To change or not to change? Find out with LSSA
Most law firms face the question at some point: should we change our legal software supplier? Kevin Horlock, CEO of the Legal Software Suppliers Association, shares key considerations.
Why Change?
Firms typically upgrade software when their current system can no longer meet business needs, whether due to increased transaction volume, expanded services, or a desire for advanced record-keeping capabilities. Modern software offers enhanced functionality, scalability, and features like AI integration, which can be critical for future growth.
When evaluating new software, firms should assess licensing structures, functionality, user access, cloud compatibility, training availability, and customer support. Independent testimonials and demonstrations are essential for informed decision-making.
Data Migration Challenges
Transitioning data between systems can be complex due to differences in how data is structured. For instance, one system might store addresses in a single field, while another uses multiple fields. Preparing and cleaning existing data is crucial to avoid transferring outdated or inaccurate records.
Data may also require transformations to align with the new system’s format. For example, fee-earner identifiers might need to be updated consistently across records to maintain data integrity.
Document Migration
Documents like Word files, PDFs, and invoices linked to cases must also be transferred. Where data is stored locally, migration is relatively straightforward. Cloud-stored data may require encrypted downloads or other secure transfer methods. Firms should account for the time needed to handle large volumes of files.
Plan Ahead
Migrating to a new system is a significant undertaking that demands thorough preparation. The Legal Software Suppliers Association offers guidance and white papers to assist firms through the process.
If you have any questions, please email me at the following address: ceo@lssa.co.uk
For the longer version of this article please click here: https://www.lssa.co.uk/2024/11/18/to-change-or-not-to-change/
