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Matter Management

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Law Firm Operations
Data Analytics: You Can’t Manage What You Don’t Measure
Our title borrows a famous quote from William Edwards Deming, an American engineer, statistician, professor and author often labeled “the original data scientist.” Deming also said, “Without data, you're just another person with an opinion.” Fortunately, the legal landscape is rapidly shifting, and digital transformation is allowing us to inform our business strategy opinions with facts. Firms of the future will enjoy a new digital reality with the help of practice management platforms and data analytics solutions. As new tools reduce complexity, data analytics has become a primary driver of business strategy. This is particularly in response to the continuing situation with COVID-19, which has changed every aspect of how and where law firms work and collaborate.
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Law Firm Operations
Migrating to a New Legal Practice Management System
It can be daunting to even think about migrating to legal practice management systems. While you may know the move is needed, transitioning from the outdated software applications your firm uses now to a new modern system for the future – the process of data migration – can be stressful. The key is being prepared and planning ahead! Here are a few things to consider to ensure a successful migration.
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Law Firm Operations
Shopping for Legal Practice Management Software: 7 Questions to Ask
According to a McKinsey Global Institute report, over 23 percent of a lawyer’s work can be handled by technology. In addition, half of all lawyers are already using some form of workflow automation. Legal practice management software is a valuable part of a law firm’s toolkit that will save time by automating tedious, low-value tasks, allowing attorneys to focus on substantive legal work instead.
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Matter Management
A Few of Our Favorite Things from 2021
Each year, the Zola Suite development team releases hundreds of updates and dozens of new features to help law firms be more efficient and profitable. While this year was full of updates and changes, Zola Suite users have spoken, and we’re pleased to share our top 10 releases of 2021.
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Law Firm Operations
Document Storage vs. Document Management Systems: Key Differences to Consider When Determining Which Your Organization Really Needs
There is often a great deal of confusion regarding document storage and document management systems. As a result, companies often wrestle with the following questions: Which solution is the simplest to manage, the most cost-effective, and the best overall?
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Law Firm Operations
CRMs Aren’t Just for Big Law: Features That Can Help Every Firm Be More Efficient and Profitable
Although many people think that customer management relationship systems (CRMs) are relatively new in existence, the practice of keeping customer records has existed for centuries. Merchants, even those selling their wares in ancient times, understand that it’s much easier to sell your goods to a current or past customer than to try to cultivate new business.
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Law Firm Operations
Conflict Check Basics: What Every Legal Professional Should Know
Most lawyers have multiple clients, and many will work in more than one firm throughout their careers. These circumstances dramatically increase the possibility of conflicts of interest between former and new clients.
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Law Firm Operations
The Human Side of SOC 2: It’s About More Than Just Technology
All organizations – particularly those that outsource crucial business operations to third-party technology businesses and SaaS companies – must ensure that their data is handled properly, protecting customers from data theft, extortion, and malware attacks. Service Organization Control 2 (SOC 2) provides a framework to help stakeholders ensure that vendors protect the interests of the company they serve and the personal data of vulnerable clients.
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Matter Management
Trying Out New Practice Management Software? 6 Things You Should Do On Trial to Make Sure It Will Really Work for Your Firm
Selecting a new legal practice management application is no easy feat. With your firm’s productivity on the line, the stakes are high and the vetting process should be thorough. One critical step in the selection process is the trial where you, and other future users in the firm, can actually roll up your sleeves and get to know the platform.
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