Practice Management

An acceleration of the inevitable – guest blog Nigel Stott Baskerville Drummond

I sit here and gaze out into my back garden through the study window, watching the bright blue-sky fade on what has been a glorious warm spring day. In my small study, I have been tapping away at my keyboard catching up on all manner of work across a myriad of systems. Managing a systems upgrade, extracting data for reports, and updating the CRM system before finally indulging in some creativity by writing this article.

Keeping track of potential business opportunities is key to successfully growing your law firm, whilst some legal firms use a separate CRM system to manage their new enquiries there are benefits to be had to using a single platform for both opportunities and matters.

Here are our top 6 tips for managing your opportunities within Matters.Cloud:

1. Capture Prospect information right from the outset

For weeks now I have been singing the praises of Microsoft Teams and how so many businesses are successfully capitalising on it as their teamwork hub. At the same time we are cognisant that while so many are comfortable working in collaboration applications like Teams, there is still a set of users, who continue to be email focused and need access to all their information within Outlook.

In our previous article – https://www.legalsupportnetwork.co.uk/practice-management/resources/insight-legal-explain-shortlisting-reputable-software-suppliers, we shared with you the traits to look for in a reputable software supplier. The one attribute that we didn’t cover, because it’s so important that it deserves an article all of its own, is that of data migration.

They have been popular topics for years – working from home, remote working, taking phone calls anywhere, video conferencing, online presentations, collaborating on documents online.  These have also been on the project plan for many organisations for some time.  Some organisations had implemented some of these ideas but several just never got around to doing so.