What’s on your tech to-do list for next year? Maybe you’ve resolved to get more organized, go paperless once and for all, or move all of your practice systems to the cloud. Could be you’re dreaming of a new website — or a better laptop and new headphones would make you happy. What’s worthy of your technology investment next year?
We asked the practice management technology pros to recommend one good way for lawyers to upgrade their tech in 2018. Here’s wise advice from Heidi Alexander, Sheila Blackford, Joyce Brafford, Jared Correia, Tom Lambotte, Sharon Nelson and John Simek, and Lee Rosen.
(Tip: Consider Nehal Madhani’s advice on using “process mapping” to identify which areas of your legal workflow are ripe for automation — and where to invest in technology.)
Quality client service is essential for a successful law practice. Indeed, elevating the needs of your clients will lead to more consistent collections, return clients and referrals. However, while there is no doubt that focusing on client service has its time and place, the only way you can provide real value and efficacy to clients is by putting yourself first.
Something accurate underlies that annoying recitation to put your oxygen mask on first before helping others. The reality is that practice is stressful and if you ignore your own needs, you will burn out. If you are so busy that you can’t stop to take a breath, it’s time to take a step back from your practice and focus on you.
What does this have to do with upgrading your legal tech? Well, legal tech solutions are no longer a scarcity; you can find a product to suit any one of your practice needs. Most importantly, though, implementing a legal tech solution requires thoughtful research, vetting, planning, training and more — not to mention budgetary considerations. If you don’t have the mental bandwidth or proper mindset to adequately implement legal tech, it will lead to frustration, increased costs and ultimately failure.
So, before you dive headlong into system upgrades, work on first taking care of you. Schedule time for yourself every day, try exercising regularly, and learn about mindfulness. Test out mediation using an app such as Headspace or Calm, or just take a moment to breathe. (Try setting a timer or use Apple Watch’s Breathe app.)
If you can make these activities a habit, you’ll reduce stress and approach your practice with a clear head, thus enabling you to effectively implement whatever tech your practice needs in 2018.