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Law practice management software is software designed to manage a law firm's case and client records, billing and bookkeeping, schedules and appointments, deadlines, computer files and to facilitate any compliance requirements such as with document retention policies, courts' electronic filing systems and, in the UK, the Solicitors' Accounts Rules as defined by the Solicitors Regulation Authority.
Because law schools do not generally teach new attorneys the business skills to run a law office, many offices have turned to technology to ease the learning curve and reduce clerical errors. The American Bar Association (ABA) has found that calendar and deadline related mistakes account for most legal malpractice claims. Therefore, an initial investment in software tools can yield long-term savings in defending against such claims. [1] In fact, the ABA has an entire section devoted entirely to law office management, of which software and related programs are an increasingly important part of its mission delivery. Many state bar associations also provide assistance [2] and discounts to their members for such software. [3] The main purpose of these programs is to allow a law firm to run more smoothly. [4]
Case Management Software, used properly, improves efficiency, provides for conflict checking, and enables a law office to not have to search for the physical file each time a client calls with questions, thereby helping to reduce the need for callbacks since the client can get answers on an as needed basis at the time of their inquiry. [5]
Software applications have become increasingly important in modern law practice. Picking the best software for a law office depends on many variables. Attorneys/Solicitors often buy their software based on their practice area. The New Jersey State Bar Association web site [3] lists a variety of applications by substantive law (Bankruptcy, Collections, Estate planning and administration, and Real estate) as well as by practice matter (Calendar/Schedule/Docket Control, Case & Practice Management, Document Assembly, and Document Management).
Regardless of the type of law practiced, practice management software (a form of Customer relationship management software) is among the most important. Features of practice management software include:
Other software systems that are useful for law firms include: Password security, Disk encryption, Mindmapping, desktop notes, word processing, and email management. Some firms use modified versions of Open source software. [4]
Most law firms also subscribe to a Computer-assisted legal research database for Legal research. Such databases provide Case law from case reporters, and often other legal resources. The two largest legal databases are Westlaw (part of West, which is owned by Thomson Reuters) and LexisNexis, but other databases also exist, including the free Google Scholar, and the newer Bloomberg Law, as well as Loislaw (operated by Wolters Kluwer) and several smaller databases. Some bar associations and lawyers' organizations have their own software.
A barrister is a type of lawyer in common law jurisdictions. Barristers mostly specialize in courtroom advocacy and litigation. Their tasks include arguing cases in courts and tribunals, drafting legal pleadings, researching the law and giving legal opinions.
In its most general sense, the practice of law involves giving legal advice to clients, drafting legal documents for clients, and representing clients in legal negotiations and court proceedings such as lawsuits, and is applied to the professional services of a lawyer or attorney at law, barrister, solicitor, or civil law notary. However, there is a substantial amount of overlap between the practice of law and various other professions where clients are represented by agents. These professions include real estate, banking, accounting, and insurance. Moreover, a growing number of legal document assistants (LDAs) are offering services which have traditionally been offered only by lawyers and their employee paralegals. Many documents may now be created by computer-assisted drafting libraries, where the clients are asked a series of questions that are posed by the software in order to construct the legal documents. In addition, regulatory consulting firms also provide advisory services on regulatory compliance that were traditionally provided exclusively by law firms.
Pro bono publico, usually shortened to pro bono, is a Latin phrase for professional work undertaken voluntarily and without payment. The term traditionally referred to provision of legal services by legal professionals for people who are unable to afford them. More recently, the term is used to describe specialist services provided by any professional free of charge to an individual or community.
A paralegal, also known as a legal assistant, or paralegal specialist is a legal professional who performs tasks that require knowledge of legal concepts but not the full expertise of a lawyer with an admission to practice law. The market for paralegals is broad, including consultancies, companies that have legal departments or that perform legislative and regulatory compliance activities in areas such as environment, labor, intellectual property, zoning, and tax. Legal offices and public bodies also have many paralegals in support activities using other titles outside of the standard titles used in the profession. There is a diverse array of work experiences attainable within the paralegal field, ranging between internship, entry-level, associate, junior, mid-senior, and senior level positions.
Westlaw is an online legal research service and proprietary database for lawyers and legal professionals available in over 60 countries. Information resources on Westlaw include more than 40,000 databases of case law, state and federal statutes, administrative codes, newspaper and magazine articles, public records, law journals, law reviews, treatises, legal forms and other information resources.
Attorney's fee is a chiefly United States term for compensation for legal services performed by an attorney for a client, in or out of court.
LegalZoom.com, Inc. is an American online legal technology and services company launched in 2001. It helps its customers create legal documents without necessarily having to hire a lawyer. Available documents include wills and living trusts, business formation documents, copyright registrations, and trademark applications. The company also offers attorney referrals and registered agent services.
A personal injury lawyer is a lawyer who provides legal services to those who claim to have been injured, physically or psychologically, as a result of the negligence of another person, company, government agency or any entity. Personal injury lawyers primarily practice in the area of law known as tort law. Examples of common personal injury claims include injuries from slip and fall accidents, traffic collisions, defective products, workplace injuries and professional malpractice.
Legal matter management or matter management refers to activities involved in managing all aspects of the corporate legal practice ("matters"). Matter management is distinguished from case management, in that case management is generally considered to refer to law firm related activities ("cases"). Matter management software systems serve a variety of functions including conflict and ethics control, accurate matter opening, day-to-day matter work, business intelligence, and marketing. This includes the tracking of such items as the attorneys and other workers on the case, type of legal work, industry of the client, witnesses, judges, Courts, opposing counsel, issues, documents, budgets and invoices associated with each particular legal matter.
CM/ECF is the case management and electronic court filing system for most of the United States federal courts. PACER, an acronym for Public Access to Court Electronic Records, is an interface to the same system for public use.
Legal advertising is advertising by lawyers (attorneys), solicitors and law firms. Legal marketing is a broader term referring to advertising and other practices, including client relations, social media, and public relations. It's a type of marketing undertaken by law firms, lawyers (attorneys) and solicitors that aims to promote the services of law firms and increase their brand awareness.
Law practice management (LPM) is the management of a law practice. In the United States, law firms may be composed of a single attorney, of several attorneys, or of many attorneys, plus support staff such as paralegals/legal assistants, secretaries, and other personnel.
A virtual law firm is a legal practice that does not have a brick-and-mortar office, but operates from the homes or satellite offices of its lawyers, usually delivering services to clients at a distance utilizing modern technology for communication. Most have a central function responsible for the accounting and administrative side of the practice. Virtual law firms are formed and regulated in the same way as traditional law firms, but their lawyers may be self-employed consultants rather than partners or employees.
In the United States, advertising of services by members of the profession of law is typically permitted but regulated by state court and bar association rules.
Law Practice Optimization, or Legal Practice Optimization, or simply LPO as it is also known, represents the practice carried out by Law Practice Optimizers of improving the efficiency and client/attorney relationships within a law firm and improves the client intake of the firm.
Unbundled legal services, also known as limited scope representation and discrete task representation, is a method of legal representation in which an attorney and client agree to limit the scope of the attorney’s involvement in a lawsuit or other legal action, leaving responsibility for those other aspects of the case to the client in order to save the client money and give them more control. Unbundled legal services, limited scope retainers or discrete task representation are available in multiple jurisdictions, including the United States, as well as the Canadian provinces of British Columbia and Ontario. One common use of unbundled legal services is family law, as a case is often too complex for a pro se litigant to handle alone but the cost of full-service legal representation is often prohibitive.
Legal technology, also known as Legal Tech, refers to the use of technology and software to provide legal services and support the legal industry. Legal Tech companies are often startups founded with the purpose of disrupting the traditionally conservative legal market.
A law practice manager, sometimes described as a legal practice manager, law office manager or director of practice support, is a person with managerial responsibilities at a law firm. The duties of a law practice manager will depend upon the specific role and its purpose.
LEAPLegal Software is a privately held technology company that develops practice management software for the legal profession which includes legal accounting, document assembly, management and legal publishing assets. LEAP Legal Software provides a cloud-based legal practice management software to clients in Australia, Canada, the United States, the United Kingdom, the Republic of Ireland and New Zealand. LEAP is used by more than 61,000 users worldwide and it is developed by LEAP Dev.
Clio is a legal technology company headquartered in Burnaby, British Columbia. It offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.