"If you've never utilized a practice management system, you're probably feeling pretty disorganized, especially if your firm is expanding. But if you fit this description, how do you get started in upgrading your firm's tech stack? In this episode of "Adventures in Legal Tech," host Jared Correia speaks with Donna Brown and Jaclyn McDuffey of the legal tech consulting firm Beyond Square One. Here are some takeaways from the conversation."
"The Upside of Excel If you're managing your firm with spreadsheets, the bad news is that you've built an unwieldy and likely unsustainable system for a growing practice. Also, you've probably got a lot of work to do in finding the right system. There's still some good news, however, which Donna shares here. Adapting to AI Many clients have adopted AI-powered bill review, which is resulting in new ways a lawyer's time is being questioned. Here, Donna shares how you can adapt."
Many small firms continue to rely on spreadsheets, which become unwieldy and unsustainable as practices grow. Migrating to a practice management system requires significant evaluation, data cleanup, and selection work but enables standardized operations and scalability. Excel can retain advantages for simple tracking and flexibility during transition. AI-powered bill review is increasingly adopted, changing how lawyer time is questioned and prompting workflow adjustments and training. Alternative fee arrangements appear to be rising, shifting billing practices and client expectations. Firms should assess needs, plan migrations carefully, and adopt appropriate technology and billing models.
Read at Above the Law
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