Legal Technology Providers: Choosing a Trustworthy Partner
The technology landscape for lawyers is complex and continually evolving. Defining technology needs and finding a trustworthy partner to fulfill those needs is a big job. This responsibility can be tough due to the challenge of vetting new technology providers in the legal space.
Below, we’ll outline the characteristics of trustworthy legal tech providers.
What Are Different Types of Legal Software Solutions?
1. Legal Case Management Software
The right case management solution seamlessly captures all client-related actions, from the first time a prospect inquires about legal representation until the case is closed.
2. Time-Tracking Software
Time-tracking software aims to streamline how lawyers record their billable and non-billable time. Ideally, those time records should connect to a billing solution so law firms can create accurate, detailed invoices quickly and without manual intervention.
3. Online Payment Software
Online payment systems expedite invoice collection by allowing clients to pay their invoices digitally. These applications should support payments via credit card, debit card, and bank transfer—while adhering to IOLTA and ABA guidelines.
What to Look for in a Legal Technology Partner
Choose a Tech Partner that Understands Your Firm
Built Specifically for Compliant Trust Account Management
Legal software should be specifically built to adhere to ABA, IOLTA, and payment card industry guidelines. Additionally, the software should streamline your firm’s PCI compliance process with bank-grade encryption and user-specific access permissions.
Seamlessly Integrates With Your Firm’s Accounting Reconciliation
State bars require law firms to reconcile trust bank statements to client balances regularly. This reconciliation touches on the firm’s trust ledger, client ledgers, and the trust account bank statement. MyCase Accounting, for example, automatically generates client ledgers for three-way reconciliation.
Backed by Unbiased Reviews Trustworthy legal technology providers will have a history of positive reviews from lawyers and law firms. As an example, MyCase was recognized for its ease of use by the 2023 Capterra Awards and is partnered with more than 50 bar associations, including the ABA.
Choose a Tech Partner That Brings Peace of Mind to Your Clients
Designed with Data Security and Confidentiality
Encryption safeguards against hackers, while access control enables you to manage client information on a “need-to-know” basis. Automated daily backups are also critical to the firm’s data security plan. These ensure the continuity of your firm’s exemplary customer service should stored data become corrupted.
Elevate Your Legal Experience With Easy Communication
Clients trust your firm with their most sensitive issues, so they deserve to know you protect their information by all means available. A secure client communications portal can replace text messages sent across personal devices—which can be seen by prying eyes.
MyCase: The Partner You and Your Clients Can Depend On
The right technology partner is laser-focused on the careful handling of client funds, client data, and client communications.
MyCase is a case management solution that fosters positive lawyer-client relationships through innovation and reliable customer support. Learn how MyCase can earn your trust, help your firm take care of your clients, and empower you to reach your goals. Learn more at: mycase.com/associations/aba-advantage/
Sammi Jones is a Senior Content Writer and Editor at LawPay, the #1 legal payment provider. She is based in Denver, Colorado.
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