Whether you are a lawyer or are conducting an investigation of whatever type, you definitely need to work with the best case management software and up to standard Iso auditing. Making a wrong choice can be costly in terms of security and efficiency.
The right choice will help you manage your time and run your activities more efficiently. Here are some factors you should consider;
Cloud-Based or Server Based
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Server-based solutions are common in law firms for their management needs. However, cloud-based software is becoming more and more popular each day. This is because they offer a variety of benefits to their users including;
- The ability to access the firm from anywhere, securely. This means your physical presence is not always needed in the office.
- They offer automatic software updates. this saves you the time and cost of having to upgrade your software manually
- They are hosted on secure servers, hence eliminating the cost of maintenance and upgrades
Ease of Use
This may seem like an obvious factor but it is important that you evaluate the ease of use as well as the functionality of any software before you consider it. It is easy to be allured by a sleek interface but when you realize you have to make 10 clicks before completing a basic task, it becomes a deal-breaker.
When it comes to how easy and convenient the software is to use, think about the tasks you perform on a daily basis and what you need to run these activities smoothly. Some of the things you want to put in mind include the logging time, adding information to cases, finding specific information, adding new contacts or opening new cases on the system, and billing clients.
Security
This is one of the factors that should always be at the forefront before you get started with any software and remote tools. With cybersecurity concerns rising every day, you want a tool that will guarantee your safety. Client information is confidential and you want to keep it at that.
You should know that there are many companies offering different software and that not all are the same. Others offer more security than others. Amongst all the factors that you want to check, make sure security is one of those that takes the lead, lest you want to compromise your work.
Mobile Access
We are living in the age where mobile phones reign. While all the different types of computers and technological devices are cool, mobile phones have proven to be more convenient if you want to have access to your work activities from anywhere you are.
Before purchasing or subscribing to any software solutions, make sure to first check the mobile version of the software during a demonstration. Sometimes the mobile version tends to be different from the computer version. And others also tend to be easier to use than others.
Integration
This is definitely a major factor to put in and before you sign up. Whatever field you are in, you are going to need different kinds of integration to achieve different tasks. First, determine what other apps and software you use and will need to be compatible with your case management software.
The right tool should enable you to continue using the apps and other programs that you already use and love. This is one of the things cloud-based software management solutions are most popular with. They have proven to work seamlessly with other programs, allowing you to stay organized without having to keep logging in and out of different apps and sites.
