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How Do You Know You Need A Case Management Upgrade? – Above the Law


The
prospect
of
switching
out
case
management
software

particularly
transferring
massive
law
firm
datasets

can
seem
daunting. 


And,
yes,
it’s
not
an
easy
process. 


But
it’s
also
not
an
impossible
one

and
it’s
far
superior
to
the
alternative
of
sticking
with
an
unhelpful
platform. 


So
how
do
you
know
when
it’s
time
to
bite
the
bullet
and
make
a
change? 


Here
are
two
signs,
according
to
panelists
on
a
recent
episode
of
the
Non-Eventcast. 


Sign
No.
1:
You’re
Throwing
Your
Mouse


Sometimes,
software
simply
doesn’t
meet
your
needs. 


It
can
be
too
slow.
It
can
be
too
expensive.
It
can
be
a
poor
fit
for
your
workflow.


“I
think
it’s
[time
to
change]
when
you
start
throwing
your
mouse,”
says
Donna
Brown
of
Beyond
Square
One,
a
data
transfer
expert
who
has
helped
a
number
of
law
firms
move
off
of
one
software
and
onto
another. 


“I
think
the
frustration
moment
is
when
you’re
like:
‘Why
am
I
frustrated
all
the
time
with
my
software?
Why
am
I
giving
this
a
second
thought?’” 


Sign
No.
2:
Your
Proverbial
Basement
Is
Flooding


The
decision
to
change
your
law
practice
management
software
is
like
the
decision
to
move
to
a
new
home,
says
Jared
Correia,
the
Non-Eventcast
host. 


For
example,
he
says,
his
kitchen
is
missing
a
door
to
the
pull-out
trash
receptacle.
It’s
a
problem
that’s
annoying,
but
it’s
not
one
that
will
prompt
him
to
move
houses.


But,
he
asks,
what
if
your
house
is
on
a
slope,
and
your
basement
floods
repeatedly?
That’s
a
different
story. 


Jared
thinks
of
software
in
a
similar
way. 


“If
you
have
these
things
you
hate
about
your
existing
software

there’s
no
perfect
software

that
are
really
sticking
in
your
craw,
and
you
can’t
get
past
it,
and
your
workflows
are
really
hard
because
of
it,
I
think
you
should
start
looking
for
something
else,”
he
says. 


In
this
episode
of
the
Non-Eventcast,
Jared,
Donna,
and
Profitsolv’s
Joyce
Brafford
dig
into
all
things
software
Switcheroo

from
the
decision
to
switch
to
ensuring
a
new
rollout
is
a
success.


This
is
the
eighth
episode
in
a
special
podcast
series
hosted
in
conjunction
with
our
partner,



ProfitSolv
.  


This
episode
is
sponsored
by



Cosmolex
.