Trail Mix: Capturing Client Data is a Broader Conversation Now

It’s always been important for law firms to archive the entire set of communications between attorneys, staff and clients (and leads). 

 

And, that’s become easier to do, over time, as technology has advanced. 

 

The cloud made it easier to access that data across devices and in different places; it also democratized the buy-in and continuing costs for law firm technology, so more law firms could access it. 

Case management software, as a relational database, allowed for attorneys to capture data across systems, and organize it via matters. 

 

Customer relationship management software exists, in part, so that attorneys can aggregate lead data. 

 

Even texting, typically done on lawyers’ own smartphones, has made it into the official record, as it were – because there are now business texting applications, and many softwares are building in text messaging as a feature. 

 

This is important for two main reasons.  First, the more easily you can click on a case file, and review all associated client data, the more efficient you can be, and the more money your law firm can make.  Second, if you ever get into a malpractice or legal ethics issue, you’ll be in a far better position if the ‘he said-she said’ defense is replaced by a coherent audit trail. 

 

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Want to learn more about integrating software tools into your practice, in order to better manage your data?  We can help! 

Through a unique partnership between the bar association and Jared Correia's Red Cave Law Firm Consulting, Vermont Bar Association members have access to experienced law practice management consultants at a special discounted rate.

To get started, visit Red Cave's Vermont Bar Association landing page, and start running your law practice like a business.