Evaluating Legal Billing Software

Making the decision to use legal billing software to manage billing and payments received is a great way to both automate what is often a complicated process, as well as ensure proper record keeping. It is important, however, to make sure a complete evaluation on different choices of legal billing software take place prior to making a final decision on what system to purchase.

Finding the Right Legal Billing Software

It is important to research the different legal billing software options in a methodical manner. Think about all the tasks currently done, both manually and through any computerized processes, such as using any spreadsheet or database programs. Before starting any tests or evaluations, it is important to have a complete view of all processes currently in place so the evaluation and testing is complete and unbiased.

It is important to inquire if an evaluation version of the legal billing software is available for testing. This will provide “real-world” testing within a legal office’s specific situation. Enter real data into the system to see how the information is handled and even consider running the legal billing software testing in parallel to see how the system works.

It is also important to make sure the individual or team that normally handles the billing process for the law firm be the primary testers of the legal billing software under consideration. These individuals are the professionals that handle the law office’s billing processes on a day-to-day basis. Ultimately, they will be the ones that can complete the most detailed testing as well as provide the most accurate feedback on which legal billing software system makes the most sense.

Deciding on the Best Legal Billing Software

Selecting a legal billing software plan for a law office is a major decision. As a result, the different legal billing software systems under consideration should be tested thoroughly and without bias so the best decision can be made for the law office’s specific situation. By having a methodical process during testing the different software options, coupled with the feedback from those who handle billing for the law office on a regular basis, will provide the most accurate feedback so everyone comes to the best conclusion.

Making the decision to use legal billing software to manage billing and payments received is a great way to both automate what is often a complicated process, as well as ensure proper record keeping. It is important, however, to make sure a complete evaluation on different choices of legal billing software take place prior to making a final decision on what system to purchase.