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Red Cave Consulting Law Practice Management Tip


‘Window Dressing: A Client Portal Is the Next Step in Attorney-Client Relations’

These days, most law firms have invested in a law practice management software solution – that’s a relational database organized around matters; and, it helps law firms to better organize their cases.  Law practice management, or case management, software often becomes the business software hub for lawyers that adopt it.

Most modern law practice management softwares now include ‘client portals’, which allow law firms to share information with clients, via the software, through a secure platform.  Lawyers add information to the client portal; and, clients access the information by creating a unique login and password to the portal.  For the law firms, this is an effective and easy way to gather and share data with clients.  But, it’s also inherently more secure than using email for the same purpose, because that data never leaves the law practice management system – whereas email messages (including their content) may be exposed, as they pass through various servers on the way to their final destination.  Data accessible via the client portal never goes to transit, and remains encrypted the entire time.

Law firms can add branding, share notifications, documents, invoices and more, via a client portal.  Truly, almost any client interaction can take place through this media.  And, some lawyers love client portals so much, they direct all client communication to that spot – even including a clause in the engagement agreement reflecting that.

So, if you’re not using a law practice management software, check out the options.  And, if you’re already using one, consider the client portal as an efficient and effective communication platform for your clients.

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If you’re looking to enter the client portal, we can help.

The Rhode Island Bar Association offers free law practice management consulting services through Red Cave Law Firm Consulting.                         

To request a consult, visit the Rhode Island Bar’s law practice management page, and start running your law firm like a business.