Legal Calendaring: Automate Your Law Firm

Related Practices and Jurisdictions

Monday February 11, 2019

The legal profession is full of deadlines, the failure of which can have devastating consequences for professionals with immaculate files. Missed deadlines are a leading cause of lawsuits against attorneys in the United States, according to reports released by the ABA. In a legal tech market that is being driven by more legal software options every day, lawyers have many ways to automate their time – and thus get the most of them. The question is not whether or not to invest in statutory calendar automation; This is how you can make the most of it with your practice management solution.

Legal calendar automation

One of the benefits of the increasingly sophisticated automation tools that are introduced every day is the ability for legal professionals to streamline their use. The best practice management solutions make it unnecessary to juggle multiple automation tools at the same time; Instead, first-class software serves as an automation hub for your legal calendar and beyond. Instead of looking for a calendar platform with little extra functionality, go for a sophisticated practice management solution that combines your legal calendar with other automation tools like CRM and case management. That being said, the best platforms have specific calendar features that any lawyer wouldn’t look out for:

Calendar synchronization

Your practice management solution is next to useless if it forces you to work with a completely different calendar than the one you are already using. To keep operations as streamlined as possible, you need to find a solution that integrates with your preferred legal calendar, be it Google, Outlook, or some other primary calendar platform.

Automated workflow generation

Automated workflows are perhaps one of the most useful tools associated with a legal calendar that is well worth the money. Look for practice management software that offers automated workflows. When a new contact or matter is created, workflows are automatically created according to the nature of the situation or case. Through these workflows, all events and deadlines associated with this case are automatically entered in the calendars of the responsible specialists in your company. Essentially, workflows take into account all of the deadlines associated with a case, which minimizes the likelihood of a deadline being exceeded with less than a click.

SMS reminders

Your practice management solution should take the worry out of deadlines and get you the notification instead of forcing you and your coworkers to look for them. Invest in a practice management solution that reminds you – and all relevant employees – of upcoming appointments and deadlines by SMS.

graduation

Years ago, when billing deadlines meant handwriting each appointment and hoping for the best, forgotten deadlines were little more than an occupational risk for lawyers. Nowadays, however, there is a new normal: the automated legal calendar. By looking for a practice management solution with sophisticated legal calendar functions, you can prepare your law firm for success with minimal effort.

© Copyright 2021 PracticePantherNational Law Review, Volume IX, Number 42

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