How to Build a Complete Law Office in the Cloud

Law firms are moving to the cloud in droves. Many studies suggest that by the middle of this decade, the vast majority of law firms will have entirely transitioned to cloud-based platforms.

Why Law Firms are Moving to the Cloud

It may seem obvious, but let’s at least briefly recap why most law firms, large and small, are moving to the cloud, and the advantages your own firm can command by making the same move.

1. More Mobile, More Flexible

Cloud-based solutions are more flexible and give your team the ability to work from anywhere. Your firm’s employees have the same work experience and access to the same tools whether they’re working from the office, home or a client site.

Related:

  • Client & Contact Management
  • Matter Management
  • Calendaring & Docketing
  • Task Management / To-Do's
  • Time & Expense Tracking
  • Billing / Invoicing
  • Conflict Checking
  • Document/Form Assembly (Automatin)
  • Document Storage
  • Accounting *
  • Document Management *
  • Some Practice Management applications offer nothing beyond basic billing
  • Some Practice Management applications offer limited accounting, such as Trust accounting (but no business accounting), and are meant to be used alongside QuickBooks.
  • Some Practice Management applications include end-to-end accounting, including full business accounting, meant to eliminate the need for separate accounting software (such as QuickBooks).
    • Chart of Accounts
    • Bank / Operating Account Management
    • Credit Card Management
    • Loan / Line of Credit Management
    • Expense Tracking
    • Asset Management
    • Time Tracking
    • Billing / Invoicing
    • Profit & Loss Statement
    • Balance Sheet
    • Cashflow Statement
    • Tax Reporting
    • Trust Accounting
    • Amortization Functions
  • Client / Matter-Centric Organization
  • Matter Docs & Firm Docs
  • Microsoft Office Integration
  • Full-Text Search (Documents, Email, Metadata)
  • Email Management / Outlook Integration (Save Emails to a Matter)
  • Document Profiling & Tagging
  • Document Version Management
  • Document Check-Out / Check-In
  • One-Click Open/Edit/Save
  • Favorite & Recent Documents
  • Unique ID for Each Document
  • Microsoft Word, Excel, PowerPoint, Publisher, OneNote and Outlook
  • Exchange Email
  • Microsoft Teams (more on Teams below)
  • Microsoft SharePoint (Intranet)
  • Microsoft OneDrive
  • Data Encryption In-Transit (All Software/Systems)
  • Data Encryption At-Rest (All Software/Systems)
  • Multi-Factor Authentication (All Software/Systems)
  • Email Encryption (Policy-Based)
  • Managed Desktop Malware Protection
  • Mobile Device Management
  • Desktops & Laptop
  • Printers & Scanners
  • Local Network & Internet
  • Office 365 Support
  • Law Practice Management Support
  • About the Author: Dennis Dimka
    Dennis Dimka is the CEO and founder of Uptime Legal Systems, North America's leading provider of technology, cloud and marketing services to law firms. Under Dennis’ leadership, Uptime Legal has grown organically and through acquisitions to become the nationally-recognized legal technology company it is today. Uptime Legal continues to innovate and disrupt the legal technology space, and has been named to the Inc. 5000 list of fastest-growing private for the past six consecutive years. Dennis was also an Ernst & Young Entrepreneur of the Year finalist.

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