Business Tracking & Technology

Running a law firm isn’t just about being a good attorney. It involves a lot of back-end elements to keep your business ahead of the competition, continuously attract new clients, maintain your bottom line, and compete with other law firms in your area. But with the right business tracking tools and technology, effective legal practice management becomes a lot simpler. 

At Ten Golden Rules, we’re well-versed in the best tools and technologies for law firm management. We will help you pinpoint the technology you need, implement it within your law firm, and manage it long-term. 

Schedule your free call with our team today to learn more about how we can help you optimize business tracking and technology in your law firm. 

Why Do Law Firms Need Practice Management Technology? 

As an attorney, saying that you have a lot on your plate is probably an understatement. Managing your caseload and communicating with clients takes priority, which means tasks like data tracking and marketing often fade into the background. 

Practice management technology and tracking tools can allow you to keep the focus on your clients while optimizing your processes and keeping a close eye on your data. This technology can even provide you with valuable business intelligence data that you would not be able to glean through manual data collection. 

Best Legal Practice Management Technology

At Ten Golden Rules, we’ll evaluate your law firm’s unique needs and implement any or all of the following technologies to help you manage your practice:

CRM Systems

If your law firm doesn’t already use a customer relationship management (CRM) system, implementing one will be our first priority. CRM systems make tracking client information and communicating with your client base much easier. 

CRM systems can assist you with all of the following tasks: 

• Matter management: Organizing case-related information and every step of a client’s legal case, from intake to case resolution, within a single system
• Document management: Improving the process of storing, categorizing, and retrieving documents 
• Calendar and time tracking: Scheduling appointments, adhering to deadlines, and setting reminders 

Altogether, a CRM system can help you automate and streamline client engagement while organizing your day-to-day tasks. 

We often implement the CRM platform Litify for our law firm clients. This cloud-based platform includes a suite of tools to help attorneys manage cases, documents, client relationships, referrals, and more. 

Billing Software

Billing software can make managing the billing side of your legal practice easier and more efficient. Numerous billing programs across the web allow you to track time as you complete work, automatically converting that time into client bills. These programs also include features like:

• Batch billing
• Bulk editing
• Monthly billing

Using the right billing software can ensure the accuracy of all billing statements while automating the process of charging clients. 

Document Management

Document management software simplifies the process of storing, managing, and retrieving legal documents. You can implement document programs with e-signing capabilities, allowing your clients to sign documents digitally. 

Proof is one of the document management programs we recommend most to attorneys. We like to call it the “Uber of document serving,” as it allows you to serve documents digitally and streamline other aspects of document management. 

Case Management

Attorneys often benefit from advanced case management systems, which help organize case-related information and automate workflows. Using this type of software in your practice can help you track and manage your open cases more efficiently.  

We typically recommend Rocket Matter and Smart Advocate for law firm case management. Rocket Matter is a cloud-based legal practice management platform that includes a range of features, including case management. Smart Advocate offers case management capabilities specifically tailored to law firms. 

Data Tracking With Google Analytics

Your law firm should also be using software to track marketing data, another vital component within legal practice management. Doing so can key you into how your marketing strategies are performing within your law firm. 

We recommend Google Analytics for virtually every business owner. This free platform is a critical tool for tracking website performance and understanding how potential clients are engaging with your online presence. 

When you work with Ten Golden Rules, we’ll set up Google Analytics for your website and begin tracking your metrics closely. We may also use other data tracking tools, such as CallRail, to understand which keywords, ads, and other marketing tactics are bringing in the most traffic for your website. 

We’ll use these tools to evaluate all of the following in your legal practice: 

Traffic Trends

Analyzing trends in your web traffic can help us make changes to your website to bring in more visitors. We perform monthly reviews of metrics to help us understand the overall performance of your marketing efforts. 

We also closely examine your traffic sources, such as organic search, paid search, direct entries, referrals from other websites, and social media. Traffic sources that are underperforming may need special attention in the following month’s marketing plan. 

Comparative Analytics

Comparative analytics is the process of comparing performance across different periods to assess your overall performance. This could include comparing the current month’s data to the previous month or the same month from the previous year, for example. 

Drawing these comparisons can reveal trends that can help us understand the effectiveness of your marketing campaigns over time. 

Conversion Analysis

Conversions happen when website visitors engage with your law firm by contacting you or scheduling a consultation. Through conversion analysis, we can understand where and how conversions are happening most often for your law firm, then adjust your marketing strategy accordingly. 

KPIs

Google Analytics is an amazing tool for evaluating your law firm’s key performance indicators (KPIs). We’ll closely examine all of the following KPIs to better understand your performance: 

• Bounce rate: The percentage of visitors who leave your website without taking any further action. A high bounce rate isn’t necessarily a bad thing; modern dynamic websites allow users to call, chat, and fill out forms directly from the homepage, meaning they may not need to navigate to any other pages. 

• Session duration: The amount of time users spend on your website 

• Pages visited: The number of pages users visit during their sessions 

• User demographics: The geographic and demographic information about the users who visit your website, along with data about the type of device they’re using

• Users: The number of unique devices that visited your website 

• New users: The number of first-time visitors to your website

Ten Golden Rules: Your Experts in Business Tracking & Technology

Implementing the right tools and technology within your law firm can prove immensely powerful when it comes to analyzing your marketing performance and growing your practice. At Ten Golden Rules, we have extensive experience utilizing and optimizing legal practice management technologies and data-tracking tools for law firms. 

We’ll roll these tools out in your legal practice, manage them for you, and gain as much valuable data as possible to shape our marketing efforts. Schedule your free call today to learn more about how we can take the stress out of managing your law firm.