The strategic framework in this presentation was refined over 10+ years of advising law firms and guides firm leaders through identifying success criteria, mapping those criteria to case management system tools, and then seamlessly deploying the new system to provide the right balance of features with ease-of-use that meet client needs and firm goals.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.25 Other PR
Law firm leaders see a lot of promises from case management system providers. Bypassing the bluster and evaluating the available choices takes diligence and time. Jay McAllister of Paragon Tech draws from over 10 years of experience working with law firms to identify success criteria, map those criteria to available software tools, and then deploy new systems to provide the right balance of features with ease-of-use to meet firms’ client needs and the firms’ own business goals. James provides his full “Case Management System Selection Guidebook” and describes the opportunities and pitfalls in each phase of the process. Understand how staff structure, billing models, firm goals, and your current tech stack all impact your CMS choice.
Jay McAllister, Paragon Tech Inc., Chicago
Expires 7/1/2027