On this episode of Great Practice, Great Life, Steve continues his discussion with attorney Daniel Miller, exploring the nitty-gritty of practice management software for law firms.

We're tackling how software can transform your legal practice by tracking every file's journey from inception to completion, providing insights into staff performance, and pinpointing any bottlenecks in your workflows. Discover the art of task management through client workflows and how tools like Kanban boards can revolutionize your approach to client service, leading to enhanced productivity and a standout client experience.

Daniel shares his expert strategies, helping you fine-tune your firm's operational efficiency with the right practice management tools. We delve into features like accurate time tracking, secure client portals, and integrated billing systems that streamline your firm's financial dealings. Moreover, we discuss how incorporating phone systems can ensure seamless client communication.

This conversation will help you balance professional growth, efficient practice management, and the personal joy of life's moments—because success isn't just about work; it's about making time for what matters most.

In this episode, you will hear:

• Attorney Daniel Miller on practice management software in enhancing law firm efficiency and client experience

• Monitoring file progress, staff performance, workflow bottlenecks, and utilizing Kanban boards for visual task management

• The importance of secure client portals, accurate time tracking, and integrated billing systems to improve security, efficiency, and client relations

• Maintaining work-life balance by managing time effectively and establishing efficient processes

• How structured practice management systems contribute to successful legal practices while ensuring personal time for family and life events

• Customizable reporting within practice management tools for tracking business performance and identifying improvement areas

• Integrating practice management software with phone systems to facilitate communication tracking and billing for client interactions

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Supporting Resources:

067: 8 Critical Factors for Choosing Your CRM Software with Daniel Miller - Part 1: atticusadvantage.com/podcast/8-critical-factors-for-choosing-your-crm-software-with-daniel-miller/ 

My Great Life® Planner: atticusadvantage.com/books/my-great-life-planner/ 

Miller & Miller Law Group PLLC: https://www.nycelderlawyers.com/

What to Look for in a CRM and Practice Management Software

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.