Centerbase Blog

A single client matter can encompass numerous steps, from developing a strategy and managing client expectations to implementing the plan and bringing the matter to a close. At every stage of that process lies an opportunity for obstacles, especially when lawyers lack the technology they need to handle their cases efficiently and effectively.

Attorney Bottlenecks and Legal Technology: Solving the Pain Points of Practicing Law

Bottlenecks commonly occur within the law firm environment, but certain pain points are specific to attorneys. At every stage of a matter lies an opportunity for obstacles, especially when lawyers lack the technology needed to handle their cases efficiently and effectively. Check out what these bottlenecks are and how you can solve them.

We all know it is easier to keep an existing client than to obtain a new one, yet many firms fail to focus on practices that will ensure their clients receive a consistently positive experience with their firm. Some intentional effort in your firm’s practices can make a world of difference for your clients and for your firm. The common mistakes below can be easily addressed in your firm to create a more positive client experience.

Avoiding Common Law Firm Client Experience Mistakes

We all know it’s easier to keep an existing client than to obtain a new one, yet many firms fail to focus on practices that will ensure their clients receive a consistently positive experience with their firm. Take a look at some of the common mistakes that firms make that can be easily addressed to create a more positive client experience.

Decisions made by law firm administrators greatly impact the financial and operational wellbeing of a law firm. Firm leaders count on administrators to identify existing and potential problems, then implement strategies to properly address them. When the administrator’s efforts result in greater profitability and enhanced productivity, the law firm benefits overall.

How to Use Legal Technology to Address Law Firm Administrative Bottlenecks

The law firm administrator keeps the entire firm running with productivity and efficiency. A huge part of that responsibility involves identifying bottlenecks and implementing solutions to address them. Take a look at the latest technology that law firm administrators need to address the many inefficiencies that hamper law firm processes.  

There is no question that referrals are marketing gold for law firms and because of this, it makes sense to invest time and money into generating a process that not only encourages these referrals but fosters them as well.

3 Steps to Building a Referral Partnership Network

Why are referrals so important? You already know that referred clients tend to be your highest quality clients, but they are also the most affordable to obtain. There is no question that referrals are gold for law firms and because of this, it makes sense to invest time and money into generating a process for creating and maintaining a referral partner network.

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    If a firm is to be profitable, there are key metrics to consider and actions that can be taken to improve the firm’s profitability without increasing billing hours.

    How Firms Can Make More Money While Doing Less Work

    Today more than ever, attorneys are realizing there is more to being a lawyer than the practice of law. Firm leadership needs to run the firm like a business. The…

    Attorneys time is their most important asset. It’s what they use and it’s what they bill for. Anything they can do to take that time, preserve it, and use it effectively, and furthermore bill for it, is going to go a long way in making their firm more efficient, more profitable.  

    How Do You Know What to Automate At Your Law Firm?

    Attorneys time is their most important asset. It’s what they use and it’s what they bill for. Anything they can do to take that time, preserve it, and use it effectively, and furthermore bill for it, is going to go a long way in making their firm more efficient, more profitable.  

    For the firm manager who has never dealt with LEDES e-billing requirements, the task can feel daunting. With a basic understanding and a few tips to get your invoices approved through the audit process, your firm can accept clients who require e-billing without fear.

    Everything You Need to Know About LEDES Billing

    Law firms who wish to work for insurance carriers or larger companies are finding it almost impossible to do so if they are unable or unwilling to practice LEDES e-billing. For the firm manager who has never dealt with LEDES e-billing requirements, the task can feel daunting. With a basic understanding and a few tips to get your invoices approved through the audit process, your firm can accept clients who require e-billing without fear.

    If your firm has decided it needs to move into another practice area, you may be wondering where to start. There are many things to consider, check out our tips to get you started!

    Practice Area Expansion: Everything Your Firm Should Know

    If your firm has decided it needs to move into another practice area, you may be wondering where to start. There are many things to consider, check out our tips to get you started!

    What Practice Management Features Does Your Firm Need?

    A practice management system creates a hub for the entire firm to find information about your cases, which makes you more efficient and allows you to give better client services, answer questions faster, and gain a better grasp of your data. But how do you decide which practice management features you need? We have your answers!

    Do Law Firms Need a Software Consultant?

    Should firms work directly with practice management vendors or should firms utilize practice management consultants? Ultimately, you will have to make the best decision for your firm and choose a direction that best aligns with your goals and processes, but we have some tips that can help you make that decision!

    Making an exhaustive requirements list can sometimes move you in that direction, but the real goal of your list is to make sure you’re not missing any features you need.

    Tips for Building a Requirements List for Your Next Legal Software

    Buying legal technology can be a huge source of stress. By building out a requirements list you’ll not only be better prepared, but you will have a better sense of what your firm actually needs. This step is critical in the buying process, find out why.

    Change can be hard, but without it, your firm will lack the progress and development needed to stay competitive. There are steps you can take to encourage your firm to embrace this change and mitigate the pain points that arise from such adoption. Take a look!

    How to Manage Change in Your Law Firm

    Change can be hard, but without it, your firm will lack the progress and development needed to stay competitive. There are steps you can take to encourage your firm to embrace this change and mitigate the pain points that arise from such adoption. Take a look!

    Many firms, upon deciding it’s time to evaluate new technology, make the mistake of immediately sprinting toward a solution. Learn what important step you should be taking before you begin evaluating your legal technology options.

    How to Begin Evaluating New Technology

    Many firms, upon deciding it’s time to evaluate new technology, make the mistake of immediately sprinting toward a solution. Learn what important step you should be taking before you begin evaluating your legal technology options.

    How do you know when it’s time to start evaluating new technology? Is there ever a bad time? And why do you need to make a change anyway?

    Determining the Right Time to Evaluate New Technology

    Timing is everything, right? The old adage holds true when thinking about upgrading technology. How do you know when it’s time to start evaluating new technology? Is there ever a bad time? And why do you need to make a change anyway? We have your answers.

    Knowing where you should be focusing your assets (time) allows you to strategically make decisions on what cases to accept and what cases should be declined or referred out.

    Law Firm Structure: Using Departments to Analyze Profitability by Practice Area and Delegate Tasks

    There are multiple metrics that your firm can use to monitor and ensure financial success. One of those is how you structure your departments

    Determining whether or not cloud or on-prem is right for your firm

    Cost Breakdown of Cloud and On-Premise Software

    There are vast differences between cloud and on-premise servers, but how do you know which one is right for your firm? We have the breakdown from cost, to characteristics, and everything in between.

    The legal billing process can be a challenge for every law firm, but it doesn’t have to be. A combination of the right policies, procedures, and technology can be used to stay on top of attorney time and make the billing process efficient and accurate.

    Best Legal Time & Billing Tips for Firm Managers in 2021

    The legal billing process can be a challenge for every law firm, but it doesn’t have to be. A combination of the right policies, procedures, and technology can be used to stay on top of attorney time and make the billing process efficient and accurate.

    In 2021, whether you realize it or not, you’re a “mobile” lawyer. The digitalization of the world we live in has made the proliferation of cellphones and on-the-go devices an undeniable part of our everyday routine.

    Mobile Security 101 for Attorneys

    Because of our cellphones, we can now get our work done anywhere and at any time. But this comes with a price… Mobile security is a must, especially in the legal industry and if you’re not taking the appropriate steps to ensure your client’s information is safe, you could be opening yourself up to security breaches.

    So how does a firm determine the cost of their product? It isn’t as complicated as you may think. By determining the direct costs of your timekeepers (salary, payroll taxes, insurance, training, etc.) and allocating the remaining firm overhead to your timekeepers (how the overhead is allocated to differing timekeepers is another article in itself), you can determine an annual cost per timekeeper.

    How to Use Cost Accounting to Determine Profitability

    How does a firm determine the cost of their product? It isn’t as complicated as you may think, find out why!

    Finance is all about the details and monitoring the cash coming in and the cash coming out of your firm. You don’t have to go at this alone, technology today has made it much easier to strategically plan and build out these reports the way you need them

    Strategic Planning for Law Firms: Learning the Financial Basics

    Every firm has its own set of goals and objectives, but not every firm knows how to reach them. Utilizing a strategic plan will help you properly analyze and allocate your resources to achieve your targets. If you’re unsure of where to begin, we can help!

    What does your cash flow look like this year? How about your net income by year-end? Having a quality budget in place removes the guesswork and fear from your financial picture and ensures you end up where you want to go.

    4 Steps to Help Your Firm Build a Better Budget

    What does your cash flow look like this year? How about your net income by year-end? Having a quality budget in place removes the guesswork and fear from your financial picture and ensures you end up where you want to go.

    6 Steps to Remote International Depositions

    In this remote world we live in now, many aspects of our jobs have changed. Conducting remote international depositions is no exception. Learn what you should be aware of, the steps you should be taking, and how you can best navigate this critical part of your job in our new world.

    Going to court looks different, so the processes and procedures we may have followed at one point now look a lot different. Because of this, there are some steps you should follow.

    6 Tips to Manage Your Exhibits in a Virtual Courtroom

    How do you manage exhibits in a virtual courtroom? Going to court today looks different. The processes and procedures we may have followed at one point have changed. Because of this, there are some steps you should follow, take a look!

    Your key performance indicators will be your best friends and the figures you need in order to answer the question, “how do I track my firm’s revenue?”

    6 KPIs Your Firm Should Keep Track of

    In, Accounting 101 for Law Firms we discussed how when firms are asked, “How do you want to define growth?” The leading response is always through revenue.  That is great,…

    Everyone handles their email inbox differently. But one thing is for certain, our inboxes today are significantly more overwhelming than they were even just a few years ago.

    Email Hacks: How to Manage Your Inbox in 2021

    Everyone handles their email inbox differently, but one thing is for certain, our inboxes today are significantly more overwhelming than they were even just a few years ago. Because of this, three things are significantly impacted by our time spent on email: our mood, our focus, and our to-do list. Let’s take a look at how you can better manage your inbox and your time!

    Your client intake process is the first introduction PNCs have to your firm, don't take the process lightly

    Building a Better Client Intake Process with 6 Steps and a Checklist

    Think of your client intake process as your first impression. What would potential new clients say about you to their friends? Would they hire you on the spot? This process can be easy to overlook, but we have made it easy for you with a checklist that will keep you on track.

    Today, it isn’t enough to just be an expert attorney. You need to have some business savvy too. But that doesn’t need to be a huge hurdle. By familiarizing yourself with what we discussed in this blog and ensuring that your trust accounts are set up properly and accurate, you will move your firm from the static stage to the growth stage.

    Accounting 101 for Law Firms

    Today, it isn’t enough to just be an expert attorney. You need to have some business savvy too. But that doesn’t need to be a huge hurdle. By familiarizing yourself with our accounting tips and tricks.

    There are so many communication tools out there to improve this process, but if you do not know how to use them you will not only be creating inefficiencies for yourself, but you will be losing billable hours too.

    Business Development 101: Online Communication Strategies to Increase Your Billable Hours

    There are so many communication tools that work to improve your business development process, but if you do not know how to use them you will not only be creating inefficiencies for your firm, but you will also be losing billable hours too.

    In late December 2020, Congress approved an additional COVID-19 relief package as part of the Consolidated Appropriations Act, 2021. Included in the $900 billion aid package is funding intended to provide a second round of relief for small businesses that are still struggling in the wake of the worldwide pandemic.

    PPP2 for Law Firms: How to Qualify and Apply

    In late December 2020, Congress approved an additional COVID-19 relief package as part of the Consolidated Appropriations Act, 2021. Included in the $900 billion aid package is funding intended to...

    Lawyers are spread thin, and a lot of time is spent on laboring tasks and not as many billable tasks.

    Don’t Make the Same Mistakes: What Makes a Great Law Firm in 2021?

    On average, attorneys only bill 2.3 hours of their day, while they spend 30% of their time on business development. Intake process is critical, but without an effective process, you’re losing money. It’s as simple as that.

    Take a look at how you can use your online web presence to protect and gain referrals

    Reviews & Millennials Part 2: Using Insights to Reduce Friction

    Take a look take a look at how you can use your online web presence to protect and gain referrals, how you can utilize the power that is Google, and how to begin thinking about social media as a point of leverage not a pain point.

    Having hands-on resources for your law firm’s needs will undoubtedly create more meaningful research that drives cases forward.

    Best Legal Research Tools in 2021 for Your Law Firm

    Having hands-on resources for your law firm’s needs will undoubtedly create more meaningful research that drives cases forward. This has been a game-changer for smaller firms who once had to shell out huge expenses for legal research software. Check out what you could be missing!

    91% of people between the ages of 18-36 (cough millennials), trust strangers reviews online as much as personal recommendations, and 93% of those consumers say that online reviews influenced their purchase decisions.

    Reviews & Millennials Part 1: How Your Online Presence Can Make or Break Your Firm

    8 out of 10 millennials will not buy anything without reading a review first and 77% trust reviews they read on brand websites. So what’s the takeaway here? Reviews are crucial, learn why.

    In 2020 the IRS released form 1099-NEC, a new form which will change the way 1099-MISC reporting has been handled for years.

    Changes to 1099 Forms You Need to Know for 2020

    This year, the IRS released form 1099-NEC, a new form that will change the way 1099-MISC reporting has been handled for years. Do you know what they are? Is your firm ready to handle them? If not, we’ve got your back, take a look at everything you might be missing!

    For many firms, accounting is a huge pain point. It’s time-consuming and tedious, but it’s crucial to any business’s operations.

    It’s Time to Smooth Out Your Year-End Closing Process

    For many firms, accounting is a huge pain point. It’s time-consuming and tedious, but it’s also crucial. Because of this, we have tried to make the process as easy as possible for you by compiling a list that includes some basic, monthly procedures that your firm may find useful. 

    According to the American Bar Association, nearly a quarter of all legal malpractice claims are based on lawyers procrastinating or failing to calendar.

    Calendaring Part 2: Beating Missed Deadlines and Breaking Bad Habits

    According to the American Bar Association, nearly a quarter of all legal malpractice claims are based on lawyers procrastinating or failing to calendar. Don’t let this be you! Learn what you can do to ensure your firm is staying efficient and meeting deadlines.

    Attempting to collect on unpaid invoices is not a fruitless endeavor, no matter how aged the invoice is. Let’s look over a few quick tips to point you in the right direction.

    End the Write-Off: Collection Strategies to Close Out the Year

    Attempting to collect on unpaid invoices is not a fruitless endeavor, no matter how aged the invoice is. Let’s look over a few quick tips to point you in the right direction.

    Calendaring seems so simple and trivial, but there is nothing more critical to your day-to-day operations than an accurate and up-to-date calendar.

    Calendaring Best Practices: Seems Simple, but Is It?

    Calendaring seems so simple and trivial, but there is nothing more critical to your day-to-day operations than an accurate and up-to-date calendar. Check out some calendaring best practices and learn how your firm can establish a successful workflow.

    Your firms security is everything and third-party vendors are not always the most secure

    Data Security Risks of Third-Party Vendors

    Cloud software is really enticing, but make sure you know where your third-party vendors are storing your data. Learn why it’s way more important than you may think.

    Your billing process must run efficiently in order to be profitable

    6 Billing Features Your Firm Needs

    If your firm lacks the necessary legal billing processes, your practice won’t be sustainable. Proper client billing is not a one size fits all approach – learn what you must do to create a system that allows you to be flexible and profitable.

    Understanding how your firm can be more profitable is key to a successful future

    Determining Your Firm’s Profitability in 5 Steps

    In a world of uncertainty, how do you determine your firm’s profitability? How can you make decisions that will be in the best interest of both your firm and your clients? Let’s take a look.

    Billing workflows help increase your firms efficiency and profitability

    Billing Workflow and Automation: Why Your Firm Needs Them

    The purpose of a billing workflow is two-fold: save your firm time and drive the collections process. Technology can help you bill while you work, get your invoices out much faster, and reduce your bottom-line. We’ll show you how.   

    8 tips to improve your collections process

    8 Tips to Improve Your Firm’s Collection Process Right Now

    Unfortunately, clients don’t always pay on time. And did you know that there are specific reasons that lead to bills going unpaid? We’ve got eight tips that will help assist you and your firm with expediting your billing and improving your collection process.

    Customer experience is paramount and operating in the cloud is a good start to gaining customer satisfaction

    How to Provide Exceptional Customer Experience

    The core of conducting good business lies in placing customers at the forefront of everything you do. The world we live in today is vastly different than it was even a few years ago, but delivering the best client experiences is still possible, let us show you how.

    Developing your firms brand is no easy task, but it pays off in the end

    Standing Out in Today’s World: How Communication and Branding Can Make or Break Your Firm

    Your firm’s brand matters. Learn what we have found about the importance of communication and data collection, why you need metrics to gauge your ROI, and automation tools that will make your marketing process worth your while.

    Billing will be much easier if you incorporate the modern technologies we have access to today

    Moving Your Legal Billing Into the Modern Age

    There are a variety of struggles law firms face when it comes to finding that sweet spot in legal billing. Everyone wants to keep the books balanced and income regularly flowing, but that doesn’t always happen. Check out what you can do!

    Modernizing your firm means implementing technology to smooth out and increase your processes

    The Modern Law Firm: Breaking Out of Comfort Zones and Old School Methods

    With the level of competition we are seeing today, firms are faced with a choice: to modernize or not. Check out what we think.

    Efficiency in the Digital Age

    Efficiency in the Digital Age: Best Communication Tools for Law Firms

    Both internal and client communications have been changed forever. Moving forward, it’s time to take charge and find ways to use law firm communication tools that prioritize security and efficiency for everyone involved – including clients. Learn what legal communication tools could do for your firm.