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Your Guide for A Client-Centric, Ethically-Driven Law Firm

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Your Guide for A Client-Centric, Ethically-Driven Law Firm

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Brian Thackston
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Work Smarter, Not Harder

Whether you're just starting a law firm or you're looking to refine the systems powering an existing one, you should find some value in these tips on using your systems for a client-centric experience..

In essence, the systems that all law firms need to intelligently integrate and refine for a more client-centric experience can be categorized as the following:

  • Contact Management Systems to simplify things like referral tracking, holiday gifts, marketing, conflict checks, and more (i.e. CRM, referral systems, conflict checks, etc.)
  • Knowledge Systems for documenting processes for reception, billing, attorneys, and other core client processes (e.g. Notion, Loop, Westlaw, Fast Case, etc.)
  • Project Management Systems for keeping teams running efficiently and clients at the center of all discussions (e.g. Clio, Practice Panther, etc.)
  • File Management Systems for ensuring all documents are securely stored and at your fingertips — including future document assembly and automation (e.g. Google Drive, NetDocuments, 2FA, scanners, etc.)
  • Productivity Systems for empowering your team with the ability to reliably support clients and the employee's sanity (e.g. Microsoft Office, Google Workspace, Adobe Acrobat, etc.)
  • Communication Systems to keep your team together and united towards delivering efficient solutions no matter where your team is working from (e.g. MS Outlook, Google Calendar, Slack, etc.)
  • Talent Systems to identify perfect fits for expanding your team and providing better client outcomes (e.g. ATS, Performance Reviews, titles, etc.)
  • Media Systems to broadcast your firm out into the world where you can help clients overcome challenges and capitalize on opportunities (e.g. Website, social media profiles, etc.)

A thoughtful combination of these systems can help you build a law firm that delivers better results for your client, your team, and yourself.

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A PDF with suggested tool types and providers along with sample scenarios for putting them to use.

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75