Implementing case and practice management software – a guide for law firms

Read CTS’s guide to implementing case management systems (CMS) and practice management systems (PMS).

|CTS|

Case and Practice Management Software (CMS & PMS) solutions have become an integral part of many, if not all successful law firms operating in the UK today. It can often be challenging to find a solution that meets all your criteria.

CTS is the only provider of cloud and managed IT services purely dedicated to the UK & Irish legal sector. As a legal sector specialist, we work closely with 3rd party Practice and Case Management software providers such as Thomson Reuters and LexisNexis, harnessing strong relationships with their counterparts to facilitate smooth project delivery.

To help you start planning and make your move a success, we’ve put together this guide to talk you through the critical stages of implementation, how long you can expect this to take and some top tips from our experts so you can avoid some of the common pitfalls.

In this guide we cover:

  • Why your firm should look to implement new Case or Practice Management Software
  • The timeline for migrating to new software and how to create your project plan
  • Defining your requirements for your new software
  • Step-by-step guide to planning and implementation, ensuring a smooth roll-out

Ignition Law, Actionstep case study-01

Biscoes boosts efficiency with Access Legal

Biscoes | Access Legal |
Biscoes finance manager, Catherine Ridzuan, explains how Access Legal's Financial Director saves significant time for fee earner and business support teams alike

A client onboarding checklist

| Clio |
Effective client onboarding is a cornerstone of any successful law firm. But because each client and firm is different finding a formula that works can be a challenge.