A new year means new plans and strategies, and oftentimes that includes upgrading your tools and platforms. There are so many on the market so choosing in which ones you should invest in can be overwhelming! 

When picking your tools and platforms, it comes down to your preferences, of course, and team’s convenience, but most importantly your clients’ needs. 

If you’ve been reading my blogs, watching my videos, and listening to my podcasts, you’re already familiar with my recommended tools and platforms like Trello and MyCase for case management. I also use ManyChat for my chatbot and iQualify for payments. 

You can see the pattern there. On one hand, a set of tools that improve convenience for me and my team. On the other, tools that make communication and payment convenient and accessible for my clients. 

What are your plans this new year? Streamlining your law firm and running it efficiently means you do need to invest in tools! So here are my tips on how to choose the right ones for your business.

Choosing the right tech tools and platforms for your law firm

Choose a tool or platform that offers an intuitive user interface. 

The more customizable a tool is and the more options for the visual and interactive settings, the better. You should be able to use it, however, wherever, whenever, you want, via a smooth, easy to use interface that requires barely any training.  

The right platform is designed for scalability to meet demand.  

Choose cloud-based platforms you can scale up or down as needed. This is especially true for phone answering services. I use one, and there are times when we get so many phone calls but there are other times when it’s relatively quiet. Either way, the service is in place and no phone calls go unanswered. 

Think of all points of communication. 

Within your team: you want a platform where you can all gather, communicate, and exchange attachments easily and seamlessly, like Slack. 

Across your clients and prospects: Beyond live chat and chatbots and a phone answering service, you may need email-helpdesk systems like Freshdesk or Zendesk. This helps massively in making sure your emails get answered quickly, and that your team can easily track what has been resolved versus what is still pending. 

Provide secure and convenient ways to pay. 

There’s no going back to pre-COVID times when the majority of our transactions were made with cash and cards. Contactless payment is just too convenient, much safer and easier to track. 

Ensure that you have a variety of secure payment options to improve customer experience. 75% of consumers prefer to pay with debit and credit cards, so you give them what they want. 

Integrate a debit or credit card gateway like PayPal.

Pitfalls to avoid

It’s exciting to buy and use new tools and platforms. It’s like having a new car! But also like getting a new car, exercise due diligence. Avoid the following mistakes. 

  • Not knowing your target market well enough. When you know your clients very well, you know what tools or platforms they need. If your clients tend to use emails and social media more, it makes sense to invest in a helpdesk platform and livechat. If they prefer calls, then you want to invest in a phone answering service.
  • Wasting money. Take advantage of free trials. See if you and your team like it first, and if it’s worth the asking price. Try other tools, too. What’s the better tool in ease of use and in price?
  • Not monitoring. Are you getting the return on investment (ROI) you expected when you started? Is your team happy? Monitor and track the results, and configure the tools and platforms to make sure it’s custom-fit for your needs and the benefits you wanted. Take advantage of not just free trials but moneyback guarantees as well.
  • Leaving out competitive analysis. Your law firm is a business. Acknowledging competitors but not analyzing them isn’t good for your business. It’s not about trying to outdo them, but it’s worth it to know the tools they use. This is why you should stay up to date with happenings in your niche and industry!
  • Lack of training. Use training videos and frequently asked questions (FAQs) to make sure everyone on your team knows how to use your chosen tools and tech and can also help clients with using them. Especially now with remote teams, you never know if someone’s struggling with a tool or wasting time by not using that tool properly. Anyone can consult your training videos anytime without disturbing anyone else. 

2021 will bring more changes to how we do business. 

Get ahead by implementing tech tools and platforms that will help your law firm thrive. Exciting, right? 

If you can believe it, I have even more knowledge to share on this topic! If you’d like to learn more about tech tools, sign up for my Six Figure Solo program!  Six Figure Solo now comes in three tiers – Executive, Solopreneur, and CEO. Sign up here!