Identifying the Best Practice Management Software
BY SUSAN L. TRAYLOR
What is the best practice management software?”
There is a good reason LOMAP is interested in practice management software: It is a tool
that, when used correctly, can help lawyers stay
“
on top of many of the ethical rule requirements
that head the list of most-common Bar
charges: Ethical Rules 1. 3 (Diligence), 1. 4
(Communications), 1. 5 (Fees), 1. 7 (Conflicts
of Interest), 1. 15 (Safekeeping of Property)
and 43 (Trust Account).
My typical response to that frequently
asked question is, “I cannot tell you the best
practice management software any more
than I can tell you what house or car to buy
for yourself.” Unsatisfying perhaps, but true:
There are many factors to consider when
selecting the software that is the best fit for
you and your firm. Most all of us know
something about cars and houses. But if you
have never used it, you’d better learn some-
thing about this legal-specific category of
software.
Defining “Practice Management Software”
Historically referred to as “case management
software,” practice management software
(PMS) is a category of software designed
specifically for the legal field. The primary distinction is that it is case-centric, rather than
contact-centric like many of the non-legal-specific contact manager software that has
