Legal intake software: Must have features to look for in legal intake software!!!

 When lawyers find it tough to handle lots of requests at the same time, legal intake software makes it easy to manage everything. But not all the legal teams possess a clear intake system. When a lawyer doesn’t have dedicated legal intake software, then tracking or assigning work seems impossible. Generally, business partners toss requests over email, messages and through other channels, making it tough to manage the process effectively. To stop the scramble, legal departments find a smarter way to work, and that is legal ops software.

 

Why do you need legal ops software? 

Legal OPS software provides various advantages, such as:

• Streamlined processes

The entire process of how work enters the department is simplified or streamlined.

• Reduced admin time

The software drastically cuts down the cycle time that is spent on low-value tasks.

• Strategic concentration

Since you will free up time, you will be able to do high-value legal work.

• Better service

The software allows you to improve responsiveness to your business partners.

 

Non-negotiable features to look for in legal intake software!

·       User-friendly interface

Of course, if you are using software or a tool that is complex to use, then it will even make the entire job complex. You are required to choose legal intake software which is intuitive and easier to learn, so users can easily start working on the software.

·       Variable workflows

Since you know rigidity can kill efficiency, your workflow processes should be easy to modify. The software in which you invest your money should be able to alter requests while adding new approvers on the fly.

·       Centralized intake

A scattered process is always a broken process. Make sure you have legal software that supports a central intake workflow for all the requests. Not only does it simplify the experience for business partners, but it also provides a defensive audit trail.

 

Bringing success with legal intake software!

Using the right technology allows your department to stop chasing paperwork while focusing on the needs and requirements of your business. By choosing good legal intake software with the above-mentioned features, lawyers can operate more efficiently while providing quality services, which fuels the success of a company.

·       Automated notifications

The software that you use should automatically generate notifications so business partners stay updated on the status of the request. If there is no notification, then the requests will die. Transparency during a process is always important, as it builds trust.

 

Is there any difference between legal intake software and legal OPS software?

Yes, the key differences between the two lie in their functionality and purpose. A legal intake software works as a front door using an automation process to intake and route new requests. On the other hand, legal OPS software is a holistic platform that manages the entire legal life cycle, including compliance, spend and much more.

 

Conclusion!

Now, with the help of available software, it becomes easy for legal organisations to provide better services to their clients since lots of tasks are automated with the help of software solutions. However, before you purchase any legal intake software, you need to understand the capabilities that the program offers to you.