Navigating Software Demos: Getting the most out of software demos with Confido Legal
We are thrilled to announce that we recently had the privilege of being featured as expert guests on Confido Legal's Case Management Jam Session Series. This insightful session delved into crucial aspects of selecting software to demo when searching for new legal case management, project management, CRM, and other software, shedding light on best practices and strategies for optimal preparation.
Here’s the TL;DR (but actually: too long; didn’t watch) breakdown of my appearance on Confido Legal's Case Management Jam Session.
When to Start Looking: I dished out the scoop that law firms often start eyeing new software when chaos reigns or communication hits a snag. Step one? Figure out if it's a software puzzle. If yes, it's game time – let's explore those fresh systems.
Cost vs. Value: Here's the game-changer – it's not just about the cash. Forget the dollars and cents; I urged law firms to focus on the value a system can bring. We're talking time saved, errors slashed, and efficiency through the roof.
Proven Process for Software Selection: My playbook for software selection kicks off with an understanding of the firm's pain points and priorities. Rank 'em. Then, dive into research using nifty tools like Capterra or Confido Legal's Case Management Selector. Shortlist your top three for the demo – any more, and it's like trying to juggle flaming torches. Oh, and involving the team in demos? Trust me, it adds the spice.
Making the Right and Wrong Software Choice: Choosing the wrong software might sting a bit, but I've got the wisdom – you can recover. Treat it as a growth opportunity. The right choice? That's your ticket to efficiency and productivity heaven.
Summary: I stressed the importance of a clear software selection process and advised being the captain of your demo ship. Don't let those smooth-talking sales reps lead you astray – dig deep. It might take more time upfront, but trust me, it saves tons of headaches down the road.
Ready to level up your legal game? Get expert guidance at Checkmark Projects. For a free legal case management software consultation and a peek at how we can help your business select and implement a new software solution. And for more about what legal case management software you should be looking at for your firm swing by It’s gold, I promise.
