eBook: Law Firm Software Buyers’ Guide

Understand who needs what and prioritize features as you investigate new software.

Due Diligence:
Must Haves vs. Nice To Haves

Categories to think about:

  • Timekeeping
  • Client / Matter
  • Reporting
  • Billing
  • Receivables
  • Trust and Retainer
  • Accounts Payable
  • General Ledger
  • Band Reconciliation
  • Conflict Checks
  • IT

Law Firm Accounting Professionals Weigh In

Changing software is not something your law firm does lightly, nor do you want to do it often. It’s important to do your homework and understand your firm’s needs, analyze your choices, and put together a plan, including project management. That’s the best way to get to a new solution that helps your firm move forward.

Caren Schwartz

35-45 Consulting-Global

In our experience after numerous law firm software migrations, the key to success in purchasing new financial software is to understand what critical features are MOST important to your business. Understand how it fits with your current (and future) staff and how your current best practices will work within these new tools. Picking a tool and a partner to help you migrate is essential to the success of this journey.

Lynda Artesani & Sarah Prevost

The Proper Trust