrs":{}},{"uid":"d03aad6409a24687b3bb443017c4cb62","type":"p","children":[{"text":"From customer relationship management to the automation of repetitive tasks, technology for law firms helps optimize how your law practice runs. As well as giving you an edge over your competition, this ensures you provide the best possible experience to customers. They’ll know to come to your firm if they want their issues resolved quickly, efficiently, and satisfactorily."}],"attrs":{}},{"uid":"f784f2b3d3384d03818d399c5e74c1f9","type":"p","children":[{"text":"At the same time, law firm technology frees up time in your employees’ schedules to fight off "},{"uid":"776827ad0cc749d094ea7c2d76d4b8c3","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/4-ways-reduce-burnout-legal-tech","target":"_self"},"children":[{"text":"lawyer burnout"}]},{"text":". This allows them to contribute more meaningfully to the firm’s success, which in turn helps customers even more and boosts your office’s reputation."}],"attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"}},{"uid":"66f9a3c1a230409f843dd8671c7485aa","type":"p","children":[{"text":"Assembly supports your practice in all these regards, so your firm can streamline workflows while boosting productivity. 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Instead, it's more about automating administrative processes to reduce the hours your team must work to reach the same case outcome, essentially reducing those 60-hour work weeks to 55. One step toward a better work-life balance!   "}]},{"type":"p","uid":"45730b5e5bd84e92afb69fe35799eae4","attrs":{},"children":[{"text":""}]},{"type":"h3","uid":"41107c4652094c9388f69820d630dc77","attrs":{},"children":[{"text":"Leverage case management systems to reduce chaos   "}]},{"type":"p","uid":"cc10ea0e9a1e4b9fb8b5b49b052b7fba","attrs":{},"children":[{"text":"A case management system allows you to create custom checklists, assign tasks to specific team members, set deadlines, organize all case-related documents in one place, and, as previously mentioned, automate processes and workflows. Case management software reduces bottlenecks, manages resources, makes teams more efficient, and increases a firm's profitability. It also reduces arbitrary deadlines, last-minute requests, and unnecessary pressure on staff, reducing workplace stress.   "}]},{"type":"p","uid":"1236d07b713b4f70a9bb366c1b374305","attrs":{},"children":[{"text":""}]},{"type":"h3","uid":"bcd139ae5887464d843157ae5b794e7f","attrs":{},"children":[{"text":"Reduce travel and meetings with digital communications "}]},{"type":"p","uid":"ce628e7841724cf89f5061ce2da22828","attrs":{},"children":[{"text":"Face-to-face interactions with clients, other lawyers, or third parties involved in cases can take up much of your staff's time, especially if they must travel to meetings. Even if you count travel time as billable working hours of a lawyer, off-site meetings still take your team away from their work and slow down their ability to complete other critical case-related tasks. 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Robust "},{"uid":"7e036dac355a45fa8c66861d7634ae07","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"case management software"}]},{"text":", like "},{"uid":"8a83ba01955e49e59ac7b4de7bffe6f4","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_self"},"children":[{"text":"Neos"}]},{"text":", allows you to trigger automated emails and SMS to clients and staff based on workflow triggers that pertain to different stages of the case. Neos also directly integrates with "},{"uid":"b2d3dbe35ef7417f9a7e75a1c51c4eb3","type":"a","attrs":{"url":"https://assemblysoftware.com/integration-partners","target":"_self"},"children":[{"text":"CasePulse Client Portal"}]},{"text":", allowing you to automate case updates, share files, and more. 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It allows new employees to automate the onboarding and training process and offer it remotely, saving everyone time, energy, and expenses. A more flexible work environment brings in top applicants and keeps current employees happier. And decreasing employee turnover ultimately improves growth and revenue for any business. "}]},{"type":"p","uid":"12161b99a6a6484a957fe233f000da26","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"aaf70fc342ee4b83a8533cfcba086cca","attrs":{},"children":[{"text":" Beat the signs of burnout with legal technology","attrs":{"style":{"font-size":"16pt"}}}]},{"type":"p","uid":"b7fb56391ce240e08f8a82675a87d49c","attrs":{},"children":[{"text":"When done right, legal tech investment can significantly benefit law firms, including reducing burnout for law firm employees. Adopting the right legal technology can streamline your operations while ensuring your staff has the headspace they need to do their jobs to the best of their abilities. 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"}]},{"type":"p","attrs":{},"uid":"aa70792701974dd2a2bb212a743bf96c","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"60e621b8d0504f74ba7f66119dafdbc0","children":[{"text":"Assembly officially became a “Great Place to Work” "}]},{"type":"p","attrs":{},"uid":"dfef0a4acd22433f99f616b8d8511b85","children":[{"text":"While everyone who works here could have told you as much, it is now official: "},{"uid":"f36b2faa8c1344adb3dabacd2b357f82","type":"a","attrs":{"url":"https://www.greatplacetowork.com/certified-company/7046855#:~:text=83%25%20of%20employees%20at%20Assembly,a%20typical%20U.S.%2Dbased%20company.&text=Source%3A%20Great%20Place%20To%20Work%C2%AE%202021%20Global%20Employee%20Engagement%20Study.&text=When%20you%20join%20the%20company%2C%20you%20are%20made%20to%20feel%20welcome.","target":"_blank"},"children":[{"text":"Assembly is a “Great Place to Work!” for 2022 and 2023"}]},{"text":". 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"}]},{"type":"p","attrs":{},"uid":"115fe540680d40aa85d9f8b4e6459a6e","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"118345737ea34af6a4b5774eba1a4ec9","children":[{"text":""},{"uid":"bd06ac5a77b344799f06abe4ae893c4a","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/newsroom","target":"_blank"},"children":[{"text":"Check out our Newsroom "}]},{"text":""}]},{"type":"p","attrs":{},"uid":"de71c1bb98e3429e9d454c871d2e4d12","children":[{"text":""}]},{"type":"h3","attrs":{},"uid":"df0f5449205445b2885b74dfdee16380","children":[{"text":"Customer education got even better "}]},{"type":"p","attrs":{},"uid":"c4d9c4fb9594454db69a44d36e3f9e83","children":[{"text":"We like to keep our customers well-informed about how to use Neos. 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Our customers’ engagement, feedback, and testimonials have been a tremendous complement in achieving this and validating the tribute.  Thank you very much to everyone who has played an integral role in enhancing Assembly’s brand identity and shaping our products and services offering, all of which has led to the strategic transformation of a world-class technology software platform for the legal community.","lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Assembly Software's 2022 Year in Review. 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"}]},{"type":"p","uid":"e2291f0f9bdb4bfc9114072a62c98570","attrs":{},"children":[{"text":"Modern law firms need to adapt to new technologies to streamline their practices. With so many options available, staying up to date with the latest technology trends in the legal industry and market developments can feel like a minefield. "}]},{"type":"p","uid":"91f5da0cda024285b2649588c54daeb9","attrs":{},"children":[{"text":"In this blog, we'll cover key trends you can expect to see in the legal technology market in 2023 and how they'll affect law firms throughout the United States. "}]},{"type":"h2","uid":"0e88b5398b0a425bb9d30bb7c95d55a1","attrs":{},"children":[{"text":"Cybersecurity remains crucial "}]},{"type":"p","uid":"f8bca73d24de49eb8327b7ded821aae9","attrs":{},"children":[{"text":"One of the legal trends that continues to be a high priority to modern law firms is the need for secure digital tools that keep confidential data safe. After all, cybersecurity is critical to modern law firms, mainly due to ABA guidelines related to electronic data breaches and protected client information. Also, as many in-house legal departments and law firms shift to hybrid or remote work, your team needs to be even more aware of the cybersecurity risks it faces and how it can reduce them. "}]},{"type":"p","uid":"ea97f4b4cbdd4e5d8944439ec8176739","attrs":{},"children":[{"text":"As such, "},{"uid":"df5ba365a3bb4d0ba396eb1368e8ce96","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/virtual-law-firms","target":"_self"},"children":[{"text":"virtual law firms"}]},{"text":" need to explore secure technology options and offer them full compliance with all relevant cybersecurity and privacy regulations around the world. Maintaining compliance and reducing the risk of security breaches can help law firms and legal departments to offer the level of discretion that clients expect.  "}]},{"type":"p","uid":"dbb47d5fa89247f18cfcec654b30b1f6","attrs":{},"children":[{"text":" "}]},{"type":"h2","uid":"bacced07c0334708bdcfe73e252c4cff","attrs":{},"children":[{"text":"Legal tech spending is increasing"}]},{"type":"p","uid":"06fbc71fd79648deb187324cb37577ae","attrs":{},"children":[{"text":"Law firms are accelerating their spending on legal technology, and this trend looks to continue well into 2023 and beyond. According to"},{"uid":"f508e032e41047399e4da518e86e6d97","type":"a","attrs":{"url":"https://www.gartner.com/en/newsroom/press-releases/2020-02-10-gartner-predicts-legal-technology-budgets-will-increase-threefold-by-2025","target":"_blank"},"children":[{"text":" Gartner's prediction"}]},{"text":", legal technology spending will increase to approximately 12% of in-house budgets by 2025, a threefold increase from 2020. "}]},{"type":"p","uid":"1b6b6fe79ea24e3aa2afd81fa2061f08","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"ee49334653854b31982dd3d76898a67b","attrs":{},"children":[{"text":"Despite economic uncertainty, law firm technology continues to be in high demand as many firms look for ways to streamline administrative tasks, take document storage online, meet productivity demands, and embrace emerging technologies and remote work. As we look ahead, legal technology and innovation will remain an essential part of the legal industry, and law firms will continue to spend money on tech that improves productivity and efficiency. Doing so will allow law firms to find new ways to save time, automate documents and reduce their reliance on physical paperwork, which can reduce admin costs and improve efficiency.  "}]},{"type":"p","uid":"ed96cb0424c4496c831df74b37d79170","attrs":{},"children":[{"text":" "}]},{"type":"h2","uid":"437938cd6619420b846dae883766803a","attrs":{},"children":[{"text":"Legal technology for law firms reduces operating costs"}]},{"type":"p","uid":"b316f214e9ad4351977ba21233cc7458","attrs":{},"children":[{"text":"While legal tech spending is rising, law firms and legal departments don't have money to waste. The global economy is struggling, and the business world will continue to face issues well into 2023, leading many companies in virtually all industries to look for ways to streamline their operations and save time and effort on critical tasks. As such, many legal practices will be exploring ways to improve efficiency by using tech over the coming months.  "}]},{"type":"p","uid":"fe14c1d37bac49c2925a1466d675f0e2","attrs":{},"children":[{"text":" "}]},{"type":"p","uid":"4c9f58340f774235b15a45ca7e8dd562","attrs":{},"children":[{"text":"One popular solution is automated intake processes and workflows. Automation can help firms move through cases faster and with better outcomes when used correctly. Solutions like "},{"uid":"d511dab335d542cb9624a488b450e657","type":"a","attrs":{"url":"https://assemblysoftware.com/neos/intake-pro","target":"_self"},"children":[{"text":"Neos' Intake Pro"}]},{"text":" allow firms to host dynamic intake questionnaires on their website, pre-populating client information to the proper forms for faster client intake. They automate simple firm processes through workflows and checklists to help cut inefficiencies. Law firms save on operating costs by reducing administrative to-do lists.  "}]},{"type":"p","uid":"e743ad4bc8da45e38b997dfe70e10b85","attrs":{},"children":[{"text":" "}]},{"type":"h2","uid":"0c93c80f262c49f4a990adcaff764fa8","attrs":{},"children":[{"text":"The use of virtual legal assistants is rising"}]},{"type":"p","uid":"a58720c1ddd14e5ca674b9c18076954d","attrs":{},"children":[{"text":"With many legal professionals and administrative employees seeking to work from home, the legal market can expect a sharp increase in virtual legal assistants who work outside the office and, in turn, need access to case data wherever they choose to work. "}]},{"type":"p","uid":"5229df1d9e1542d1b457e6a3be844ee2","attrs":{},"children":[{"text":"Many law firms are already embracing tech tools such as video conferencing software and "},{"uid":"9070dbbfff3a4ac3b25883cd5b5c23ca","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_self"},"children":[{"text":"cloud-based practice management software"}]},{"text":" to improve employee satisfaction and reduce the cost of running a physical office. As we move forward, we expect more digital transformation in the legal space and new technology advancements to support it.  "}]},{"type":"p","uid":"fcd6f29ca99d4d21bd71bae43a01c37c","attrs":{},"children":[{"text":" "}]},{"type":"h2","uid":"abdb8ec2ffc64e19913766e244c7c884","attrs":{},"children":[{"text":"Blockchain and crypto are becoming more common"}]},{"type":"p","uid":"683479457fd84d829ec4d26ef90592b0","attrs":{},"children":[{"text":"Cryptocurrencies are still in their infancy in the digital economy, and while they're used as an asset by many investors, they're not commonly accepted as payment. However, that looks set to change, with many companies now agreeing to take cryptocurrency as payment, including many law firms. "}]},{"type":"p","uid":"f962bb1ce6f34924ae8c42a8e87c9e15","attrs":{},"children":[{"text":"With "},{"uid":"6352d7ca84df421d908f1bf7e4145f04","type":"a","attrs":{"url":"https://www.attorneyatwork.com/accepting-crypto-payments/","target":"_blank"},"children":[{"text":"several major players in the legal industry now embracing crypto"}]},{"text":", it is likely that your firm will encounter a customer that wants to use it as payment in 2023. You must understand the risks and considerations around alternative payments in order to "},{"uid":"02b3b7f628fc4d3e9e4e86b417ba6103","type":"a","attrs":{"url":"https://www.attorneyatwork.com/can-lawyers-ethically-accept-cryptocurrency/","target":"_blank"},"children":[{"text":"accept cryptocurrency ethically"}]},{"text":"."},{"uid":"9e21d35db3a840a3954eba4e840b646f","type":"span","attrs":{},"children":[{"text":""}]},{"text":""}]},{"type":"p","uid":"a3037e73fd2d4b19ac38f0bdc668f807","attrs":{},"children":[{"text":"Legal technology may also start to embrace crypto, such as "},{"uid":"51f1fe5b3df346b3830af134e0fd7ad5","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/legal-practice-management-software","target":"_blank"},"children":[{"text":"practice management software"}]},{"text":" that allows crypto payments for legal services or tools to exchange crypto or store it for law firms.  "}]},{"type":"p","uid":"c0e4c7e8bff045de83283d42f3a70768","attrs":{},"children":[{"text":" "}]},{"type":"h2","uid":"b59224b6f925461ba27d0631b2c9bcd8","attrs":{},"children":[{"text":"Utilize the latest legal industry trends to your advantage","attrs":{"style":{"font-size":"16pt"}}},{"text":" "}]},{"type":"p","uid":"290c5722cc9c445b98ebe8fd9baa1ec5","attrs":{},"children":[{"text":"Modern law firms and in-house corporate legal departments need to make the most of the legal tech available to them, which means exploring the latest technological trends."}]},{"type":"p","uid":"cca2fadf37e74e8990f504e59abf9226","attrs":{},"children":[{"text":"For more legal industry updates and insight into the latest "},{"uid":"c677445dd8974b259558f89679da3eb4","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/technology-for-law-firms","target":"_self"},"children":[{"text":"technology for law firms"}]},{"text":", "},{"uid":"109eb2c1513b44ee844d6519d1422639","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs","target":"_self"},"children":[{"text":"check out our blog"}]},{"text":", where we share various updates for legal professionals across the market."}]},{"type":"p","uid":"7eeb4107b86942d3bde9a157e1121c01","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"18c179de2f1f4ad9bc39cbcedabd471b","attrs":{},"children":[{"text":"In the market for legal technology that helps increase efficiency in your practice? Are you exploring "},{"uid":"bed31b2d5f4048f4ac6faf65083e2078","type":"a","attrs":{"url":"https://assemblysoftware.com/cloud-transition","target":"_self"},"children":[{"text":"transitioning to the cloud"}]},{"text":" due to increased remote work?"},{"uid":"c64b7b85e0fd42dcac92776d073e85bf","type":"a","attrs":{"url":"https://assemblysoftware.com/contact-sales","target":"_self"},"children":[{"text":" Contact us"}]},{"text":" to speak with one of our product experts to see how innovative "},{"uid":"2d4b2ee2bbda473982d29b18a57dbf39","type":"a","attrs":{"url":"https://assemblysoftware.com/","target":"_self"},"children":[{"text":"legal software "}]},{"text":"like Neos can benefit your law firm or legal department. "}]},{"type":"p","uid":"41f7b07a472849fdb2d0c0986403a15f","attrs":{},"children":[{"text":" "}]}],"_version":15},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1500,"height":1000},"filename":"AdobeStock_551291180_1.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3cf5f8779004b4d5/690c9a2503a50985387309de/AdobeStock_551291180_1.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3cf5f8779004b4d5/690c9a2503a50985387309de/AdobeStock_551291180_1.jpeg?width=375&height=250&format=webp&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3cf5f8779004b4d5/690c9a2503a50985387309de/AdobeStock_551291180_1.jpeg?width=750&height=500&format=webp&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt3cf5f8779004b4d5/690c9a2503a50985387309de/AdobeStock_551291180_1.jpeg?width=1500&height=1000&format=webp&quality=90 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approximately 12% of in-house budgets by 2025, a threefold increase from 2020","lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Learn about the top legal technology trends you can expect to see in the legal technology market in 2023 and how they'll affect the growth of law firms","meta_keywords":"trends in the legal industry, legal trends, legal tech innovation","meta_title":"Legal Tech Trends of 2023: From AI to Virtual Assistants","no_index":false},"social_media_metadata":{"description":"Learn about the top legal technology trends you can expect to see in the legal technology market in 2023 and how they'll affect the growth of law firms","image":null,"title":"Top 5 Legal Technology Trends to Look Out For in 2023"}},"teaser_text":"Learn about the top legal technology trends you can expect to see in the legal technology market in 2023 and how they'll affect the growth of law firms","topics":[{"display_name":"Legal Trends","title":"Legal Trends","id":"5685b9bf-1eeb-54b0-b31d-87e6b47b16b0"},{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"November 15, 2022","id":"bada5ec2-0c88-52af-b7b4-e2e71925d349","uid":"bltd43dfe29c7f88fe6","title":"Law Firm Cloud Adoption: Top 5 Security Benefits","page_url":"top-5-security-benefits-of-cloud-based-case-management-software","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"0c2f2070f880451fbc62607ec123539b","children":[{"uid":"c022dee4fd6645beac66ca1f61b2b92d","type":"p","children":[{"text":"A significant benefit of "},{"uid":"5abb400c560a418385f26f8918381019","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"cloud-based case management software"}]},{"text":" is anytime, anywhere access. However, with that benefit comes concerns about the security of your data. In reality, when cloud security is done right, it has the power to provide much more robust protection than a firm can provide itself. And, with access to files anywhere, your security goes with you."}],"attrs":{}},{"uid":"b8558e5a310e4c2597b60286b90b4a55","type":"p","children":[{"text":"If you’re"},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/top-10-things-to-consider-about-case-management-platform-transitions"},"children":[{"text":" considering moving your law firm to the cloud"}],"uid":"530f7087d8b94520a4fa801cc063f512"},{"text":", it’s essential to get the facts about security and understand the differences between cloud and on-premise software. Beyond that, you should ensure your software provider’s security is top-notch and supports industry best practices such as robust business continuity plans, disaster recovery, failover, and other critical security practices."}],"attrs":{}},{"uid":"3ada446cdf90498f9e964d78427128a5","type":"h2","children":[{"text":""}],"attrs":{}},{"uid":"afe61e70f0154331ac16fcd515e9ca6a","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Cloud computing for law firms"}]},{"uid":"bcae4a1b3ba346ba9fe6d2a2e3b4685b","type":"p","children":[{"text":"To understand cloud security, a refresher on the cloud is helpful. Although cloud computing has been around for over a decade, it still needs to be understood. Cloud software is services that run on the internet rather than software on a specific, physical device."}],"attrs":{}},{"uid":"ea1b23638fca4b778bd5591e9f95661e","type":"h3","attrs":{},"children":[{"text":""}]},{"uid":"01d718c4b6d74b35806cbf1393ede880","type":"h3","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"What is the cloud?"}]},{"uid":"d62c7356d7134c088bfdc532d1189bbf","type":"p","children":[{"text":"Files stored in the cloud live in off-site data centers where third-party providers manage and maintain data for businesses, which pay a monthly access fee. On-premise software is local to your company and your IT resources, with data stored in hard drives or in-house servers and managed locally."}],"attrs":{}},{"uid":"cb2bb1fae70946b5bc21944165ede2b2","type":"h2","children":[{"text":""}],"attrs":{}},{"uid":"2a8e9773f6594347919ed41f606c44e8","type":"h2","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Cloud adoption in the legal industry"}]},{"uid":"299fd1af28f14e0abbdd15493ef7446d","type":"p","children":[{"text":"Law firms deal with highly sensitive information, so it is not surprising that the legal industry "},{"type":"a","attrs":{"url":"https://www.forbes.com/sites/forbestechcouncil/2022/04/28/practically-every-industry-has-accepted-the-cloud-so-why-not-legal/?sh=70e47b7a7b4d"},"children":[{"text":"has yet to be at the forefront of cloud technology adoption"}],"uid":"ec9ea3571bca456488efccea07552c31"},{"text":". However, given that the first public cloud was launched in the early 2000s, the cloud is hardly uncharted territory, and the number of firms embracing the technology is increasing."}],"attrs":{}},{"uid":"eb6ad9b972cb451f9e7fb6b261e0677d","type":"p","children":[{"text":"In The American Bar Association (ABA)’s "},{"type":"a","attrs":{"url":"https://www.americanbar.org/groups/law_practice/publications/techreport/2021/cloudcomputing/"},"children":[{"text":"2021 Legal Technology Survey Report"}],"uid":"a9145e9ee24347e59dc0480570b22216"},{"text":", the percentage of survey participants that answered “yes” to the fundamental question of whether they had used web-based software services or solutions increased very slightly to 60%. Small firms (of 2-9 and 10-49 attorneys) led the way on cloud usage (66%), with large firms a few percentage points behind. 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They also utilize artificial intelligence (AI)-powered security monitoring to keep data safe. To protect each of the actual data centers, an entire team is devoted to 24/7 physical security with rigorous measures, including biometrics, to enter data centers."}],"attrs":{}},{"uid":"0923cb1ad3d44e2cad68ebe290718d55","type":"p","children":[{"text":"Aside from measures to protect data and data centers from attack, there are some other "},{"uid":"3b0e548b16fb4faa850b7cdf4467eac8","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/newsroom/security-policies-for-legal-firms","target":"_blank"},"children":[{"text":"key security policies"}]},{"text":" and concepts to be aware of when thinking about cloud platforms for lawyers:"}],"attrs":{}},{"uid":"8dc94423ccda450c8cf16c93eac1f1d2","type":"ol","children":[{"type":"li","children":[{"text":"Disaster recovery – How quickly can your business restore from catastrophic failure? 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The basic flow of law firm inbound marketing consists of potential clients searching online, finding your firm or website through compelling content, and then becoming a qualified lead. "}]},{"uid":"528ffa2c617546979c684e2e3cfc2c8c","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"03fd95ff9ac74bc68c0e4aed681c42bc","type":"p","attrs":{},"children":[{"text":"Inbound marketing for law firms includes all the valuable content that a potential client might use to learn more about the law, your firm or that answers questions about their case or possible case. "}]},{"uid":"4d17104cdfb0449f9847b810e64d9c9d","type":"p","attrs":{},"children":[{"text":"Inbound marketing can include: ","bold":true},{"text":" "}]},{"uid":"7aaf8701b26145429e8e3dd2e1ab1097","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Blogs"}],"uid":"8a2f90b43e5d4865920cadc9ca1900da"},{"type":"li","attrs":{},"children":[{"text":"Guides"}],"uid":"d7fda5b0c5f847a49634ebec51d48ea0"},{"type":"li","attrs":{},"children":[{"text":"Infographics"}],"uid":"54fc1b35b9f142c8b259525f6f591f65"},{"type":"li","attrs":{},"children":[{"text":"White papers"}],"uid":"c4b2c2f88aa74ae5997aa417b733bd88"},{"type":"li","attrs":{},"children":[{"text":"E-Books"}],"uid":"58f07102f3ac46769f48bd0b5eedad13"},{"type":"li","attrs":{},"children":[{"text":"Case studies"}],"uid":"63658334d4bf47a0aabb257a760970cf"},{"type":"li","attrs":{},"children":[{"text":"Webinars"}],"uid":"bb1bd300abb74ced832fa13117c88706"},{"type":"li","attrs":{},"children":[{"text":"Video content"}],"uid":"674f5141d786471bab2acffc47d68981"},{"type":"li","attrs":{},"children":[{"text":"Podcasts"}],"uid":"caece787abba4245a87f88fa30705bf1"}]},{"uid":"8cf240d1ce7c49388515e73e7e087b67","type":"h2","attrs":{},"children":[{"text":"Benefits of Inbound Marketing for Law Firms"}]},{"uid":"c3ba1cbe398b4e7084f2ba2cb1f09cb4","type":"p","attrs":{},"children":[{"text":"Inbound and content marketing focuses on creating and nurturing a potential client's \"know, like, and trust\" with your firm. That makes it different from other types of sales and paid marketing that your firm might be doing. "}]},{"uid":"7225ffa67e044d17b43ee441dfa95d5a","type":"h3","attrs":{},"children":[{"text":"Builds Trust"}]},{"uid":"76562bff738a45a1b1be47bc937279dc","type":"p","attrs":{},"children":[{"text":"A law firm's inbound marketing is all about enhancing credibility. Particularly in the legal field, potential clients want to find someone they can trust. That's the principle behind client referrals in the first place. A blog or other content that denotes expertise on relevant topics, thought leadership, and helpful tactics to address visitors' concerns build that trust. Ideally, the content you create has a strong CTA that helps visitors become leads you can follow up with. "}]},{"uid":"579a02c07bc84b39957b92cc535b76a3","type":"h3","attrs":{},"children":[{"text":"Cost"}]},{"uid":"5952957b67114c95bc6f9b7857fddadf","type":"p","attrs":{},"children":[{"text":"Believe it or not, getting clients to come to you will require less investment in the long run. Think how many resources you'll save if the leads you follow up with have already demonstrated interest. According to Demand Metrics, inbound marketing costs 62% less than traditional marketing and generates three times as many leads."}]},{"uid":"598cde75d49b467d9a1f47d9cd3d6770","type":"h3","attrs":{},"children":[{"text":"Lead Intelligence"}]},{"uid":"1d06572fed88474fae43cb3411a66030","type":"p","attrs":{},"children":[{"text":"Savvy legal marketers know that information is key to targeting the right individuals. Rather than promoting on broad channels hoping something sticks (which can consume a lot of time and budget), your law firm's inbound marketing tactics help you collect the information you can use to your advantage. With valuable content, you'll generate traffic organically. Then, you can leverage the insight you've acquired to build a relationship, nurturing those leads into relationships. To convert website traffic into leads, try tactics like:"}]},{"uid":"f7f54286b03f4521b870daed336bef89","type":"h3","attrs":{},"children":[{"text":"Better Relationships"}]},{"uid":"5bce483270734879a584f6dc653f3381","type":"p","attrs":{},"children":[{"text":"A one-sided marketing approach offers very little feedback from your prospects. However, an inbound marketing approach encourages conversation, questions, and customer feedback. The result is an opportunity to evolve as a law firm based on listening to your clients through meaningful conversations on places like social media."}]},{"uid":"675cb227d87e4ba5b39c5bbe33fa632c","type":"h3","attrs":{},"children":[{"text":"More Affordable"}]},{"uid":"b18ac6e0f789474181140fbaa8eefe3e","type":"p","attrs":{},"children":[{"text":"Outbound marketing involves unsolicited advertisements urging people to buy what you're selling. Traditional advertising isn't just pricey but doesn't always promise a return. You can think of it as putting all your bets on one horse, and the horse loses the race. However, inbound marketing requires far less advertising budget and is much more likely to generate a high return on your investment. "}]},{"uid":"562fec98ef334364beb567da9c4706b2","type":"h2","attrs":{},"children":[{"text":"Inbound Marketing Tips for Lawyers"}]},{"uid":"55962b59f3c7441c81208f5bb14776ed","type":"p","attrs":{},"children":[{"text":"Below we will give you seven tips for how you can create powerful inbound marketing for your law firm. Most of these are simple ways to create content that will resonate with your potential clients. "}]},{"uid":"6fe3892704b24dc399435633b410e61e","type":"h3","attrs":{},"children":[{"text":"Set Content Marketing Goals"}]},{"uid":"25f913685e5542ed9edb83c130d409f0","type":"p","attrs":{},"children":[{"text":" You always want to use a mix of metrics, including the data points that might not include revenue but lead to conversions and income, showing how you're getting closer to your bottom line. "}]},{"uid":"cbcc0c7572664894a566027fc527954f","type":"p","attrs":{},"children":[{"text":"Create goals for your firm that outline what you want to achieve with your inbound or content marketing. These goals could include creating brand awareness, increasing organic traffic, improving organic rankings, and generating leads and new clients."}]},{"uid":"63c74ca8d7ff4a2296f532ebea8bf5d2","type":"p","attrs":{},"children":[{"text":"If you're pursuing email marketing or even more focused on social media marketing, you can rely on lagging indicators such as engagement, followers, or new subscribers. But also track your leads and conversions. To correctly track your content marketing, you always want to use a mix of metrics, including the data points that lead up to conversions and revenue, that show how you're getting closer to your bottom line. "}]},{"uid":"f2f182ccd194427ebb8c1cc4f82a756d","type":"h3","attrs":{},"children":[{"text":"Look at What Your Competitors are Doing "}]},{"uid":"1f17ba52c5d940b999997e848c65521c","type":"p","attrs":{},"children":[{"text":"Once you have defined your goals and metrics, you'll want to take the time to look at the market and understand how your competitors are pursuing inbound and content marketing."}]},{"uid":"0922fc5e0c184e4db309d431aea8e5b0","type":"p","attrs":{},"children":[{"text":"Start by making a list of your top three to five competitors. "}]},{"uid":"d7838576f8194f06a1a129737f6a7726","type":"p","attrs":{},"children":[{"text":"Then visit their websites. Blogs and social media profiles to answer questions about what they are doing, such as:"}]},{"uid":"74d526b6e0dd40708c0bdb82fa25b0e3","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"What channels are your competitors using?","bold":true}],"uid":"60e7f6e8968e47e9961f4eaaca5d68f6"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Are they actively posting on social media? "}],"uid":"6d7f72c7fbb440969055e24e055c396a"},{"type":"li","attrs":{},"children":[{"text":"Are they participating in a Facebook group or posting on LinkedIn?"}],"uid":"8794025c4cac4445913fa5d89cc494d2"},{"type":"li","attrs":{},"children":[{"text":"Do they have an email newsletter?"}],"uid":"192e47d511084011b1502a86173d8d2c"}],"uid":"51713305e50d476485f154c8eb608d1d"},{"type":"li","attrs":{},"children":[{"text":"What kind of content (and at what frequency) are these competitive firms publishing?","bold":true}],"uid":"23e7903a5b6b4a27a3a1143ca1d8c8ab"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"How often do they post blog articles?"}],"uid":"ea6fd9fb01dc403a82e7abed9b6f8b67"},{"type":"li","attrs":{},"children":[{"text":"Do they have an active YouTube channel? "}],"uid":"755b6f36ecfd45a6b112e1779363dd3f"},{"type":"li","attrs":{},"children":[{"text":"Do they send out a podcast episode live every week?"}],"uid":"ba1c69bcf0314506908ce62787c471bc"}],"uid":"423b386650564780ad3891c1823accd8"},{"type":"li","attrs":{},"children":[{"type":"fragment","attrs":{},"uid":"62469722abf94f4c942416a44c509149","children":[{"text":"How much website traffic do their websites get (using tools like ","bold":true}]},{"type":"div","attrs":{},"children":[{"type":"fragment","attrs":{},"uid":"81086bdb38e8458fba1ff77a8e59f120","children":[{"text":""},{"type":"a","attrs":{"url":"https://ahrefs.com/"},"children":[{"text":"Ahrefs","bold":true}],"uid":"ed092ef9508544aca4e32346236b5389"},{"text":""}]}],"uid":"a2ddc01b7dbf49989ead6e295e2ebeb1"},{"type":"fragment","attrs":{},"uid":"b8d0354294ad4a67a5e64da6be2289cf","children":[{"text":" and ","bold":true}]},{"type":"div","attrs":{},"children":[{"type":"fragment","attrs":{},"uid":"c403b7b52d5642f9a6353d738c46f265","children":[{"text":""},{"type":"a","attrs":{"url":"https://www.similarweb.com/"},"children":[{"text":"SimilarWeb","bold":true}],"uid":"5e0f08478f1a444b8c450e66b39aa6cb"},{"text":""}]}],"uid":"7155cb6d9f2b4d5bbf5723c70d3056fa"},{"type":"fragment","attrs":{},"uid":"4655c17ac6224cc49fac9cedcd7e907c","children":[{"text":" to find the same)?","bold":true}]}],"uid":"50a007616194438b9932cbe6c32ece3d"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"What are the organic keywords their sites are ranking for?"}],"uid":"fe3fddfb5ca8438ebb2168c5d55c3cca"},{"type":"li","attrs":{},"children":[{"text":"What's their domain rating (DR), and the sites have they gotten links from?"}],"uid":"cea0e7ed43724908b0dae443f35fdb8e"}],"uid":"d2cace82c5254c229b5c9cde7a497fbb"}]},{"uid":"2d882e4bf6dc44d1bba8e81f71fafe7f","type":"p","attrs":{},"children":[{"text":"These answers will help you explore the tactics already working for law firms in your market. You can integrate them into your content strategy where it makes sense. "}]},{"uid":"ce070549426f4e71bb214b1a7251c54c","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"29fc4975172a41ff88f1c7d898e9935e","type":"h3","attrs":{},"children":[{"text":"Create for Every Step of the Client Journey"}]},{"uid":"e8486f4c544744aa96fefce4703cc47d","type":"p","attrs":{},"children":[{"text":"If you've "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/target-market-for-law-firms"},"children":[{"text":"defined your ideal client,"}],"uid":"875a7c3bc2d3497eb50285eb87318fd8"},{"text":" you should know your audience, which enables you to create content with them in mind. Rather than casting a wide net when creating content for your law firm, choose to create pieces of content that relate to "},{"type":"a","attrs":{"url":"https://www.searchenginejournal.com/customer-journey-seo/351938/?itm_source=site-search&itm_medium=site-search&itm_campaign=site-search"},"children":[{"text":"each step of the client's journey"}],"uid":"80661ef98db247dca88719d108103495"},{"text":"."}]},{"uid":"a6fc1d265b6c49d6a781697e3b7f03c3","type":"p","attrs":{},"children":[{"text":"To create engaging content for your clients, you need to understand what information they are seeking and what they need and want. "}]},{"uid":"6b2aa61084b54741a0352739342475b0","type":"p","attrs":{},"children":[{"text":"Take the time to research and define the demographics of existing clientele and your firm's followers on social media platforms. Doing this can help provide valuable data that will guide you in creating the type of content that resonates with your target audiences."}]},{"uid":"78d1145aa1dc4f1896c48df3ab7a8d94","type":"h3","attrs":{},"children":[{"text":"Focus on Your Specialty "}]},{"uid":"427e1f36327d47cebef8be6fe4d3180a","type":"p","attrs":{},"children":[{"text":"When creating content for your inbound marketing, not only do you want to be sure you're talking to your ideal client, but now is the time to highlight and focus on your areas of expertise. You want to demonstrate your legal knowledge and create awareness of your firm's legal experience. "}]},{"uid":"24b2a9a9c7904683881fff1dd74a9516","type":"h3","attrs":{},"children":[{"text":"Write the Questions You Get Asked"}]},{"uid":"ddbe092f406e4cff905c0d7bf4f5339c","type":"p","attrs":{},"children":[{"text":"Besides competitor analysis, we highly recommend you capture content ideas and inspiration based on your conversations with your customers."}]},{"uid":"034f7a81010244078b1b72117b4cb891","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Do your prospective clients repeatedly ask you similar questions?"}],"uid":"4a74c5f33b104f7d88d12a9bccebe473"},{"type":"li","attrs":{},"children":[{"text":"Is there a channel or source they often know about you from?"}],"uid":"5f5bb45088244119b0531e5ebf707cb6"}]},{"uid":"16a060aa8e9943ed94d95733af4525e7","type":"p","attrs":{},"children":[{"text":"Then it may make sense to integrate these content ideas and channels into your strategy. "}]},{"uid":"eaa007ed47a04fa88e75ed739cb2e846","type":"p","attrs":{},"children":[{"text":"When creating your content, answer in simple, understandable language that always includes calls to action. These might be contact details or downloading useful documentation (a checklist, guide, or an e-book) in exchange for their email addresses so that you can send them marketing material later."}]},{"uid":"f114e497b35e40c5aea2ab7c638996b5","type":"h3","attrs":{},"children":[{"text":"Use Different Types of Content "}]},{"uid":"f6d61c7da8b8481faa582a856e12f613","type":"p","attrs":{},"children":[{"text":"To learn what types of content your ideal client will respond to, you will want to test various types of content as part of your strategy. Once you do different types of content, you can look at your data points to see which ones produce the best results for your firm. "}]},{"uid":"86824f25102a42cdb6d77ace4cdf3fd2","type":"p","attrs":{},"children":[{"text":"Blog posts","bold":true}]},{"uid":"fe1c556b57fe4ae9a9156b956573f1b0","type":"p","attrs":{},"children":[{"text":"Write engaging blog posts that are helpful and focused on your areas of legal expertise—this is a great way to utilize content to build trust in your law firm and increase overall credibility. "}]},{"uid":"cb2738a82e4a4df5be118c16604f4f21","type":"p","attrs":{},"children":[{"text":"In addition, when effective search engine optimization strategies are used in a content marketing plan, blogs can increase organic rankings on search engines and overall exposure to your potential clients, which will help your law firm increase leads. "}]},{"uid":"2c6fd83ba1b04a448a65ecebe9759748","type":"p","attrs":{},"children":[{"text":"Listicles","bold":true}]},{"uid":"a7d5b45c10474b3387cc75db9a278744","type":"p","attrs":{},"children":[{"text":"Listicles are precisely what they sound like: articles that are a list of something. Since they are simple and easy to consume, they are a popular type of content online. "}]},{"uid":"dd13be837dc3495b9a978c87fc018595","type":"p","attrs":{},"children":[{"text":"Law firms can utilize this type of content to share tips about things that tie back into your practice types and areas of expertise, such as: "}]},{"uid":"aff86e7851db4ec984f578fc1fb35f16","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"12 recommendations for accident prevention"}],"uid":"17ffa59052e54ee4b54cea7653cd4c9a"},{"type":"li","attrs":{},"children":[{"text":"Six tips for a smooth divorce"}],"uid":"6caf318a03a148d1850abbb4a70d85a0"},{"type":"li","attrs":{},"children":[{"text":"Five legal options when accidents occur. "}],"uid":"3ce1de13da9042068cea08a93e1e37eb"},{"type":"li","attrs":{},"children":[{"text":"Nine ways to protect yourself against injuries in the workplace. "}],"uid":"9dbd20a6e12c47d1b0d8df51e65a0da2"}]},{"uid":"b2833eadfdb94e5fae583172332db766","type":"p","attrs":{},"children":[{"text":" ","bold":true}]},{"uid":"bf55f34b73544dcf85c0c14e102f5caa","type":"p","attrs":{},"children":[{"text":"e-Books","bold":true}]},{"uid":"5dd047e0fa0747e4a61d338913558660","type":"p","attrs":{},"children":[{"text":"e-Books are a great way to demonstrate your legal expertise and develop authority. They should not be just long, text-based documents. Aim to keep them easy for your target audience to consume, scan, find, download and share. The ideal legal e-book will provide readers with valuable direction and actionable solutions."}]},{"uid":"9496236a13e24d069da782ff95e5628f","type":"p","attrs":{},"children":[{"text":"Infographics","bold":true}]},{"uid":"45e08e347861421088713b8d80856758","type":"p","attrs":{},"children":[{"text":"One of the most popular types of content created currently is the infographic. They convey a vast amount of information in a visually appealing way. Infographics are sharable, easily digestible, and engaging. Effective infographics are"},{"type":"a","attrs":{"url":"https://www.searchenginejournal.com/best-content-types/194679/"},"children":[{"text":" three times more likely to be shared"}],"uid":"65a3447cde06469cb2e1a655d7c63201"},{"text":" on social media. "}]},{"uid":"1b50057a152e4e0fa846c309372e0f98","type":"p","attrs":{},"children":[{"text":"Video","bold":true}]},{"uid":"5c5216a92dff41fe94f7114f17123488","type":"p","attrs":{},"children":[{"text":"Most people prefer video content over written content—it's faster and easier for them to watch, and they can multitask as they consume it. Because of this, video has grown as the most popular form of online content. "}]},{"uid":"4eb12bb35f1a45bcae542a21a4401d1b","type":"p","attrs":{},"children":[{"text":"Investing in video content may help reach your target audience by explaining critical pieces of information in a format they already enjoy. Videos can also drive traffic to your "},{"uid":"f8bc463bc7fb482a9c5e9e52e8e607ff","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/website-for-law-firms","target":"_self"},"children":[{"text":"law firm website"}]},{"text":". You can also upload them to YouTube—one more way to enhance visibility—and embed them in your blogs to make them more interactive. "}]},{"uid":"4c4fc46b7f084e6395e76c5fc3d8a5f2","type":"p","attrs":{},"children":[{"text":"Plus, once your audience lands on more content, you can encourage further engagement through clear, strong calls to action and relevant links. "}]},{"uid":"daa9d990391641bb9151458bb56efe2e","type":"p","attrs":{},"children":[{"text":"Case Studies","bold":true}]},{"uid":"434c7c8a2ae14ce0b8cc8f7df5eb8071","type":"p","attrs":{},"children":[{"text":"Case studies are a priceless way to illustrate how your firm has worked with clients and gotten a successful outcome. They show you have experience in your specific legal areas and that your law firm can relate to and understand your audience's legal struggles. An excellent case study is written in a way that's personable, empathetic (consider testimonials of past clients), and in the correct language for the audience. "}]},{"uid":"718ce7300bc643e0a5bd66213031a629","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"b7609188006242d5bde7e5a3e71c12c0","type":"h2","attrs":{},"children":[{"text":"Attract More Potential Clients with Law Firm Inbound Marketing"}]},{"uid":"7ca4e91ec2a4488a92eb5cdcf0230e84","type":"p","attrs":{},"children":[{"text":"As a law firm, it's crucial to understand how inbound and content marketing can help you attract new clients. This approach differs from traditional marketing because it focuses on building relationships by providing valuable information instead of just promoting your firm through sales communications and paid advertising channels. "}]},{"uid":"b80ef4c69e4042ab9fa2cc14c090f807","type":"p","attrs":{},"children":[{"text":"Remember, the key is to create high-quality content that resonates with your target audience to build trust and establish yourself as a thought leader in your 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Firms","page_url":"efficiency-for-family-law-firms","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"75bb50e24dd148d7b45d91c0d8c39594","type":"doc","attrs":{},"children":[{"type":"p","uid":"e0bfdbce519845ca95918ed794652da3","attrs":{},"children":[{"text":"For family law practices, efficiency and productivity are critical. The more you can get done, the more clients you can serve effectively, and the more cases you can win. But with so much on your plate, it can be hard to know where to start. That's why we've put together this list of six tips to help you be more efficient and productive in your family law practice."}]},{"uid":"09279905973f486c8b2553862ef21082","type":"h2","attrs":{},"children":[{"text":"1. Automate Tedious Tasks with Technology"}]},{"uid":"de50fe1f89064710ad44d6d24cdd9ff6","type":"p","attrs":{},"children":[{"text":"For any family law firm, daily tasks need to be completed; from "},{"uid":"9040aab922b543bfbbd814dc49403786","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/law-firm-client-intake","target":"_self"},"children":[{"text":"law firm client intake"}]},{"text":" to case management to administrative work, there is much to do and keep track of. Automation can help streamline many of these. "}]},{"uid":"22ebe344019e474c80c9715b3b6e7370","type":"p","attrs":{},"children":[{"text":"One survey showed that about "},{"uid":"82324d6a1778476681682c706e5418a1","type":"a","attrs":{"url":"https://www.cnbc.com/2020/02/06/technology-is-changing-the-legal-profession-and-law-schools.html","target":"_blank"},"children":[{"text":"23% of an attorney's workflows could be automated. "}]},{"text":"\nWhen processes and workflows are automated, tasks can be completed more efficiently and with fewer mistakes. "}]},{"uid":"d4fce99940614617a51d64714958a73c","type":"p","attrs":{},"children":[{"text":"Automation frees up the attorney's and staff's time, allowing them to focus on more important things. "}]},{"uid":"1bdf15d8761f49baa900ba4484f3e55e","type":"p","attrs":{},"children":[{"text":"Additionally, automating tasks can help improve your client's overall experience, communication, and collaboration within the firm. With all of these benefits, it's clear that automating tasks is essential for any family law firm."}]},{"uid":"c2d32d555a3a4d3abffac6566cc6e6de","type":"p","attrs":{},"children":[{"text":"Here are a few things that you could consider automating within your family law firm: ","bold":true}]},{"uid":"b017a46aeb9b4938a382bdd3e8532fd7","type":"ul","children":[{"uid":"c59c058c6d33471783140d934072a336","type":"li","attrs":{},"children":[{"text":"Invoice creation, approvals, and delivery  "}]}],"attrs":{}},{"uid":"4b1452152892488098fbf1593fc11288","type":"ul","children":[{"type":"li","attrs":{},"children":[{"text":"Document drafting  "}],"uid":"ff998733f9ce40709b783ee5250f7dff"},{"type":"li","attrs":{},"children":[{"text":"Payment reminders  "}],"uid":"b2622edceda34f85a8c9773a7d73b776"},{"type":"li","attrs":{},"children":[{"text":"Overdue Account Alerts  "}],"uid":"98628a4f98844936ab2ec9a74dbb1831"}],"attrs":{}},{"uid":"68baf8b654a943e281870a6e235f504d","type":"h2","attrs":{},"children":[{"text":"2. Streamline Your Document Production Process"}]},{"uid":"3073c70a42a74d4fa160b4e58c37d0c7","type":"p","attrs":{},"children":[{"text":"According to the American Bar Association (ABA), drafting legal documents is a “mission-critical function” for all law practices. Your legal documents should capture your practice’s intellectual capital and set it apart from competitors. With the hyper-competitive legal market today, attorneys need to seek out and adopt new legal technologies to streamline their processes and make them quicker and more efficient."}]},{"uid":"d38cc7e6bc3a4bdaab6544d76d768eea","type":"p","attrs":{},"children":[{"text":"Attorneys can harness these new technologies to streamline the drafting process while retaining document integrity."}]},{"uid":"6f15bbad2adb4969b15f92690c6db2f2","type":"h3","attrs":{},"children":[{"text":"Collaborate in the Cloud ","bold":true}]},{"uid":"00d6710be6b442589b7724bf8f53b181","type":"p","attrs":{},"children":[{"text":"Many family law practices still use desktop-based systems to draft their client documents. However, creating and sharing documents on an individual computer means attorneys and their staff waste precious time and energy sharing and later searching for the most recent version of files. "}]},{"uid":"9a9449b708c74259b83352a95b5e681c","type":"p","attrs":{},"children":[{"text":"While this process may have been the standard twenty years ago, today, there are much better choices for drafting and collaborating on legal documents. One of the best options is to use a cloud-based system like Neos rather than a physically-based one."}]},{"uid":"8267291ec5c047ba803fb66bec746e59","type":"p","attrs":{},"children":[{"text":"\nThe cloud offers the following advantages:","bold":true}]},{"uid":"ef905a1dc7a440dd8d0ef164c8b2e772","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"It is more cost-effective.","bold":true},{"text":" Rather than purchasing and maintaining physical servers in-house, firms can use cloud-based data storage space. Also, because these systems update themselves, attorneys do not need to worry about maintenance costs."}],"uid":"6f15c7dc99834c70a85ab2ba19759a5f"}]},{"uid":"e868e9f0e3bc4e1a9b8d128143c7d2db","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"It provides the ability to collaborate from anywhere","bold":true},{"text":". Because documents are stored in the cloud, they can be accessed on-demand from anywhere, making collaboration easy and immediate."}],"uid":"8bdcca3578c04863b7fa0f592a92e445"},{"type":"li","attrs":{},"children":[{"text":"It is more secure.","bold":true},{"text":" Cloud-based systems are often better at mitigating data breaches and security risks."}],"uid":"b368fa0976af4a1e9214da670fda9787"}]},{"uid":"d1ff5ffe8c084359b9ea04191a9d0d98","type":"p","attrs":{},"children":[{"text":"The cloud is rapidly overtaking traditional in-house systems as a scalable and cost-effective solution for many legal needs, including drafting. One such drafting system that utilizes the benefits of the cloud is "},{"uid":"7456ce6e0cec454ca798315c391b9d43","type":"a","attrs":{"url":"https://assemblysoftware.com/neos","target":"_blank"},"children":[{"text":"Neos, our cloud-based case management system."}]},{"text":""}]},{"uid":"d8e1e2f52dc64fc6adde4679d0cd2583","type":"h2","attrs":{},"children":[{"text":"3. Use a Task Management System"}]},{"uid":"d73999958cb945d1b77c2a0999659bc2","type":"p","attrs":{},"children":[{"text":"\nTask management for law firms is critical to increasing efficiency and productivity. You can easily lose track of your most essential tasks without a system. From managing caseloads,  demanding clients, and the constant tracking of billable time, it’s easy for vital tasks to get lost in the shuffle."}]},{"uid":"a3e5f18f251c45329cfdc7dce60f5a73","type":"p","attrs":{},"children":[{"text":"If you don’t have a standard task management system in place, it’s easy for partners and associates to create their own way of completing tasks, even if it unknowingly causes more chaos for the firm. "}]},{"uid":"ac0211a75f2f4ee4b8cf2c0c6053de07","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"When you keep all task and project-related information in one place, you can refer back to it easily later and get things done quicker. A "},{"uid":"109ff9367db3499d8d6d65e2b28dc441","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/family-law-case-management-checklist"},"children":[{"text":"family law case management checklist"}]},{"text":" also helps you set better priorities. Knowing what and when tasks need to be completed helps you better prioritize your time and energy. "}]},{"uid":"77bb89f974b24601be3539a3b475aa5b","type":"h2","attrs":{},"children":[{"text":"4. Set Dedicated Times for Email, Messages & Calls"}]},{"uid":"d867d9dcb0b0471ca4977040bdd3a4bc","type":"p","attrs":{},"children":[{"text":"Work communication isn't just in-person meetings and emails any longer. Today, messages are sent across dozens of platforms, from Teams and Slack to text messages, WhatsApp, Voxer, and Facebook. That's not to mention returning phone calls and listening to voicemails."}]},{"uid":"6187287580cf4f328ff01e1b61eb9628","type":"p","attrs":{},"children":[{"text":"The world is literally full of things that want your attention. It becomes easy to get stuck in the loop of answering all these messages, putting in longer hours to “catch up.” But if we shift to "},{"text":"answering","italic":true},{"text":" emails at all times, we shift to "},{"text":"receiving","italic":true},{"text":" emails at all times, a vicious problem."}]},{"uid":"d317a63e22e5424a8822f669e9b53813","type":"p","attrs":{},"children":[{"text":"While it might not feel like it, you do have the power to make choices and set boundaries around:","bold":true}]},{"uid":"05eecd7c58c149da82457ff69a7f8902","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"When you read, write, and send emails"}],"uid":"ab4c41d932d3487f97850bca82de28a6"},{"type":"li","attrs":{},"children":[{"text":"The types of meetings you accept, and what block of time in your week you schedule them"}],"uid":"d248f596424a43edacd67c3e82d3f92d"},{"type":"li","attrs":{},"children":[{"text":"When you are available to respond to emails and meetings (both in person and virtually)"}],"uid":"147be43cd6ad473597aebc36f554150e"},{"type":"li","attrs":{},"uid":"ad7ab3dae31e43e6b67453d38a98a692","children":[{"text":"When you will listen to voicemails and return calls \n"}]}]},{"uid":"db5039eb96eb4a36be76d6ed12d0cc7c","type":"p","attrs":{},"children":[{"text":"The curse of immediacy is the feeling and expectation that emails, instant messages, and meeting requests must be responded to immediately. This keeps you from focusing on what is most important, but by putting a few parameters in place regarding when you check emails, when you respond to calls, and when you are available for meetings, you can take back control of your overall schedule. "}]},{"uid":"6068ee9076514b93a14b50934fd0b154","type":"h2","attrs":{},"children":[{"text":"5. Use Case Management Software for Calendaring & Invoicing"}]},{"uid":"4609995f60c5476da65cb3f7204cff99","type":"p","attrs":{},"children":[{"text":"With the competitive landscape in family law and the fast-paced nature of today's world, it's more important than ever to take advantage of "},{"text":"every available time-saving tool.","bold":true},{"text":" That's why "},{"uid":"4f5b5b1da54d4530b0ee0e95203054c3","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_blank"},"children":[{"text":"case management software"}]},{"text":" that offers a "},{"uid":"777b4c2a0e07440fb5acd1206ee2ca6b","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/lawyer-time-tracker","target":"_self"},"children":[{"text":"lawyer time tracker"}]},{"text":" with calendaring and online invoicing features."}]},{"uid":"ac20285745814c84914da8160ad4c1a7","type":"p","attrs":{},"children":[{"text":"Automating these key workflows eliminates possible human errors and saves time for everyone in the firm. Plus, when you streamline your firm's billing process, it will help your firm to improve your firm's cash flow. "}]},{"uid":"2d0b1ac3b29f482eb0f0bb10bc2ea32f","type":"h2","attrs":{},"children":[{"text":"6. Stay Up-to-Date on Legal Technology & Trends"}]},{"uid":"d451b4594f1e4d30ac56576a24e4f307","type":"p","attrs":{},"children":[{"text":"Technology in the legal industry is going through some significant reinventions. Lexis Nexis reports on the legal trends that are currently affecting the industry. Of the trends listed, six of those trends are directly related to the use of technology within law firms."}]},{"uid":"f6a4f6250b414c758dcf6705c689973d","type":"h3","attrs":{},"children":[{"text":"Subscribe to Newsletters & Blogs"}]},{"uid":"d9d022f70da0446fad946210a5a796d1","type":"p","attrs":{},"children":[{"text":"As the legal profession evolves, lawyers must stay up-to-date on legal technology and trends. One way to easily stay on top is to subscribe to newsletters and blogs focusing on changing trends and legal tech. "}]},{"uid":"b912426350fa4ddc9e904551c0a2ffbd","type":"p","attrs":{},"children":[{"text":"\n"},{"text":"Here are a few sites and newsletters to consider reading and subscribing to: ","bold":true}]},{"uid":"36e952798e9d48c49b97946c6b94c019","type":"p","attrs":{},"children":[{"bold":true,"text":""},{"uid":"e48fffed90c34dd7903813aed263fad6","type":"a","attrs":{"url":"http://www.americanbar.org/groups/departments_offices/legal_technology_resources.html","target":"_blank"},"children":[{"text":"ABA Legal Technology Resource Center"}]},{"text":"","break":true}]},{"uid":"35b914f3cdfa42b393059b8313377078","type":"p","attrs":{},"children":[{"text":""},{"uid":"81c3a90d84ec413981d8a4a4f70f9eaa","type":"a","attrs":{"url":"https://legaltechnology.com/","target":"_blank"},"children":[{"break":true,"text":"Legal Technology"}]},{"text":""}]},{"uid":"3a3af42806a74550848392ddbf1a7a99","type":"p","attrs":{},"children":[{"break":true,"text":""},{"uid":"1212358eadde4d04b9cec8eb6e78defc","type":"a","attrs":{"url":"https://www.lawtechnologytoday.org/","target":"_blank"},"children":[{"text":"Law Technology Today"}]},{"text":"\n","break":true},{"uid":"b1ac4bd6c6b546bfa870586735552c0c","type":"a","attrs":{"url":"http://abovethelaw.com/technology/","target":"_blank"},"children":[{"text":"Above the Law"}]},{"text":"\n","break":true},{"uid":"3e608ec54d6042ff839dacb82add7ce4","type":"a","attrs":{"url":"https://contractbook.com/legal-tech-institute","target":"_blank"},"children":[{"break":true,"text":"Legal Innovation League "}]},{"break":true,"text":""}]},{"uid":"befafcca0b984f5dbc5455fbb4afa922","type":"p","attrs":{},"children":[{"text":""},{"uid":"7cb1185b037747fab8530705e4bfce8b","type":"a","attrs":{"url":"https://www.lawnext.com/","target":"_blank"},"children":[{"break":true,"text":"LawSites"}]},{"text":""}]},{"uid":"894aac7f20204172b6e3cabd0ae52ed2","type":"h3","attrs":{},"children":[{"text":"Attend Industry Events"}]},{"uid":"ad530439f75145cbb50dc79d0be49921","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"39a1ac9f895d455cb7d06dc9e252fab1","type":"p","attrs":{},"children":[{"text":"Another way to stay up-to-date on what is happening in the industry is to consider attending industry conferences such as: "}]},{"uid":"2c730e38c5324bbcb6b22eee96f733fd","type":"p","attrs":{},"children":[{"text":""},{"type":"a","attrs":{"url":"https://nsslfc.com/","target":"_blank"},"children":[{"text":"The Summit"}],"uid":"799919212c604809971a06c18db274bb"},{"text":" - A two-day conference that focuses on growth and innovation for solo or small law firms."}]},{"uid":"a600943d49e041cc9d32ea12b975e2d2","type":"p","attrs":{},"children":[{"text":""},{"type":"a","attrs":{"url":"https://www.techshow.com/","target":"_blank"},"children":[{"text":"ABA Techshow - "}],"uid":"9354554363cf4bf497aa8b9272927057"},{"text":"Tradeshow and conference that brings lawyers and other legal professionals alongside legal technology companies to showcase the latest tech, tools, and strategies for law firms. "}]},{"uid":"7d37826a6c7b485ab45df85ad7deafc6","type":"p","attrs":{},"children":[{"text":""},{"uid":"da9d7e1fb2574be7945636d7ea4abfb6","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/assembly-software-hits-legalweek-2023-in-new-york-city-","target":"_blank"},"children":[{"text":"Legalweek "}]},{"text":"- Conference primarily focused on innovation and is geared towards large firms."}]},{"type":"h2","attrs":{},"uid":"96a69a56309341fe985ff1ef4de4ed5e","children":[{"text":"Putting It All Together"}]},{"type":"p","uid":"0b193cbe537144458e9e124793159786","attrs":{},"children":[{"text":"By following these productivity tips, you'll be well on your way to running a more efficient and effective law practice. Family law software can automate tedious tasks, streamline processes, and help you stay organized and on track. Stay up-to-date on the latest trends in the latest technology tools and trends in the legal industry to find new ways to improve your productivity!"}]}],"_version":27},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":2560,"height":1674},"filename":"familylaw2-scaled.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=640&height=419&format=webp&quality=90 640w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=1280&height=837&format=webp&quality=90 1280w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=2560&height=1674&format=webp&quality=90 2560w","sizes":"(min-width: 2560px) 2560px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=2560&height=1674&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=640&height=419&format=jpg&quality=90 640w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=1280&height=837&format=jpg&quality=90 1280w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=2560&height=1674&format=jpg&quality=90 2560w","sizes":"(min-width: 2560px) 2560px, 100vw"}},"layout":"constrained","width":2560,"height":1674}},"image_alt_text":"Productivity tips for family law firms"}},"logo_card":{"card_color":{"colors":"#1A1A1A"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":"Neos logo"}},"headline":"6 Productivity & Efficiency Tips for Family Law Firms","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Productivity tips for family law practices to increase overall efficiency.","meta_keywords":"Productivity tips for family law, productivity tips, legal productivity tips","meta_title":"Boost Family Law Firm Efficiency with Tech Solutions","no_index":false},"social_media_metadata":{"description":"What every law firm website needs to successfully attract potential clients and get them to take the next step. ","image":{"dimension":{"width":2560,"height":1674},"filename":"familylaw2-scaled.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=640&height=419&format=webp&quality=90 640w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=1280&height=837&format=webp&quality=90 1280w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=2560&height=1674&format=webp&quality=90 2560w","sizes":"(min-width: 2560px) 2560px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=2560&height=1674&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=640&height=419&format=jpg&quality=90 640w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=1280&height=837&format=jpg&quality=90 1280w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt6661f652baf6d9d5/63209a951ad88e716559d4d7/familylaw2-scaled.jpeg?width=2560&height=1674&format=jpg&quality=90 2560w","sizes":"(min-width: 2560px) 2560px, 100vw"}},"layout":"constrained","width":2560,"height":1674}},"title":"6 Productivity & Efficiency Tips for Family Law Firms"}},"teaser_text":"Productivity and efficiency tips for family law practices to increase overall output.","topics":[{"display_name":"Law Firm Marketing","title":"Law Firm Marketing","id":"1fd45808-ae53-5440-be39-6f77dfec7abe"}]},{"publication_date":"September 07, 2022","id":"5707d596-cf47-5c23-a503-404194b4bd78","uid":"bltde3fff481b793fdb","title":"Law Firm Websites: 5 Key Elements to Have","page_url":"website-for-law-firms","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"903382c12ccb4bc98f2902fd6fb81430","type":"doc","attrs":{},"children":[{"type":"p","uid":"ce070faa89ba4d9da3afdc420390813c","attrs":{},"children":[{"text":"Your website is often a potential client's first impression of your law firm, its professionalism, expertise, and abilities. A great law firm website helps your firm stand out from others in your area, increases "},{"uid":"e1e695bd14504802b3de5a3b1c32a13d","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/branding-for-law-firms","target":"_blank"},"children":[{"text":"brand visibility"}]},{"text":", draws in "},{"uid":"e947ecb522fe49eda42ff8c6caa7c936","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/target-market-for-law-firms","target":"_blank"},"children":[{"text":"your ideal client"}]},{"text":", and provides value to clients and potential clients. "}]},{"type":"h2","uid":"0c0759abb20348cf8a9004070a90b427","attrs":{},"children":[{"text":"What Every Website for Attorneys Need"}]},{"uid":"fcf0fec69bd346539ca54c6caf4af80b","type":"p","attrs":{},"children":[{"text":"Think of your website as the introduction to you and your firm. You'd never show up to court or a client meeting unkempt, or in outdated or inappropriate clothing. But, often law firm websites give a similar first impression as someone dressing this way for a first meeting. "}]},{"uid":"d17cf4a8527c49d59b4e74bca5c3172b","type":"p","attrs":{},"children":[{"text":"If your website is hard to use, out-of-date, and missing crucial elements, you could literally be discouraging potential clients from connecting with you, because your first impression is lacking appeal. "}]},{"uid":"acad0c06474c44cbba9fb83b198dae35","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ecf080de74274fcfb80bc543029fcc65","type":"blockquote","attrs":{},"children":[{"text":"Your law firm website is your firm's introduction to potential clients. Make sure your first impression is impactful and positive.","bold":true}]},{"uid":"e2f850cd87c44df29168fa10b7c3d366","type":"p","attrs":{},"children":[{"text":"So if you want to make a positive first impression on potential clients, and current clients, what does your website need? We will review the most crucial elements "},{"text":"of the best law firm websites.","attrs":{"style":{"font-size":"11pt","color":"rgb(68, 77, 94)"}}},{"text":" "}]},{"uid":"4541202affd14ca58426e81eb26859ee","type":"h2","attrs":{},"children":[{"text":"Offer Clarity with Concise, Direct Messaging & Navigation"}]},{"uid":"2a07b865f4d34156bcc0a4aa03a54f14","type":"p","attrs":{},"children":[{"text":"Clarity, in this case, means that a visitor to your website will instantly know what your law firm does, its location, your expertise and experience, and who your firm serves. They will also understand how they can work with you or what the next step is to find out more about your firm.  A website that lacks clarity, on the other hand, leaves visitors confused, unsure of who your firm serves, what to do next, or how to find out more ambiguous messaging."}]},{"uid":"08eece432cb945928377c2da5a34e665","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"76ca48b92bad442880f374f425294ec3","type":"blockquote","attrs":{},"children":[{"text":"One thing that can set your website apart from many others is clarity. Visitors to your site should be able to tell who you are, what areas your firm practices in, where you are located, and who you serve in five to seven seconds. "}]},{"uid":"7f7a9891251f4f938021e592d72fb73d","type":"h2","attrs":{},"children":[{"text":"Build Confidence with a Seamless User Experience"}]},{"uid":"fdd7243b56cb44aeb873fab033a2f11f","type":"p","attrs":{},"children":[{"text":"There's a psychological connection in a potential client's mind that connects every interaction they have with your firm, to how competent your firm is going to be with their case. That means that if your receptionist is rude, your office is messy or parking is hard to find, each of those small things contributes to whether they will become a client or not.  \n\nOne of the first connections these potential clients will have with your firm is through your website. \nYou must ensure your website offers a seamless user experience. "}]},{"uid":"6ce4dcdcbc204b588fdca4bda83fa859","type":"p","attrs":{},"children":[{"text":"\nThe term \"user experience\" is used for law firm web design to explain how visitors to your website feel and interact when they visit your website. If you provide clarity with your messaging, branding, and navigation, along with making their next step obvious, you will create a good user experience. If, however, visitors to your website are confused and don't know how to navigate it or how to get in touch with you, that is a bad user experience. \n"}]},{"uid":"173f2bfcc4cd4a4085e41ef163b2f4ef","type":"blockquote","attrs":{},"children":[{"text":"User experience combines clarity of messaging, ease of use, simplicity of navigation, and the speed of your website, to determine how someone will feel when they are on your firm's website. "}]},{"uid":"fa3105755fe54b3fbf842e20424bc456","type":"p","attrs":{},"children":[{"bold":true,"text":""}]},{"type":"p","attrs":{},"children":[{"text":""}],"uid":"477c6ba50b0742e4954da51113d6cdf4"},{"uid":"28c3ea15ac50484688ef9aba031c1111","type":"reference","attrs":{"display-type":"display","asset-uid":"blt243f08e6cbfe43ec","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt243f08e6cbfe43ec/6319ebda688ff8311575e677/Law_firm_website_1.png","asset-name":"Law_firm_website_1.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false,"width":"587","style":{"max-width":"587px","width":"587px","height":"auto"},"redactor-attributes":{"height":"auto"},"max-width":"587","height":"auto"},"children":[{"text":""}]},{"type":"p","attrs":{},"uid":"af7563fc68124b408c4757d05fc7f980","children":[{"text":"In the example above, you can see exactly what this firm offers, who they serve, and what the next step is. "}]},{"type":"p","attrs":{},"uid":"7d268c38bee64f0a912b32da3b9c396d","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"71397de6183c4f5d958d58ce1df1b979","children":[{"text":"Part of a seamless user experience is also making sure that your website loads quickly and is able to be viewed correctly on any device, including mobile. (This is called having a mobile responsive or mobile-friendly website.) "}]},{"uid":"fa2be81e0b8b497cb52128a2aa2fc3a5","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"ce34f56779eb43c4a1cdd202716144b4","type":"h3","children":[{"text":"Above the Fold"}],"attrs":{}},{"uid":"677752e090ab46a3993f4b8cc651d8f5","type":"p","children":[{"text":"The things we have talked about above need to be \"above the fold\" on the homepage of your firm's website.\n\"Above the fold\" is an old term from the newspaper industry. It means the first thing you see, on a folded newspaper without having to look down the page. "}],"attrs":{}},{"uid":"96c274dce23c4b6e8d15a73c1f51cc9f","type":"p","children":[{"text":"For legal websites, \"above the fold\" means that a visitor can see who you are, what areas of practice your firm specializes in, your location, who you serve, and how to find out more or take the next step, without scrolling down the page. \n"}],"attrs":{}},{"uid":"4c5d0c0a0fe843eea51e2ea9fb8f5b10","type":"blockquote","children":[{"text":"One thing that can set your website apart from many others is clarity. Visitors to your site should be able to tell who you are, what areas your firm practices in, where you're located and who you serve in five to seven seconds. "}],"attrs":{}},{"uid":"f3e812338a044705aec70cb6771b0c59","type":"h3","children":[{"text":"Five Second Test"}],"attrs":{}},{"uid":"87c1c9f0abb2483fbf085b29227175e3","type":"p","children":[{"text":"One way to know if your website is clear to brand new potential clients is to look at your website as if you know nothing about what your areas of expertise are, who you serve or where you're located. "}],"attrs":{}},{"uid":"04ba7dbce2cc4592ab823187b82a81f8","type":"p","children":[{"text":"Can you scan your site and answer these questions in five to seven seconds? If not, you should find ways to communicate more clearly and concisely, so that this information can be gleaned with a quick scan of your law firm's website. "}],"attrs":{}},{"type":"h2","attrs":{},"uid":"2a0ed9373dd14a9d8c87cf35506a2988","children":[{"text":"Communicate Clearly by Speaking to Your Ideal Client "}]},{"uid":"aac27fbb265d4ce6be80e41c9be1766a","type":"p","attrs":{},"children":[{"text":"When you are writing or reviewing the messaging on your website, you'll want to ensure that it is not in legal jargon and that your average potential client can understand it. If your clients don't understand how you talk about what you offer and previous cases, they will be less likely to choose to work with you. "}]},{"uid":"19100b631ce0417fbeb75b7844d02883","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"bd83a4e3adcb47c88742c96e15e9df23","type":"p","attrs":{},"children":[{"text":"Part of this communication includes being concise, simple, and direct. You will want to avoid legalese and jargon, but you also don't want to be verbose just to fill words on a page. Remember that the objective of your website is to get them to take the next step in wanting to work with you. \n"}]},{"uid":"c0e48fa0fb43485991d60d4da12764e7","type":"p","attrs":{},"children":[{"text":"While it might take longer to be concise, it is more powerful and focus group tests have shown that it is more likely to get a potential client to act. "}]},{"uid":"630c9ab635924f65ad4e9e714ba6276d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"5bebdb44e09443ab9a4503f1f5d793dd","type":"blockquote","attrs":{},"children":[{"text":"Avoid legalese and industry jargon that may confuse your clients. Instead, use simple, straightforward language to explain what you do and why someone should choose your firm over another."}]},{"uid":"2e704de2c72d4a6f811674db7c8feabb","type":"h2","attrs":{},"children":[{"text":"Show Your Competence & Expertise with Case Studies"}]},{"uid":"280bb91ba03748cd86f0caf72f63b3b4","type":"p","attrs":{},"children":[{"text":"When people come to your law firm's website, they will want to see what types of law you practice, what your previous clients have to say about you, and what kind of results you have been able to produce. You can do this with client testimonials, and with case studies. Case studies should stick to the facts and clearly explain the problem your clients had, the challenges in that particular case, and how you helped them solve it. "}]},{"uid":"2a34c076ae124523ab1eb5a46088a261","type":"p","attrs":{},"children":[{"text":"In some states where testimonials and case studies aren't allowed, create hypothetical examples and put them in blog posts."}]},{"uid":"5513411176d64dcebcf29b6121617ff9","type":"p","attrs":{},"children":[{"text":"The website image below shows on the home page that this firm is able to produce results. That is motivating, clear and, and instills confidence."}]},{"uid":"c8300cbbc05e4b97bbad3e1a1c58de62","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"00409cb3b9b345ffa358db8075b15dc8","type":"reference","attrs":{"display-type":"display","asset-uid":"blt0aae8a3c9bf654a6","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0aae8a3c9bf654a6/6319ee0bfe9ec0572913b043/lawfirm_website_2.png","asset-name":"lawfirm_website_2.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"type":"p","uid":"59fe6bacc26245b385b3a03f02e76e55","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"05f9befe96ad43e8a70657e3be916af2","type":"h2","attrs":{},"children":[{"text":"Call to Action"}]},{"uid":"3da913b493c24018b11dee8f7c20722c","type":"p","attrs":{},"children":[{"text":"Include strong calls-to-action in numerous places throughout your website. A call-to-action (also known as a CTA) is an action they can take to get more information, book a consultation, or sign up for your email list.\n\nCTAs should be included throughout your website so that potential clients know what the next step is. "},{"text":"Include CTAs in your header, footer, and sidebar so that they're always visible, no matter where someone is on your site.","bold":true}]},{"uid":"5d9dabea396544be93c966724ab3c6e2","type":"h2","attrs":{},"children":[{"text":"Drive More Traffic with the Best Lawyer Website","attrs":{"style":{"font-size":"16pt"}}}]},{"type":"p","uid":"75a7126d32d54fc8a229e3243b84cd41","attrs":{},"children":[{"text":"These are just a few tips to help you create a law firm website that attracts new clients. 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","image":{"dimension":{"width":2685,"height":1561},"filename":"AdobeStock_506424297_9_11zon.webp","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1623e68306df2c49/690ca8630af1a8f019efb10a/AdobeStock_506424297_9_11zon.webp","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1623e68306df2c49/690ca8630af1a8f019efb10a/AdobeStock_506424297_9_11zon.webp?width=671&height=390&format=webp&quality=90 671w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1623e68306df2c49/690ca8630af1a8f019efb10a/AdobeStock_506424297_9_11zon.webp?width=1343&height=781&format=webp&quality=90 1343w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt1623e68306df2c49/690ca8630af1a8f019efb10a/AdobeStock_506424297_9_11zon.webp?width=2685&height=1561&format=webp&quality=90 2685w","sizes":"(min-width: 2685px) 2685px, 100vw","type":"image/webp"}]},"layout":"constrained","width":2685,"height":1561}},"title":"Law Firm Websites: 5 Key Elements to Have"}},"teaser_text":"Learn more about what law firm websites need to successfully attract potential clients and get them to take the next step. ","topics":[{"display_name":"Law Firm Marketing","title":"Law Firm Marketing","id":"1fd45808-ae53-5440-be39-6f77dfec7abe"}]},{"publication_date":"September 01, 2022","id":"5646dbca-4666-58a2-bdff-4101b037c883","uid":"blt542d52b5411065d8","title":"Five Efficiency Tips From a Leading Personal Injury Firm","page_url":"five-efficiency-tips-from-leading-pi-firm","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":"Kalfus & Nachman","content":{"type":"doc","attrs":{},"uid":"15b028fa06f94dacb5466fda0d20b4ab","children":[{"uid":"9202f7b25f1a426283436a43488bc66b","type":"p","children":[{"text":"Paul Hernandez is the President of Kalfus & Nachman, a prominent personal injury and disability firm with over 70 staff members and multiple offices across the state of Virginia. By taking a proactive and metrics-driven approach to his business, and leveraging legal technology, he was able to thrive during the pandemic and continues to drive success in the post-pandemic era."}],"attrs":{}},{"uid":"f6302b0ddf9b410e8abb16827195e66a","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"28c2bbf8d6ec481185e303d07541b904","type":"p","children":[{"text":"Here are five tips we learned from Paul, a self-described “efficiency king\" :"}],"attrs":{}},{"uid":"073f101060514048b55135b8a41fcd17","type":"h2","children":[{"text":"1 . Take an Active Approach to Client Communication"}],"attrs":{}},{"uid":"a8696f015b1143e0a6f5a64304d45b40","type":"p","children":[{"text":"A big mistake, according to Hernandez, is when firms represent a new client and tell them to call when treatment is over to settle. He believes it’s an ethical duty as an attorney to actively manage the case, making sure the client is getting the medical care they need and acting as a translator between what the client heard in the doctor’s office and what they need to continue to do in their case."}],"attrs":{}},{"uid":"7c5c72ec48294594a5fbe35d548cf19c","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"9ecd5bb21640461a8ab4b55d49f85129","type":"p","children":[{"text":"His firm uses reports in their "},{"type":"a","attrs":{"url":"/neos"},"children":[{"text":"case management solution"}],"uid":"fb9479c8f5964ef88b2d2b0ba97dc3e2"},{"text":" to shorten the time between when a client receives treatment and when they get their money."}],"attrs":{}},{"uid":"6a6f095751e74a07a1135313a5060aea","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"00cddc59688949eda4678297be672721","type":"p","children":[{"text":"Ensuring a client gets all the medical care they need, of course, also increases the value of a case. Without proper case management, Hernandez would not be able to keep a good record of all these details from logging case status milestones to tracking the case value."}],"attrs":{}},{"uid":"f27b0b95b533400b98ed3b496b4fbbd6","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"6dbf68d489384a3690663d5755a1f632","type":"p","children":[{"text":"Consistently and actively "},{"uid":"711ec934531e4669a93da56e49025d6c","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs//crm-for-law-firms-can-a-case-management-platform-be-used-as-a-crm","target":"_blank"},"children":[{"text":"communicating with the client"}]},{"text":" is huge."},{"text":" Using Neos, his firm communicates with clients via text messaging, among other forms of communication","bold":true},{"text":". He stresses the importance of good communication between all staff members and clients as the opposite is more than bad for business."}],"attrs":{}},{"uid":"d9068a5862c541228f7b090df82bc7f3","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"af23d562554c4fe189e1280149327a0d","type":"blockquote","children":[{"text":"“To lose a legitimate case because your staff did not give the stellar service that you are demanding from your staff is heartbreaking,” says Hernandez."}],"attrs":{}},{"uid":"c39140a765ee4c1a9703696a0cfc58db","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"e57801f2feb24154b927528a589cc84b","type":"p","children":[{"text":"For him, an important metric to keep track of in his case management is how many cases were closed without a fee. He believes in giving his staff autonomy in opening and closing files but is surprised to see several cases per month where cases were closed because the client left the practice because they were unhappy with something."}],"attrs":{}},{"uid":"31c16eee4ffc4317b359149efa63e4c6","type":"h2","children":[{"text":"2. Use Case Management Reporting to Pivot Quickly"}],"attrs":{}},{"uid":"ee98fade2ec14becbdf6ce30f93d06f6","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"9b4c9347f74d4f5d892dabcfc9072b85","type":"blockquote","children":[{"text":"Hernandez credits his case management reporting with helping the firm adapt and pivot in key areas."}],"attrs":{}},{"uid":"412cb26ba3844c35b5fbf9d0a578142b","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"7bbe008ba9f4474c962ae76b9aa966b7","type":"p","children":[{"text":"When the changes occurred, he wanted to take advantage of the efficiency of using this venue for cases that met the criteria. Turning to Neos, Hernandez quickly generated a report of all the firm’s current cases, factoring in criteria such as insurance coverage and minimum settlement value."}],"attrs":{}},{"uid":"f3ff4dd634b74d5887528340addadb54","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"9e44efb84f9144c5ad3b7aa9448b04e9","type":"p","children":[{"text":"The reports showed which circuit court cases should be sent to the general district court and included details like a case number and notes. Armed with the report, Hernandez’s lawyers were able to quickly get some of the cases transferred. "},{"text":"The best part of using this reporting was that he was able to achieve this in Neos in two-and-a-half minutes, without relying on administrative staff.","bold":true}],"attrs":{}},{"uid":"e120728a50224d25a1abb98b7f19e9fa","type":"h2","children":[{"text":"3. Track Marketing Efforts with Case Management"}],"attrs":{}},{"uid":"b28f09ea8f84456cb4d2dee94bfa6ee9","type":"p","children":[{"text":"Hernandez uses "},{"uid":"2842f78d75b3416c8b9a555d0d5a42d7","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"case management software"}]},{"text":" to track the firm’s marketing efforts and return on investment. He creates a case type called marketing that has all of his marketing spend in it, from TV to digital marketing."}],"attrs":{}},{"uid":"2a412b8101d6403f8f2ebc709afacd8d","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"d35507f8dfa447469238455a04a97bf5","type":"p","children":[{"text":"He is constantly focused on cost per case. When the pandemic hit, Hernandez immediately called his buyer and cut TV advertising spend by a third. With fewer people driving, cases went down and Hernandez couldn’t continue to spend the same for fewer cases because that would negatively impact the cost per case."}],"attrs":{}},{"uid":"4a76beb2ac764e469efceac2ab9e9c4a","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"3b31e39904694f2b99f1420fa6a875ff","type":"p","children":[{"text":"As a large firm, Kalfus & Nachman runs a lot of television spots. He’s surprised by how many firms want to get on television and he’ll notice a firm come in for a 13-week period and then disappear for a year, presumably because they needed to spend elsewhere."}],"attrs":{}},{"uid":"925af91407a248a49d00228142337ec7","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"43a1967e89e14a7ba3fce83c72b64b05","type":"p","children":[{"text":"Hernandez recommends firms looking to get on television start smaller. For example, dominating a single program consistently rather than going on cable TV. He also describes the difference between buying a program and buying a demographic. He utilizes over-the-top (OTT) advertising, which delivers ads directly to viewers of a target demographic over the internet through streaming video services or devices."}],"attrs":{}},{"uid":"4bcb987b0690474b8a36f2a01319d4b0","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"84ef989425144f6599ebc90b3098c329","type":"p","children":[{"text":"The firm also tracks marketing dollars spent on social media. In their experience, social media has been great for mass tort cases, so he puts more effort there than with single-case events like car accidents. Without the ability to track this all in case management, he wouldn’t be on top of the numbers."}],"attrs":{}},{"uid":"142abd4f0a174cfcbca5784a0ebe6702","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"14ec1ca6ecc24902822cf30ae0a79f06","type":"p","children":[{"text":"Because the business runs on word of mouth, database marketing is a top priority for Hernandez. He recommends firms spend a “tremendous amount of time with database marketing” which can be done directly from case management software like Neos, where contacts and mail lists are stored."}],"attrs":{}},{"uid":"525ded5c3f3845acb34a4216aaae80e1","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"d16c1bd31bad48cf906c72babcb9f62b","type":"p","children":[{"text":"He says this is the best money spent because these are people who know and like you and your firm’s services. With television, you’re marketing to people who don’t know you at all."}],"attrs":{}},{"uid":"40787e9b09934b6381c0264b2f7194ad","type":"h2","children":[{"text":"4. Find Efficiency in Every Corner\n\n"}],"attrs":{}},{"uid":"abadd45ee6a04d42a26dbc7c48e59ed2","type":"p","children":[{"text":"One of the keys to success for Hernandez is to look for continuous improvements and manage them immediately. In addition to using case management to streamline cases, track marketing spending, and enhance communications, the firm uses Neos to track process and staff efficiency."}],"attrs":{}},{"uid":"5e18685ad44b45e0b7a3729c9ca25329","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"1669bade53ec4acf87bb81985b55e53c","type":"p","children":[{"text":"Hernandez mentioned that a while back he noticed staff members on the phone with the same hospital systems and insurance providers checking for balances. One day it clicked that too much time was being wasted on hold with these providers and worse yet, double work was being performed that could be consolidated."}],"attrs":{}},{"uid":"1beae57311f64c0795a1cced312cae2e","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"5ae93fb806f5420ba6b0d0ff6249f2f6","type":"p","children":[{"text":"“You have a ton of clients who went to that same provider, many others who went to the ER doctor, or even the same group,” explains Hernandez. “We used our software to create a report that allowed us to conduct balances not per client, but per provider. When that individual staff member has a stack of files he or she does balances on, instead of one at a time, they go, ‘hey, I’m calling on Client A and B and C.’ As you continue to do that, the efficiency in where now when they go to the next file half the balances are already done.”"}],"attrs":{}},{"uid":"4b5c4915e7da4f9f87bd23e781c6c90b","type":"p","children":[{"text":"\n"}],"attrs":{}},{"uid":"3fb556d6eb39459abd29c9dee86d0741","type":"p","children":[{"text":"Hernandez doesn’t need as many paralegals as some other firms because of these efficiencies. He’d rather spend his paralegal salaries on building client communications than data entry work.","bold":true}],"attrs":{}},{"uid":"2f709ac815a34535a0bb18e1f68437f7","type":"h2","children":[{"text":"5. Choose the Right Case Management Software "}],"attrs":{}},{"type":"p","attrs":{},"uid":"8ef2856b969940658dd4cba17179c5dc","children":[{"text":""},{"uid":"518f4e7b0560494b9320c35d7084a5d5","type":"span","attrs":{},"children":[{"text":"Firms must use "}]},{"text":""},{"uid":"a337a66b6ce84c7dba57f87ff84e9d3e","type":"span","attrs":{},"children":[{"text":""}]},{"text":""},{"uid":"57e2f4670e6047d7aca27a3285a0a27c","type":"a","attrs":{"url":"https://assemblysoftware.com/personalinjury","target":"_self"},"children":[{"text":"personal injury case management software","bold":true}]},{"text":""},{"uid":"50dfae824d814bda9ce35213f24fc507","type":"span","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":" "}],"uid":"6004eeab8e40482aa9f4b1245dbc7b26"},{"text":"to manage costs and profitability"}]},{"text":". By choosing the right case management software, you can:"}]},{"uid":"bcaee8917fb24e5095bd47fc61756118","type":"ul","children":[{"type":"li","attrs":{},"uid":"d7cd07ddaeaa4a049930013250020b50","children":[{"text":"Increase the frequency of communication with clients and colleagues"}]}],"attrs":{}},{"uid":"3aed464fd8bb41cbb7a21643bbfb4374","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Manage firm-wide productivity in light of remote work and the changing role of physical office space"}],"uid":"4d292a68f8c5434188b732ee015c7656"},{"type":"li","attrs":{},"children":[{"text":"Increase business development activity to secure a post-pandemic pipeline of cases"}],"uid":"e24c3f60bd07430a8975b9cdfaa56231"},{"type":"li","attrs":{},"children":[{"text":"And more!"}],"uid":"8ca8e37e3f374f4dbd39396bd9dc2605"}]},{"uid":"80320aa52cab4c1b8d586058b3737763","type":"p","children":[{"text":"Want to hear more? Watch Paul's "},{"uid":"c006134538a246c9984b1b494f9dbbf0","type":"a","attrs":{"url":"https://info.abovethelaw.com/how-a-top-personal-injury-lawyer-is-thriving-in-todays-environment-0","target":"_blank"},"children":[{"text":"on-demand webinar"}]},{"text":". Or, if you would like to discuss if Neos case management software is a good fit for your firm, contact us for an "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/get-a-demo"},"children":[{"text":"expert-led 1:1 demo "}],"uid":"82338dc2e1514647a5707c45461efa19"},{"text":"today!\n"}],"attrs":{}}],"_version":35},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1500,"height":901},"filename":"AdobeStock_417088312_1.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt9bbd95257cf68687/690c2a067e4cc41cb487c4f3/AdobeStock_417088312_1.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt9bbd95257cf68687/690c2a067e4cc41cb487c4f3/AdobeStock_417088312_1.jpeg?width=375&height=225&format=webp&quality=90 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shares a metrics-driven approach to success.","lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Paul Hernandez is the President of Kalfus & Nachman, a prominent personal injury and disability firm with over 70 staff members and multiple offices.","meta_keywords":"","meta_title":"Five Efficiency Tips We Learned from a Leading Personal Injury Firm","no_index":false},"social_media_metadata":{"description":"Paul Hernandez is the President of Kalfus & Nachman, a prominent personal injury and disability firm with over 70 staff members and multiple offices","image":null,"title":"Five Efficiency Tips We Learned from a Leading Personal Injury Firm"}},"teaser_text":"Paul Hernandez shares a metrics-driven approach to success.","topics":[{"display_name":"Automation & Efficiency","title":"Automation & Efficiency","id":"7509aeac-9f0d-5c23-a76c-69730600eaa5"}]},{"publication_date":"August 30, 2022","id":"fcff4d97-cb93-5b21-b7ca-0fff9e00d240","uid":"blt2d02e8e2823d2b11","title":"Needles to Neos Q&A: Top 10 Questions, Answered","page_url":"qa-top-10-neos-questions-answered","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"cb0e84bb78534b8cbd53f0b23b4d8324","children":[{"uid":"564fe09a9682417995e0317b81108799","type":"p","attrs":{},"children":[{"text":"Law firms that use on-premise case management software have a lot of questions regarding the process of transitioning to a cloud-based case management platform such as Neos. To help answer these questions, Head of Customer Education Bryan Billig and Solutions Consultant Eric Hill hosted a webinar that explored the "},{"uid":"d1901b2c80f144539060c8377fbfbad5","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/top-5-security-benefits-of-cloud-based-case-management-software","target":"_self"},"children":[{"text":"benefits of the cloud"}]},{"text":" and provided more information on what to expect when "},{"uid":"047364d8317146268449b9ddfc91cf32","type":"a","attrs":{"url":"https://assemblysoftware.com/cloud-transition","target":"_self"},"children":[{"text":"transitioning"}]},{"text":" from Needles to Neos."}]},{"uid":"c6b8afac161041d5b998d486b0f0aa09","type":"p","attrs":{},"children":[{"bold":true,"text":"Here are some of the top 10 questions and answers from the webinar:\n"}]},{"type":"p","attrs":{},"children":[{"text":" 1.  How has Neos evolved since 2020?\n\n","bold":true},{"text":"Since Neos' launch in 2020, the platform has evolved into a best-in-class practice management solution for a variety of practice types including personal injury, family law, insurance defense, mass tort, and more. Most recently, Neos was named ","break":true},{"text":"voted #1 in Docketing & Calendaring Solutions, "},{"uid":"dcfe5964c1134e14ac3b1ca2a835fbcf","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/newsroom/neos-best-of-2022-the-legal-intelligencer","target":"_self"},"children":[{"text":"#2 in Case Management Solutions,"}]},{"text":" and was honored with The Legal Intelligencer Hall of Fame award. \n\nAssembly’s "},{"uid":"eb9deff7fbc54b39a09b968207a5b58c","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/blogs/2023-neos-ideas","target":"_blank"},"children":[{"text":"product roadmap"}]},{"text":" continues to move forward at a breakneck pace, with plans to introduce over 20 new product features by the end of the year. Recent innovations (part of the "},{"uid":"4932d89efbf54cd2ad49746bd50ba2b9","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/product-releases/Q1-2-roundup","target":"_self"},"children":[{"text":"monthly releases"}]},{"text":") include multi-doc generation, enhanced litigation features, and the most advanced intake solution on the market, powered by "},{"uid":"f6c5d79517204f73a43d6b2f6305074d","type":"a","attrs":{"url":"https://assemblysoftware.com/neos/intake-pro","target":"_self"},"children":[{"text":"Neos Intake Pro"}]},{"text":".\n"}],"uid":"ff7e9d1a9f2941ed90f23c013cae2221"},{"type":"p","attrs":{},"uid":"449b55696586448e90800b37468f3b0b","children":[{"bold":true,"text":"2.  For those of us who have been with Pins/Needles for decades, how much training is necessary to transition to Neos?\n\n"},{"text":"Assembly has a proprietary "},{"uid":"28f88e3c331a4c30a82ef86f9ef378b8","type":"a","attrs":{"url":"https://assemblysoftware.com/cloud-transition","target":"_self"},"children":[{"text":"four-step transition process"}]},{"text":" we tailor to meet every firm’s unique needs. Your data will be safeguarded using ironclad technology to prevent disruptions and data loss, and we’ll train all your employees on Neos before the Go-Live, so the launch day goes flawlessly. Our goal is to make your transition as seamless as possible. \n\n\nThe time it takes to transition from Needles to Neos will depend on a few factors, one being the level of complexity. We take each firm’s individual needs into account when estimating the migration duration, which is why we avoid giving a generic timeline for all firms.\n\n"}]},{"type":"p","attrs":{},"uid":"d06ae039e6804b70b947401fee4242fd","children":[{"text":"3.  What are the costs associated with a migration from Needles to Neos?\n\n","bold":true},{"text":"The cost is dependent on the level of complexity and how each firm wants to set up its Neos account. There are quite a few configuration options and full-service offerings to choose from, so your firm’s unique needs will influence the cost.\n\n"}]},{"type":"p","attrs":{},"uid":"40c7e72048d84a0b8d2f22392af60a06","children":[{"text":"4.  Where are Neos’ cloud servers hosted, and are they secure and HIPAA compliant?\n\n","bold":true},{"text":"Neos is hosted on Microsoft Azure, which is considered top-of-the-line and relied on by "},{"uid":"366466a8fde54ad8a407d1d6adb7cb95","type":"a","attrs":{"url":"https://azure.microsoft.com/en-us/overview/what-is-azure/","target":"_blank"},"children":[{"text":"95% of Fortune 500 companies"}]},{"text":". Firms can rest easy knowing their critical client data is secure. For more on Neos security,"},{"uid":"26bf02d167774ae0b5e9c6a0fffd3b17","type":"a","attrs":{"url":"https://vimeo.com/manage/videos/734798395","target":"_self"},"children":[{"text":" watch our on-demand webinar"}]},{"text":" co-hosted by our CTO, Jim Garrett, and Microsoft.\n\n"}]},{"type":"p","attrs":{},"uid":"4558cf3e50de4c4cac415b8d198b1d56","children":[{"text":"5.  How do you handle document migrations (Word and PDF) from Needles to Neos?\n\n","bold":true},{"text":"Assembly's Professional Services team handles data conversions to ensure all of the document data is migrated correctly.\n\n"}]},{"uid":"3e15ad946b934772be5cf5d0a0337acf","type":"p","attrs":{},"children":[{"text":"6.  Do all checklist items, case types, etc., and settings we have in Needles import into Neos?\n","bold":true},{"text":"\nYes! They will import seamlessly.\n\n"}]},{"uid":"db9500823d2c4033bb17599e6ef1c97a","type":"p","attrs":{},"children":[{"text":"7.  Does Neos integrate with NetDocuments?\n\n","bold":true},{"text":"At this time, Neos does not integrate with NetDocuments, however, we can convert your NetOps documents into Neos and you will get all the advantages of Microsoft SharePoint.\n\n"}]},{"uid":"a9a2e866dac5404a96364786b7ff0e7a","type":"p","attrs":{},"children":[{"text":"8.  How is Neos software set up to work with my existing VoIP phone system?\n\n","bold":true},{"text":"VoIP and Neos are both cloud-based, so you can click phone numbers in Neos and your VoIP system can be used to dial the number. However, the "},{"uid":"d9e12b19cf594f3fad74a2ea936a07ae","type":"a","attrs":{"url":"https://neoshub.needles.com/video/ring-central-integration/","target":"_blank"},"children":[{"text":"new Ring Central integration"}]},{"text":" in Neos will do you one better: incoming calls automatically display contact and case information too! \n\n"}]},{"uid":"de57ee07818545929b42fc563f7d5b8d","type":"p","attrs":{},"children":[{"text":"9.  Will Neos do what Worldox does?\n\n","bold":true},{"text":"Yes, Neos provides best-in-class document management. Additionally, both "},{"uid":"4802eb85a82f405da287cff15f9a022e","type":"a","attrs":{"url":"https://www.assemblysoftware.com/neos/premium-documents","target":"_self"},"children":[{"text":"Neos Premium"}]},{"text":" and "},{"uid":"74cd2212cc074ca996e4673a195aa1c8","type":"a","attrs":{"url":"https://assemblysoftware.com/neosai-platinum-interest-forms","target":"_self"},"children":[{"text":"NeosAI Platinum"}]},{"text":" offer advanced search, OCR technology,"},{"uid":"ca95fb8815d04a6b9de84a51d68a7501","type":"a","attrs":{"url":"https://player.vimeo.com/video/715825099","target":"_blank"},"children":[{"text":" related document filing"}]},{"text":", and intuitive folder structures to help you stay organized without wasting time wading through a sea of files. Even mass-generate documents from templates in seconds and automatically file them to multiple cases.\n\n"}]},{"uid":"eac049cb96594acbbd830aee5ea20601","type":"p","attrs":{},"children":[{"bold":true,"text":"10.  What other integrations does Neos offer?\n\n"},{"text":"Neos seamlessly "},{"uid":"82e5df9581454b24a75c401e33787863","type":"a","attrs":{"url":"https://assemblysoftware.com/helpful-integrations","target":"_self"},"children":[{"text":"connects with the apps you use every day"}]},{"text":" to manage your firm. We currently offer several key integrations, including Microsoft Office 365 (with Outlook and Calendar), Zapier, LawPay, CasePulse, Quickbooks, DocuSign, and more - "},{"uid":"7def5920289f4a658d207f313c856fbb","type":"a","attrs":{"url":"https://assemblysoftware.com/integration-partners","target":"_self"},"children":[{"text":"explore the full list"}]},{"text":" to learn more.\n\n"}]},{"uid":"144ff23ab6824fc48bc9c17c3aa16180","type":"p","attrs":{},"children":[{"text":"BONUS: How do I learn more about transitioning?","bold":true}]},{"uid":"cf38ab1181d44acca0468325a9e5c002","type":"p","attrs":{},"children":[{"text":"To learn more about transitioning from Needles to Neos, "},{"uid":"50b3b7fc84e9415ca139026b450ac88a","type":"a","attrs":{"url":"https://assemblysoftware.com/get-a-demo","target":"_self"},"children":[{"text":"contact us for an expert-led 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All content should be relevant, optimized for law keywords, valuable, and easy to scan, read, and share."}]},{"uid":"c66447f7b16541ef922456141a371361","type":"p","attrs":{},"children":[{"text":"Top Types of Content for Law Firms: ","bold":true}]},{"uid":"ec95151eb00e48ffa3e63f5cb894f5a3","type":"ul","children":[{"uid":"7945e03a23cb430d95425d38a1c9323a","type":"li","attrs":{},"children":[{"text":"Practice Areas"}]},{"uid":"09f42f7038de4ce198e907e3e3ea5e40","type":"li","attrs":{},"children":[{"text":"About the Firm and Bios "}]},{"uid":"28442f8e2ace4159a8fc1878353dfd0f","type":"li","attrs":{},"children":[{"text":"Blog Articles"}]},{"uid":"9509c95a82064b35af7ceb2949999ac4","type":"li","attrs":{},"children":[{"text":"Podcasts"}]},{"uid":"02d96c012d3140b2a4d8977074e004e0","type":"li","attrs":{},"children":[{"text":"Frequently Asked Questions (FAQs) "}]},{"uid":"0df44cd4a7c044068651e78fca2f11db","type":"li","attrs":{},"children":[{"text":"Infographics "}]}],"id":"098a86bfc30a4637825d65fe212f3f05","attrs":{}},{"uid":"29b195e05e584edf82f887d49277d280","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"7e1779f7611d4679acf7eac3aff867e5","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Content, whether it is blog articles, website pages, videos, or podcasts, is one of the most effective ","bold":true},{"uid":"b11ff37d6ebd43c38537bc320dde40e5","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/marketing-for-law-firms"},"children":[{"text":"law firm digital marketing","bold":true}]},{"text":" techniques to invest time, energy, and money in.","bold":true}]},{"uid":"f8e5531ce77e486696fcd66522bbe62f","type":"p","attrs":{},"children":[{"text":"By consistently publishing informative, valuable content, your firm will become a subject matter expert to potential clients. It increases your website rankings on search engines, your website traffic, and visitors from social media, which will ultimately contribute to increased leads from prospective clients. "}]},{"uid":"357302d373a54908bf4372eedfcdd4e9","type":"h3","attrs":{},"children":[{"text":"What is Included in Effective SEO Content"}]},{"uid":"28e0ced1c8fc426cb922995dec574dbb","type":"p","attrs":{},"children":[{"text":"An optimized and successful piece of content for your law firm should be comprehensive, easily digestible for the reader, and scannable."}]},{"uid":"916c55cd99e345929d29eab6f24213e6","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"d3fcd99a8ed84c7d9d7cc7e118a63c16","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Topically relevant:","bold":true},{"text":" Your content should provide the solution to what the visitor typed into Google in their search."}],"uid":"0c4a55ad50174bc89392cea43f09ef90"},{"type":"li","attrs":{},"children":[{"text":"Keyword placement:","bold":true},{"text":" The keyword phrase you’re targeting for that piece of content, should be used in all the right places. 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Now, consider how Google decides what content to show for given search results. There are thousands of articles and blog posts covering the same topic, so backlinks are one way that Google helps determine what content should be on the first page of search results."}]},{"uid":"14336038c4f545a98f0c757ebd55bad8","type":"p","attrs":{},"children":[{"text":"While the importance of links has changed over time, quality links do continue to play a lead role in determining a website’s position in Google’s search results.\n"}]},{"uid":"5a5ed9a38df544998b212cb340d647e9","type":"blockquote","attrs":{},"children":[{"text":"Every credible, relevant, authoritative link that points to your website is seen as a digital vote of confidence and helps your website rank better in search results. ","bold":true}]},{"uid":"63f06f465aea4ab19fa331507b8c68de","type":"h3","attrs":{},"children":[{"text":"What are Quality Backlinks: ","bold":true}]},{"uid":"cc5542a681d5465ab1f2257b2132a517","type":"ul","children":[{"type":"li","attrs":{},"uid":"64f0c5b14647495ab923d4fa89ebc728","children":[{"bold":true,"text":"Quality:"},{"text":" Is this content on this link providing high-quality information that matches the search made? Is it higher quality than a website with a lower PageRank?"}]},{"type":"li","attrs":{},"uid":"3509e927cab9404f801af277452d2136","children":[{"text":"Relevance:","bold":true},{"text":" Is the website related to the content on your website or one of your firm's practice areas? If not, the link may carry less weight than one from a more relevant source."}]},{"type":"li","attrs":{},"uid":"d828d4a6a8f847b3b2a0f04790c640ff","children":[{"text":"Quantity:","bold":true},{"text":" This is simply how many quality, relevant links has your website received. The more links pointed to your website, the higher it will rank on Google.\n"}]}],"id":"233f22ce460c4e41a0fe6f194aab4145","attrs":{}},{"uid":"e50c07fb0bc14ee8914d740ccbc64f68","type":"h2","attrs":{},"children":[{"text":"Technical SEO"}]},{"uid":"34f16e90089d4c65a2a465441f2cd14f","type":"p","attrs":{},"children":[{"text":"While technical SEO might seem daunting, it is an important area of focus for your overall SEO strategy. If it is not done correctly, it can harm any other SEO efforts you make for your firm."}]},{"uid":"629c2f478d2f4f64983fdd6a9e735299","type":"p","attrs":{},"children":[{"text":"The easiest way to think about technical SEO is that it is the way that Google measures how search engine-friendly your law firm’s website is. ","bold":true}]},{"uid":"a8a18e3b537f4baca920daf89c71e2c8","type":"p","attrs":{},"children":[{"text":"Technical SEO for your law firm will examine your URL structure, sitemaps, security, and website code."}]},{"uid":"a99611f1832b482eb5ce4202c1ba57f0","type":"p","attrs":{},"children":[{"text":"Here is an overview of the technical SEO areas to be mindful of:","bold":true}]},{"uid":"20e150123e1b4dcfb6b667c0fab9392a","type":"h4","attrs":{},"children":[{"text":"Mobile-First & Quick Page Loads"}]},{"uid":"e68f492aa06c4ae7836cd012b1f507bc","type":"p","attrs":{},"children":[{"text":"Google’s algorithms are mobile-first since most internet traffic is from a mobile device. That means Google looks at the mobile version of your website, first, when indexing your pages."}]},{"uid":"80fcd8d4d63a4cdea891f3c768972a08","type":"p","attrs":{},"children":[{"text":"In order to get a good ranking, you will want to prioritize the mobile version of your website. That means you need to ensure it’s responsive on all screen sizes, including tablets, desktops, and mobile devices."}]},{"uid":"eebf7e2a82b94597b73419bb0675bc76","type":"p","attrs":{},"children":[{"text":"Along with being mobile-first, all website pages should load in under 2.5 seconds. Any longer than that, and it’ll affect your rankings."}]},{"uid":"c78be1b94d394761abb0de4e1b19788c","type":"h4","attrs":{},"children":[{"text":"Be User-Friendly"}]},{"uid":"ca0d8e622568463097cb1bb494e46aa0","type":"p","attrs":{},"children":[{"text":"Craft your website with the end-user experience in mind. Google sends a robot to crawl every website online. 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Go through their "},{"type":"a","attrs":{"url":"https://support.google.com/webmasters/answer/7451184?hl=en","target":"_blank"},"children":[{"text":"Webmaster Guidelines"}],"uid":"d47bedbc7dd44cfd8a6b0dc51b9c311b"},{"text":" for technical SEO tips, to ensure you're following best practices for "},{"uid":"02888211fc1d4983a6ee2b8d6b34544c","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/website-for-law-firms","target":"_self"},"children":[{"text":"law firm websites"}]},{"text":" to get the best results."}]},{"uid":"d7b6f2b560a843ad9a185672e6bf9ac8","type":"h2","attrs":{},"children":[{"text":"Onsite Optimization"}]},{"uid":"dca995818a7d4cb68f9702932046403a","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Page-level optimization is one of Google's main Ranking Factors (this is also called "},{"text":"onsite optimization","bold":true},{"text":")."}]},{"uid":"b9c8643594ad4510aeb158e1eb4a3688","type":"p","attrs":{},"children":[{"text":"This refers to how well the text, images, and videos on each webpage are optimized for search."}]},{"uid":"58bac4016f4947f1b0062b9165bb42c9","type":"p","attrs":{},"children":[{"text":"It’s an expansive list of action items you can do to ensure the best ranking for each of your website pages.  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ranking and generate more traffic to your website.","topics":[{"display_name":"Law Firm Marketing","title":"Law Firm Marketing","id":"1fd45808-ae53-5440-be39-6f77dfec7abe"}]},{"publication_date":"August 10, 2022","id":"306a4ad8-908f-547a-a9d6-a0dbe9c41857","uid":"blt77ff63ab2e8c2e9f","title":"Defining Your Target Audience for Law Firms","page_url":"target-market-for-law-firms","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"351cfd3c52c64449915e7bf2ab29efdf","type":"doc","attrs":{},"children":[{"type":"p","uid":"7312423531d84101a072f4b7a76830bc","attrs":{},"children":[{"text":"One of the most challenging steps to crafting a marketing plan for your law firm will be identifying and understanding your target audience. Your target audience is the people you’re trying to reach through the communication channels used in your firm’s marketing. This step involves researching relevant audiences to determine who has the most value to achieve your law firm’s goals."}]},{"type":"p","uid":"2087173cef8041d1b4e3a6bfc76a27ed","attrs":{},"children":[{"text":"While you may want to reach anyone that could use your services, you want to better define your target audience’s characteristics and demographics, because this will help you determine your tone of voice, marketing channels, and branding. Put a little more simply, you can’t please or work best with everyone. "}]},{"type":"p","uid":"7886c9ba6de641c7a2bf8bdaf89b5f16","attrs":{},"children":[{"text":""}]},{"type":"h2","uid":"7c1b6249fd1b409e81456ff20d6442b2","attrs":{},"children":[{"text":"The Importance of Your Target Audience"}]},{"type":"p","uid":"f9c8c52c2a5b46118f037555081710ec","attrs":{},"children":[{"text":"While you might be tempted to market your legal services to “everyone,” this is often the wrong approach. By clearly defining your target audience, you will be to create a brand, tone of voice, and marketing plan to resonate with a specific group of people, making it much more successful.  "}]},{"type":"h3","uid":"4c7d98ebf5334bcba2cc2a301f8fb38c","attrs":{},"children":[{"text":"Focusing Allows Your Firm to Differentiate Itself"}]},{"type":"p","uid":"9d2b8583659746e894bea0b7706b446e","attrs":{},"children":[{"text":"In any area of practice, competition is often fierce. So, by focusing on a well-defined target market you will be better able to differentiate your firm from others. This will help you stand out from other law firms to your specific target audience. "}]},{"type":"p","uid":"04513abaee9f4a0f8f988c220bbf610a","attrs":{},"children":[{"text":"Focusing on the needs of a specific target demographic can also make your content more relevant to that demographic. This is especially important when you consider your marketing and advertising. Providing potential clients with a message that’s specific to their situation and their needs is much more effective than trying to win them over with a generic statement."}]},{"type":"p","uid":"07682c83d82d48b480cff6d1d3b690f5","attrs":{},"children":[{"text":"Dedicating your attention to one specific group of people also allows you to cultivate and build an area of specialty. Over time, you’ll get to know this demographic much better, and you’ll be much more capable of serving their unique needs. This ultimately leads you to better reviews, more referrals, and a stronger reputation."}]},{"type":"h2","uid":"35b538d3af634370bdcb817f51114ddc","attrs":{},"children":[{"text":"What is a Law Firm’s Target Audience? "}]},{"type":"p","uid":"5383b179429944d580b23782deb189db","attrs":{},"children":[{"text":"Your target audience is the group of prospective clients to whom you’ll market your firm and who are most likely to become clients of your firm."}]},{"type":"p","uid":"04f7986608b740e4ac0467fb00b3fa24","attrs":{},"children":[{"text":"Your target audience (often referred to as an avatar or persona) will often include demographic information such as: "}]},{"uid":"3ba3ec2bcb8742268025af5273ab1eb8","type":"ul","children":[{"type":"li","uid":"446d0acee6f6452583cdba6fdb1e4adc","attrs":{},"children":[{"text":"Age"}]},{"type":"li","uid":"7d79c729ee964ebf8ab09c76e6352e5f","attrs":{},"children":[{"text":"Education level"}]},{"type":"li","uid":"41621cc58a3f4301a24950b5c6c921e3","attrs":{},"children":[{"text":"Employment status/Occupation "}]},{"type":"li","uid":"b3eaf020be05434dab1554d74e73660b","attrs":{},"children":[{"text":"Gender"}]},{"type":"li","uid":"5d52dae08aa34871a4841de46d59ee90","attrs":{},"children":[{"text":"Household size"}]},{"type":"li","uid":"c5db63822a60476fa51edd74bd78ae0c","attrs":{},"children":[{"text":"Relationship status"}]},{"type":"li","uid":"973321a239f44a0faf56b9889e054445","attrs":{},"children":[{"text":"Income"}]},{"type":"li","uid":"1b6e592f7593427fadeeb342d1b30f26","attrs":{},"children":[{"text":"Mobility"}]},{"type":"li","uid":"cc699f52da4941ada2eba27b0a35a8eb","attrs":{},"children":[{"text":"Race and ethnicity"}]}],"id":"d67406008edc41a6afb091dcefb86bff","attrs":{}},{"type":"p","uid":"2573a11c452e43d5a9c857d04b3b13c7","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"526161ac4aea4bf6b180219acffb7982","attrs":{},"children":[{"text":"You might also want to consider your ideal client’s psychographics. These are the more personal behaviors and beliefs that help you get to know your ideal clients a little better.  They can include a variety of things but some to consider are:"}]},{"uid":"d5e4032af667428b8a614f3c29d61c69","type":"ul","children":[{"type":"li","uid":"4bfdac0dc83742ea9c113666ae4f71d2","attrs":{},"children":[{"text":"Beliefs (faith)"}]},{"type":"li","uid":"1bac9c3c0802412c8c5298620d6b82f5","attrs":{},"children":[{"text":"Values"}]},{"type":"li","uid":"7ef4f46f7aa44251988b630f5ce03920","attrs":{},"children":[{"text":"Pain points"}]},{"type":"li","uid":"d604a317f66542459f5a3bf2413465b2","attrs":{},"children":[{"text":"Needs"}]},{"type":"li","uid":"deecacaf7d2f4ad0a6a7e36acea73188","attrs":{},"children":[{"text":"Lifestyles"}]}],"id":"9c3daec7d5ae487da7cd76fe23fc1a0c","attrs":{}},{"type":"h2","uid":"1dd445d3602f4fd0aa33ff2470c1bfa0","attrs":{},"children":[{"text":"Examine Your Current Clients "}]},{"type":"p","uid":"664d16e7f73041b8a465239abef83640","attrs":{},"children":[{"text":"One of the fastest ways to define your target audience is to look at the data on your current clients. This will help you get a general sense of their demographic makeup."}]},{"type":"p","uid":"2316460fe8e04eee9514de36523f6256","attrs":{},"children":[{"text":"Start by looking at the average age, gender, and location of all past and present clients and see what kind of patterns appear. "}]},{"type":"p","uid":"5b0f2a9905ba4d6dbf6a750d9076c636","attrs":{},"children":[{"text":"Does your firm focus on personal injury in a city known for its horrible traffic? Then perhaps the majority of your cases come from car accidents, and clients are people that drive more than 20 miles one-way to work. "}]},{"type":"p","uid":"9d281cf9f4ab4538939db6fec148b8fa","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"e9acafce00a04e0fa525dac9b93a9371","attrs":{},"children":[{"text":"If your firm focuses on criminal defense in a college town, you find that many of your clients are college students that have gotten in trouble with the law. "}]},{"type":"p","uid":"7ba511b004354deda77d6490226cfd88","attrs":{},"children":[{"text":"Identifying these patterns with your current and past clients is a great way to start developing your firm’s target audience. Once you have recognized these trends, you can go deeper into your data to see if there are other trends, such as household income, relationship status, occupation, education level, and hobbies. "}]},{"type":"h3","uid":"2b6cef08293e469baa2335ed34c76f82","attrs":{},"children":[{"text":"Create Segments Based on Behavior"}]},{"type":"p","uid":"7269a7a6df7441c3aa433df490207000","attrs":{},"children":[{"text":"Use your marketing automation tools, and begin to make some segments based on the behavior and engagement of those on your email list. These behaviors can include visits to your website, white paper downloads, email opens, and link clicks. "}]},{"type":"p","uid":"d518c5028ec947f084610bd83be4f035","attrs":{},"children":[{"text":"By tracking what the people on your list do with your content, it becomes possible to gain insights into what truly resonates with your clients and prospects. This can assist you in making better choices regarding your marketing channels, branding, tone, and types of content. "}]},{"type":"h3","uid":"b6ea1407aa4f4290b0bdab2dd49ea9ba","attrs":{},"children":[{"text":"Understanding The Broader Market"}]},{"type":"p","uid":"df2d904e15634985b43c4b4378408f2d","attrs":{},"children":[{"text":"Once you’ve got a good overview of the people you’re already reaching, it’s time to see how that group compares to your target market as a whole."}]},{"type":"p","uid":"bbff9d04a7ba4453a12f0dc00ce74370","attrs":{},"children":[{"text":"By taking a deeper look at the market you’re trying to reach, it becomes easier to judge whether or not the audience your law firm is attracting is actually made up of the people you want."}]},{"type":"h2","uid":"da18873ece474b3ea135213bd9279b55","attrs":{},"children":[{"text":"Define Your Target Audience"}]},{"type":"p","uid":"936473f873f04bb087e62fad0f43d3cd","attrs":{},"children":[{"text":"Once you know who your overall target audience is, you should choose a set of characteristics that you can use to break that audience down further. In most cases, the same characteristics, or a subset of the characteristics, that you used to analyze your email list will be the most useful. If you were targeting medical professionals who work in hospitals, for example, you might be interested in their gender, job position, and location. This will allow you to create and look at specific segments just as you did with your own email list."}]},{"type":"p","uid":"27eadad0bc3249a892ecefc433f4bacf","attrs":{},"children":[{"text":"Here is what a basic persona might include for a firm focused on personal injury: "}]},{"type":"p","uid":"f3e7121c9897482da8472785845b2803","attrs":{},"children":[{"text":"Personal injury target persona: ","bold":true}]},{"uid":"c3a6a762cd2748c4b6db40c0f5789a0e","type":"ul","children":[{"type":"li","uid":"f19592e4864c4e6f84de98f33cc9f75f","attrs":{},"children":[{"text":"Age: 40-55"}]},{"type":"li","uid":"f4f94c24a785446fa48db86f08240d6c","attrs":{},"children":[{"text":"Gender: Female because the wife or mother made most of the hiring decisions"}]},{"type":"li","uid":"fe3d93910b3a4ec4b18a7261d446d6c3","attrs":{},"children":[{"text":"Location: Within 30 miles of the firm "}]},{"type":"li","uid":"bb69c998e6a84c628e2e3800d3cbac35","attrs":{},"children":[{"text":"Career-focused"}]},{"type":"li","uid":"b710df6f93104e96a00ec6bbf4cbee81","attrs":{},"children":[{"text":"Married or divorced with older kids"}]}],"id":"6b54ebebf19e4f92b5ae46b6000f35c2","attrs":{}},{"type":"h2","uid":"400f346d56d148e188a5b97aafbb287a","attrs":{},"children":[{"text":"Putting It All Together"}]},{"type":"p","uid":"0d75980b0c7542cf8c8041836fd972c8","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Now that you have information on both your actual audience and your ideal target audience, you can compare the two and get an idea of where you stand and "},{"uid":"ad73beaae9854d3b96eaba85893e5d7c","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/marketing-for-law-firms","target":"_self"},"children":[{"text":"how you want your law firm digital marketing, branding, tone and advertising"}]},{"text":" to reach your ideal target market. 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target audience","topics":[{"display_name":"Law Firm Marketing","title":"Law Firm Marketing","id":"1fd45808-ae53-5440-be39-6f77dfec7abe"}]},{"publication_date":"August 01, 2022","id":"4c4a1bce-2951-5826-8791-e2b914c3f756","uid":"blt3f3000bf8de3074e","title":"Law Firm Digital Marketing Guide: Strategies and Tips","page_url":"marketing-for-law-firms","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"7210aa78e78a4cd49b359e43aa8e8eb4","type":"doc","attrs":{},"children":[{"uid":"2598ae5b4dae4ab39342320b38feb390","type":"p","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"If your law firm is like most, you want a steady stream of potential clients, that need (and are ready to pay for) your services. Marketing, at its core, is the beginning of your client generation process. It is how you reach, nurture, and re-engage clients."}]},{"uid":"03251cbcd8104f99aeccdcb151b6dee6","type":"p","attrs":{},"children":[{"text":"Successful digital marketing for law firms today is less about buying the right ads, yellow page placement, or billboards and more about refining your strategies and messaging so that it resonates with the clients you would like to attract."}]},{"uid":"ad2fe4ba002f4834bdaec2f42f32a11a","type":"p","attrs":{},"children":[{"text":"People are searching for their next lawyer, both online and offline, so it takes a consistent, persistent presence to stay top of mind as a law firm."}]},{"uid":"d54bac1a6fdd460abf1780b9a72663d7","type":"h2","attrs":{},"children":[{"text":"What is Legal Marketing?"}]},{"uid":"02917726123b4699b6d4af3026bb8b9b","type":"p","attrs":{},"children":[{"text":"Legal marketing is an inclusive term that encompasses all channels and techniques a law firm or practice might use to reach potential clients. It covers everything from advertisements to social media strategies."}]},{"uid":"f173bf4cd52a457e88f87d7e42756961","type":"p","attrs":{},"children":[{"text":"While this broad scope may seem daunting at first, don’t think that you need to cover every channel available to you all at once to reach your clients."}]},{"uid":"3bab113de6b44615b79d873f3062dc2e","type":"p","attrs":{},"children":[{"text":"While having multiple channels and a diverse reach can be beneficial, it's most important to identify where your potential clients are most likely to engage with you. This will allow you to focus your efforts on those channels, which will make your marketing much more effective."}]},{"uid":"c0c5ebd0775a4b85b0a388618152081b","type":"p","attrs":{},"children":[{"text":"Below we will give you an overview of things needed for proper and effective internet marketing for law firms.","attrs":{"style":{"font-size":"11pt"}}}]},{"uid":"02370165121d48e4a019cef1d4a52849","type":"h2","attrs":{},"children":[{"text":"Create Digital Marketing Strategies for Your Law Firm","attrs":{"style":{"font-size":"16pt"}}},{"text":" "}]},{"uid":"c8a0b9c677c3426dbcd83f51db9a94b9","type":"p","attrs":{},"children":[{"text":"A marketing strategy and a marketing plan may sound interchangeable, but they actually speak to different things."}]},{"uid":"db04dae1e80f4a649c6d75e0fc0cecf1","type":"p","attrs":{},"children":[{"text":"A marketing strategy will clearly define why you are marketing. While a marketing plan defines the specific actions you will take to execute your strategy and achieve your marketing goals."}]},{"uid":"6db54b668b2e4d78a884541c4b1171d4","type":"h2","attrs":{},"children":[{"text":"What Should You Include in a Law Firm Digital Marketing Strategy?","attrs":{"style":{"font-size":"16pt"}}}]},{"uid":"01870edc358d477d9a8b7e2e5efdd6c1","type":"p","attrs":{},"children":[{"text":"There are many elements of a marketing strategy, but a general overview will include goals, target audience, market analysis, services, competitive analysis, core messaging, and promotions.  "}]},{"uid":"235262409e60434e9f2ed56f9dc040ad","type":"h3","attrs":{},"children":[{"text":"Marketing Goals"}]},{"uid":"ddbe56789ada4126ba643d56b123b0d3","type":"p","attrs":{},"children":[{"text":"You want to start your marketing strategy by defining your goals and making sure your digital marketing goals align with your firm’s overall business goals. Make sure they are"},{"uid":"2e1654a2ab4748aba4761a9846ba4a1a","type":"a","attrs":{"url":"https://www.natlawreview.com/article/6-tips-to-set-smart-goals-lawyers","target":"_blank"},"children":[{"text":" SMART goals. "}]},{"text":"For example, one of your firm’s marketing goals could be to increase email subscribers by 1,000 by the end of the first quarter. Before you decide on marketing tactics and channels, you will want to set clear, measurable goals for your firm. "}]},{"uid":"4f19f5dc8d0347a4b9418433947f0f5f","type":"h3","attrs":{},"children":[{"text":"Define Your Target Audience"}]},{"uid":"26a2ad260d434984946acfc751250caa","type":"p","attrs":{},"children":[{"text":"This is one of the most important aspects of a good marketing strategy. Clearly understanding and defining your target audience is invaluable to crafting an effective marketing plan. Defining your target audience should include their characteristics, purchasing habits when it comes to legal services, and specific pain points."}]},{"uid":"16608d390c034a52bf60876be7124912","type":"h3","attrs":{},"children":[{"text":"Develop Your Law Firms' Brand and Tone of Voice"}]},{"uid":"37ac08e9c5b7427cb73fb8bc0ea4cbf3","type":"p","attrs":{},"children":[{"text":"Your law firm's brand is what will raise awareness of your firm and what you offer, by directly appealing to and attracting potential clients to your firm. Put in a more simple way, your brand defines who you are and your approach to law. "}]},{"uid":"d602f69bd9b04b37bd6a34338f6ea17a","type":"p","attrs":{},"children":[{"text":"Your firm's tone of voice is the word choice and style you'll use in all of your public communications and content. It’s how you reflect your personality and create meaningful connections with your clients.  You will want to spend some time developing a brand and tone of voice, to ensure it reflects the value and personality of the firm and that it will resonate with your target audience. "}]},{"uid":"72ac5a3f206d4bc39bfdf7cd922b34c2","type":"h3","attrs":{},"children":[{"text":"Market Analysis"}]},{"uid":"90e50b6e1b8748d48c1e865c98ea4787","type":"p","attrs":{},"children":[{"text":"“Market” here refers to the people, businesses, and organizations that are your actual and prospective clients. Think about the size of the business opportunity your law firm has, based on your practice area(s), geographical location, target audience, etc. "}]},{"uid":"031e409709924c2ba4282d1a32c755c6","type":"h3","attrs":{},"children":[{"text":"Competitive Analysis"}]},{"uid":"d46fa89d4f014dd0a45d70e300a63f53","type":"p","attrs":{},"children":[{"text":"A good marketing plan helps you stand out from your competitors and get the clients your law firm needs. But first, you need to understand how and what your competitors are doing. What are the characteristics of your competitors? What is their market share? How do they try to differentiate themselves from other law firms? In this section, you can even conduct a SWOT analysis (of your strengths, weaknesses, opportunities, and threats) for your firm. "}]},{"uid":"2681f9426e8b4b63ae88e117f938e27f","type":"h3","attrs":{},"children":[{"text":"Services Offered"}]},{"uid":"6dd6990fa4104456a17a5ae1dca2044a","type":"p","attrs":{},"children":[{"text":"Outline what type of legal services you will offer, in what practice area(s), and what type of clients you offer these services to. Are you providing legal help to individuals with accident injuries? Or maybe you provide legal help to families going through difficult divorces? What are the benefits of those services and how will you provide those services? "}]},{"uid":"78f1b6d08d4849cc9ac3c111be893f56","type":"p","attrs":{},"children":[{"text":"You will want to establish how you talk about your firm and the services you offer so that you're consistent in all your marketing communication. "}]},{"uid":"860ab06b83944b06be80f9968a966303","type":"h3","attrs":{},"children":[{"text":"Core Messaging"}]},{"uid":"7c1966f495e84e08b34d2c5d51ef9a6f","type":"p","attrs":{},"children":[{"text":"This is the key message you want your target audience to know about your law firm. Your core message should go beyond letting your ideal clients know what services you offer—it should speak deeper to their legal and personal pain points and needs. "}]},{"uid":"313818705872442fa1ff9e41570d0f6c","type":"h2","attrs":{},"children":[{"text":"Craft Your Marketing Plan & Tactics"}]},{"uid":"2a42874e34c043e6b635cb38d55015c6","type":"p","attrs":{},"children":[{"text":"Once you have your strategy built out, you can begin to craft your marketing plan and how you will achieve the goals that you’ve set forth. When it comes to putting your law firm’s marketing plan to paper, keep in mind that you’ll likely have more success if you keep it concise. "}]},{"uid":"a5c1e64eac634a9c88b081f65e4a1ef7","type":"p","attrs":{},"children":[{"text":"Your marketing plan should include marketing tactics, activities, and channels, along with how you will measure those activities. "}]},{"uid":"b18c5c4e96b348b2b6d4dedaa8e8dca5","type":"h3","attrs":{},"children":[{"text":"1) Marketing Activities"}]},{"uid":"e9fafdf767944e6fb0c7c0451bc8b2ff","type":"p","attrs":{},"children":[{"text":"What specific marketing tactics, campaigns, and activities will you take on to achieve your goals?"}]},{"uid":"f0713f02ae45427783cd9839d8184c6f","type":"p","attrs":{},"children":[{"text":"When listing the specific marketing tactics your firm will use, make sure they connect with one of your marketing goals. For example, if your goal is to generate five new clients each month, and your strategy to achieve that is through social media, the marketing activities could be a social media campaign through Facebook ads. "}]},{"uid":"6bf66c3e29074158851a9bfedc64904c","type":"h3","attrs":{},"children":[{"text":"2) Measuring Results"}]},{"uid":"deb148d7b321434bba7cfdc4117f644d","type":"p","attrs":{},"children":[{"text":"How will success be measured? For each marketing activity listed, have a way to measure success. For example, for content marketing, a measure of success could be a 20% increase in organic search traffic to your law firm’s website."}]},{"uid":"b55e2e49ea314bc1b1d8df700d3c1e73","type":"h3","attrs":{},"children":[{"text":"3) Marketing Channels"}]},{"uid":"2bece5f1f17241a7b730861b498789fb","type":"p","attrs":{},"children":[{"text":"Choose what channels you are going to use in your marketing, according to where your target market can be reached, and your ability to create compelling funnels and content for them."}]},{"uid":"e0e0e247484449ddb16c07cd4a2ce792","type":"p","attrs":{},"children":[{"text":"This might be the most challenging section of your marketing plan to complete, as you want to outline where your marketing will take place and how. And while you can choose multiple channels, you will want to be thoughtful and strategic, choosing only the channels that you will showcase your firm in the best light and reach your target market. "}]},{"uid":"01b0d132569846c7a7f160bda6ce6b81","type":"h2","attrs":{},"children":[{"text":"Law Firm Web Marketing Channels to Consider"}]},{"uid":"83f8b5d8f54a47d8b9b6e80df4f5dd7b","type":"p","attrs":{},"children":[{"text":"OmniSend did a study that found that companies see a "},{"uid":"ee4478b64bdf4f14bcd0e1bd75c4365d","type":"a","attrs":{"url":"https://v12data.com/blog/25-amazing-omnichannel-statistics-every-marketer-should-know/#:~:text=Marketers%20using%20three%20or%20more,likely%20to%20end%20in%20conversion.","target":"_self"},"children":[{"text":"287% higher purchase rate from multi-channel marketing"}]},{"text":" campaigns than from single-channel campaigns. That means that you will want to pick at least two marketing channels for your law firm, to get the best results from your efforts. "}]},{"uid":"12d54ba81ab3447a9d9b7d23a0871fa9","type":"h3","attrs":{},"children":[{"text":"Law Firm Website"}]},{"uid":"117f2a8445c5415a83adad5142476436","type":"p","attrs":{},"children":[{"text":"The foundation of your entire law firm's digital marketing efforts is your website. It represents your law firm's brand and will typically be the first place potential clients will engage with your firm. In fact, roughly one in three people specifically turn to "},{"uid":"7cd1848ec6044160b7cc541a63940636","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/website-for-law-firms","target":"_self"},"children":[{"text":"law firm websites"}]},{"text":" when looking to hire a lawyer."}]},{"uid":"f3a776fd94cc468fb453f3240b589c52","type":"p","attrs":{},"children":[{"text":"While your law firm's branding should be consistent on your website, the most important part of the site is your messaging. Yes, the look and feel of your website play a role in delivering this message, but “a gorgeous website” is not the true goal—sending a clear message about your firm is the goal."}]},{"uid":"9ef72df85dac4e69bc4e869384b9a414","type":"p","attrs":{},"children":[{"text":"Your website should: ","bold":true}]},{"uid":"01dfc25d7fe64fca9e4470bcad4e4890","type":"ul","children":[{"uid":"11f7582183974565af353cc0116fb787","type":"li","attrs":{},"children":[{"text":"Explain your services and areas of practice"}]},{"uid":"53fcdb29573a48e9ad34b72165b2a06f","type":"li","attrs":{},"children":[{"text":"Give specific key differentiators from competitors"}]},{"uid":"e9799cd661674153a2d1278f0b6e883a","type":"li","attrs":{},"children":[{"text":"Have clear calls-to-action (ways to capture the visitor's information and follow up with them.)"}]},{"uid":"3cf12fe1f24849499304ecf6b8e75e29","type":"li","attrs":{},"children":[{"text":"Showcase lawyer Biographies or more information about the firm "}]},{"uid":"5d8b26dff8254b4c8817cac98efb6580","type":"li","attrs":{},"children":[{"text":"Have contact details easy to find"}]},{"uid":"b26dfcd3a96c4de0bfb81b33cc924e81","type":"li","attrs":{},"children":[{"text":"Offer detailed client case studies"}]},{"uid":"c5b305b6246d491085537e1e2b36c73f","type":"li","attrs":{},"children":[{"text":"Represents your law firm’s values"}]},{"uid":"0db81e2b353949cc8d3bfad97b46378a","type":"li","attrs":{},"children":[{"text":"Present educational information"}]}],"attrs":{}},{"uid":"a3341d3bcfdb45b5a890b4bed9ad0f02","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"4d24d639e3944cf08df064bc2a8b7441","type":"p","attrs":{},"children":[{"text":""},{"uid":"e68dfc44e75b49d1b115696d818f6ae5","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/website-for-law-firms","target":"_self"},"children":[{"text":"Your law firm website"}]},{"text":" should be user-friendly, which means that it is easy to navigate and engage with on any device, including a mobile device since most online traffic is on mobile. "}]},{"uid":"d935a6ad05be4f17b79e2a5eb8096606","type":"p","attrs":{},"children":[{"text":"It should also be optimized for search engines to index and rank, and each page must carry a clear call to action, prompting potential clients to move further toward procuring your services."}]},{"uid":"f053d1be768c4d4a8223be3fc0e7a7df","type":"h3","attrs":{},"children":[{"text":"Search Engine Optimization"}]},{"uid":"74afa88ee0bb411c893ddd9becaa9601","type":"p","attrs":{},"children":[{"text":"Search Engine Optimization (SEO) simply means doing activities that help you show up in organic (non-paid) search results on popular search engines like Google and Bing. If your law firm's website shows up in the search results when potential clients are looking for your services, you will increase your lead generation and client base. 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Since email is a tool that is being used by so many brands, t"},{"text":"he way to stand out is with the quality of the emails you send. ","italic":true}]},{"uid":"4344061725c748ddbb7d0d163bdfa1f4","type":"p","attrs":{},"children":[{"text":"A few things to keep in mind when doing email marketing for your law firm: ","bold":true}]},{"uid":"bd69d4f974af48e2aa947697a2c6e707","type":"ul","children":[{"uid":"0f542a0fdd6347b79337384be2b50db9","type":"li","attrs":{},"children":[{"text":"Take time to craft an attention-grabbing subject line"}]},{"uid":"b4a6195ef8794d039de89ee9d436d3ad","type":"li","attrs":{},"children":[{"text":"Keep the emails short in length (Remember most people open emails on their mobile devices)"}]},{"uid":"4757a7393c9c4b19ba05652c036befee","type":"li","attrs":{},"children":[{"text":"Use a natural, conversational tone of voice"}]},{"uid":"800cbb77c3394b3bb23e957a85bce9ac","type":"li","attrs":{},"children":[{"text":"Include clear calls-to-action"}]},{"uid":"a8830bd3d9b4460f9dcbc71c68c0922c","type":"li","attrs":{},"children":[{"text":"Segment your email list to make emails as personalized as possible"}]}],"attrs":{}},{"uid":"22d5708aaf4f45ba85545eaf69adb3e6","type":"h3","attrs":{},"children":[{"text":"PPC Ads"}]},{"uid":"46474c77f3294bbea5d1c953f932212d","type":"p","attrs":{},"children":[{"text":"PPC stands for pay-per-click, it is also known as \"search engine marketing (SEM) and \"paid search.\" It is a form of paid advertising that ensures that your law firm shows up in Google or Bing searches when a prospect is searching online for your services. But you are only charged when someone \"clicks\" your ads, hence the term, \"pay-per-click.\""}]},{"uid":"463a5ff96272470a9d071b390bfad3d1","type":"p","attrs":{},"children":[{"text":"We've all seen these paid ads when we are searching online. They show up at the top of the search results with the word \"Ad\" in"},{"text":" the bold text next to them","bold":true},{"text":". "}]},{"uid":"18cd8aea18ca4292a3ab953f71600cb8","type":"p","attrs":{},"children":[{"text":"PPC can be extremely beneficial for law firms, because it allows you to get in front of your potential client, at the exact time they are looking for your services. Also, unlike other forms of online marketing for lawyers, PPC ads can be up and running relatively quickly. "}]},{"uid":"49c4c4ad634a47999c6a71c9a3046205","type":"p","attrs":{},"children":[{"text":"If you choose to do PPC for your firm, you will want to be strategic about your approach. PPC advertisers must understand their target audience and then choose the keywords that they think will match what their target audience will search for when looking for their services. "}]},{"uid":"7b1a7718029b49dfb5d6f6961d604f98","type":"p","attrs":{},"children":[{"text":"Then they set up ads as part of an automated “auction,” and each time someone types in the keywords they have chosen whoever bids the most for that keyword will show up in the search results. "}]},{"uid":"0ed0ade81272473791738f65ddf5631f","type":"p","attrs":{},"children":[{"text":"There are many elements to PPC, such as the credibility of your website or landing page, how relevant the ad is to the person searching, and how likely the ad is to be clicked. 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Transitions","page_url":"top-10-things-to-consider-about-case-management-platform-transitions","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"1bd65e25e59749e0bae6ef7311006317","children":[{"uid":"65c71a0afbbc4ac5acbb44c32e3a4c9b","type":"p","attrs":{},"children":[{"text":"T"},{"uid":"3ad803ff68f54806b8d2b1cd932c77dd","type":"span","attrs":{},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"he transition to using new "}],"uid":"d4109fed3b46455a9f2eea8f0e2106e6"},{"text":""},{"uid":"14e1733d415d4b66ade0a44f1aaedc51","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/technology-for-law-firms","target":"_self"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":"technology for law firms"}],"uid":"ef6bbbbd59ba4977a6e7a2ebd81ad955"},{"text":""}]},{"text":""},{"type":"span","attrs":{},"children":[{"text":" is always mildly anxiety-inducing, to say the least. This is a normal reaction: whether it’s a small switch (like a new phone) or a large one, you’re headed into unknown territory."}],"uid":"e57bcd4295b04dd6b59e9ff8c2c5e440"},{"text":""}]},{"text":" Because "},{"uid":"e5394e8d1f0143afb831c257653d7c1a","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/product-releases/q3-roundup","target":"_blank"},"children":[{"text":"case management software"}]},{"text":" is a significant investment for your firm, it falls in the latter category—meaning there’s a lot of pressure for it to go smoothly."}]},{"uid":"1def5be5f9df4b83b0e32e279b5e62b7","type":"p","attrs":{},"children":[{"text":"But how do you ensure that it doesn’t go sideways on you? We’ve put together a list of ten questions to ask your anticipated vendor on the implementation process that will help you iron out any kinks "},{"text":"before","italic":true},{"text":" they derail your transition."}]},{"uid":"27175ac9bc2b4df69cb7b16e2924ce8f","type":"h2","attrs":{},"children":[{"text":"How long will the implementation take and how do you determine this number?"}]},{"uid":"95cf248e4a024b029dd3b21967de961b","type":"p","attrs":{},"children":[{"text":"It’s perfectly understandable to want an estimate of how long it will take to transition from your current system to a new one. However, pay close attention to the answer to this question."}]},{"uid":"afc711830b15416aa8ced4604decf185","type":"p","attrs":{},"children":[{"text":"If the vendor can give you a custom timeline, ask them what can influence that timeline. With Neos, we consider factors like number of users, training requirements, what system you’re coming from, level of customization required, and more. We use this information to plan an implementation that will support "},{"text":"your","italic":true},{"text":" needs and allow you to start enjoying Neos right from your Go-Live."}]},{"uid":"e84a61ce797b4db18dd01ea4ab802582","type":"p","attrs":{},"children":[{"text":"Now, many companies boast of universal implementation times for all customers, which sounds great on paper. But is it "},{"text":"really","italic":true},{"text":" a good thing? Ask them how the process can take the same amount of time for every client when each firm has different amounts of data, number of users, complexity needs, custom requirements, etc."}]},{"uid":"f3d9666953d04873b429aa28330933ed","type":"h2","attrs":{},"children":[{"text":"How does the process accommodate my firm’s unique needs?"}]},{"uid":"90941e049cad42b39000a5209f46af98","type":"p","attrs":{},"children":[{"text":"Say a vendor says it provides implementations tailored to your requirements. Once you have that confirmation, dig deeper and press for specifics. How exactly do they make good on their promise? Are there workflow optimizations or task automations that they may not be able to support?"}]},{"uid":"f4b771874f334d1385d7520a0e170c08","type":"p","attrs":{},"children":[{"text":"A vendor may not be able to accommodate every unique requirement you have, especially if you’re transitioning from one case management system to another. This doesn’t have to be a dealbreaker—but a vendor should be willing to explore what you’re asking for and ensure a solid path forward for the way the firm practices. At Assembly, we go to great lengths to understand our customers’ workflows so we can help the firm achieve the same goals with specific configurations to our standardized workflows based on best practices. "}]},{"uid":"3fc8f9bbbb3549aa8e69afc89b00cb14","type":"p","attrs":{},"children":[{"text":"Discuss exactly what you’re looking for with your anticipated vendor and see how they react. If they immediately tell you they can do everything you ask without considering what you’re asking, be sure to probe deeper."}]},{"uid":"7afae6e64999438b90e5da95f11fad0d","type":"h2","attrs":{},"children":[{"text":"Will all my documents and data be converted?"}]},{"uid":"53f6b719d77441fda8b27135381bd5ca","type":"p","attrs":{},"children":[{"text":"It may seem like an obvious question, but it pays to ask it anyway. Many vendors do not include data and document conversion as part of the transition to a new case management platform like Assembly does."}]},{"uid":"f369943fba93430996d061fa9841246b","type":"p","attrs":{},"children":[{"text":"Perhaps the vendor charges differently for different volumes of data, or maybe the number of documents will impact your migration timeline."}]},{"uid":"844617670ea347b88bf5fefd38d158a9","type":"p","attrs":{},"children":[{"text":"Ask yourself the same question. Do you "},{"text":"need","italic":true},{"text":" all your documents and data converted? This could be an opportunity for a spring cleaning."}]},{"uid":"f7aabb59dcc0423f90f694a1edcc16b5","type":"h2","attrs":{},"children":[{"text":"Are custom templates converted?"}]},{"uid":"2019d442934141aeb8fbc6a1e23a84b8","type":"p","attrs":{},"children":[{"text":"If you’re transitioning from one case management system to another, you’ll most likely want to be able to continue to use templates that you have created as part of your workflows. If you only have four to five templates, recreating them may not be a big deal."}]},{"uid":"e6eb038dcc8c494ab767e0096947c8b0","type":"p","attrs":{},"children":[{"text":"But say you have dozens, or even hundreds of templates. Do you really want to spend time recreating each one separately? Your firm’s time is valuable; you need to ensure you and your team spend it wisely."}]},{"uid":"3caf38b812d14ed4960c1436e92188a6","type":"p","attrs":{},"children":[{"text":"Instead of spending time recreating each template individually, consider engaging Assembly to code the templates for you. You also have the option to spend an hour with your firm’s dedicated trainer, who will show you shortcuts to template coding and ensure that you’re ready to start firing on all cylinders from day one.","attrs":{"style":{}}}]},{"uid":"cdb54f2d05ed414f889515ff2d51d9b1","type":"h2","attrs":{},"children":[{"text":"Are there any pitfalls that will disrupt an otherwise smooth transition? If so, what can you do to ensure my firm will avoid them?"}]},{"uid":"82548c03d8a44856bc4d53ef5f144ec5","type":"p","attrs":{},"children":[{"text":"Pitfalls such as disorganized file folder structures, data/documents in different places, vendors that won't release database (or make it painstakingly difficult), misaligned expectations, technology-challenged users, adoption, etc., are all common barriers to a smooth implementation process. However, knowing about these pitfalls in advance can help position you to surmount them."}]},{"uid":"74b0be89f5394005b9537906748190b1","type":"p","attrs":{},"children":[{"text":"Your anticipated case management vendor should work with you to identify potential challenges and be able to articulate how they’ll overcome them. For example, technology adoption is a big factor in a smooth transition. Many employees may find it hard to embrace a new system or feel overwhelmed at the thought of the learning curve involved."}]},{"uid":"f328222d8b764682a1c9756c0f40f7d7","type":"p","attrs":{},"children":[{"text":"The key to success is understanding how your case management vendor will tackle this issue. Do they offer adequate training and support throughout the migration process and beyond? How do they determine when a firm is ready to go live?"}]},{"uid":"3289cf6bbda64c28a426af653de5510d","type":"p","attrs":{},"children":[{"text":"Don’t be afraid to bring up concerns—it’s your vendor’s job to assuage your fears and convince you that they will be able to shepherd you through a successful transition, regardless of challenges that arise."}]},{"uid":"f53b225119284c10ae91e1a7708d745b","type":"h2","attrs":{},"children":[{"text":"Will my firm be assigned a dedicated project manager, implementation specialist or trainer?"}]},{"uid":"8d92b73d888a4d18998a50bb8bc4b548","type":"p","attrs":{},"children":[{"text":"Transitioning and learning a new case management system can be a significant undertaking. However, one thing that can help make the entire process run more smoothly is having a dedicated project manager, implementation specialist, or trainer assigned to your firm who can answer all your questions and ensure your staff feels comfortable with the new system."}]},{"uid":"e616cba9e3634fc78437fee82b9d25b8","type":"p","attrs":{},"children":[{"text":"If your vendor doesn’t offer specifics, ask them directly how your firm will be supported throughout the process. Don’t be afraid to ask pointed questions; it’s their job to set you up for success."}]},{"uid":"070bef22b543458a91e1d1c8f3795451","type":"h2","attrs":{},"children":[{"text":"How much of my (or my staff's) time will be needed?"}]},{"uid":"66f331b8caec4705bd6409e51859191d","type":"p","attrs":{},"children":[{"text":"It’s natural to want to know how much of a time investment will be required for the implementation process. And as with the question on the transition timeline, it’s critical to understand "},{"text":"how","italic":true},{"text":" your anticipated vendor calculates an answer to this question. If they give you an “average” number, ask them what will influence that number one way or another. Similarly, if the number seems too good to be true (i.e., very low), question if that will be enough time to adequately onboard your staff and ensure they feel comfortable with the platform before going live."}]},{"uid":"8e15fb2de1e94db192d6322063d83080","type":"h2","attrs":{},"children":[{"text":"How do you ensure my data will be secure throughout the process?"}]},{"uid":"79bfb5b361644969ac45fe808c4b0909","type":"p","attrs":{},"children":[{"text":"Security is a major concern for businesses today, even more so for legal entities that acquire sensitive information from clients. At the very least, your vendor should be able to explain what safeguards they have in place to protect your data at every step of the transition."}]},{"uid":"702339ab49f140d0a70de1083ce76ab6","type":"p","attrs":{},"children":[{"text":"For example, at Assembly, we install a local tool to a client’s desktop so we can run a “Neos Express” automation program that will directly upload from the client desktop to the secure Assembly database. When the install agent on desktop completes, it sends operations team a note."}]},{"uid":"43b908e22bef477fabf1345cc1c57e94","type":"p","attrs":{},"children":[{"text":"The program works by signing into SharePoint on behalf of the client and copying the files. This is much more secure than sending files through other means, such as encrypted hard drives, FTP, CD’s etc."}]},{"uid":"bd3fdd762ebf44239deb9e60d844a60b","type":"p","attrs":{},"children":[{"text":"We can migrate data from Needles or Trialworks to Neos without an employee putting eyes on your data."}]},{"uid":"091a8721e882439996f15a21c9a13602","type":"p","attrs":{},"children":[{"text":"Once the data is transferred from the client desktop, if will be secured in the Assembly cloud ecosystem. This data is then governed by a production Azure environment"}]},{"uid":"8797b65f2d3f415d8140036ed4c3ffff","type":"h2","attrs":{},"children":[{"text":"What type of training should I expect for my staff?"}]},{"uid":"28dd1e7b95b34a898f7640656c4f0804","type":"p","attrs":{},"children":[{"text":"This is one of the most critical questions you need to ask your anticipated vendor. Many firms will tell you their software is “intuitive” and “easy to use,” but those are very subjective declarations. Your employees will need training to be successful on "},{"text":"any","italic":true},{"text":" new technology; case management software is no different."}]},{"uid":"f9bd81c8e14640e481dca79c1ce033f6","type":"p","attrs":{},"children":[{"text":"Get the full specifics on what to expect from your vendor. Do they provide"},{"uid":"238e2c2d454249abbf7a258429db208c","type":"a","attrs":{"url":"https://outlook.office365.com/owa/calendar/NeedlesCloud@trialworks.com/bookings/","target":"_blank"},"children":[{"text":" live virtual trainings"}]},{"text":", on-demand videos, or documented “how to’s” and FAQs? How do they accommodate employees’ busy schedules?"}]},{"uid":"a9017e077722483eb5cbfe9f6232c7ab","type":"p","attrs":{},"children":[{"text":"Once you have that answer, the next question naturally follows."}]},{"uid":"f021093f6f5a41e28ca7855eeb274552","type":"h2","attrs":{},"children":[{"text":"How will I know if my firm is ready to transition?"}]},{"uid":"258a4c0c834645feb79521ce762d7382","type":"p","attrs":{},"children":[{"text":"This is something you and your vendor should align on before the migration. The last thing you want is to go live without you and your staff feeling comfortable on the platform. Work through the specifics with your vendor to ensure both parties’ expectations are allied to avoid any confusion or struggles when it comes to launch day."}]},{"uid":"f78ecacad9c84ed7aea381596f309fb9","type":"p","attrs":{},"children":[{"text":"With Neos, for example, we give your firm access to a pre-production environment that acts as a sandbox for you and your staff to explore and learn on. You’ll have full access to this environment before your scheduled Go-Live date and we don’t launch Neos for you until you have confirmed that everyone is ready for the full transition."}]},{"uid":"5a1f1a3c4f3f4f249d125fa7b0c8c638","type":"p","attrs":{},"children":[{"text":""},{"uid":"a7ff225ae2834a819417f666e1c87a56","type":"a","attrs":{"url":"https://assemblysoftware.com/cloud-transition","target":"_self"},"children":[{"text":"Transitioning to a new case management platform"}]},{"text":" shouldn’t be a rocky process if you’re working with a vendor that anticipates and accommodates your needs. Use these questions as a guide to determine if your intended implementor has your firm’s best interests at heart and will prepare you for success."}]},{"uid":"2f213911b2554438b0ec1f6a9a1102f3","type":"p","attrs":{},"children":[{"text":""}]}],"_version":16},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1500,"height":1001},"filename":"AdobeStock_302471356.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta1fbd15ba10b5424/690ca0fe6e7c723d7a0a1659/AdobeStock_302471356.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta1fbd15ba10b5424/690ca0fe6e7c723d7a0a1659/AdobeStock_302471356.jpeg?width=375&height=250&format=webp&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta1fbd15ba10b5424/690ca0fe6e7c723d7a0a1659/AdobeStock_302471356.jpeg?width=750&height=500&format=webp&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta1fbd15ba10b5424/690ca0fe6e7c723d7a0a1659/AdobeStock_302471356.jpeg?width=1500&height=1001&format=webp&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta1fbd15ba10b5424/690ca0fe6e7c723d7a0a1659/AdobeStock_302471356.jpeg?width=1500&height=1001&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta1fbd15ba10b5424/690ca0fe6e7c723d7a0a1659/AdobeStock_302471356.jpeg?width=375&height=250&format=jpg&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta1fbd15ba10b5424/690ca0fe6e7c723d7a0a1659/AdobeStock_302471356.jpeg?width=750&height=500&format=jpg&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blta1fbd15ba10b5424/690ca0fe6e7c723d7a0a1659/AdobeStock_302471356.jpeg?width=1500&height=1001&format=jpg&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw"}},"layout":"constrained","width":1500,"height":1000.9999999999999}},"image_alt_text":""}},"logo_card":{"card_color":{"colors":null},"logo":{"image":null,"image_alt_text":""}},"headline":"Top 10 things to consider about case management platform transitions","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"But how do you ensure your tech transition doesn’t go sideways on you? 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This is a normal reaction: whether it’s a small switch (like a new phone) or a large one, you’re headed into unknown territory. ","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"June 02, 2022","id":"751a8e30-21b4-533f-9f9b-0b337efdc514","uid":"blta6810004141b7d93","title":"Neos Reimagined Q&A","page_url":"neos-reimagined-qa","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"uid":"2f4cacb909db45c791533890de77afa5","type":"doc","attrs":{},"children":[{"type":"p","uid":"34791376ae83468e8925e9cb129e78c6","attrs":{},"children":[{"text":"Transitioning from Trialworks to Neos – Common Questions, Answered"}]},{"type":"p","uid":"d2cae853b46742448a817f570cb27b79","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"4f7a56230a814e3fa9acd377479ee659","attrs":{},"children":[{"text":"Law firms that use on-premise case management software have a lot of questions regarding the process of transitioning to a "},{"uid":"00ae20196a9d4ebbab64a587a3cff233","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"cloud-based case management software"}]},{"text":" such as Neos. To help answer these questions, Trialworks founder Robb Steinberg, and Head of Customer Education, Bryan Billig, hosted a webinar that explored the benefits of the cloud and provided more information on what to expect when transitioning from Trialworks to Neos."}]},{"type":"p","uid":"04ce61f5ebbc4d7e979c9f773304592c","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"dbdb9432c52446428085841502ffd29a","attrs":{},"children":[{"text":"HERE ARE SOME OF THE MAIN QUESTIONS BRYAN AND ROBB ADDRESSED IN OUR MOST RECENT WEBINAR","bold":true}]},{"type":"p","uid":"a8e3b9319d0c4221b2e96840e4f88d8d","attrs":{},"children":[{"text":"Q: How difficult is it to transition from Trialworks to Neos? How long does the process take on average?","bold":true}]},{"type":"p","uid":"d3da764e3c4c442eb8c26650f7de65cd","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"f556cef8899c4223a3d0ebaf51e6f43d","attrs":{},"children":[{"text":"A: Assembly Legal has a proprietary four-step migration process we tailor to meet every firm’s unique needs. Your data will be safeguarded using ironclad technology to prevent disruptions and data loss, and we’ll train all your employees on Neos before the Go-Live, so the launch day goes off without a hitch. Our goal is to make your transition as seamless as possible. The time it takes to transition from Trialworks to Neos will depend on a few factors, one being the level of complexity. We take each firm’s individual needs into account when estimating the migration duration, which is why we avoid giving a generic timeline."}]},{"type":"p","uid":"3b53c4301d524e68907fbcecadcf9dc3","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"8b65ec08e55748e9a2a66cb548cc695f","attrs":{},"children":[{"text":"Q: What are the costs associated with a migration from Trialworks to Neos?","bold":true}]},{"type":"p","uid":"ffcc7dc3a4e447108eca17a27e91353d","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"21fb190e1ee546429e9e4d3dee79718f","attrs":{},"children":[{"text":"A: This is dependent on the level of complexity and how each firm wants to set up its Neos account. There are quite a few configuration options and full-service offerings to choose from, so your firm’s unique needs will influence the cost. "}]},{"type":"p","uid":"039f2c00355a4b4b93a0e6217106fa18","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"6c3283e1a8474dec8f18890f2ce1f263","attrs":{},"children":[{"text":"Q: Where are Neos’ cloud servers hosted, and are they secure and HIPPA compliant?","bold":true}]},{"type":"p","uid":"736bb51ae2ae4504ae5e10635edd00e7","attrs":{},"children":[{"text":""}]},{"type":"p","uid":"6267a12cdabc4fba819662704611fcd4","attrs":{},"children":[{"text":"A: Neos is hosted in Microsoft’s Azure Cloud, the same as Microsoft Office 365. 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"},{"uid":"87d184f72165420ebde0f38ee2398de7","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/blogs/the-latest-neos-features-roundup-6-key-areas-to-drive-firm-performance","target":"_blank"},"children":[{"text":"critical processes"}]},{"text":" for many law firms, yet one of the most difficult to control. Attorneys are extremely busy providing legal services and often don’t have time to track their activities manually."}]},{"uid":"f1519fcd15c24552bb2c2678317d6b78","type":"p","attrs":{},"children":[{"text":"Additionally, it is difficult to track at a granular level the number of hours you spend with clients generating and tracking expenses, creating briefs, and billing and invoicing. The task of tracking time is often manual and pushed to the end of the day or week, when it becomes even more challenging to recall individual actions."}]},{"uid":"6c729576e0b144879ae7734c3475adeb","type":"p","attrs":{},"children":[{"text":"The new Neos Automatic Timekeeper allows our customers to:"}]},{"uid":"a54d670749ae4292afd664eedfeb32e7","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Bill more time and realize more billable hours – Now you can more accurately track billable activities of lawyers and other professionals"}],"uid":"a6ddac07e8a14ed4a63309dd784e97ae"},{"type":"li","attrs":{},"children":[{"text":"Increase productivity – Automated time capture relieves many lawyers of the administrative burdens associated with recording and reporting their time"}],"uid":"2e44f509095f4faab3c0a4f5ebfc365c"},{"type":"li","attrs":{},"children":[{"text":"Realize higher revenue – Law firms note the dual benefits of reducing the frequency of write-offs due to more robust "},{"uid":"61fd2201c0f74cffb75d235105bd4a7d","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/lawyer-time-tracker","target":"_self"},"children":[{"text":"lawyer time tracker"}]},{"text":""}],"uid":"76e9bbe0397a4a1c82cbaa5a01eae7eb"}]},{"uid":"de468490edc2432e8b0a1ead5e1784b0","type":"p","attrs":{},"children":[{"text":"Neos Timekeeper highlights:"}]},{"uid":"648dfa1161b349a784057333cec98a31","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Automatically start tracking time as soon as you enter a case"}],"uid":"58ee3a11451744428aa9aa2a92b47c78"},{"type":"li","attrs":{},"children":[{"text":"Start a timer from anywhere in Neos and manage multiple timers from different cases"}],"uid":"8a9b5ddca6d044daac073ca6fd56f1c6"},{"type":"li","attrs":{},"children":[{"text":"Create value items directly from a timer and streamline the conversion of time spent to billable hours"}],"uid":"e295ecdb96234da98e5bdd5bcc26f0ad"},{"type":"li","attrs":{},"children":[{"text":"New activity code field available for time entries enhance billing and accounting workflows"}],"uid":"001cfb2d0dd8475ba2cdd7e7989116f8"}]},{"uid":"580cb4121b304095a5dba4756f66ac29","type":"h3","attrs":{},"children":[{"text":"New search experience – Now smarter and faster!"}]},{"uid":"4fb56dc7eacf4e228096e522b953b7a2","type":"p","attrs":{},"children":[{"text":"The new search experience in Neos allows you to find what you are looking for in less time. Neos user data shows that most workflows in Neos begin with a search. By improving the search experience, we are improving the efficiency of all workflows in Neos:"}]},{"uid":"03a64b62760e44029c015ada802a445b","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Search is now 3x faster, and the search bar is easily accessible from the top navigation"}],"uid":"3b9356d4e7a548c7baf15eb62cac3bf9"},{"type":"li","attrs":{},"children":[{"text":"Better and more accurate results for name, case, and Intake searches; the search logic was improved to list the more relevant results first and help users find the right contact/case with fewer clicks"}],"uid":"9a977a8046094e04989a25b09749c536"},{"type":"li","attrs":{},"children":[{"text":"The search results now display full address, contact image, default phone/email, date of birth, and role to help users identify results faster"}],"uid":"58b67784ea0e46c9966145ff68a1d687"},{"type":"li","attrs":{},"children":[{"text":"Clicking on a search result will display more information about it and list any associated cases/contacts with that record"}],"uid":"2a347d7967534752b66660ca580a0c7c"},{"type":"li","attrs":{},"children":[{"text":"Improved user experience on mobile devices with all information combined in a single side pane"}],"uid":"50dc1b1003cd470390a8b3f332bb0431"}]},{"uid":"911c3012dcb441da85d6c1b0e0de7ba8","type":"h3","attrs":{},"children":[{"text":"Triggers and Actions for Checklist (Intake Pro feature)"}]},{"uid":"e81765da09a041d4967c0ee4443e042f","type":"p","attrs":{},"children":[{"text":"Save staff time and improve efficiency by using new automation with the Neos Checklist. Users can now set automated triggers and actions in the Checklist, so once items are completed, you can now trigger the following action. In addition, automation with triggers and actions allows for client communications through the case’s entire lifecycle. Immediate use cases are to send pre-written messages to customers as their case progresses, but the opportunities are limitless."}]},{"uid":"a4ebb904d0574f2599c3b5e940fdfb45","type":"h3","attrs":{},"children":[{"text":"Notification Manager"}]},{"uid":"83abd948fa1b43dcb9c58d34a4701c17","type":"p","attrs":{},"children":[{"text":"Never miss a notification with the new Neos Notification Center!"}]},{"uid":"2e18aafce7be43e3b0218dc3ef63dd37","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"See all recent notifications, @mentions, direct messages, DocuSign, new Intakes, and more"}],"uid":"00456e17366a4243a01147d28ef59a9b"},{"type":"li","attrs":{},"children":[{"text":"Link directly to the specific record that triggered the notification"}],"uid":"54af638c0d2b4c5ba8776dcc5cd675b6"},{"type":"li","attrs":{},"children":[{"text":"Click on the notification and Neos will open the note, case, or document that generated the notification"}],"uid":"684baaa314c04eea8851f90c4d68f6e5"}]},{"uid":"fe797e4b9e164bbb94063c8fb293f247","type":"h3","attrs":{},"children":[{"text":"New Integrations"}]},{"uid":"d86ece01872e482d86120f13d682d809","type":"p","attrs":{},"children":[{"text":"In addition to integrations with tools your firm already uses, including Microsoft 365, MS SharePoint, DocuSign, and Lexitas, we’ve added a number of other integrations to help your firm maximize productivity."}]},{"uid":"afb74c8c4aa7427ca14ca79b304071da","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Intake Pro","bold":true},{"text":" "},{"text":"– Zapier (UX)","bold":true},{"text":" – Zapier is now embedded in Neos under the Integrations tab. This functionality allows users to add and configure actions and integrations (Zaps) without ever leaving Neos"}],"uid":"4dcc79bb10ad40ed9fe37637f887d8ac"},{"type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Additionally, the Zapier integration enables users to map source and marketing fields to track where the Intakes are coming from and how the leads were generated"}],"uid":"5222799b4fd947eda7fd5772c508541a"}],"uid":"aed97bd81fdc47f297b5994364e15d59"},{"type":"li","attrs":{},"children":[{"text":"American Retrieval Company (ARC)","bold":true},{"text":" – Customers of the leading medical record retrieval company ARC can now initiate their digital medical record retrieval straight from Neos"}],"uid":"fee44494457748079464bcf2c51302a8"},{"type":"li","attrs":{},"children":[{"text":"Scorpion","bold":true},{"text":" – If you’re a Scorpion customer, your client data can now push from Neos to Scorpion’s digital marketing platform, enabling visibility into marketing and client insights"}],"uid":"7b27018daae74af7a24b7dcd2825c764"}]},{"uid":"5097044273c844ee80506e85e88927c7","type":"p","attrs":{},"children":[{"text":"Interested in learning more about Neos? Meet with our team for a private, "},{"type":"a","attrs":{"url":"/contact-sales","target":"_blank"},"children":[{"text":"one-on-one session"}],"uid":"7b0bb6aef48c444f846136d45265039b"},{"text":" with one of our experts or talk to one of our "},{"type":"a","attrs":{"url":"/learning-center/customer-stories/","target":"_blank"},"children":[{"text":"many satisfied customers"}],"uid":"cea03486577d4285a2cad0e323092c3e"},{"text":"."}]},{"uid":"3531c5bfdf944d1492039e6ebd83f8a8","type":"p","attrs":{},"children":[{"text":""}]}],"_updated_by":"cs-migration/v1-v2","_version":16},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#1A1A1A"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":"Assembly mark"}},"headline":"New Neos Feature Designed to Help Your Firm Make More Money","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Neos cloud-based case management is currently helping over 400 firms make more money. We help law firms be more profitable through dramatically reduced IT","meta_keywords":"","meta_title":"New Neos Features Designed to Help Your Firm Make More Money","no_index":false},"social_media_metadata":{"description":"Neos cloud-based case management is currently helping over 400 firms make more money. We help law firms be more profitable through dramatically reduced IT","image":null,"title":"New Neos Features Designed to Help Your Firm Make More Money"}},"teaser_text":"Neos cloud-based case management is currently helping over 400 firms make more money. We help law firms be more profitable through dramatically reduced IT","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"February 09, 2022","id":"a3d24380-d172-5a4c-8237-a45b31958f80","uid":"blt03a4de2af57b3c1e","title":"Multi-Cloud: The Solution You Never Knew You Needed","page_url":"multi-cloud-the-solution-you-never-knew-you-needed","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"32e19120daf6472db1b49d8a23b507ac","children":[{"uid":"e458dfdbc25c42f4a6ba8d14e2c39f28","type":"p","attrs":{},"children":[{"text":"Multi-cloud has been getting some buzz lately, but you may not know exactly what it is, how it works, or why it matters to you and your law firm. You may even be enjoying multi-cloud benefits without knowing it. For example, if you’re using "},{"type":"a","attrs":{"url":"/neos","target":"_blank"},"children":[{"text":"Neos case management software"}],"uid":"e809ebca4f974a579aa5a5b5a84ef74f"},{"text":", you already have the multi-cloud advantage in at least one area of your practice."}]},{"uid":"b8643c61f9074d7cbd9f33b905e3b1bf","type":"h3","attrs":{},"children":[{"text":"What is multi-cloud?"}]},{"uid":"47f0866d61c0454fa654fd8919e6a90b","type":"p","attrs":{},"children":[{"text":"In simple terms, multi-cloud is exactly what it sounds like: multiple cloud hosting channels. At the base level, operating in the cloud means technologies and data are stored on outside servers accessible via your internet connection. Traditionally, the whole package was typically hosted by a single provider. So, if the server where your case management system resided went down, all of your tools and data would be unavailable until the issue was corrected."}]},{"uid":"fc86780878e44f7188c1538ec9492df2","type":"p","attrs":{},"children":[{"text":"That’s still how it works for most small businesses, including small and mid-sized law firms. In the past decade or so, enterprise companies have been shifting to multiple hosting systems to increase resilience. But, aggregating cloud providers can be challenging and expensive, "},{"type":"a","attrs":{"url":"https://www.splunk.com/pdfs/white-papers/what-you-havent-considered-about-managing-multicloud.pdf","target":"_blank"},"children":[{"text":"even for large companies with significant resources"}],"uid":"cc2a5ddcc59846a480e6c0cd42cb63eb"},{"text":". The barrier is even higher for firms that don’t have a dedicated IT department."},{"text":"\n","break":true},{"text":"What’s the difference between multi-cloud and hybrid cloud?"}]},{"uid":"357638196eca4151b41b7de958b82981","type":"p","attrs":{},"children":[{"text":"Sometimes, the terms are used interchangeably, but they describe slightly different set-ups. "},{"type":"a","attrs":{"url":"https://blogs.microsoft.com/wp-content/uploads/prod/2022/01/Microsoft-Cloud-Survey-Results-Final.pdf","target":"_blank"},"children":[{"text":"Microsoft"}],"uid":"f1b7f14d62dd4e5ab25e1ab5afda8017"},{"text":" defines multi-cloud as the use of multiple public cloud servers and hybrid cloud as a combination of one or more cloud servers with local servers."}]},{"uid":"8fb7c2489f2b4599ad675be782dacc42","type":"p","attrs":{},"children":[{"text":"While both offer benefits, law firms directly employing a hybrid model can generally expect to expend more resources, since the firm must rely on either internal IT staff or a paid outside provider for maintenance."}]},{"uid":"5ad69edbf5f84e0c933427bc379c8990","type":"h3","attrs":{},"children":[{"text":"Why does multi-cloud matter?"}]},{"uid":"78d2c1521d8e404b94c3ad2335f9ad6c","type":"p","attrs":{},"children":[{"text":"For IT providers working with cloud Infrastructure, multi-cloud is the tech version of not putting all your eggs in one basket. Some of the key benefits listed by respondents to the Microsoft survey include:"}]},{"uid":"b8e80864ea2b43d3b89ca72a3a6bc0f4","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Improved ability to scale"}],"uid":"f61ef38282dd4c4ab30d6ca1ee64a81a"},{"type":"li","attrs":{},"children":[{"text":"More efficient use of resources"}],"uid":"10429523d3d24ca2a617112d49f404db"},{"type":"li","attrs":{},"children":[{"text":"The ability to choose the cloud environment best suited to a particular purpose"}],"uid":"1017f77ffb1a46ba80533470e21c38d8"},{"type":"li","attrs":{},"children":[{"text":"Back-up options if there is a problem with one cloud server"}],"uid":"c0d2f7c61c75481b873dd514e8dd690f"}]},{"uid":"ee121cfec02d455eba5e8a2bdae14286","type":"p","attrs":{},"children":[{"text":"For consumers of SaaS platforms and software, the impact manifests as your ability to leverage the best-in-class point solutions for specific tasks or workflows, regardless of where those platforms are hosted. This accomplishes a few things on your behalf, without your firm directly managing multiple (or any) cloud environments."}]},{"uid":"de3754102c1148068b74ecffc93889f4","type":"p","attrs":{},"children":[{"text":"Some key gains in this strategy include:"}]},{"uid":"d9305be8581d449f87be2b1c92e0ad9f","type":"ul","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Integrated experiences of best-in-class platforms that are fully independent outside of the integration"}],"uid":"fc5b1815eacf4e14a1dcf7bd530b077e"},{"type":"li","attrs":{},"children":[{"text":"More personal choice in providers for supporting workflows of the core business"}],"uid":"59aafe5b4bed4c57bcb9bb48d1a86b8d"},{"type":"li","attrs":{},"children":[{"text":"The ability for all of the integrated platforms in the ecosystem to work together, while also ensuring they are resilient to the downtime and performance issues of other systems in the ecosystem"}],"uid":"0907f012d95b44089fab130d50e0ad04"}]},{"uid":"caf0a27a981145618d5128ace8231a1f","type":"p","attrs":{},"children":[{"text":"For example, "},{"type":"a","attrs":{"url":"/neos","target":"_blank"},"children":[{"text":"Neos case management software"}],"uid":"33f497c59d024f3fa310a9234fb1846f"},{"text":" is powered by Microsoft Azure, but different workflows within the system run on different clouds. So, if any one of the many platforms in a multi-cloud ecosystem was to experience an outage, instead of being completely offline in these rare incidents, you’d occasionally be running with only one or a few of the workflows offline."}]},{"uid":"8ccaaa46ca3045198f45af73f9097d3a","type":"p","attrs":{},"children":[{"text":"For instance, if your signature platform was offline, you’d be able to access your contacts and look up case details, but you’d be unable to send and receive e-signatures, since those e-signature workflows are hosted elsewhere, in their own cloud. The same would apply in Neos if Office365 was experiencing issues. All your case data and contact information would remain accessible, you would just temporarily be unable to access Microsoft-powered emails or appointments."}]},{"uid":"0dfb075e2904401b82888cc2d721e7b6","type":"p","attrs":{},"children":[{"text":"If the entire system were hosted on a single server, one failure would cut off all access. Because Neos workflows are spread across multiple cloud providers, it would take multiple simultaneous failures to shut the platform down. Neos also runs in four data centers across the US so if a regional outage occurred, the other data centers would keep everything up and running."}]},{"uid":"897b09089c7643228eca9bbf6735e912","type":"h3","attrs":{},"children":[{"text":"How can small and mid-sized law firms take advantage of multi-cloud?"}]},{"uid":"b00bf7d26fc44883b3fc850eb16a2f4f","type":"p","attrs":{},"children":[{"text":"The quickest, easiest, and most cost-effective way for most law firms to get the benefit of multi-cloud is to let someone else do the work. That means adding multi-"},{"uid":"0f7f0057816d4879931455fb9bfd13c0","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/newsroom/forbes-20-step-for-cloud-success","target":"_blank"},"children":[{"text":"cloud hosting"}]},{"text":" to your checklist of things to look for in your case management system and other legal technology tools."}]},{"uid":"c838a8a6e3874ec79295782cb8e343fb","type":"p","attrs":{},"children":[{"text":"Law firms that want to expand their multi-cloud usage beyond what third-party providers have already constructed have another powerful tool at their disposal. One key challenge is the smooth integration of systems. Patching together a multi-cloud system on your own can cause slowdowns, since solutions that aren’t tightly integrated may lag in communicating with one another. That’s a complex problem for a small firm to solve. That’s where iPaaS (integration Platform as a Service) comes in."}]},{"uid":"9ae5ce7467884e7aa1b6fbf4e2649c71","type":"p","attrs":{},"children":[{"text":"A good iPaaS solution provides law firms and other businesses with a simplified means of integrating workflows and keeping systems updated, regardless of where those workflows are hosted."},{"text":"\n","break":true},{"text":"Multi-cloud is the future – and Neos is already there"}]},{"uid":"083b08e99e364f67ae8dcf5757ae5620","type":"p","attrs":{},"children":[{"text":"Larger companies are increasingly implementing multi-cloud solutions to improve efficiency and protect workflows. Smaller businesses, including law firms, often lag behind this type of innovation and lose out on benefits. 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The solution automates tasks and gives firms insight into their marketing spend."}]},{"uid":"10e6e937861d4716833c26d65e054779","type":"p","attrs":{},"children":[{"text":"Here are some frequently asked questions about Intake Pro, from the basics to more specific questions firms ask."}]},{"type":"p","attrs":{},"children":[{"text":"Do you need to be on Neos to use Neos Intake Pro?","bold":true},{"text":"\n","break":true},{"text":"Yes, Neos Intake Pro is a module available within the Neos "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"case management software"}],"uid":"04a2dbc073f14944b57f593f07543325"},{"text":". To benefit from Intake Pro, you would need the Neos cloud-based solution. When combining Intake Pro with Neos, you get a seamless conversion of intakes to cases. That end-to-end experience is one of the most valuable aspects of Intake Pro."}],"uid":"bd7b159e24c94b40b89ad1e6493a85c4"},{"uid":"4663940ab2ea418cab18de11ed58ccbc","type":"ol","attrs":{},"children":[{"type":"li","attrs":{},"children":[{"text":"Where are intake-related documents stored?","bold":true},{"text":"\n","break":true},{"text":"Since Intake Pro is part of Neos, documents are securely stored in the cloud as opposed to on a server. The Neos "},{"uid":"e6aeccddc60f4732929c56572b0775e4","type":"a","attrs":{"url":"https://assemblysoftware.com/","target":"_self"},"children":[{"text":"legal software "}]},{"text":"is integrated with Microsoft 365 and SharePoint."}],"uid":"442763775ca440c2873b58a692c57367"},{"type":"li","attrs":{},"children":[{"text":"How many documents can I store?","bold":true},{"text":"\n","break":true},{"text":"SharePoint has a 25 TB cap per site, but you can create multiple sites to spread your files across different SharePoint sites. As for data size limits, storage for the system is entirely on the Microsoft Azure platform. Microsoft Azure also powers the Activity Feed in Neos, and it is a bank-grade cloud solution relied on by 95% of Fortune 500 companies."}],"uid":"82536e93bb824857a13525f68c20068b"},{"type":"li","attrs":{},"children":[{"text":"If I add notes or documents to the intake, does it transfer to the case?","bold":true},{"text":"\n","break":true},{"text":"Yes, because Intake Pro is built natively for Neos, all Intake data and files are seamlessly transitioned when you turn the intake into a case. No conversion takes place, and you won’t experience data loss. In addition, you get a full view of all activity that has taken place from intake through case in a single location with the "},{"uid":"f6845ff730bc4e64b174faed177aa423","type":"a","attrs":{"url":"/learning-center/blog/increase-visibility-and-control-over-your-cases-with-the-new-activity-feed","target":"_blank"},"children":[{"text":"Activity Feed in Neos."}]},{"text":""}],"uid":"e288333a0420427bbf22afcb605830f0"},{"type":"li","attrs":{},"children":[{"type":"fragment","attrs":{},"uid":"f75e9af6786641e19392af382273113b","children":[{"text":"How are lead intakes assigned?","bold":true}]},{"type":"fragment","attrs":{},"uid":"1a0c9183b045460d9acd83d1e943fded","children":[{"text":"\n","break":true},{"text":"Intake leads are assigned the same way a case is assigned. Identify and mark the staff or group that is responsible for that intake type in the checklist, and the user responsible for the intake will be notified when a new intake comes in."}]},{"type":"p","attrs":{},"children":[{"text":"New to Neos? The checklist is a versatile task management solution that automatically moves your cases along, step-by-step. Each staff member has their own checklist view, based on the tasks they need to complete or oversee. Each task is contingent on the previous item or due date. Once someone completes a task, the baton is automatically passed to the next person in line by alerting them what to do and when. "},{"type":"a","attrs":{"url":"/get-a-demo","target":"_blank"},"children":[{"text":"Request a demo of Neos"}],"uid":"678ab05846f7460ab2d7802c3d2dae29"},{"text":" to learn more."}],"uid":"2c31b327020f4ff2a239bfd84f9662aa"}],"uid":"85aad29f9dad407fb4e0e235f038f77a"},{"type":"li","attrs":{},"children":[{"text":"Can I view the amount of time that has passed since an intake has had any activity?","bold":true},{"text":"\n","break":true},{"text":"You can view an entire list of your firms’ intakes and sort by last activity. Intake Pro shows you the last activity of each intake down to the minute."}],"uid":"6596965937eb4e74a6f60e28e02111ee"},{"type":"li","attrs":{},"children":[{"text":"Can I delete intakes that are no longer active?","bold":true},{"text":"\n","break":true},{"text":"We provide single and bulk actions for archiving intakes so you can filter out the intakes that are no longer relevant to your firm. Neos doesn’t delete intake data, so you can continue to access records if needed in the future."}],"uid":"0765a9f685cc41e0a403333dfda2d7ed"},{"type":"li","attrs":{},"children":[{"text":"How many intake forms can I have?","bold":true},{"text":"\n","break":true},{"text":"There is no limit on intake forms in Neos. Each intake form is associated to case types, so you can have as many intake forms as you have for case types."}],"uid":"c0b3a46440d6414484176e2e8c452924"},{"type":"li","attrs":{},"children":[{"text":"Can we limit who has access to intakes?","bold":true},{"text":"\n","break":true},{"text":"Absolutely. Neos provides a number of individual and group permissions related to intakes and associated settings and reports, including the ability to access, add, edit, and archive."}],"uid":"159f65de78394340836743742b861090"},{"type":"li","attrs":{},"children":[{"text":" What types of customizations are available in Intake Pro?","bold":true},{"text":"\n","break":true},{"text":"You can customize just about anything in the intake, including the fields shown, the layout of the intake, the dynamic questions and workflows, the email and SMS messages/responses when specific criteria are met, and the templates you send for retainer, referral, and rejection letters. You can also customize the status within any stage of the intake, so you have a detailed view into your pipeline that is customized to the way your firm works, in addition to building custom ROI and intake productivity reports."}],"uid":"c7577432a2814221b0442c14395a097f"},{"type":"li","attrs":{},"children":[{"text":"Can I create intakes from sources outside of Neos?","bold":true},{"text":"\n","break":true},{"text":"Yes. With Intake Pro, you can generate an intake from any source. With our Zapier integration, firms can easily set up their own Zaps that provide information from a wide variety of preset sources, including web forms, chatbots, spreadsheets, mail clients, CRMs, and even database sources like SQL. For firms looking for connections outside of the massive list of Zapier connections, you can also use our API to send intake form data directly to Neos."}],"uid":"456822a1f4104b80a0f9d312a55cb751"},{"type":"li","attrs":{},"children":[{"text":" Can a prospect fill out an automated intake form?","bold":true},{"text":"\n","break":true},{"text":"Intake Pro can receive information from multiple sources, including custom web forms with a specific intake case type. If you already have an automated web form, you can easily connect it with Intake Pro for seamless creation and routing of intakes based for the specific case type."}],"uid":"34da130c9ac74762b3ec6cc7cfa92d5e"},{"type":"li","attrs":{},"children":[{"text":" Is Zapier a separate purchase or part of Neos?","bold":true},{"text":"\n","break":true},{"text":"It is a separate purchase. There is a free version, but the standard version is $20 per month. Pricing is based on volume. Assembly does not charge our customers beyond the fees due to Zapier."}],"uid":"3a7cc23483cf4213aaa5dcccb4a9b256"},{"type":"li","attrs":{},"children":[{"text":" Can you track marketing campaign spend with Intake Pro?","bold":true},{"text":"\n","break":true},{"text":"Yes, you can. When running a campaign, you can set up marketing or advertising campaigns with sources, dates, and spend amount so intakes related to specific campaigns can be tracked and reported on. Customers can easily view their return on investment (ROI) by channel to assist in optimizing marketing spend."}],"uid":"a6b72a4e68ad41f083377be991b06209"},{"type":"li","attrs":{},"children":[{"text":" Can you calculate your annual return on investment?","bold":true},{"text":"\n","break":true},{"text":"Yes. When tracking the data for your ROI, you can calculate quarterly, yearly, or even enter a custom range. You can do all of that with the reports and dashboards."}],"uid":"d987157b20124325864cd73c667a9328"},{"type":"li","attrs":{},"children":[{"text":" Can we pull a report with the filters we added from the intake browser?","bold":true},{"text":"\n","break":true},{"text":"Yes, you can. With the Advanced Search tool, you can get as granular or broad as you would like. "}],"uid":"61bd8b4acd2344c9842ecf5896a04e68"},{"type":"li","attrs":{},"children":[{"text":" Is audio intake supported? What if the number is already in the database or invalid?","bold":true},{"text":"\n","break":true},{"text":"Yes, with a link to the recording via CallRail. If the line is no longer valid, you’ll receive an undeliverable notification. If a text message is received by number that has changed, we would not receive an undeliverable notification or change of number. We’re not aware of any service providers who provide change of number information."}],"uid":"7248a091310f426b91c230f7e3ac4aab"},{"type":"li","attrs":{},"children":[{"text":" How does the voicemail transcription work with different languages, such as Spanish?","bold":true},{"text":"\n","break":true},{"text":"This is dependent on how CallRail (or a similar, alternative solution) is set up. There are options for most of the call capture providers. Neos handles the incoming text in whatever language was provided."}],"uid":"13f850a0eb8746f9be220a8cdbb8aff4"},{"type":"li","attrs":{},"children":[{"text":" Is Drip SMS or email automation applicable to both new and existing cases?","bold":true},{"text":"\n","break":true},{"text":"Yes, it is with Intake Pro. If you have that functionality, the SMS/email triggers and actions are available as part of the case checklist."}],"uid":"0095b9b04aa149fcb8329b65ede7e46c"},{"type":"li","attrs":{},"children":[{"text":"  Can we set other drip campaigns to prospective intakes that we want to sign?","bold":true},{"text":"\n","break":true},{"text":"Yes, you can do this through the Intake checklist. The Zapier integration or a direct connection through our API will pass the lead information to Neos. From there, Intake Pro will automate communications based on the rules and communication templates you create in the checklist."}],"uid":"be4e505407f44c7b990d14c6b7c3e7cf"}]},{"uid":"04ef47f385a04bb6810e247b6cb073a7","type":"p","attrs":{},"children":[{"text":"To learn more about Neos Intake Pro, you can watch this "},{"uid":"48d6e61892ea4ccf8a43961c261becf4","type":"a","attrs":{"url":"https://info.assemblysoftware.com/lps/webinar-registration/","target":"_blank"},"children":[{"text":"on-demand webinar"}]},{"text":" or "},{"type":"a","attrs":{"url":"/contact-sales","target":"_blank"},"children":[{"text":"contact us for an expert-led 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cases."}]},{"uid":"4cad640fc70746ffb9be5056c295a7a8","type":"p","attrs":{},"children":[{"text":"Neos Intake Pro helps firms sign up the right clients quickly with features designed to speed data entry, streamline workflows, and reduce errors. This new lead management intake solution performs conflict and duplicate checks and automates document generation and client communications."}]},{"uid":"917b4ffb2dda46339d0cc9e2ba2a27ba","type":"p","attrs":{},"children":[{"text":"“High-volume law firms are looking for ways to be more competitive so they can convert more lead inquiries into cases,” says McKay Ferrell, VP of Product Management at Assembly Legal. “Neos Intake Pro will help these firms be more efficient in increasing lead volume while enhancing the experience of their clients all while giving greater visibility into a firm’s performance.”"}]},{"uid":"fe8de84b97d54b21bf21b0a38b34e631","type":"p","attrs":{},"children":[{"text":"Through a Zapier integration, customers will be able to connect web forms to Neos for quick lead capture. Firms can generate one-click referrals and rejections, customize dynamic questionnaires to onboard clients faster, and send agreements via DocuSign. Once captured, it’s easy to view and prioritize cases by stage, view intake details in a case timeline view, and create custom communication templates."}]},{"uid":"ad0ec2e34f2a4931926c7dc29eb5a190","type":"p","attrs":{},"children":[{"text":"When combined with Neos case management, all notes, documents, calendar dates, and checklist items are seamlessly transferred from "},{"uid":"9365199c77f143f8b62c398937113a6d","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/law-firm-client-intake","target":"_self"},"children":[{"text":"law firm client intake"}]},{"text":" to case for full pipeline management. Firms can monitor activity by creating custom dashboards to track lead conversion, return on investment from specific advertisements, and more."}]},{"uid":"d19b5c81eace4672bcbc60ad8144fc04","type":"p","attrs":{},"children":[{"text":"“The features we built into Neos Intake Pro give our customers the power to tailor the technology to their firm,” says Jim Garrett, Chief Technology Officer at Assembly Legal. “Intake Pro’s layout manager is completely customizable with logic to show and hide fields based on the information given during an intake. Administrators of the software can set up workflows and drip campaigns with triggered actions to make the technology work for their practices.”"}]},{"uid":"27a7dffeee58478abbff2270e88b6ba1","type":"p","attrs":{},"children":[{"text":"Neos Intake Pro is now available for purchase to existing Neos customers and new customers."}]},{"uid":"ed891abccece4c6dbe2a4e3d5b8afda5","type":"p","attrs":{},"children":[{"text":"To learn more, "},{"uid":"a360bf2f898c426fa70b643ebde9e1a8","type":"a","attrs":{"url":"/contact-sales","target":"_blank"},"children":[{"text":"contact sales"}]},{"text":" or explore this blog covering the "},{"uid":"7cc137bf1aee4c03a8b058eb0f2020d0","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/qa-top-20-neos-intake-pro-questions","target":"_blank"},"children":[{"text":"top Neos Intake Pro 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"}],"uid":"39a5e1d500924c6295a57fd7cace6e44"},{"text":""},{"uid":"ada002ef898e4e96aa04ecb324880360","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/technology-for-law-firms","target":"_self"},"children":[{"text":""},{"type":"span","attrs":{},"children":[{"text":""}],"uid":"02b6a187eb7f42649ea67ae758993b48"},{"text":"technology for law firms"}]},{"text":""}]},{"text":" "},{"uid":"b9c7419f7af142c98c8142b7d73b0ef8","type":"span","attrs":{},"children":[{"text":"is not new, but how does this impact legal case management and the way that law firms operate?"}]},{"text":""},{"uid":"b4c75b46b4ef401aaef05bfda8b14f83","type":"span","attrs":{},"children":[{"text":""}]},{"text":""}]},{"uid":"3860ea0314bd4d70bda48808677b9703","type":"p","attrs":{},"children":[{"text":"We asked Assembly Software’s "},{"text":"Chief Technology Officer, Jim Garrett","bold":true},{"text":", and our "},{"text":"Chief Product Officer, Rick Cirigliano","bold":true},{"text":", the product and development leaders responsible for our cloud-based solution Neos, to break down some common terminology, misconceptions, and the need-to-know areas impacting law practices today."},{"uid":"c286eeb2e0fd4d69ae80e5d161b1cee7","type":"reference","attrs":{"display-type":"display","asset-uid":"blt4ea909b8f2e2c667","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4ea909b8f2e2c667/62a0c70fe3bbf658a27e0180/Jim.jpg","asset-name":"Jim.jpg","asset-type":"image/jpeg","type":"asset","class-name":"embedded-asset","inline":true,"width":287,"height":190},"children":[{"text":""}]},{"text":""},{"uid":"f451dcda7ba449deb62ff2fe478486d7","type":"reference","attrs":{"display-type":"display","asset-uid":"blt9e5fbb2eff9c7599","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt9e5fbb2eff9c7599/62a0c70f8e531c5737f79cdd/Rick.jpg","asset-name":"Rick.jpg","asset-type":"image/jpeg","type":"asset","class-name":"embedded-asset","inline":true,"width":287,"height":190},"children":[{"text":""}]},{"text":""}]},{"uid":"535bbcbce4a944c1834570cfbe57be6a","type":"p","attrs":{},"children":[{"text":"     ","break":true},{"break":true,"text":"Jim Garrett","bold":true},{"break":true,"text":", Chief Technology Officer.        "},{"break":true,"text":"Rick Cirigliano","bold":true},{"break":true,"text":", Chief Product Officer\n"}]},{"uid":"f34fed210e9c4a1cb14aac7a5702055f","type":"p","attrs":{},"children":[{"text":"ASSEMBLY LEGAL: What exactly is cloud computing?","bold":true}]},{"uid":"ed528b87e59042e7b2c72529e3123714","type":"p","attrs":{},"children":[{"text":"JIM GARRETT:","bold":true},{"text":" At its core, cloud computing is an ecosystem of computing services provided on-demand to users. The services range from SaaS (software-as-a-service) applications to storage and processing power, typically provided over the internet and billed based upon usage. In the cloud, companies can forego the substantial cost and complexity of owning and maintaining their own infrastructure."}]},{"uid":"5510f7506d894eb8a0513910004d496f","type":"p","attrs":{},"children":[{"text":"What is the most common misconception in cloud computing?","bold":true},{"text":"\n\n","break":true},{"text":"I would say the number one misconception is that cloud environments are less secure than on-premise deployments. The fact is that cloud computing can be vastly more secure than local storage and datacenters. Large cloud providers have highly technical monitoring, tooling, and personnel dedicated to the security of their infrastructure — and in turn the users’ data."}]},{"uid":"5354554717464370a15e959cbdc622f0","type":"p","attrs":{},"children":[{"text":"Cloud datacenters are physically secured, and employees are subject to background checks. With a cloud environment, customers can eliminate delays in deploying critical upgrades to avoid threats. Cloud providers detect and eliminate malicious code and threats 24/7. It’s important to remember that security is a shared responsibility, so maintaining secure access and protecting sensitive information in your business is always a vital focus."}]},{"uid":"04d13727b6ca4771ba4806f312fc432a","type":"p","attrs":{},"children":[{"text":"What about reliability?","bold":true},{"text":"\n\n","break":true},{"text":"Cloud applications actually provide higher availability and support for multiple location deployments compared to on-premises installations. Cloud solutions can provide mirrored copies of services, enabling users to have a failover to a secondary location with little to no interruption in critical business activities. A multi-region deployment can equip your firm to withstand natural disasters, infrastructure failures, and computer or network failures by forwarding all traffic to healthy resources, on the other side of the country. The vast majority of small businesses would struggle to support infrastructure with the same capability."}]},{"uid":"11b06c78b297471a9eed0fa82699fe53","type":"p","attrs":{},"children":[{"text":"How do you recover data with cloud applications?","bold":true},{"text":"\n\n","break":true},{"text":"A common struggle with on-premise infrastructure is ensuring predictable, secure, and reliable backup and recovery. While making backups and having them stored in a safe location is generally the focus, a common oversight is ensuring that the firm has an environment set up to restore all data backups. In a cloud deployment, infrastructure can be recovered from backups in alternate regions. This generally results in a much lower time-to-recover when compared to an on-premises installation."}]},{"uid":"bd355773142b4224aa8e0c28d24557a4","type":"p","attrs":{},"children":[{"text":"Is it more expensive to go with a cloud solution?","bold":true},{"text":"\n\n","break":true},{"text":"That’s another misconception. Cloud computing services are generally offered with a pay-as-you-use structure. Although switching to the cloud may require a small upfront cost with migration, in the long run, it can save you a significant amount of money. Companies typically see reductions in costs for IT management, hardware, software licensing, software refreshes, and storage space."}]},{"uid":"fda21a04492f44599e829c94f0c529a5","type":"p","attrs":{},"children":[{"text":"What’s the process like for migrating to the cloud?","bold":true},{"text":"\n\n","break":true},{"text":"There’s a common point of apprehension that cloud migration — that is, switching from an on-premise solution to a new, cloud-based provider — is painful and causes significant downtime. Each migration is a bit different and as a result, many factors can influence the time and complexity to migrate. Factors such as age, capacity, and stability of the systems from which the company is migrating determine the timeline. Working with a partner who understands these details will go a long way in ensuring a successful migration. And with the advancement of modern architecture, infrastructure as code, and scripted DevOps techniques, a properly planned and phased cloud migration can be done with little to no downtime."}]},{"uid":"646c0b553f9a4c70a966030b0ca7657f","type":"p","attrs":{},"children":[{"text":"ASSEMBLY LEGAL: Shifting gears a bit, let’s talk with our CPO Rick Cirigliano about how we support customers with cloud-based legal case management technology. Rick, how is your team doing that today?","bold":true},{"text":"\n\n","break":true},{"text":"RICK CIRIGLIANO:","bold":true},{"text":" Law firms are moving to our cloud-based case management solution, Neos, to improve user efficiency and productivity. Neos allows firms to manage the entire client lifecycle within one centralized application. We support this through the use of leading cloud practices that enable enterprise-level security, reliability, and performance. These cloud attributes are realized in our Neos product features."}]},{"uid":"be6f8d8159c24ac8b91b04396b4e8d49","type":"p","attrs":{},"children":[{"text":"What are some of the highlights?","bold":true},{"text":"\n\n","break":true},{"text":"Security, for one. Neos is protected with best-in-class cloud security through the Microsoft Azure Public Cloud. On the operations and product features managed by our respective teams, we comply with the industry-recognized SSAE-18 security and compliance standards."}]},{"uid":"d9f496f1f7a54570b2f92fa5274322ce","type":"p","attrs":{},"children":[{"text":"An example of this is the method in which we allow users to access the Neos platform. To this end, we use multi-factor user authentication to authenticate our users. This ensures that we are authenticating approved user access based on key identity factors."}]},{"uid":"ab3d8aacd2644a95a503104003dedb40","type":"p","attrs":{},"children":[{"text":"We also work well with non-Neos applications that our users leverage within their business. These include integrations with the likes of QuickBooks, Lexitas, Microsoft 365®, Microsoft SharePoint, DocuSign®, Scorpion, and American Retrieval Company."}]},{"uid":"2388e58f88c641829540feb2d78586c9","type":"p","attrs":{},"children":[{"text":"What’s one of your team’s proudest enhancements?","bold":true},{"text":"\n\n","break":true},{"text":"Earlier this year, we released a real-time Activity Feed, which allows law firm staff to gain full case details at a glance. We’ve received really great feedback about the feature from our users and it’s just one of many exciting features to come to the product, including an advanced Intake solution. What some of our on-premise customers may or may not realize is that with a cloud-based application like Neos, the features are updated automatically so firms can open up Neos and see brand new features overnight without waiting to install."}]},{"uid":"6ba1060d88344a3f9b8d1853bfa25a6c","type":"p","attrs":{},"children":[{"text":"What happens next once a firm moves to the cloud?","bold":true},{"text":"\n\n","break":true},{"text":"As your firm "},{"uid":"f3d06c545945460fb4951cf86efbc699","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/multi-cloud-the-solution-you-never-knew-you-needed","target":"_blank"},"children":[{"text":"considers a move to the cloud"}]},{"text":", or to a new cloud provider, it’s essential to take steps to prepare. Planning ahead of time will ensure you are set up for successful go-live and a system that supports the ongoing and growing needs of your firm. This process includes shared accountability both within your law firm and on behalf of your provider."}]},{"uid":"2d5134c9380148f8acecbfd100b06980","type":"p","attrs":{},"children":[{"text":"What are some things to look out for?","bold":true},{"text":"\n\n","break":true},{"text":"Sure. I think there are several things a firm should do. First, work with your technology partner to provide to defines and understand an internal governance plan. You’ll want to define what’s important to manage and measure to ensure business objectives are met."}]},{"uid":"fdbdeee49ad84c1c9fe74438804a5ab2","type":"p","attrs":{},"children":[{"text":"You’ll also need to understand your policies including controls around topics such as system access, use of your data, and key reporting periods to ensure timeliness and completeness. A basic question around system access is ‘who can access and run certain system functions with the firm?’"}]},{"uid":"f56d78374c2b42f5bda2f40ddc363a87","type":"p","attrs":{},"children":[{"text":"Next, firms should standardize their workflows. Take some time to outline and have a strong understanding of the core process for managing cases within the firm to drive the greatest productivity. This includes critical triggers and store procedures that will be enabled as part of your workflow."}]},{"uid":"20c0c23a27a542c3916c0f6e62ba2a8f","type":"p","attrs":{},"children":[{"text":"How can firms work with their technology provider to be successful?","bold":true},{"text":"\n\n","break":true},{"text":"My first piece of advice is to develop a close working relationship with your customer experience team. This will maximize the performance of your system and ensure business needs are proactively addressed. Establish a strong relationship with your assigned Service Delivery Manager (SDM) or Customer Success Manager (CSM)."}]},{"uid":"593618105dd449c680ec7842fe3f8af0","type":"p","attrs":{},"children":[{"text":"Work with your partner to outline the optimal configuration for your case management solution so you can translate your strategic objectives into operational tactics. This ensures the system is delivering to your business needs in a reliable and performant manner. Neos has a great deal of configuration options to meet this objective."}]},{"uid":"b9bbfe40590b4eaa9ac00143687f3144","type":"p","attrs":{},"children":[{"type":"fragment","attrs":{},"uid":"31b09bb0fb0a4a42943353b5147d4631","children":[{"text":"Assembly Software has deep expertise in developing best-in-class cloud-based technology, and an enhanced customer experience from migration through go-live and beyond. ","italic":true},{"type":"a","attrs":{"url":"/contact-sales","target":"_blank"},"children":[{"text":"Contact us","italic":true}],"uid":"990c3ee0914e47428fcbec90bf3204e4"},{"text":" "}]},{"type":"fragment","attrs":{},"uid":"490c3a90ea054d21bfe0df6dec04c6b9","children":[{"text":"to learn more about Neos and the advancements being made at the product and service level.","italic":true}]}]},{"uid":"041862045ffb427a9f4389974e980cf3","type":"p","attrs":{},"children":[{"text":""}]}],"_version":7},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1500,"height":784},"filename":"SecuritySocial_1.jpg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc05d97464b1a86e/690c3064249d493387e068c0/SecuritySocial_1.jpg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc05d97464b1a86e/690c3064249d493387e068c0/SecuritySocial_1.jpg?width=375&height=196&format=webp&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc05d97464b1a86e/690c3064249d493387e068c0/SecuritySocial_1.jpg?width=750&height=392&format=webp&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc05d97464b1a86e/690c3064249d493387e068c0/SecuritySocial_1.jpg?width=1500&height=784&format=webp&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc05d97464b1a86e/690c3064249d493387e068c0/SecuritySocial_1.jpg?width=1500&height=784&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc05d97464b1a86e/690c3064249d493387e068c0/SecuritySocial_1.jpg?width=375&height=196&format=jpg&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc05d97464b1a86e/690c3064249d493387e068c0/SecuritySocial_1.jpg?width=750&height=392&format=jpg&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltdc05d97464b1a86e/690c3064249d493387e068c0/SecuritySocial_1.jpg?width=1500&height=784&format=jpg&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw"}},"layout":"constrained","width":1500,"height":784}},"image_alt_text":"Blue abstract graphic image"}},"logo_card":{"card_color":{"colors":"#1A1A1A"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":"Assembly mark"}},"headline":"Investing in the Future of Cloud-Based Legal Technology: A Q&A With Our Product Leaders","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"The concept of cloud-based technology is not new, but how does this impact legal case management and the way that law firms operate? We asked Assembly","meta_keywords":"","meta_title":"Investing in the Future of Cloud-Based Legal Technology: A Q&A With Our Product Leaders","no_index":false},"social_media_metadata":{"description":"The concept of cloud-based technology is not new, but how does this impact legal case management and the way that law firms operate? We asked Assembly","image":null,"title":"Investing in the Future of Cloud-Based Legal Technology: A Q&A With Our Product Leaders"}},"teaser_text":"The concept of cloud-based technology is not new, but how does this impact legal case management and the way that law firms operate? We asked Assembly","topics":[{"display_name":"Cloud","title":"Cloud","id":"50c5591a-be23-5e71-b247-3f1bf94b2ed6"},{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"October 14, 2021","id":"8fcb452e-578b-5e5c-8017-b68ed77c5ea0","uid":"blta4443d62e87dd7f6","title":"Hybrid Work in Law Firms: 4 Reasons to Consider","page_url":"4-reasons-your-law-firm-should-go-hybrid","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"ca83eee238a34d45aecd6c2de0dba1a7","children":[{"uid":"d361894a37d84edca960745004ce02a9","type":"p","attrs":{},"children":[{"text":"In the spring of 2020, many law firms — like other businesses — were forced to adopt new systems."}]},{"uid":"fad865b4e3a044eaa092cf634b6e85df","type":"p","attrs":{},"children":[{"text":"In those early days, many of us expected the disruption to be relatively brief, and “back to normal” was nearly everyone’s goal. But after 18 months of remote or hybrid work and growing comfort with the new tools and processes that make it possible, many firms are reconsidering what “normal” should look like."}]},{"uid":"6c065741409c4fe699ffc32e0c77895e","type":"p","attrs":{},"children":[{"text":"Here are four reasons going permanently hybrid might benefit your firm, your attorneys, and your staff:"}]},{"uid":"7f50187eac0845d3802ae27602d1b751","type":"h2","attrs":{},"children":[{"text":"1. A hybrid work policy allows greater flexibility"}]},{"uid":"4d0721324fea43acb59209e161d8a0f0","type":"p","attrs":{},"children":[{"text":"That means increased productivity. It’s important to keep in mind that different people work differently, and there’s no one-size-fits-all answer to what’s most efficient. In fact, when "},{"type":"a","attrs":{"url":"https://blogs.microsoft.com/blog/2021/09/09/microsoft-and-linkedin-share-latest-data-and-innovation-for-hybrid-work/","target":"_blank"},"children":[{"text":"Microsoft recently surveyed 160,000 workers"}],"uid":"6f54e55506ad4f2ca973928974c9af7d"},{"text":" across a range of geographic locations and roles about whether they would prefer to return to the office or continue to work remotely, the response split. More significantly, 58% of those who said they’d prefer to continue remote work cited better focus as a key reason. So did 58% of those who wanted to return to the office. There’s no single right answer when it comes to optimizing employee efficiency."}]},{"uid":"95f0408b90ea4889b756fed8080231cd","type":"p","attrs":{},"children":[{"text":"Hybrid work policies give employees greater flexibility to be their best on the job. And, it allows for breaking out tasks in the most efficient way — for instance, spending a day or two in the office meeting with clients and conferring with co-workers, then a couple of days at home digging into drafting, research, case strategy, and other more solitary endeavors that benefit from isolation."}]},{"uid":"6bba2af0e2b84dd5b44a084b63c77c7d","type":"h2","attrs":{},"children":[{"text":"2. Many tasks can be performed just as effectively remotely"}]},{"uid":"c82afd3e51f74845ba44e9fdbea1448a","type":"p","attrs":{},"children":[{"text":"Late last year, "},{"type":"a","attrs":{"url":"https://www.mckinsey.com/featured-insights/future-of-work/whats-next-for-remote-work-an-analysis-of-2000-tasks-800-jobs-and-nine-countries","target":"_blank"},"children":[{"text":"McKinsey Global Institute"}],"uid":"5e402d67db904da9a384fd535ac1e0ce"},{"text":" published the results of an analysis of 2,000 tasks as they’re performed in 800 jobs in nine countries around the world. The goal was to determine how much of our work lives were rightly “tethered to the office,” and what percentage could be handled just as well from home or some other location."}]},{"uid":"cb3179a6f8d94dfebe13d60abe6eb9ca","type":"p","attrs":{},"children":[{"text":"The verdict: More than 20% of the workforce could work remotely three to five days a week just as effectively as they do in the office. Of course, that’s heavily weighted toward certain types of tasks. But, so is the legal profession. McKinsey determined that 82-91% of tasks related to learning and updating knowledge could be performed remotely, along with 70-75% of computer work, 43-63% of communication with colleagues and clients, and 39-52% of administrative duties."}]},{"uid":"c680f2c4c2d44083b55f36c939ec4d21","type":"h2","attrs":{},"children":[{"text":"3. A hybrid model can save your law firm money"}]},{"uid":"1dce7b2254664d8b8febe478c2bcc05a","type":"p","attrs":{},"children":[{"text":"During the pandemic, many law firms and other businesses took a hit as they paid rent and other expenses associated with office space that was largely sitting empty. That unnecessary expense during a difficult time was frustrating, but it was also eye-opening for many firms. If firms were operating successfully with little or no time in the office, did it really make sense to devote such a significant chunk of the budget to real estate? Many say no."}]},{"uid":"cf0f8ed878be46fba3bc31500e4b11bd","type":"p","attrs":{},"children":[{"text":"In response to Cushman & Wakefield’s annual "},{"type":"a","attrs":{"url":"https://www.cushmanwakefield.com/en/united-states/insights/bright-insight","target":"_blank"},"children":[{"text":"legal sector survey"}],"uid":"f008022c6cb84db1a93eb1d321410aa2"},{"text":", 73% of law firms said they expected to reduce square footage in the coming years. 82% of firms responding to the same survey said they expected at least some of their attorneys to be using “hoteling” in the next five years. “Hoteling” involves a reservation system for in-office space, as opposed to an assigned office or desk for each attorney. Condensing space by allowing attorneys and staff to work from home some or all of the time can increase your law firm’s bottom line by cutting down real estate costs."}]},{"uid":"f4d2dd246064414997df9a6fbfb3b9e2","type":"h2","attrs":{},"children":[{"text":"4. Employee expectations are changing"}]},{"uid":"d42ad1b3e594483bb00602fc5daea7d9","type":"p","attrs":{},"children":[{"text":"In most industries, including the legal industry, it’s been long accepted that holding a full-time job meant showing up to the office at a specific time each weekday and staying for 8 or 9, or 10 (or more) hours. Just as the management of law firms and other businesses discovered over the past 18 months that there are other ways to get the job done, employees have discovered that they can make valuable contributions to their employers without long commutes, outside child care, and other complications of onsite work."}]},{"uid":"10de0056ea2449ff9859ef0be9150308","type":"p","attrs":{},"children":[{"text":"In fact, many have discovered that with more sleep, less stress, and less to juggle, they’re able to perform better at work and take better care of themselves and their families. Many are not eager to return to the old way, and many businesses are prepared to accommodate. With "},{"type":"a","attrs":{"url":"https://www.reuters.com/business/legal/new-law-firm-data-shows-skyrocketing-demand-us-lawyers-2021-05-19/","target":"_blank"},"children":[{"text":"worker shortages"}],"uid":"cfbd45f3d31d41f691f7e76bbe969b77"},{"text":" continuing, "},{"uid":"8f9d66d026d747e6b79d27474c20029e","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/virtual-law-firms","target":"_self"},"children":[{"text":"virtual law firms"}]},{"text":" may find that adaptability is a requirement for recruiting the best talent."}]},{"uid":"553eeac8d0dd46fab011cd85c8d38421","type":"h2","attrs":{},"children":[{"text":"Optimize hybrid work in your law firm","attrs":{"style":{"font-size":"16pt"}}}]},{"uid":"0ba108d93e0c4fc090433600338f8475","type":"p","attrs":{},"children":[{"text":"Of course, effective remote working arrangements depend on having the "},{"uid":"ed0ad8e4fc8140a5bc796fbdbce7c6c3","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/collaboration-in-the-new-workday-success-factors-for-firms","target":"_blank"},"children":[{"text":"right tools"}]},{"text":" in place–tools that allow easy access to information, seamless document collaboration, and other hassle-free coordination with co-workers."}]},{"uid":"08895619eb4a49adaf29fe278df044d2","type":"p","attrs":{},"children":[{"text":"Here’s what one of our customers recently had to say:","bold":true}]},{"uid":"43d3049f3b244e29a31f5afd32de9302","type":"blockquote","attrs":{},"children":[{"text":"“I can’t say enough good things about Neos. We received great support and training and the data and document transfer went flawlessly. After three months of using Neos online and during this pandemic crisis, we are very blessed that we were able to work from home or even from anywhere now without having to remote into the office.”","italic":true},{"text":"\n","break":true},{"text":"— Sunny Vongtip, Ketterman Rowland & Westlund"}]},{"uid":"36671bf9d8f64d6f991c9c5ef56d4192","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"107fd92809584f06911236eb6d286926","type":"p","attrs":{},"children":[{"text":"We’re proud to have been able to help many law firms smooth the transition during the pandemic and continue to adapt their businesses as the legal industry finds its “new normal.” To learn more about our cloud-based case management platform, Neos, "},{"type":"a","attrs":{"url":"/neos","target":"_blank"},"children":[{"text":"view this page"}],"uid":"651b6b83c3a54d8db470bbb2388f023b"},{"text":" or "},{"type":"a","attrs":{"url":"/contact-sales","target":"_blank"},"children":[{"text":"contact us"}],"uid":"d900674039b3425784c7a2beec0f7339"},{"text":" today."}]},{"uid":"6c62b80e5760438fb5db6aa6d3272c2f","type":"p","attrs":{},"children":[{"text":""}]}],"_version":13},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":"Hybrid work sign"}},"logo_card":{"card_color":{"colors":"#061248"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":"Assembly mark"}},"headline":"Hybrid Work in Law Firms: 4 Reasons to Consider","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Find out the top reasons why you should consider hybrid work in your law firm and accommodate the work-life balance needs of your employees.","meta_keywords":"law firm hybrid work, hybrid work policy, lawyers working from home\n\n","meta_title":"Hybrid Work in Law Firms: 4 Reasons to Consider","no_index":false},"social_media_metadata":{"description":"Find out the top reasons why you should consider hybrid work in your law firm and accommodate the work-life balance needs of your employees.","image":null,"title":"Hybrid Work in Law Firms: 4 Reasons to Consider"}},"teaser_text":"In the spring of 2020, many law firms — like other businesses — were forced to adopt new systems. In those early days, many of us expected the disruption","topics":[{"display_name":"Hybrid & Remote Work","title":"Hybrid & Remote Work","id":"0557c54d-e3cc-5c8d-b1a5-7ded18582915"}]},{"publication_date":"June 07, 2021","id":"c346e352-47ef-5d3d-b9da-5e27cbb78e1e","uid":"bltb5a0a27782f3135b","title":"How to Improve Client Communication for Lawyers","page_url":"how-to-improve-your-firms-client-communication-and-reputation","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"2b857b20a9a841669823d0881c231aca","children":[{"uid":"0550272721eb4b88b23527d3689f95b9","type":"p","attrs":{},"children":[{"text":"Developing and maintaining a relationship of trust with your clients has never been so important for law firms. As many as "},{"type":"a","attrs":{"url":"https://www.qualtrics.com/blog/online-review-stats/","target":"_blank"},"children":[{"text":"93%"}],"uid":"909741237c3b4ba2ad59e71b81711d37"},{"text":" of consumers say online reviews, positive or negative, impact their purchasing decisions — which shouldn’t be a surprise to firms who rely on word of mouth and reviews for business."}]},{"uid":"067bb15e07854924a4e6dd8a635c9803","type":"p","attrs":{},"children":[{"text":"Improving communications will increase positive reviews and referrals, create greater awareness, educate clients, and save time by proactively communicating with clients."}]},{"uid":"a6e08dc81374442b9b04e84ecd71a6d5","type":"p","attrs":{},"children":[{"text":"Fortunately, there is a "},{"uid":"f806060a17884034bf3da3f239b19d93","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/technology-for-law-firms","target":"_self"},"children":[{"text":"technology for law firms"}]},{"text":" that allows firms to be more proactive in communicating with clients about case statuses and important actions, which can help you with your firm’s ratings while significantly improving efficiency in other areas."}]},{"uid":"0f2f4db281614f2e88ac6f3f42833551","type":"h2","attrs":{},"children":[{"text":"Offer texting as a client communication channel"}]},{"uid":"2fab223f1b2d4f51945534a5f37f8a7d","type":"p","attrs":{},"children":[{"text":"An easy way of interacting with clients is to text directly to their mobile devices. Research shows that "},{"type":"a","attrs":{"url":"https://www.localproject.net/docs/texting-stats/","target":"_blank"},"children":[{"text":"78%"}],"uid":"2f2281cefe2a4c979f8f7007f6566d08"},{"text":" of people wish they could communicate with a business via text. Imagine then how many people would switch businesses on the sole basis of offering texting as a communication channel. This is a common practice for other professions, including medical practices, and it can be just as effective for your law firm."}]},{"uid":"86d81c8a93be4e4ab205c5ffe428c145","type":"p","attrs":{},"children":[{"text":"With Neos "},{"type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_blank"},"children":[{"text":"case management software"}],"uid":"e9b5aa8ee2534753acb6b6c46f72ee21"},{"text":", you can text your clients directly from the software — without ever giving away a personal cell phone number. Simply type your message in the software or you can choose from pre-populated messages that you can configure. The text message shows as delivered from the email address you set and it makes it easy for clients to respond quickly to case updates, questions, prompts for signature, and more."}]},{"uid":"7ac41aecbbcf40babb8a5c38f34b666c","type":"p","attrs":{},"children":[{"text":"Texting also allows the client to quickly respond or send photos from their phone’s camera. Media sent back via text will be saved in Neos and all client correspondence is neatly saved in the "},{"uid":"cdbfb2d7055e47558d1fdbe813d7a08e","type":"a","attrs":{"url":"https://assemblysoftware.com/","target":"_self"},"children":[{"text":"legal software"}]},{"text":" and searchable by all staff members working the same case."}]},{"uid":"9e443f8e47e6468ea5da2831f7be03cf","type":"h2","attrs":{},"children":[{"text":"Provide proactive case updates"}]},{"uid":"466590a86c504695b2f2ede51cb3cb33","type":"p","attrs":{},"children":[{"text":"Proactively communicating case statuses and giving useful information to your clients when it matters will help keep your clients informed and in good faith. Surveys show that "},{"type":"a","attrs":{"url":"https://www.statista.com/statistics/810977/customers-by-if-they-favor-brands-that-proactively-contact-them/","target":"_blank"},"children":[{"text":"66%"}],"uid":"fe3ae3f47a5340bd828f7e271320ccb3"},{"text":" of U.S. consumers prefer brands that proactively communicate with them. When thinking about your own preferences, consider your experience with brands such as Amazon or FedEx. These companies have raised the bar for the client experience."}]},{"uid":"c9901c834b9e47cb90dfcec1c80b21df","type":"p","attrs":{},"children":[{"text":"The primary resource for providing case updates is of course through a case management system. But with hundreds or even thousands of updates logged to a case, it can be easy for something to slip through the cracks. That’s where an "},{"uid":"be4c657c0aee4fefa8be5ea3334690b4","type":"a","attrs":{"url":"/learning-center/blog/increase-visibility-and-control-over-your-cases-with-the-new-activity-feed/","target":"_blank"},"children":[{"text":"activity feed"}]},{"text":" can help. All staff members working on a case can see a chronological view of every aspect of a case — so that everyone can get up to speed on a case quickly and provide case updates with confidence."}]},{"uid":"79d7c0650691459eb6670d4e11af4ce5","type":"p","attrs":{},"children":[{"text":"When providing updates, it’s important to remember that all the standard rules of communication still apply. That means using plain language instead of confusing the client with legal jargon, using strong interpersonal skills, and making sure all staff members know how to be mindful of topics that they can bring up with a client and what’s off-limits."}]},{"uid":"9571bf30a974430ab8a14a1427990f2f","type":"p","attrs":{},"children":[{"text":"As a caution, sometimes less is more. We’ve heard from some customers that explaining to clients why a case was rejected sometimes results in negative online reviews. In general, providing case updates is good for business but it’s wise to be prudent about how you’re messaging a case rejection for risk of bad publicity."}]},{"uid":"239331d916484ffd866a6a8d1448f8f8","type":"h2","attrs":{},"children":[{"text":"Effective communication for increased referrals"}]},{"uid":"4f8b313e76e447d684311dbd34e5dbc6","type":"p","attrs":{},"children":[{"text":"Keeping clients informed can drive good references for your firm. While using tools such as text messaging and an activity feed are helpful, they can’t solve everything if your firm falls short in the art of relationship building. In the deadline-driven world of motions, hearings, and trial preparation, lawyers and support staff are prone to cut corners in building a strong foundation of trust."}]},{"uid":"b068776150cd4951a652cf8fc737d33d","type":"p","attrs":{},"children":[{"text":"Building relationships with clients will help you ultimately get referrals and positive reviews. If you fail to provide regular email updates, neglect to promptly return phone calls, and overlook personal touches (such as sending cards to acknowledge personal milestones and professional accomplishments), you risk letting your clients fall through the cracks. A neglected client is not a client who would readily refer others to your law firm. In today’s world, they may turn to online review sites to air their frustrations."}]},{"uid":"113079846d20403aa3a1aaf5fce0bdf0","type":"h2","attrs":{},"children":[{"text":"Streamline your law firm’s communication with clients"}]},{"uid":"c61cf7d31a1f4b74920c54782ad0240e","type":"p","attrs":{},"children":[{"text":"Building on your foundation of communication basics with advanced case management software will help you gain those potential clients who are watching your reputation online when they need an attorney. To learn how Neos case management software can help you do more for more clients, including communicating through multiple channels in real time, contact us today."}]},{"uid":"e4ef8b334ac14762929896b89309e3c3","type":"p","attrs":{},"children":[{"text":""}]}],"_version":16},"featured_image":{"caption":"","image":{"image":{"dimension":{"width":1500,"height":1000},"filename":"AdobeStock_495297892_1.jpeg","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0b5c3724b73f3671/690c300058d2e54b71c2eb5d/AdobeStock_495297892_1.jpeg","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0b5c3724b73f3671/690c300058d2e54b71c2eb5d/AdobeStock_495297892_1.jpeg?width=375&height=250&format=webp&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0b5c3724b73f3671/690c300058d2e54b71c2eb5d/AdobeStock_495297892_1.jpeg?width=750&height=500&format=webp&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0b5c3724b73f3671/690c300058d2e54b71c2eb5d/AdobeStock_495297892_1.jpeg?width=1500&height=1000&format=webp&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0b5c3724b73f3671/690c300058d2e54b71c2eb5d/AdobeStock_495297892_1.jpeg?width=1500&height=1000&format=jpg&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0b5c3724b73f3671/690c300058d2e54b71c2eb5d/AdobeStock_495297892_1.jpeg?width=375&height=250&format=jpg&quality=90 375w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0b5c3724b73f3671/690c300058d2e54b71c2eb5d/AdobeStock_495297892_1.jpeg?width=750&height=500&format=jpg&quality=90 750w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0b5c3724b73f3671/690c300058d2e54b71c2eb5d/AdobeStock_495297892_1.jpeg?width=1500&height=1000&format=jpg&quality=90 1500w","sizes":"(min-width: 1500px) 1500px, 100vw"}},"layout":"constrained","width":1500,"height":1000}},"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#2270DD"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":"Assembly mark"}},"headline":"How to Improve Client Communication for Lawyers","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"Learn how lawyers can improve client communication to build better relationships and generate more referrals.","meta_keywords":"communicate with clients, lawyer communication, communicating with client","meta_title":"Enhance Client Communication & Reputation in Your Law Firm","no_index":false},"social_media_metadata":{"description":"Learn how lawyers can improve client communication to build better relationships and generate more referrals.","image":null,"title":"How to Improve Client Communication for Lawyers"}},"teaser_text":"Developing and maintaining a relationship of trust with your clients has never been so important for law firms. As many as 93% of consumers say online reviews, positive or negative, impact their purchasing decisions.","topics":[{"display_name":"Legal Tech","title":"Legal Tech","id":"957779d6-91fb-513d-85b8-e2d628750607"}]},{"publication_date":"June 01, 2021","id":"8a9919fb-2538-556d-8687-649ba4ffcaa2","uid":"bltc7c99972ffaf0c6e","title":"The latest Neos features roundup: 6 key areas to drive firm performance","page_url":"the-latest-neos-features-roundup-6-key-areas-to-drive-firm-performance","anchor_and_accordion_layout":{"enable_layout":false,"featured_image_right_side":{"image":{"image":null,"image_alt_text":""}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"031f243816c54acba25ed2b74571994a","children":[{"uid":"06ace83256ce419195b23e6facdaa5e3","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"0f9cf275dbe34da8a24e1a8d8801d223","type":"p","children":[{"text":""}],"attrs":{}},{"uid":"f2e0a3d8263845c7a294fd506d9a52a1","type":"p","attrs":{},"children":[{"text":"The past year has brought new challenges and created many opportunities for law firms. We are inspired by the resilience of our customers and have continued to enhance "},{"type":"a","attrs":{"url":"/neos","target":"_blank"},"children":[{"text":"Needles Neos"}],"uid":"3c8078a50b924f48bc5b97869fdd71c7"},{"text":" to enable our users to focus on what they do best: serving justice for their clients."}]},{"uid":"458bc0c8e050424d84c33e078b1b4575","type":"p","attrs":{},"children":[{"text":"Over the past several months, we’ve released dozens of powerful new features and enhancements designed to fuel greater success for our users. We’re sharing 6 of the key areas we’ve focused on — core case management capabilities, enhanced reporting, improved staff collaboration, efficient document management, faster financial management, and enhanced security."}]},{"uid":"1ed5d913f4c54ac5aca1cf30b964656c","type":"p","attrs":{},"children":[{"text":"Check out 6 of our new productivity-driving features or learn more about Needles Neos "},{"type":"a","attrs":{"url":"/neos","target":"_blank"},"children":[{"text":"here"}],"uid":"ac0ad88669bd499e81d486320ba31f3d"},{"text":"."}]},{"uid":"60d7808efae24715a1b60c774a6371af","type":"h3","attrs":{},"children":[{"text":"1. Better case and team management"}]},{"uid":"f7db605b91184ee8b6288f3515a6ec1a","type":"p","attrs":{},"children":[{"text":"Activity Feed","bold":true},{"text":": The new "},{"uid":"13b35c22016044d5b5631373e6ca601a","type":"a","attrs":{"url":"/learning-center/blogs/increase-visibility-and-control-over-your-cases-with-the-new-activity-feed","target":"_blank"},"children":[{"text":"Activity Feed"}]},{"text":" is a chronological history of everything that has happened with the case — what was done, when it was done, and who did it. Using this feature, you get a clear summary of where a case stands so you can demonstrate confidence and knowledge about every case. This detailed level of visibility allows you to easily monitor case activities at a team and individual level, and promptly identify and fix any errors that may occur."}]},{"uid":"5572ab2b3b364b5490d50f40a338c93c","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"2ecd509e834a47e4b90a3f0ded3105ed","type":"reference","attrs":{"display-type":"display","asset-uid":"blteef64a0fd3961b51","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blteef64a0fd3961b51/62b8f323c6bccd0fa5f3af70/activityfeedui-1002x631.png","asset-name":"activityfeedui-1002x631.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"uid":"0295ee2cfe7b44248a4597ce28902857","type":"p","attrs":{},"children":[{"text":"\n","break":true},{"text":"Case Dates Tracking","bold":true},{"text":": Tracking upcoming case deadlines is now easier with the ability to view case dates in the Neos calendar. Display Case Dates from all open cases where the selected staff are assigned to any role within the case and see multiple staff calendars side by side or merged into the same view. Case Dates displays on all Neos calendar views and shows as all-day events in week, workweek, day, and agenda views."},{"text":"\n","break":true}]},{"uid":"bf19e60b64ad4ae39fbf1941203cab73","type":"reference","attrs":{"display-type":"display","asset-uid":"blt4bc413230dcccf3d","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt4bc413230dcccf3d/62b8f323b8bffb0fb089624b/casedatescalendarui-600x277.png","asset-name":"casedatescalendarui-600x277.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"uid":"4f0ce2657bee4d37abd475b3868df700","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"11adc379b84744f2a76986c216c6b313","type":"p","attrs":{},"children":[{"bold":true,"text":"Enhanced reports list"},{"text":": You can now filter and sort reports by all categories in the newly updated reports screen. Delete or create custom reports and leverage the features of advanced search."}]},{"uid":"253cbc20b4854781b84419a329b751f9","type":"p","attrs":{},"children":[{"text":"Outlook add-in enhancements","bold":true},{"text":": Automatically look up cases with recipient-matched email addresses, easily file emails using a list of recent and active cases and organize attachments by type and category before sending them to a case."}]},{"uid":"2516f54943314683a6c623b7cf2b3c5d","type":"h3","attrs":{},"children":[{"text":"2. Enhanced reporting and efficiency"}]},{"uid":"b08a753cda914eaa9320ecc3ffbf8395","type":"p","attrs":{},"children":[{"text":"Advanced Search","bold":true},{"text":": With this new functionality, you can build your own query. This allows you to search your cases based on a large variety of parameters, and even multiple parameters in a single request. You can save any queries that you’ve built and plan to use again, then save for yourself or share with others. Search results enhancements allow you to view additional case information, including the party role and full address of the contact, in search results."},{"text":"\n","break":true}]},{"uid":"c38ff27df0aa4373b8c3e638a45aed16","type":"reference","attrs":{"display-type":"display","asset-uid":"blt7195489e94fed4b2","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt7195489e94fed4b2/62b8f323f146ac100d9cbc62/casetabui2.png","asset-name":"casetabui2.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"uid":"30d95f47187740b09a5863dffecadd0f","type":"p","attrs":{},"children":[{"text":"","bold":true}]},{"uid":"55e1be1181434baaab45bad87e4c78c4","type":"p","attrs":{},"children":[{"bold":true,"text":"Universal multi-select drop-down"},{"text":": Now when you select multiple values from a drop-down, you can see items you’ve selected in the option field and remove selected items that aren’t needed. In this new display, you can clear all selections with a single click."}]},{"uid":"0573bafaacbc46b8b65817cb9f991302","type":"h3","attrs":{},"children":[{"text":"3. Improved staff collaboration"}]},{"uid":"6252ffd115fd4dbeb81ddbc547889c76","type":"p","attrs":{},"children":[{"text":"Mentions","bold":true},{"text":": Keep other staff members in the loop without emailing them with @ mentions inserted directly in notes. Simply enter @ and select the staff from the dropdown to notify them about specific notes. They’ll receive an automated email alert."}]},{"uid":"9414068aaa9d4890b3db2615ec2a7704","type":"p","attrs":{},"children":[{"text":" "}]},{"uid":"1bfd4ddf47c64d07908a062ceb62d0b3","type":"reference","attrs":{"display-type":"display","asset-uid":"bltfd710f8b53e2cad4","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/bltfd710f8b53e2cad4/62b8f323fb425b0fc910e852/Mentions-1002x511.png","asset-name":"Mentions-1002x511.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"uid":"a58aa5ea66ee4818aacc18f7b7ae940b","type":"p","attrs":{},"children":[{"text":"","break":true}]},{"uid":"06c9ef60ff304e5f9be778f554ed5032","type":"p","attrs":{},"children":[{"text":"Instructions field in checklist","bold":true},{"text":": Administrators can add more information about how each task should be completed; instructions are in a new checklist side panel for all users to see the details."}]},{"uid":"fbba26939a4140958bf072572c045603","type":"p","attrs":{},"children":[{"text":"New notes options","bold":true},{"text":": You can now print the full details of a note, attach documents to notes, and upload them to your case documents tab while composing a new note."}]},{"uid":"cf19d5f6b4f8458e90f299ea01631334","type":"p","attrs":{},"children":[{"text":"External communications","bold":true},{"text":": Easily send file copies directly from your case through email."}]},{"uid":"b77e33546c0a41c3af9d6642bb8076b7","type":"h3","attrs":{},"children":[{"text":"4. Efficient document management"}]},{"uid":"9da473795fa94a4f8de212f4743008f7","type":"p","attrs":{},"children":[{"text":"Powerful templates","bold":true},{"text":": Use text and images from master documents to elevate your templates and digital letterhead. The new InsertPic and InsertDoc tags let you automatically insert entire paragraphs into new documents using text from other documents. You can also "},{"uid":"83472e542de24155b0077ddcda664682","type":"a","attrs":{"url":"https://www.assemblysoftware.com/learning-center/customer-stories/case-study-roberts-law-firm","target":"_blank"},"children":[{"text":"generate new documents"}]},{"text":" with logo images, profile pictures, or any other graphic. Update text or images in a single master document and use the merge tags to apply the changes in all templates."}]},{"uid":"96799e7017e54973b9e9c0e1aa90b1e8","type":"p","attrs":{},"children":[{"text":"","break":true}]},{"uid":"b1ce543935ef46a69e5002c36a88a75f","type":"reference","attrs":{"display-type":"display","asset-uid":"blt0a94edce1618f188","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt0a94edce1618f188/62b8f32387dc870fdcf1cf75/Documents-and-Templates-1002x513.png","asset-name":"Documents-and-Templates-1002x513.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"uid":"667404078740467ab136b90f98b90307","type":"p","attrs":{},"children":[{"break":true,"text":""}]},{"uid":"4ef125a639ea46afa58a66cd77517210","type":"p","attrs":{},"children":[{"text":"Documents folder view","bold":true},{"text":": This view for document management in cases displays all folders and files as they are stored in SharePoint. You can also organize and categorize files when you drag and drop them to the case."}]},{"uid":"d099b9ce82fb427192903a550bcb63d0","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"a85d7adf76dc4604ac08b4bbdd77cf46","type":"h3","attrs":{},"children":[{"text":"5. Faster financial management"}]},{"uid":"3da824d8efb642e7bfd12ee2b1babebe","type":"p","attrs":{},"children":[{"text":"QuickBooks Integrator","bold":true},{"text":": With the new QuickBooks Integrator, you can write one check per payee, view transaction count and totals before posting to QuickBooks, automatically select the QuickBooks credit and debit accounts for known value codes, and add the case number, party name, and value reference to the check memo in QuickBooks."}]},{"uid":"8781dc99d95c46d2b9bfffd966963400","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"d82bce8499194d649a4790732b8ca5af","type":"reference","attrs":{"display-type":"display","asset-uid":"blt7f271bf8c60f8245","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt7f271bf8c60f8245/62b8f32368cb740f8d905712/quickbooks-1-600x328.png","asset-name":"quickbooks-1-600x328.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"uid":"a48867c9d7d04adaaf8a42840d538d01","type":"p","attrs":{},"children":[{"text":"","break":true}]},{"uid":"da4e4711af704c4b880d91636b2758ad","type":"p","attrs":{},"children":[{"text":""},{"uid":"58d9f602e1a94c918c4994f8d2ebe740","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/lawyer-time-tracker","target":"_self"},"children":[{"text":"Lawyer time tracker","bold":true}]},{"text":": Easily track the time spent on each case, then quickly turn it into billable hours. Manage multiple timers at once from anywhere in the application."}]},{"uid":"ecd33bff15014fc5a78e0d8f1f5b2c6d","type":"p","attrs":{},"children":[{"text":""}]},{"uid":"815b3d254adf4e3d85de81c09f352b02","type":"reference","attrs":{"display-type":"display","asset-uid":"blt36da8e5338a3c6b0","content-type-uid":"sys_assets","asset-link":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt36da8e5338a3c6b0/62b8f323253aab0fd936e252/Timer-Running-1002x511.png","asset-name":"Timer-Running-1002x511.png","asset-type":"image/png","type":"asset","class-name":"embedded-asset","inline":false},"children":[{"text":""}]},{"uid":"8719e8fa5b3d4bc9b171e3dbb8342ad3","type":"p","attrs":{},"children":[{"text":"\n","break":true},{"text":"Easier payment management","bold":true},{"text":": We’ve simplified the value transaction screen to improve handling payments in Neos. The credit/debit option for Value transactions is now automatically selected based on the ‘Paid by’ selection. Clients can also print the list of values for a case now."}]},{"uid":"0b1bb5150d0b49c9a4f4f4435336f380","type":"p","attrs":{},"children":[{"text":"Add multiple transactions from a case","bold":true},{"text":": Add multiple payments, create check requests, and add due-to-firm transactions from a single bulk action."}]},{"uid":"57fdea9350ea4d88a15dce11f0039da3","type":"h3","attrs":{},"children":[{"text":"6. Enhanced security"}]},{"uid":"ced6c867f3774b7f9a0df601f7212b15","type":"p","attrs":{},"children":[{"text":"Two Factor Authentication (2FA)","bold":true},{"text":": 2FA gives your firm an extra layer of security by ensuring that the individual meant to access the application is confirmed as being that user. When turned on, users will receive an authorization code to the email or mobile phone on file for their account. 2FA can now be enabled for users, Administrators can turn 2FA on for all users under “Firm Preferences.” With 2FA enabled, users will receive an authorization code to their mobile phone or email address on file. 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The Assembly Legal team is committed to providing our customers with the best tools to solve challenges today and in the future. "},{"type":"a","attrs":{"url":"/contact-sales","target":"_blank"},"children":[{"text":"Contact us"}],"uid":"1477cf48abcc42febe70c9d49d9b500f"},{"text":" today to explore the productivity-boosting features Needles Neos offers."}]},{"uid":"54e7f5d7d32e4b0a8df6b1a94f0993da","type":"p","attrs":{},"children":[{"text":""}]}],"_updated_by":"cs-migration/v1-v2","_version":7},"featured_image":{"caption":"","image":{"image":null,"image_alt_text":""}},"logo_card":{"card_color":{"colors":"#061248"},"logo":{"image":{"dimension":{"width":640,"height":384},"filename":"assemblycard.png","url":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png","is_dir":false,"gatsbyImageData":{"images":{"sources":[{"srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=webp&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=webp&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=webp&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw","type":"image/webp"}],"fallback":{"src":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90","srcSet":"https://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=160&height=96&format=png&quality=90 160w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=320&height=192&format=png&quality=90 320w,\nhttps://images.contentstack.io/v3/assets/blt150f0e99f9258957/blt41f3d2f72613c9ef/62b5ba0a68cb740f8d90552a/assemblycard.png?width=640&height=384&format=png&quality=90 640w","sizes":"(min-width: 640px) 640px, 100vw"}},"layout":"constrained","width":640,"height":384}},"image_alt_text":"Assembly mark"}},"headline":"The latest Neos features roundup: 6 key areas to drive firm performance","key_quote":null,"lc_content_type":[{"landing_page_name":"Blogs","navigation_name":"Blogs","url_segment":"blogs","id":"025c585e-7423-56aa-9156-49da3e44f89b"}],"page_configuration":{"seo_metadata":{"canonical_url":"","meta_description":"The past year has brought new challenges and created many opportunities for law firms. 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Whether you’re an existing Needles user or coming from another platform, implementing cloud-based "},{"uid":"af702e191e9e43bbadf86120fe6f4258","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"case management software"}]},{"text":" does not have to be challenging. We do the work so that our customers can focus on their clients. 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This means your firm does not experience downtime to receive an update and you don’t have to wait to start taking advantage of the latest features. "}]},{"type":"p","attrs":{},"uid":"c2e8f3d3a6cd4ca19aa48d31c86a0e70","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"1f6a7655416144b8be84d3eea4e5c5cb","children":[{"text":"Firms get frequent updates that enhance the experience and the possibilities are endless. Some of the current features that set Neos apart include comprehensive document management, real-time and subscription-based reporting and analytics, expense tracking, and e-signature. Through a rich integration with Microsoft SharePoint and OneDrive, users can edit and collaborate within documents, in real-time. Such integrations drive tangible improvements in productivity and efficiency."},{"text":"\n","break":true}]},{"type":"h2","attrs":{},"children":[{"text":""}],"uid":"eeea98d63dc74759902887caff0f9fac"},{"type":"h2","attrs":{},"uid":"280f7d3a9323499e9fda1f649e37d16c","children":[{"text":"A cloud-based solution is more secure"}]},{"type":"p","attrs":{},"uid":"292f442afb4a4036abb414d22255b853","children":[{"text":"\n","break":true},{"text":"While it may seem like data stored on a local server is more secure than having it in the cloud, top security providers are better equipped to protect your data. That’s why over 95% of Fortune 500 companies rely on Microsoft Azure to protect their business. Neos is secured with the protection of Microsoft Azure, safeguarding your important data with more rigorous security measures than a firm could provide itself. 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Nearly three-quarters of the respondents think that 95% of workloads will be in the cloud within the next five years."}]},{"type":"p","attrs":{},"uid":"c5629e939af6430f863a0a84413d194b","children":[{"text":""}]},{"type":"p","attrs":{},"uid":"2497124a01d547e494bdd9cc4279e99c","children":[{"text":"Further, a recent "},{"type":"a","attrs":{"url":"https://www.techrepublic.com/article/key-factors-in-the-decline-of-on-premises-data-centers/","target":"_blank"},"children":[{"text":"INEP survey"}],"uid":"a9df0b8f6ecd4d4badf5878d03f023e5"},{"text":" shows that nine out of ten IT professionals surveyed said they would move their workloads to off-premise capabilities in the next three years. In the legal industry, firms are quickly turning to "},{"type":"a","attrs":{"url":"/neos","target":"_blank"},"children":[{"text":"cloud-based solutions"}],"uid":"4316eadd879f420ba020be870e947522"},{"text":" to speed up access to remote-enabling tools and collaboration technology. 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For many firms, especially those dealing with personal injury, a temporary decrease in business due to "},{"type":"a","attrs":{"url":"learning-center/blogs/fewer-cars-on-the-road-may-be-temporary-managing-today-and-preparing-for-the-future/","target":"_blank"},"children":[{"text":"fewer cars on the road"}],"uid":"41a821f6cd3c4b8aa801c541455697b5"},{"text":" and other factors has created the need to re-evaluate marketing efforts."},{"text":"\n\n","break":true},{"text":"While this is an uncertain time for many firms, there are smart ways to re-prioritize marketing strategies and re-align marketing, advertising, and event spend."},{"text":"\n\n","break":true},{"text":"Here are five areas of marketing that you can focus on during this time:"}]},{"uid":"9afdb0b8d0f24d258baee47baa06ec05","type":"ol","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"type":"li","attrs":{"style":{},"redactor-attributes":{},"dir":"ltr"},"children":[{"text":"Search engine optimization (SEO)","bold":true},{"text":"\n","break":true},{"text":"Even if business is slow, it’s still important to maintain visibility for when a client needs your services. According to "},{"type":"a","attrs":{"url":"https://1seo.com/18-digital-marketing-stats-every-lawyer-needs-to-know/","target":"_blank"},"children":[{"text":"1SEO.com"}],"uid":"6c1a4e7791044f36ad179fb8ebe62883"},{"text":", 96% of people looking for legal advice use a search engine and 74% visit a firm’s website. And in the current environment, people are at home using their computers more than before."},{"text":"\n\n","break":true},{"text":"Re-allocating funds such as events expenses into a more robust "},{"uid":"9908807f9f6f45cf9a4e83cdc9cc9efb","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/SEO-for-law-firms","target":"_self"},"children":[{"text":"law firm SEO "}]},{"text":"and pay-per-click (PPC) advertising strategy can help firms stay ‘above the fold.’ Paul Hernandez, partner at Kalfus & Nachman says “I increased my PPC budget because, for those who are looking, I want to be in the top three.”"},{"text":"\n\n","break":true},{"type":"a","attrs":{"url":"https://www.wordstream.com/blog/ws/2020/03/18/covid-19-google-ads-data","target":"_blank"},"children":[{"text":"Recent trends"}],"uid":"0dd6a48e6ad44dbab029539e633271c3"},{"text":" in the legal industry show an increase in direct phone calls from search. Be sure to have a plan in place to answer and track these calls as they may represent great leads."},{"text":"\n\n","break":true},{"text":"It’s also important to optimize your firm’s website for search. What are the most commonly asked questions from your clients? Does your website answer those questions? If not, set up an FAQ page so clients can find your firm’s information organically when searching for answers to their questions online."},{"text":"\n\n","break":true},{"text":"You can also build authority through free tools like this "},{"type":"a","attrs":{"url":"https://ahrefs.com/backlink-checker","target":"_blank"},"children":[{"text":"backlink checker from Ahrefs"}],"uid":"2dc13506805144d59d241b65e82efa09"},{"text":". There, you’re able to plug in your firm’s website URL and see backlinks and referring domains. You can compare your firm to competitive firms in your area to see if there are any missed opportunities. Then, you can ask those sites if they would list your firm in their directories or sites."},{"text":"\n","break":true}],"uid":"eab26188b2a34cceb59423f17e21f47d"},{"type":"li","attrs":{},"children":[{"text":"Word-of-mouth marketing","bold":true},{"text":"\n","break":true},{"text":"According to "},{"type":"a","attrs":{"url":"https://www.brightlocal.com/research/local-consumer-review-survey/?SSAID=314743&SSCID=61k4_437iv","target":"_blank"},"children":[{"text":"BrightLocal.com"}],"uid":"11cf20944d86435ca303641b44e7046c"},{"text":", the average person reads 10 reviews before feeling able to trust a business. Your current and former clients may have some free time while quarantined. Use that as an opportunity to encourage them (via newsletter, email or personal phone outreach) to review your firm on websites including legal review sites and Google, Yelp and Facebook."},{"text":"\n\n","break":true},{"text":"Setting up a Google My Business account is a free way to gain exposure. Make sure you allocate time to respond to the reviews that you receive."},{"text":"\n","break":true}],"uid":"43216e05f6b74187ac856343e3b7ec92"},{"type":"li","attrs":{},"children":[{"text":"Social media","bold":true},{"text":"\n","break":true},{"type":"a","attrs":{"url":"https://www.socialmediaexaminer.com/social-media-marketing-industry-report-2018/","target":"_blank"},"children":[{"text":"Research"}],"uid":"61a3bcc53c63458882813059f95ba3fd"},{"text":" shows that over half of consumers would be likely to hire a lawyer with an active social presence and that percentage skyrockets for millennials, with 72% looking to social."},{"text":"\n\n","break":true},{"text":"According to a survey from the American Bar Association (ABA), "},{"type":"a","attrs":{"url":"https://www.americanbar.org/groups/law_practice/publications/techreport/abatechreport2019/websitesmarketing2019/","target":"_blank"},"children":[{"text":"80% of firms maintain a social media presence"}],"uid":"1b3300893b9d4247a28e7f8cbdcb82ed"},{"text":" and among them, LinkedIn is the leading platform. LinkedIn has become a place where people, including your prospective clients, go for business articles. Make sure your firm has a presence and shares relevant news."},{"text":"\n\n","break":true},{"text":"A Facebook presence is equally important as it is a place where clients can submit reviews of your firm and communicate with you via Facebook Messenger. Keep in mind that Facebook will deem your business page as “very responsive” when your response time is within 15 minutes and your response rate is at about 90% or higher. If your response rate is poor, potential clients could assume they’d have the same experience working with you."},{"text":"\n","break":true}],"uid":"9c343b21d10f4712b45242ba47cb4144"},{"type":"li","attrs":{},"children":[{"text":"Television and video","bold":true},{"text":"\n","break":true},{"text":"With virtually no sports on television and temporarily-closed businesses pulling TV ads, advertising spots are now an affordable way to build your firm’s brand. Even if you aren’t advertising on TV, Cisco predicts that "},{"type":"a","attrs":{"url":"https://newsroom.cisco.com/press-release-content?type=webcontent&articleId=1955935#:~:text=Yet%20the%20new%20Visual%20Networking,to%20the%20end%20of%202016.&text=By%202022%2C%2060%20percent%20of,population%20will%20be%20internet%20users.","target":"_blank"},"children":[{"text":"by 2022, 82% of global internet traffic will come from video"}],"uid":"6feda679cbbb4379918224397d8a06f2"},{"text":" streaming and downloads. Creating video ads can help you connect with customers."},{"text":"\n\n","break":true},{"text":"Creating video content is a great way to get in front of clients and potential clients, especially if you can share helpful tips. If your firm utilizes this valuable platform, there are small investments worth making. Ring lights, widely used by social influencers, can make a big impact at a low cost. High-quality audio equipment will also professionalize your video efforts."},{"text":"\n\n","break":true},{"text":"A few other tips to consider when creating videos are to create an outline with three key points you want your audience to take away from the video and to include a call to action at the end of the video. If you’re posting videos to YouTube, make sure the videos are optimized for search so potential clients will find you. You can add keywords and descriptive text when uploading videos."},{"text":"\n","break":true}],"uid":"7d3e8a0214ea4ec590279fe61280721d"},{"type":"li","attrs":{},"children":[{"text":"Blog","bold":true},{"text":"\n","break":true},{"text":"Maintaining a blog can help your firm demonstrate its expertise and help potential clients find you. "},{"type":"a","attrs":{"url":"https://seotribunal.com/blog/blogging-statistics/","target":"_blank"},"children":[{"text":"Research"}],"uid":"119afabde3fc45a8a437789d138b4b6f"},{"text":" shows that companies that blog receive 97% more links to their websites and 434% more indexed pages."},{"text":"\n\n","break":true},{"text":"If you already have a good blog strategy, consider expanding the expertise of your partners and attorneys through guest posts on other websites."},{"text":"\n\n","break":true},{"text":"One way to find websites open to guest post submissions on your topic (e.g. personal injury) is to use the “inurl” command, which tells Google to look for keywords. Perform a simple search: inurl: "},{"text":"“personal injury”","bold":true},{"text":" "},{"text":"+","bold":true},{"text":" "},{"text":"“write for us”","bold":true},{"text":" or "},{"text":"inurl: “personal injury”","bold":true},{"text":" "},{"text":"+","bold":true},{"text":" "},{"text":"“guest post”","bold":true},{"text":" to find websites you can contact."}],"uid":"2b6576c9081e485b8c668817cae79d72"}]},{"uid":"816c536438234aeaae1e35aafb817700","type":"p","attrs":{},"children":[{"type":"fragment","attrs":{},"uid":"32b3c42a65ba4e6299cd6cbcab849d6b","children":[{"text":"Re-evaluating your marketing strategy for the remainder of 2020 will help set your firm up for success in the future. 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","meta_keywords":"","meta_title":"Marketing Your Law Firm in Today’s Changing Legal Landscape","no_index":false},"social_media_metadata":{"description":"No business could have predicted what 2020 was going to look like when determining marketing and advertising budgets for the year. If anything, it looked","image":null,"title":"How to Market Your Law Firm in a Changing and Unpredictable Environment"}},"teaser_text":"No business could have predicted what 2020 was going to look like when determining marketing and advertising budgets for the year. If anything, it looked","topics":[{"display_name":"Law Firm Marketing","title":"Law Firm Marketing","id":"1fd45808-ae53-5440-be39-6f77dfec7abe"}]},{"publication_date":"May 14, 2020","id":"3f0fb73f-3edf-58d5-9792-325a01e2dc4c","uid":"blt3b3f9861b4796392","title":"The Link Between Tech Adoption and Profits for Law Firms: Is Your Firm Leading or Trailing?","page_url":"the-link-between-tech-adoption-and-profits-for-law-firms-is-your-firm-leading-or-trailing","anchor_and_accordion_layout":{"enable_layout":null,"featured_image_right_side":{"image":{"image":null,"image_alt_text":null}},"anchor_and_accordion_content":[]},"newsletter":[],"boxed_promo":[],"customer":null,"content":{"type":"doc","attrs":{},"uid":"acc8c7731b234dcd9b49560cb6e464f6","children":[{"uid":"a26a3b6c1c79470599eb9314738d1e69","type":"p","attrs":{},"children":[{"text":"Increasing your firm’s technology adoption could help you become more competitive and profitable. In the "},{"type":"a","attrs":{"url":"https://lrus.wolterskluwer.com/media/3002/future-ready-lawyer-white-paper.pdf","target":"_blank"},"children":[{"text":"2019 Future Ready Lawyer Survey"}],"uid":"457d479296864a20ad38cc1ca308e8df"},{"text":", Wolters Kluwer Legal & Regulatory surveyed professionals in the US and Europe working in law firms, legal departments and business services firms on their current and future use of technology, reporting on ‘Technology Leading,’ ‘Trailing’ and ‘Transitioning’ firms."}]},{"uid":"a644abd284764959a48238b5859fa3be","type":"p","attrs":{},"children":[{"text":"Technology Leading firms (those leveraging technology effectively today and planning to invest in new technology) made up 49% of those surveyed, while 47% identified as Transitioning (those using technology somewhat but planning to invest more) and 4% were categorized as Trailing (those not leveraging technology today and not planning to)."}]},{"uid":"7fabda43314942e498c67cdfc3bdac91","type":"p","attrs":{},"children":[{"text":"Survey results showed that Technology Leading firms had significant ‘early-adopter’ advantages over their peers, including higher reported profits and the ability to take on change. These differences are likely to increase in the near-term as COVID-19 accelerates technology trends for law firms."}]},{"uid":"b544121fa6ec4c0393c4f8914e4c36b4","type":"p","attrs":{},"children":[{"text":"Technology leading firms realize greater profits","bold":true}]},{"uid":"c5e9462378bc4b80bbb9532966851976","type":"p","attrs":{},"children":[{"text":"One of the big differences between the 49% who identified as Technology Leading and the 47% who identified as Transitioning was those leading firms that invest heavily in technology also see greater profits."}]},{"uid":"e4707645398c46ad82096d9271bb33ea","type":"p","attrs":{},"children":[{"text":"According to the survey, 68% of the Technology Leading firms increased profitability between 2017 and 2018 as opposed to only 52% of the Transitioning firms. Additionally, the leading firms were more likely to see double-digit growth rates. Put another way, leading firms are 30% more likely to see increased profits."}]},{"uid":"24d8f9f9c452456c85de81634b5e0130","type":"p","attrs":{},"children":[{"text":"Automating tasks such as document generation, "},{"uid":"0c60baa1fcd243ff80b2e2481e2b8caf","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/law-firm-client-intake","target":"_self"},"children":[{"text":"law firm client intake"}]},{"text":" and workflow management could explain how firm technology adoption is linked to profitability as software can accomplish these tasks faster than humans."}]},{"uid":"f567b184e8ba49ba875ed1f4fd4895d5","type":"p","attrs":{},"children":[{"text":"‘Enabling’ technology differentiates transitioning and leading firms today","bold":true}]},{"uid":"8f09b788b34549549dd0a1ddb620291e","type":"p","attrs":{},"children":[{"text":"While most firms reported using foundational technology (e.g. billing systems) and few reported using transformational technology (e.g. blockchain), the most impactful of the survey-defined technology was in the middle level—enabling technologies. Defined as any technologies that improve productivity and work product, enabling technologies include customer relationship management software, data analytics and practice management software."}]},{"uid":"b6708733a2ff456eae4607f9181d7a9d","type":"p","attrs":{},"children":[{"text":"Transitioning firms adopt enabling technologies at a slower pace than Technology Leading firms. For example, 49% of Technology Leading firms use client collaboration tools today while only 36% of Transitioning firms do."}]},{"uid":"4092736935c0404cb83dcd2aad25a4cf","type":"p","attrs":{},"children":[{"text":"Practice management software was among the tools expected to have the highest usage in the next few years across both Technology Leading and Transitioning firms with an 81-85% total usage by 2022."}]},{"uid":"d02a4bcbfcc244c6ad15ed2005d0d4c7","type":"p","attrs":{},"children":[{"text":"The survey also found that 84% of Technology Leading firms will be using cloud computing by 2022. With the current environment around the COVID-19 pandemic, the need for "},{"uid":"a9da96290c504fdca943e3bc6682791e","type":"a","attrs":{"url":"https://assemblysoftware.com/learning-center/blogs/technology-for-law-firms","target":"_self"},"children":[{"text":"technology for law firms"}]},{"text":" is only increasing as "},{"type":"a","attrs":{"url":"/learning-center/blogs/managing-remote-work-in-law-firms-amid-covid-19-situation","target":"_blank"},"children":[{"text":"firms quickly transition to remote work"}],"uid":"fc387cc7c39c432b8d13f9ae23bc5b3f"},{"text":" to continue to serve their clients."}]},{"uid":"de4037eb1b57440991b963433f9b96b2","type":"p","attrs":{},"children":[{"text":"Some of the leading practice management software solutions, such as"},{"type":"a","attrs":{"url":"/neos","target":"_blank"},"children":[{"text":" Neos"}],"uid":"37010405762149ddb95188f5d8a39b51"},{"text":", are fully web-based, which allows users to be efficient from any device, anywhere."}]},{"uid":"304e3fa289174e04b18e3ab1199a94c1","type":"p","attrs":{},"children":[{"text":"Firms can gain a competitive edge now","bold":true}]},{"uid":"cfb8537a481b49c4a949fd582ccb1d5f","type":"p","attrs":{},"children":[{"text":"According to the survey, only 34% of lawyers believe their organization is prepared to keep up with changes in the legal market. This presents opportunities for firms to increase their technology investment so they can gain a competitive advantage."}]},{"uid":"b5df87aee1b445e9b8e02f30b31d6b01","type":"p","attrs":{},"children":[{"text":"The difference between the number of firms identified as Technology Leading (49%) and Transitioning (47%) in 2019 is very small, but how the groups adapt in the next few years could significantly widen that gap."}]},{"uid":"ee860d070ec54d63b6843c4709ea0361","type":"p","attrs":{},"children":[{"text":"If your firm wants to get on the path to become a Technology Leader and drive increased profits, "},{"type":"a","attrs":{"url":"/contact-sales","target":"_blank"},"children":[{"text":"contact us"}],"uid":"ce63ee7be8d449158fd337f6b4fd2910"},{"text":" today to learn how our web-based legal "},{"uid":"232a0afc5cac454884b3143b19c9b90e","type":"a","attrs":{"url":"https://assemblysoftware.com/case-management","target":"_self"},"children":[{"text":"case management software"}]},{"text":" can 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