Setting the expectation that you can import a file into Time Matters and …. your firm just works… is not the way to implement.
What was my biggest problem as a consultant?
The second was the general discussion and sales motion with a new firm. We would discuss how my experience and knowledge led me to be a good fit to implement Time Matters for them. Invariable the firm would say..
My problem was this .. how could I answer? We need to do some needs analysis and begin to create a solution for you backed by a plan and a statement of work. This was my answer for many years. But…
If I am an expert in implementations having worked with thousands of users…why is a firm that has never used a practice management application helping me (or telling me) what it should do?
The Reality of Software needs-the core
All firms have the same core needs.
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Matter Management
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Track the people that are on each matter (clients, lawyers, parties, experts)
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Track key dates on each matter – limitations, deadlines both court and client mandated
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Track the Matter calendar
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Quickly see all notes, phone calls, log entries on a matter
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Document Management – at the matter and firm level
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Email Management
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Group calendaring
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Be able to implement firm wide risk management measures – manage all key dates for the firm
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Be able to implement a management oversight system
Without any discussion or fanare the 7 second System meets these needs in the initial configuration. We provide data migration services and provide (and guarantee) full training.
The above are the core needs but the 7 second system contemplate adding deeper functionality to address firm specific issues. A few examples:
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Discovery tracking
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Document and record collection from clients and third parties
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Client reporting