Effective Training: The Key to Successful Case Management System Rollouts.

When it comes to implementing new case management software, law firms must prioritize training as a crucial component. Let’s be clear: training is not just important; it’s essential for every employee who will be using the system. This cannot be emphasized enough.

Investing in comprehensive training for each staff member will yield substantial benefits in terms of time savings and increased efficiency. However, it goes beyond that. In fact, the success or failure of a case management software implementation hinges on training. The lack of adequate training stands out as one of the primary reasons why these implementations sometimes fall short.

To ensure training’s effectiveness, it requires a top-down commitment from the firm. We are well aware of the challenges involved in getting attorneys to attend training sessions. We’ve also come across instances where a firm’s staff was prevented from attending training due to pressing client matters. Addressing these internal issues falls squarely on the firm’s shoulders. Ultimately, it must be conveyed that attendance at training sessions is mandatory for everyone.

Now, let’s talk about the training itself. Were you and your team trained to work within the complete environment? By that, we mean whether you learned how to use the case management system in conjunction with associated software applications like word processing, document management, and email. Or were you only trained on the case management software alone?

Many case management system developers only provide training on their software. In such cases, you may need to hire another company to bridge the gap. For an extra fee, there are consultants and integration companies that specialize in this area, stepping in to provide training that covers how the case management system integrates with your related software systems.

Law firms that have embraced SmartAdvocate don’t have to worry about this issue. The SmartAdvocate training team offers comprehensive and thorough training on the entire case management system environment. The training teams are with clients every step of the way during and after implementation for flawless support. Moreover, SmartAdvocate itself was designed to seamlessly assimilate into the broader context. Specifically, SmartAdvocate boasts the highest level of integration and compatibility with Microsoft Windows and Outlook, thanks to its add-on tools. Additionally, SmartAdvocate allows seamless integration with QuickBooks Professional along with a suite of 130+ other integrations at your firm’s fingertips.

Training in the complete environment is essential to SmartAdvocate® due to its unique features.

In a nutshell, if you want a successful case management system rollout, you must prioritize top-down commitment and ensure that all employees receive comprehensive high-quality training. By doing so, you will pave the way for improved efficiency, streamlined processes, and ultimately, greater success in managing your cases.