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What is digital transformation?

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Digital transformation is the integration of digital technology into all areas of a business, fundamentally changing how you operate and deliver value to customers. It’s also a cultural change that requires organizations to continually challenge the status quo, experiment, and get comfortable with failure.*

Moving into the digital era will not happen overnight. It will also take a team effort to move your office into the transformation. Focus first on what must remain constant, then on what can change. A common first step for firms to take is moving their documents from physical paper to the cloud, where filling and searching time can be streamlined.

Clients are looking for quick access to their cases and attorneys that can provide easy access for them. In the digital age that is the expectation. Are you ready for the challenge to not just meet but exceed your client’s expectations?

Try these steps to help your firm move forward:

  1. Get your staff onboard, it will take a team effort to move your office into the transformation.
  2. Ask employees what takes them the most time. That way you are looking for a software that will help your employees save time doing repetitive tasks via automation.
  3. Identify which tasks have cannot miss deadlines, such as answer deadlines or responses to discovery. Technology can prompt reminders and workflows.
  4. Keep building to your team’s comfort level of using software. You need to walk before you run. Find a software that works for you and not you working for the software. Ensure whatever software you choose to move into the digital era can bring quick improvements. These quick wins will make the change management process much smoother.

There is plenty of software available. Often the best fit is the software specific to your industry.

Pick a solution that:

● Knows your niche
● Can be easily taught to new hires
● Is accessible to call center or other outsourced staff
● Has knowledgeable, experienced customer support
● Gives you the data you need to measure success
● Benefits people outside your immediate team

Investing money in tech is arguably the best solution for those that want a high ROI. Automating tasks and making data more consumable allows you to support a high volume docket with less staff and overhead. That means you can slow down on hiring new people and limit your outsourcing for additional customer service. All the maintenance costs, licensing fees and subscription charges from your existing CMS and other outdated products also count as investment gains. It’s best to keep this in mind as you start pricing out which solution or combination of solutions makes sense for your firm.

*Source: https://enterprisersproject.com/what-is-digital-transformation

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