Navigating Legal Tech Innovations: A Guide for Canadian Law Firms

In an era where technology is evolving at an unprecedented rate, the legal industry is not being left behind. Canadian law firms are uniquely positioned to leverage the latest legal technologies to not only streamline operations and improve client services but also to maintain a competitive edge in a rapidly changing landscape. This guide explores essential tools, including case management software, secure client communication platforms, and AI-based legal research tools, providing Canadian legal professionals with the insights needed to thrive.

Case Management Software

Case management software is pivotal for law firms aiming to enhance efficiency and organization. These platforms offer a comprehensive suite of tools that assist with scheduling, document storage, task management, time tracking, and billing. Notably, platforms like Clio and MyCase stand out for their user-friendly interfaces and robust feature sets tailored to the needs of legal professionals.

  • Clio (Clio): A cloud-based law firm software providing case management, billing, and client collaboration features. Clio’s platform is renowned for its scalability, making it suitable for law firms of all sizes.
  • MyCase (MyCase): This software offers a comprehensive suite of tools designed to streamline the day-to-day operations of law firms. Features include workflow automation, a secure client communication portal, and integrated billing.

Secure Client Communication Platforms

In the digital age, the importance of secure communication cannot be overstated. Law firms are entrusted with sensitive information, making it imperative to use secure channels for client communications. Platforms like Signal and Lexicata offer encrypted messaging services, ensuring that conversations remain confidential.

  • Signal (Signal): Known for its end-to-end encryption, Signal is a messaging app that prioritizes security and privacy, making it an excellent choice for sensitive client-lawyer communications.
  • Lexicata (Clio Grow): Previously known as Lexicata, Clio Grow offers a secure client intake and relationship management platform that integrates seamlessly with Clio’s case management system. It streamlines client engagement and improves the onboarding process.

AI-Based Legal Research Tools

AI-based legal research tools are transforming the way legal research is conducted, enabling lawyers to find relevant cases, statutes, and legal precedents faster than ever before. Tools like ROSS Intelligence and Blue J Legal harness the power of artificial intelligence to provide precise, efficient legal research capabilities.

  • ROSS Intelligence (ROSS): By leveraging AI, ROSS Intelligence delivers a powerful legal research platform that helps lawyers conduct faster and more comprehensive legal research.
  • Blue J Legal (Blue J Legal): Specializes in using machine learning to predict legal outcomes. Their platform, Tax Foresight, allows tax professionals to quickly gauge the likelihood of different tax positions, saving time and increasing accuracy in legal advice.

Embracing the Future

For Canadian law firms, embracing these technological advancements is not just about staying current; it’s about redefining the practice of law to be more efficient, secure, and client-focused. As these technologies continue to evolve, law firms that are early adopters will likely find themselves at a significant advantage, offering superior services while optimizing their internal processes.

Incorporating these technologies requires a strategic approach, considering both the potential benefits and the implementation challenges. However, the return on investment, in terms of both time saved and improved service quality, can be substantial. By staying informed about the latest developments in legal tech and proactively adopting these innovations, Canadian law firms can ensure they remain competitive in a rapidly evolving industry.

The journey towards digital transformation is ongoing, and as new technologies emerge, law firms must continue to adapt and innovate. By leveraging the right tools and technologies, Canadian legal professionals can enhance their operations, improve client satisfaction, and secure their place in the future of legal practice.

Are You Always Running Out of Time?

Are the current standards you have set in place the most efficient and viable in achieving your goals? Are you finding the right balance between your work and personal lives? Are you always pushing back deadlines and rescheduling matters? These are some of the questions you must ask yourself when assessing your legal practice. For lawyers, time is of the essence, no pun intended. They must prioritize their schedules in order to complete tasks on their daily agenda. There is always a constant influx of tasks and prioritization means everything when your most important assignment could be the next one you receive. Having the right skillset, tools, balance, flexibility, and procedures in place can simplify even the most complex matters allow lawyers to execute their plans proficiently. Such practices enable a firm to become more productive and this increased productivity is inevitably going to result in increased profits.

Let’s examine a billing trend report to determine how much billable time lawyers are actually getting out of their workday. Lawyers are working long hours to meet productivity goals but are only billing for 29% of their workday on average [1]. There is definitely a discrepancy in this figure and how occupied a typical lawyer’s schedule is. That means legal professionals are spending time carrying out tasks that do not equate to billable time. These tasks include, but are not limited to, administrative functions that are required in running your practice. Law school teaches lawyers how to carry out legal work and put their valuable legal expertise to practice. It is this knowledge and capability that allows lawyers to bill their clientele and earn an honest living. Yet, all law firms include tasks which need to be performed in order for a practice to remain functional but are not billable.

A simple business principle that can be implemented is outsourcing these tasks and leaving more time for yourself to work on assignments which can generate billable time. Bookkeeping and office administrative tasks can take up large portions of a workday but by outsourcing them to staff and paying for a particular service, more time is left for lawyers to focus on the legal matters specific to their line of work.

In realizing the proper techniques that need to be applied for running a more efficient legal practice, a quote from Mark Twain came up numerous times.

If you eat a frog first thing in the morning, the rest of your day will be wonderful.

Mark Twain [2]

and

If you have to eat a frog, don’t look at it for too long.

Mark Twain [2]

It is important to note that certain tasks can be daunting, and lawyers may push them back because they may take up most of their day. According to Twain, it is these tasks that could hold one back. Complete your most difficult assignment first thing in the morning, and suddenly, the other tasks become minute and less challenging. In doing so, you are able to prioritize your assignments, and create to-do lists for yourself in collaboration with your calendar [3].

Next, eliminating distractions will give you a sense of clarity in your work/practice. It is healthy to take breaks throughout your day and refresh but being unproductive is unjustifiable. Another healthy practice is taking care of your emotional and physical health. Being mentally and physically fit will contribute to your success just as much as your skillset and business intelligence will [4]. Being able to attract clients is not the sole determinate of success for a legal practice. It is equally important to be able to work on matters for those clients on a time efficient basis. If that includes taking a break, so be it. One should be open to the idea of stepping away from their work. Research shows that our brains are capable of solving problems while we are not actively working on them [5]. Hence, stepping away from your practice may, in fact, prove to be more beneficial than harmful.

Implementing technology may also prove to be an effective practice tool in time management. Using the most adept practice management software, communication tools, and digital services can lighten the burden on you and allow you to allocate time more freely. That simple advantage separates those attorneys who surrender focus on one aspect of their work and those who are all over the place.

A workspace committed to providing lawyers with the excellent communication tools and services to improve efficiency, is that of Wolf Law Chambers. Located in the heart of Mississauga, the chambers aids lawyers through the administrative aspects of their practice. This helps facilitate growth and expansion for the lawyers in their area of practice. Come in and see for yourself how Wolf Law Chambers is innovating time management in the practice of law. Visit us as 90 Matheson Blvd. West, Suite 101 and feel free to join us for all our upcoming events and workshops.

[1] Jeffreys, Brenda Sapino. ‘What Do Lawyers Really Do With Their Time?’ (2017) LAW.COM. https://www.law.com/sites/almstaff/2017/09/26/what-do-lawyers-really-do-with-their-time/?slreturn=20190802200000

[2] Pfeifer, William. ‘Essential Time Management Tips For Lawyers’ (2018) the balance small business. https://www.thebalancesmb.com/effective-lawyer-time-management-2151357

[3] Taylor, Lucy. ‘7 Ways You Can Become an Uber Productive Lawyer’ (2019) Nozbe. https://nozbe.com/blog/productive-lawyer/

[4] Boss Reporting. ‘TIME MANAGEMENT FOR SOLO PRACTITIONERS: MAXIMIZING YOUR TIME EVERYDAY’ 2016. BOSS CERTIFIED REALTIME REPORTING INC. http://bossreporting.com/time-management-for-solo-practitioners-maximizing-your-time-everyday/

[5] Case Peer. ‘6 PRODUCTIVITY TIPS EVERY LAWYER SHOULD KNOW’ CASE peer. https://www.casepeer.com/6-productivity-tips-every-lawyer-should-know/

-Narvir Goindi