The way in which we interact with technology continues to change as our expectations and requirements shift. With the legal software market continuing to change, you probably feel some pressure to at least review your computer systems, if not actually change them.

You will want to take advantage of new technologies and to keep a competitive edge for your practice.

But with an overwhelming variety of opinions and advice available, along with the marketing claims of the suppliers, choosing a system that meets your expectations is often a difficult process.

Choosing from a crowded market

You are almost certain to be offered some sort of cloud-based solution so some research into how modern systems work is worthwhile.

However, the real value of change will be related to issues of functionality, usability, efficiency and deliverability, both in-house for your own staff and externally for your clients and other stakeholders.

Depending on time constraints choose around five case management suppliers, but preferably no less than three, and invite them in to give a detailed demonstration.

Not surprisingly, the sales rep will have a demonstration script and will show you all the bits they want to, to promote their ideas and focus on what makes their offering look good.

It’s a good idea to think about your current software and what you like and dislike to see how the new legal software product will compare. It can be beneficial to make a list of “must-haves” and “nice-to-haves” and tick these off throughout the demonstration.

They will invite you to ask questions, but don’t be afraid to interject and ensure you get what you want from the demonstration. Make a list of questions you want to ask and press for a definitive answer. If you’re still unclear, ask the sales rep to demonstrate the feature to you.

It’s important to remember you’re not just buying a tool, you’re investing in a solution that should provide your business a return on that investment.

Any sales rep will be able to make their legal software product look great (it’s their job after all!) but a good one will know how their product solves your problems, and provides real value to your business.

Ask your sales rep for login details so you can get a feel for the case management system. Again, a good sales rep demonstrating good legal software will have no problem with this.

Last, but not least, be ready to listen to new ideas. That was, after all, where the process started.

Due diligence

The next step is your due diligence, to ensure this is the kind of company you want to engage with. Ask for some references about their legal software.

A telephone call can often suffice but depending on the scale of the implementation you may ask for a site visit to be arranged and perhaps a second or even a third demonstration.

At the same time, you should be reading the contracts and ensuring you are asking for the right number of licences to suit your needs.

If you’ve done all this, then you’ve put yourself in a great position to avoid any nasty surprises but that won’t necessarily stop the supplier providing you with a quote much higher than you had expected with a host of “add-ons” that you had always believed was part of the licence cost.

Our holistic approach

That leads us to the Osprey Approach and our holistic view of providing software and building a relationship with you and your firm.

We believe:

  • The legal software must look and feel great and should be constantly reviewed, renewed and reinvigorated in a continuous development life cycle.
  • The software must be web-based and accessible from anywhere in the world at any time of the day.
  • You shouldn’t pay for training, it should all be performed online and be free of charge throughout the term of the agreement. The same for the support service.
  • You should expect to have mobile apps available for both Android and iOS and your supplier should be continuously adding and developing more apps to suit the changing needs of law firms.

With 30 years of experience and as a pioneer throughout that time we believe our “Approach” is the right one for legal software.

Book your free demonstration and learn why thousands of lawyers are choosing Osprey Approach to grow their law firms

Book your free demo Contact our team