How to manage change and prepare for new technology at your law firm

Reading time:

Stay ahead. Improve efficiency. Eliminate busywork. Embrace technology.

Easier said than done, right?

Attorneys and law firms of all kinds would love nothing more than to streamline their practices and claim more time for themselves with tech tools—but making it happen isn’t always easy. Change can be painful, particularly when multiple stakeholders are involved. In fact, according to the 2020 Future Ready Lawyers Survey, 53% of 700 legal professionals surveyed said the greatest barrier to change in law firms is the difficulty of change management and leadership resistance to change.

The legal technology pros at Lawyaw have helped numerous attorneys and firms effectively manage change and prepare for new technology. In an article on their site, they offer advice on how to do exactly that. Specifically, they recommend focusing on the “why” behind the change, painting a clear picture of the “before” and “after,” and managing internal objections proactively.

Here are a couple more of Lawyaw’s tips:

Assemble an implementation team.

Adopting new technology is not a one-person job. You need a dedicated team to manage separate parts of the change, from evaluation to training.

In general, the more people using the software, the bigger the implementation team because you’ll want to have advocates of the new solution helping with outreach to the rest of the organization.

Here is an effective makeup of an implementation team:

  • Project owner: Usually the person spearheading the change. It could be a partner, the CEO, or another experienced member of the team. This person will assign other roles.
  • Project manager: In charge of organizing the implementation process, including working out the budget, defining technology requirements, and forming a list of potential vendors.
  • System administrator: Works (often with IT) to oversee the system’s setup. This should be a tech-savvy individual since some software setup can verge on complicated.  
  • Superstar end-user(s): The go-to person (or people) who act as a liaison between end-users and the implementation team. During implementation, superstars will be available to help troubleshoot with end-users.

Drive user adoption with quality training.

No one wants to use something they don’t fully understand. If your team isn’t properly taught how to do something, they will revert back to old, less efficient systems.

Firms take on new technology. Everyone is excited. But, after those initial onboarding meetings, no one is using it and the ROI remains unseen. That’s why it is so critical to create an effective, personalized training program—one that makes relevant team members feel comfortable with the new platform.

To optimize training for your team on the new system…

  • Leverage influential users: Along with your superstar, those who are succeeding more quickly can help those who are struggling.
  • Document the processes in a centralized location: Sometimes lawyers just want to figure it out on their own. They can easily do that if the processes and technical information are easily referenced.
  • Host individual sessions: Some people might not voice concerns or challenges in a group session.
  • Focus on the most critical features: It is easy to become overwhelmed by all the bells and whistles of new software. To avoid flashbang, stick with the most important features at first. Then, when people are comfortable, you can move onto others.

These are just a couple of the ways attorneys and firms can ensure smooth and successful change management. For more, read the full article, “Managing Change and Preparing for New Technology.”

Another simple way to save time? Legal document automation. By transforming your documents into easy-to-fill, reusable templates, you’ll gain serious time back in your day. You’ll also reduce waste, minimize errors, and create better experiences for the clients you serve. Learn how it works at Lawyaw.com.

(Speaking of better client experiences and more time in your day, did you know that Ruby can double your billable hours? Find out how.)

Additional reads you may find interesting...

View All
Virtual receptionist sitting at desk

Virtual receptionist pricing 101

Professional sitting at desk on computer, working on a law firm's website
Legal Practice Tips

What Google’s Core Web Vitals mean for your law firm’s website

A group of Ruby customers stand together, smiling and talking

Does your business need an answering service?

Screenshot of a YouTube channel's live videos

How to use YouTube Live to engage your clients & audience

Smiling woman standing in a bicycle workshop with a mobile device in her hands
Small Business Tips

3 ways virtual receptionists elevate customer experience (while making your life easier)

Circular cutout of Rebecca Grimes, Ruby's Chief Revenue Officer

A conversation with Ruby’s Chief Revenue Officer, Rebecca Grimes

Woman in yellow sweater working in front of open laptop, sitting in home office interior, drinking coffee
Small Business Tips

Happy customers, efficient businesses: How to supercharge growth with virtual receptionists 

Help wanted sign hung in reflective window
Small Business Tips

Using online presence platforms for recruitment

A man in silhouette looks out over a foggy mountain range
Small Business Tips

How to communicate with employees during times of tension

Close-up: professional with blonde pompadour has a conversation over the phone in a co-working space with red walls
Receptionist Tips

How to keep a conversation going

Title card: Leveraging Customer Service as a Value Proposition, with Melinda Emerson, Kate Winkler, and Sharie Hendricks
Small Business Tips

Customer service tips and more from Ruby + SmallBizLady

A white-bearded man looks beyond the frame with a happily surprised expression on his face
Small Business Tips

This is what wow-worthy customer service looks like.

A woman in yellow overalls sits on a hardwood floor among houseplants with a closed laptop, her hands behind her head
Small Business Tips

Achieve remote work bliss with Ruby.

Title card with Sam's headshot: Ruby customer feature series, Sam Hainey, Hilltop Law Firm
Customer Feature

Ruby customer feature: Sam Hainey, Hilltop Law Firm

A man in a blue and white-striped shirt looks through binoculars at the open sea
Small Business Tips

Sick of losing sales? How to find the perfect leads for your business

Try Ruby Risk Free

Call to talk to a live virtual receptionist and hear why 10,000+ companies Ruby.

Call Ruby Sign Up
Sales Support

Already a Ruby customer?

Let’s get started.

Ready to turn more callers into customers?

Missed connections translate to lost revenue. With Ruby, you have a partner in gaining and retaining customers. Plus, we’re so confident you’ll love our service, we offer a 21 day money-back guarantee*.

*Ruby is delighted to offer a money-back guarantee to first time users of both our virtual receptionist service and our chat service. To cancel your service and obtain a full refund for the cancelled service (less any multi-service discount), please notify us of the service you wish to cancel either within 21 days of your purchase of that service or before your usage exceeds 500 receptionist minutes/50 billable chats, as applicable, whichever occurs sooner.

Legal_Final

The Secret to Successful Law Firms

The inside scoop on Clio’s latest legal trends report.

Phone Thumbnail 2

10 Questions to Ask a Virtual Reception Provider

Ask the right questions and rate virtual reception services with our handy guide and scorecard!