Making the decision to change software solutions is one that many law firms will encounter at some point along the way. The start of a new year provides a great opportunity for offices to make a change and start fresh, and with 2020 right around the corner, many lawyers are starting to wonder what steps they can take to make a clean and efficient transition to a new tool. Though the decision to switch is a common one, so is the list of mistakes made during the process.
This presentation will introduce you to the process of selecting a new technology vendor and help you navigate the often arduous task of data migration. You’ll be provided with usable tips and a downloadable checklist that you can use to guide your transition to your new practice management system and ensure your team starts off on the right foot in 2020.
1. When is the best time to change your firm’s technology?
2. Questions to ask potential vendors
3. Learn what data should/should not be migrated to a new system
4. Tips for a seamless migration
Erica Birstler is the Director of Strategic Communications at CosmoLex — developers of the only fully-integrated legal practice management, billing & trust accounting system specifically designed for solo and small law firms.
Erica’s degree is in Business Administration and she has nearly a decade of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica is passionate about helping legal professionals improve the way their law firms run and she has given numerous presentations across North America on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance to help spread her knowledge.