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Advantages of a Practice Management Software When Compared to a Diary or an Excel Sheet

by PracticeLeague

It is important for every lawyer to make a note of even the smallest of changes that take place when it comes to handling a matter. Traditionally, this was done by maintaining a diary or an excel sheet that catalogued all the developments and changes.

But unfortunately, this is not the best method to keep track of your legal matters. The biggest problem that arises with using a diary or an excel sheet is that they do not provide complete insight into the information for the whole firm since these are individually maintained. Secondly, there is always a chance of loss of data or misplacing some important information by mistake.

Moreover, an excel sheet or a diary does not help in setting up reminders, auto-invoicing, document or email archival, on-demand reports and auto-escalations. Most of these tasks including collation of timesheets and expenses has to be done separately using manual systems.

A Practice Management Software on the other hand works towards trying to make these processes much simpler and making a central repository of all this data and information, which can then be accessed by multiple people. Even when a lawyer makes a particular change, everyone else who is assigned to that matter will also be able to see that update.

Sharing of documents and contracts becomes much easier as there is no more need to send emails back and forth, reducing the amount of time it takes to finalize on details and terms.

There is more security for your legal documents as well, and there isn’t any chance to ‘misplace’ them as everything can be found with a simple search.

A Practice Management Software also collates all the information about contacts, their data and communication history, emails, etc. all in one, so lawyers have access to everything in one single place, instead of having to first search through a diary or excel sheet, then search for the contact information and other related documents.

If you are looking for such a legal practice management software that can help you upgrade from your old processes and bring to you a more technological approach, then PracticeLeague’s legal solutions are a great option.

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