Actionstep: Which practice management software is right for your firm? Seven key questions to help you assess and choose legal practice management software

Choosing software to help you run your firm and manage your client work takes time and research. There are many software review sites to read, complex feature lists to interpret and compare, and the pros and cons of on-premise vs cloud solutions to get your head around. We know you’d rather be focusing on growing your practice and helping your clients.

Over the past 15 years, Actionstep has learned so much about what lawyers need to manage their practices, reduce administrative burdens and free up enough space in their day for client nurturing and business development. With this in mind, we’ve compiled seven key questions to ask when evaluating new practice management solutions. These questions help you to align what practice management solution will be right for you and your firm. The article covers how to evaluate if a practice management solution can scale and be adaptable to your growing firm’s needs, how to assess migration and data ownership concerns, integrations, implementation and finally the usability of the system.

We hope this information makes your decision easier and gives you confidence in your selection process for the right practice management system to suit your firms needs and goals.

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