Category: Technology

During a recent consultation, a lawyer shared that they regularly did not bill the clients until the end of representation. Fortunately, most clients paid after their case had concluded. Unfortunately, one client stiffed the firm on a $50,000 bill for a multiyear-long matter that even proceeded to trial. To make matters worse, the firm had not sent any bills until the matter concluded, and the large outstanding balance enraged the client. After multiple failed efforts to collect the fees, and not wanting to risk a bar complaint, the firm elected to accept its losses and walk away from the fees. The lawyer I consulted with was seeking practice management help to learn about billing software solutions and best practices. I further learned that the firm was struggling to get bills out on a regular schedule, which delayed its own timekeeping and contributed to an overall time-consuming billing process.

Making technological investments in a law firm is fundamental for planning for the life of the practice. According to the Thomson Reuters’ 2021 Report on the State of the Legal Market, 84 percent of surveyed partners expected their firms to increase investments in technology after the pandemic. The pandemic has forever changed the use of technology in law firms and altered consumer expectations. Firms who fail to adapt will be left behind.

If you’re reading this, then you’re probably looking at client portals and are in the process of deciding whether your law firm should invest in them. In this guide, I’m going to cut the fluff and get straight into what client portals are all about and what they can do for you.

In 2017, hundreds of thousands of computers in 150 countries in a matter of hours were infected with a virus, locking the computers and demanding a ransom to regain access in the now famous WannaCry ransomware attack. How were all these computers infected? Well, remember that security patch update? The commonality between all of the hacked computers is that they failed to upgrade their security patches.