Software for law firms

Law firm management software for a team of lawyers

A law firm sells consultations and ongoing legal work from several lawyers with different specializations, and a client calling for the first time often has no idea which of them they need. Law firm management software brings those calendars into one schedule, routes appointments by practice area and shows how much each lawyer brought in and earned.

An inheritance question never lands with the corporate lawyer

Each lawyer in the system is a resource with their own list of services: a family law consultation, an employment dispute review, support for a transaction. The online booking form offers a service only with the people who actually provide it, so the client picks a time among lawyers in the right practice area rather than among everyone at once. The short resource description, visible while the client is still choosing, is a good place to name each lawyer's area of practice. If a meeting runs longer than planned, the administrator simply stretches the appointment in the scheduler. And when a lawyer suddenly cannot make it, the consultation is dragged over to a colleague who offers the same service, and the client does not have to book again.

A percentage for lawyers and a profit bonus for the partner

Pay at a law company is rarely the same for everyone. A lawyer who handles consultations can earn a percentage of the price of their appointments, while a partner responsible for the results of the whole company fits the profit rule. It works from net profit for the selected cash registers, meaning income minus all expenses, can have several thresholds with different rates, and pays the bonus only when profit for the period is positive. If the incentive is tied to revenue rather than profit, the turnover rule does the same for the company or for a specific specialist. Fines and bonuses are added as separate entries. How to combine several rules like these into one scheme is covered in the overview of salary accrual rules.

The person who books again and again

Sometimes one person books the same consultation over and over within a chosen period and never shows up, tying up hours that other clients could have had. A repeat booking restriction kicks in right in the form: depending on the setup, it shows a warning, blocks online booking or adds the client to the blacklist.

Surveys for clients and for your own team

A survey can go out before an appointment, to clarify what the question is about, or after it. After a consultation, the client gets a few questions about the quality of the work, and when the survey includes a review screen, that answer goes straight into the main review list. The same module works for internal staff surveys too, for example to find out how lawyers are coping with a new way of assigning cases. If your practice is a single attorney, the page for a law office is a closer match, and other office-based businesses are gathered in the professional services roundup.