The latest episode in Osprey Approach’s podcast series, Empowering Law Firm Leaders, is now available to watch and listen for free on YouTube, Spotify, and Amazon Music. In this latest conversation, Karen Edwards, head of professional development at the Institute of Legal Finance & Management (ILFM) and former director of an SME law firm, shares her expertise and lessons learnt on switching and migrating practice and case management systems and how firms can do so successfully.
In episode ten, Amy Bruce, head of marketing at Osprey Approach, asks Karen what firms should consider before investing in a new system, the best practices for data migration, and how to improve team buy-in.
This latest conversation covers:
- how to prepare before choosing the right practice and case management system;
- best practices for migrating data; and
- tips for building the right project team.
Karen also highlights the top three lessons she has learnt from implementing case management software, namely, the importance of asking the right questions; engaging the whole team from the outset; and the need to plan for long term investment.
She advises: – “Some firms fall into the trap of wanting to change and improve their systems quickly, but they don’t spend enough time ensuring the new system fits their specific needs.
“Start by understanding what you need, include all relevant stakeholders, and get feedback to make sure everyone is onboard.”
Watch the full interview with Karen Edwards now to discover more advice and guidance on switching software and hear more real-life examples of success and failures from Karen’s experience.
Osprey’s Empowering Law Firm Leaders podcast follows the success of its Build Better Habits webinars and takes a critical look at the key topics that will empower legal leaders and teams to help make running a law firm easier. Over the coming weeks, Amy Bruce will be joined by Chris Bull, principal from Edge International, James Markham and Darren Mee, authors of The Legal MBA, and Lindsey Kidd, Managing Director at HM3 Legal.
