Collaboration in the New Workday: Success Factors for Firms

Assembly TeamSep 14, 2020

Despite the uncertainty of the past 18 months, many personal injury firms saw an increase in business. Whether it was pandemic-related injuries, trips and falls, or car accidents, many law firms handled more cases than ever before while simultaneously dealing with economic pressures and staff shortages.

So, how did so many personal injury firms succeed? Because the most forward-thinking among them put effective collaboration tools in place, which allowed them to adapt and even thrive.

Here are some success factors for law firms looking to collaborate more effectively in their new workday.

Re-evaluate your communication platforms

A fundamental element of collaboration is communication. In order to collaborate effectively, your team needs to have all the tools to communicate with each other and with their clients.

Over the past 18 months, most law firms have added new tools to help facilitate communication, especially since remote work became essential. Zoom calls for client meetings, slack for internal communication, and new software for document sharing – have all been added to many law firm’s workflows.

However, with so many communication tools now in place, things might be getting confusing for your team, with messages and important information being lost or spread across multiple platforms. It’s important to evaluate all of the communication tools in your tech stack to make sure that they are streamlining communication, not adding complexity.

Wherever possible, consolidate your tech. Can you find platforms that perform multiple functions to reduce the number of tools your team needs to use? Can you find software that integrates with your existing platforms to make workflows more efficient?

Leverage cloud storage and document sharing

Working remotely in today’s world means that client documents can no longer live in a physical filing cabinet. You need to be able to access case information from anywhere, securely and easily, without having to log into a virtual private network (VPN).

Cloud-based case management software, like Neos from Assembly Software, makes it easy to access client information and share documents with your team and clients from anywhere.

Look for document sharing solutions that allow you to restrict who has access to important case information, and ensure that you’re choosing software that has robust security measures in place.

Establish best practices for remote work

The last 18 months have also shown us that remote work is here to stay. While many law firms started out just trying to survive during the pandemic, many have come to realize that remote work is actually a valuable option that both employees and clients appreciate.

Now that remote work is firmly established in many law firms, it’s important to establish best practices so that your team can work as effectively as possible outside of the office.

Consider creating a document that outlines your firm’s remote work expectations, including how often employees should check their messages, when they should be available to take client calls, and what tools they should be using.

Build a connected firm

Despite the physical distance between coworkers, it’s more important than ever to make sure that your firm is connected. The more connected your team is, the more effective they will be at communicating and collaborating.

Finding a case management solution that helps connect your entire firm, whether in the office or remote, is critical for creating a collaborative firm. Neos’ checklist, for example, makes it easy for teams to collaborate on cases by assigning tasks, tracking deadlines, and viewing real-time updates. And with Neos analytics and dashboards, your firm’s management can view real-time case information and see which team members are working on what.

Looking for a case management platform that will set your firm up for collaboration success? Schedule a demo of Neos today.

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