5 Questions to Ask In Your Software Demo

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5-questions-to-ask-during-your-demoYou’ve taken the first step and scheduled a legal practice management software demo to learn more about running a more efficent practice. Congratulations! But what now?

Choosing the right software for your firm is a big decision, and sometimes hearing about all the bells and whistles within the software can be overwhelming. To help you get the most out of your demo, we’ve put together a list of things to focus on to maximize your experience.

1. How will this help make my law firm more profitable?

Attorneys and legal professionals today are busier than ever, but the hustle and bustle doesn’t necessarily equate to financial success. The software you choose for your law firm should give you visibility into the actual profitability of your matters, regardless if you bill hourly, fixed, or on contingency. Ask about how law firms using Smokeball’s automatic time and activity tracking feature, TimeScribe, see an average of 34% increase in profitability.

2. How do you automate the forms and documents I use every day?

So much of the day in a law office is spent searching for the right forms and filling out the same fields over and over again without error, only to find that the form you were using is out of date and no longer accepted by the court. If you had a software like Smokeball, which comes pre-loaded with over 14,000 automated legal forms across all areas of law, you could have up-to-date county, state, and federal forms at your fingertips. Find out how your practice area information, and standard client and court details will automatically merge into Smokeball’s automated legal form library, saving you time and enabling you to have error-free and consistent forms within seconds.

3. How robust are your integrations with the tools I use in my firm every day?

Let’s face it, the bulk of your day is spent in Microsoft Outlook and Word – and there is a valid reason for that: you need to be able to communicate with clients and draft documents. The software you choose must have a robust integration with these tools so that rather than disrupting your workflow, it enhances it. Ask about how Smokeball allows you to track every email, manage every document, and ensure no errors are made in the same environment that you are used to.

4. Can I do all of my daily activities straight from the software, no matter where I am?

Technology can feel overwhelming at times, and the last thing you want as a legal professional is to have a different tool or software to get through every task in your day. When evaluating legal practice management software, make sure to review the list of features that come with your subscription and watch out for costly add-ons. Rest assured that Smokeball is a complete legal practice management software where all features come standard with your subscription. Ask about how Smokeball automates the management of your entire law firm, with contacts, documents, emails, time tracking, billing, events and tasks in one central place, accessible anywhere and anytime, and uses a hybrid cloud model which gives you access when you are on and offline.

5. What does your training program and ongoing customer support look like?

Our unmatched customer support offers a full account management and content team, many of whom were attorneys and paralegals before joining Smokeball. From the moment you subscribe, our onboarding team will guide you through every step and provide you with personalized training. But it doesn’t stop there – throughout your entire time with Smokeball, you will have a dedicated Account Manager to assist you in your day to day and make sure you’re getting the most out of Smokeball.

Can’t wait another minute for your Smokeball demo? Give us a call at (855) 668-3206.

By | September 19th, 2017|

About the Author:

For years, Josh has helped lawyers become more organized, productive, and profitable. A trained litigator, Josh came to Smokeball from a large east-coast law firm where his practice focused on franchise, insurance, marine, and general litigation. His work with Smokeball, and his continued passion for what he does each day, is driven by a desire to help lawyers and their staff do better in every way. Knowing well the stress and strain put on today’s legal professional, he regularly focuses on improving work and life in the law. He has traveled the country working with and learning from lawyers and their staff. Josh speaks regularly to bar associations about successful law firm practices and other legal topics. Recent notable engagements have been with the Chicago Bar Association, the Illinois State Bar Association, and the Missouri Bar’s Solo and Small Firm Conference. In addition to his work at Smokeball, Josh serves on the Writing Resource Center staff at The John Marshall Law School. Besides legal technology, his research interests include judicial decision-making, jury decision-making and psychology, and legal writing. He has written and overseen research exploring causal effects of sex/gender on federal appellate court decision-making, and assisted with research for a forthcoming textbook on judicial decision-making. Additionally, Josh sits on the Board of Chicago Fringe Opera Company. Josh holds his J.D., cum laude, from Washington University in St. Louis, where he served as a Senior Editor of the Wash. U. Law Review, held the prestigious Thompson Coburn Research Fellowship, served as Research Assistant to then-Vice-Dean (now Chancellor) Andrew D. Martin, and clerked at the U.S. District Court for the Eastern District of Missouri. He holds a B.A. in Political Science and a B.M. in Music Performance with Honors Scholar distinction from the University of Connecticut, making him a Huskies basketball fan through and through. Follow Josh’s activity on LinkedIn, and keep up with new articles on the Smokeball Blog.

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