I've often wondered why some of the local 'smaller firms' in my area aren't taking advantage of what CRM and data management tools can offer. Of course budget is always a factor; however, it shouldn't limit firms in creating a strategic plan for client and data management. There are solutions out there for smaller firms who have the same goals and objectives as their 'powerhouse' counterparts; to better serve clients. The key is to find the right software platforms and consultants to help you build the solution that is right for your firm.
Investing in tech has traditionally been a big challenge for small law firms, but new, low-cost solutions may be about to change that. David Mills rattles off a list of software his firm uses in its five practice areas, at least one for each, plus overall office management software, and then there’s the bevvy of other tech tools out there, some of which his Toronto law firm Mills and Mills LLP has tried. And he’s not happy. Frustrated is more like it