There are many options out there when it comes to choosing software for your law firm. It can often feel overwhelming, and you aren’t sure which metrics are the most important and which software will help you grow your firm.‘A workman is only as good as his tools.’

A PI firm, similarly, is only as good as its software. It affects everything you do in your firm. From the speed your intake team can onboard a new client, to the efficiency your paralegals and lawyers can achieve whilst building a case, to your ability to oversee your firm, to the analysis of which marketing efforts are working for you. Put bluntly, it’s incredibly important, and when choosing which software is right for you, you need to get it right.

That’s where we come in. In this E-book, we explore the different software options for PI firms; we will point out the essential metrics to use when comparing software and give you the critical questions you need to be asking.

How to Purchase the Best Software for your PI Law Firm

Chapter 1

Cloud Vs. Hosted Law Software Systems‘You must not blame me if I do talk to the clouds.’

Henry Thoreau

And talk to The Cloud, you must. When choosing software for your firm, the first choice is to decide whether you are going to host it in your office or use a cloud-based system.

There is only one right answer. The Cloud.

The Cloud is better than a self-hosted system in a number of ways, and we will go into some of them in more detail in later chapters, but here’s an overview of the main differences between a Cloud-based and self-hosted system:

CloudLex and Cloud-based
Systems
vs Self-hosted
Legacy
Systems

Secure servers hosted by Microsoft. Space, equipment, and IT team costs are met by Microsoft, not you.

1Servers The actual server and networking equipment are pricey.
Significantly lower costs. No expensive hardware. Pay for what you need only. 2COST Significantly lower costs. No expensive hardware. Pay for what you need only.
Significantly less time and costs associated with setup. 3Support IT support— including ongoing support for daily issues, as well as more significant issues like hacks, accidents, lost laptops, etc., will all have to be funded by your firm.
Data backups across many locations = more security from breaches, acts of God, environmental factors, etc. 3Data
Backup
Server replacement: The “useful life” of your server is about 3-5 years, and replacement costs need to be taken into consideration.
24/7/365 proactive security monitoring performed by cybersecurity experts. 5Security Security personnel to watch over the physical premises 24/7/365.
Anytime, anywhere, immediate access across multi-devices and platforms, leading to greater efficiency in collaboration and tracking. 5Scale Up Costly to scale up if new staff or offices are added to the firm.
Access to data is restricted and often not available across multiple devices or platforms. 7Device
Compatibility
Costly to scale up if new staff or offices are added to the firm.

As you can see, in the modern world we live in now, there’s no reason to take a backwards technological step with your firm’s software and use a self-hosted system. The Legal Cloud is the option that is easiest, cheapest, most-efficient, and will help you to grow your firm too!

Chapter 2

Lipstick on a Pig‘You can put lipstick on a pig, but it’s still a pig,’

As with all industries, there are inferior versions of cloud-based software. Including some that aren’t even genuinely cloud-based. Now you’ve decided that a cloud-based software is the right choice for you, it’s essential that you do your research to choose a cloud-based solution that will really give you all the benefits of the real Cloud.

Just because a solution is “hosted by your vendor” doesn’t make it a true cloud-based software solution. Nor does paying a monthly fee to your vendor make it a true “SaaS” (Software As A Service) solution.

Real Legal Cloud solutions are built on the latest, most-sophisticated web technologies from the ground-up. Meaning, the application is conceived, conceptualized, designed, and developed as a cloud application right from the start.

The “cloud” cannot be retrofitted to legacy hosted solutions developed decades ago. Although many try (these are some of the inferior software we are talking about).

Simply put, a real legal cloud solution is designed in a way that gives you the reliability, security, scalability, availability, and usability that outdated practice management solutions can never provide.

When looking for your personal injury cloud-based case management system, ask vendors these questions:

  • To test their application’s security, ask them if they can ensure HIPAA compliant application
    and data security?
  • When was the last time they conducted proactive vulnerability tests for their application?
  • To test their solution’s scalability, ask if they can set up 500 users as seamlessly as they can
    set up five users? If it is a repackaged legacy product, the answer will be “no” or “it will take
    additional time.”
  • To determine the real cost of their system and root out any hidden fees, ask them if you will
    need to add additional servers, databases, and software licenses or if you will incur
    additional maintenance and manpower costs as you grow? If it is a repackaged outdated
    solution, you will incur additional costs (beyond the standard per-user fees) as you grow.
  • Ask if they can ensure 99.99% uptime?

Chapter 3

The Venue Matters‘Location, location, location…’The venue matters! Wouldn’t you agree?

As a personal injury attorney, you realize the importance of the venue. Well, in the case of cloud solutions, the “cloud hosting venue” is a significant factor when choosing your new software.

There are five major Cloud Infrastructure Providers:

These providers have invested billions in creating state-of-the-art server farms across the globe.

A typical data center for these providers:

  • Runs hundreds of thousands of servers,
  • It is as large as ten football fields,
  • Uses as much electricity as a small town.

This is not something any office-based software can keep up with! Nor can any smaller legacy-hosted systems.

These providers have compiled a huge array of cloud hosting services and platforms supported by their immense resources.

To discover where a potential solution provider is hosted, ask them:

  • Where do they host? A “mom-and-pop” or “regional data center,” with only one or two
    locations, should concern you.
  • Do they have “geo-redundancy”? Meaning if one data center goes down, then other centers
    located in different locations automatically kick in.
  • How do they back up your data?
  • How do they manage ongoing maintenance, monitoring, and upgrades?

Simply put, if a provider is not using one of these top 5 infrastructures, then stop considering them as an option. They will not be able to provide anywhere near the same functionalities, security, geo-redundancy, and support as a system hosted on the big 5.

Chapter 4

Cyber Security‘It takes 20 years to build a reputation and
a few minutes of cyber-incident to ruin it.’

Stephane Nappo

Your entire reputation (in addition to your legally obligated requirements) is staked on your firm’s security level, so this is an incredibly important consideration when choosing a new software for your firm. Understandably, security is one of the biggest concerns when moving to cloud-based law practice management software.Mature cloud providers like Microsoft/Amazon have designed their platforms with robust security features that have become the industry standard. Their data centers across the globe undergo continuous monitoring, regular security check-ups, and frequent updates.

They recruit and employ only the best and brightest engineers and cybersecurity professionals. Regional data centers may not be able to adhere to such stringent levels of security, nor do they have access to the same level of professional resources, leaving your firm and client data open to hacks and putting your business at risk.

Mature cloud service providers have a global reach with a vast selection of recovery options. Leading cloud services like Microsoft Azure backup six copies of your information in at least two geographically dispersed data centers, which assures 99.9% availability of data and backups.

Their ongoing monitoring program not only ensures high performance but also ensures the security of your data. Unlike small data centers, leading cloud service vendors like Microsoft Azure and Amazon Web Services employ a team of experts to monitor their data centers 24/7/365 to assure seamless cloud connectivity for all their clients, regardless of size.

Simply put, small regional data centers simply don’t have the technical expertise, capital, resources, or skills to offer the security, reliability, and availability that your personal injury law firm needs.

Chapter 5

Determine the Expertise of the Cloud VendorWould you refer a “med-mal” case to your “immigration
attorney” colleague?

The answer, of course, is an emphatic “No”.

Personal injury is a specialized practice area of law that requires unique skills, expertise, and experience. So is the field of technology development. Developing legal cloud solutions requires a team of expert technology professionals, including cybersecurity experts, software engineers, designers, architects, and systems experts.

If you really want cutting-edge legal cloud software, then go to expert software engineers who truly know both the personal injury space and cloud technology, not to a lawyer who develops software while running his practice.

In the real world, lawyers are not supposed to be software engineers (unless they hold a dual degree in computer science and have written millions of lines of code).

Ask your solution provider these questions to determine their expertise:

  • What is the background of their founders and their key legal experts and technology experts?
  • How big is their software engineering team? How many architects, product managers, lead
    engineers, database engineers, front-end developers, back-end developers, cybersecurity
    professionals, etc.?
  • Is their software development outsourced, or do they have their own in-house team?
  • How many years of experience do they have developing software technology, specifically
    cloud technology and legal industry technology?
  • Do they have any Silicon Valley venture capital funding?
  • Do they have any official associations with tech giants like Microsoft?

The bottom line is, you need to be a full-fledged software development firm, with sophisticated resources, software development skills, high-tech expertise, and experience to be a cloud-based solution provider.

You need a reliable and robust organization with teams of development engineers, testers, architects, designers, analysts, and support engineers who develop and maintain the product day in and day out.

In addition, you need an organization that employs lawyers to bring subject matter expertise to every step of the design process. This is an area where an association with technology giants like Microsoft, the involvement of sophisticated Silicon Valley venture capital firms, and teams with advanced, sophisticated pedigrees really do matter!

The post How to Purchase the Best Software for<br>your PI Law Firm? appeared first on Personal Injury Case Management Software – CloudLex®.