Practice Management Software: In Search of the Holy Grail
I am currently using Amicus. It's a good program but it's not "flat" enough for me. I don't like to dig down through a bunch of menus and levels to find the desired info. I have used Time Matters, but it was too list based for my taste. I have used Needles, but its To Do function ("checklist" in Needles) is a real pain. I have not liked the To Do function in any of these programs. So far, the only To Do function that I like is the "Task" function in Microsoft Outlook. But as much as I would like to keep track of my to do's on Outlook and do everything else in Amicus, it just doesn't make sense. Two parallel systems would be a nightmare and defeat the purpose of having all information in one place accessible to everyone else. I have seen a demo of another program (Trial Practice?) that subs out the To Do and Calendar functions to Outlook and focuses on legal practice management. That seems appealing to me, but I don't know how well it works. Anybody have any experience with it?
I know, I know - there will never be a perfect system - even if I were to create my own. And I have been tempted to embark upon that endeavor. But fortunately I have had enough sense to keep my focus on practicing law.
The problem will all practice management programs is that you can build a beautiful file and not get much legal work done. I guess that's also a problem with any management system - working to satisfy the system instead of advancing the case.
Finally, there is the option of having no practice management software program - as was the case when I started practicing in the 80's. I worked in a large personal injury firm that had no practice management software. I never entered data in a computer and, in fact, hardly ever used the computer, but I was always on top of things. Why? Because I had an assistant whose sole function was to keep track of my stuff and keep me on track. I don't have that luxury anymore and I suspect that most attorneys don't either. So what's the best way to stay on top of everything?