Tag: Practice Management

Plenty of firms still rely on spreadsheets, disconnected systems, or informal knowledge-sharing to avoid conflicts of interest. The problem is, those methods miss things—past client connections, archived matters, name variations, even indirect relationships.

In many law firms, the senior partners who built the business are now approaching retirement. They’ve brought in clients, developed relationships, and set the tone for how the firm operates. But what happens when they’re ready to step away—and there’s no plan in place to carry that legacy forward?

Managing operations at a multi-practice law firm means walking a fine line between standardization and specialization. You need automatic workflows that bring consistency and visibility across the firm—but you also need the flexibility to support different timelines, billing models, and compliance requirements depending on the matter type.

Litigation teams face more moving parts with every new case. Calendars fill up, documents stack, and communications become scattered across apps. What should be time spent working on legal strategy becomes a daily grind of tracking updates and checking email chains. Without the right systems in place to manage all

A law firm split inherently comes with a lot of moving parts. Clients, case files, financials, workflows, staff – all shifting at once. Without a plan, things can slip through the cracks, causing delays and disputes. If a firm isn’t prepared, what starts out as a business transition quickly turns