Some attorneys have more than one story – before technology and after.
Lynn M. Myrick previously worked in a six-attorney law firm that Geoffrey Moore might be described as a laggard. Client notes were kept in folders and filing cabinets. Time was entered on printed time sheets. In order to find information the firm’s staff need to sift through each separate file to find what they’re looking for since none of the information is connected.
Drawers open. Drawers close.
This is “how it has been done it for years,” he says of his previous firm. When he hung up his own legal shingle, the Law Practice of Lynn M. Myrick, a family law and divorce practice in Oregon, this would change.
His law firm would invest in technology. All client notes would be entered in the system and easily shared across the firm. When a new client engaged the firm, a simple search would check for conflicts. When the phone rang, attorneys would have the client files at their fingertips and be able to answer client questions.
What was the plan? Find a law practice and matter management system that would empower him to run his law firm like a “well-oiled machine.” The key to providing great client service meant investing in technology that would provide a 10,000 foot view of the firm.
In other words, he needed to see the whole picture and after researching the options, he landed on the LexisNexis® Time Matters® solution.
The Forever Client Record
Mr. Myrick created what he refers to as his “forever client record” which he can access many years down the road, as he needs it. The system allows him to record notes and pull important case information, with a few clicks. Also, since he’s in and out of court on a daily basis, he relies on his smart phone to schedule meetings, take notes and bill time.
“When a client comes in, I can look at everything related to their case and I don’t have to hunt down documents or search for answers,” he says. “It’s all right there in front of me on a very user-friendly interface. “As we’re meeting, I am making notes on the calendar, such as court hearings that the client has scheduled, and even determining mark-ups and inputting billing for the consultation.”
In a small practice where time is literally money, Mr. Myrick says one of the biggest benefits is having the ability to collaborate with his staff from just about anywhere, at any time.
The Time Matters software “is available for my staff to collaborate on all aspects of a client matter, which is a huge benefit. This functionality increases staff productivity – no twiddling the thumbs waiting on me.”
And so it seems Mr. Myrick does have two tech tales, and by looks of his testimony, it’s the second one that has a happy ending.
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