Here are some thoughts on what to consider when looking to choose a Case or Practice Management System, beyond price.

•         Don’t try to “rebuild” your existing system in your new system
•         Do look at how the new solutions can benefit your business processes
•         Don't just go for what others are choosing
•         Do look at what is not working now and why
•         Don’t just listen to the loudest voice in the firm
•         Do check where the data is held
•         Don’t be driven by short term goals – on average firms change their PMS every 13 years
•         Do think how your staff will need to work in the future – how mobile should they be
•         Don’t imagine that everyone will see things as you do
•         Do plan to train and train again – to get the most out of your investment
•         Don’t assume that change will be painless
•         Do look for some early wins to gain buy-in
•         Don’t allow the leadership team to shirk its responsibility to enthusiastically back the project
•         Do get your hands dirty – this is a tool : you learn by using it

Ingemar has been involved in many projects implementing case and practice management systems, both whilst in practice as a solicitor and afterwards when working for HCL.

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