Digitize your law firm with Vertec law firm software

Vertec’s customizable law firm software makes a significant contribution to the digitalization of your law firm. What factors are important?

A modern  software for lawyers such as Vertec’s, is a key element in a digital law firm. Vertec can be tailored exactly to the needs and processes of your firm and supports you in your day-to-day workflows.

Gain competitive advantages with Vertec

Already half of the Top-Kanzleien in der Schweiz trusts in Vertec. Even in Germany, large commercial law firms such as  RITTERSHAUS and internationally active law firms such as  Gütt Olk Feldhaus benefit from Vertec’s customizability and functionality.

Digitalization does not just mean modernizing analog work processes. Using Vertec pays off for increasing the quality and profits of your law firm.

How can you run your law firm economically successfully?

With Vertec, you are one step ahead of your competition. Because you always have an up-to-date view of the business KPIs (key performance indicators) of your law firm. For example, you know the most profitable cases and create individual partner evaluations.

In addition, you will benefit from:

  • Clearly defined processes
  • High data quality in just one software
  • Future-proof and adaptable software
  • Digital approval processes
  • Invoices without transmission errors
  • Cost reduction by automating repetitive tasks

The number of law firms that consistently align their work processes digitally is increasing. Meanwhile, many of our new lawyers already rely on the Vertec Cloud Suite. Alternatively, Vertec is also available as an on-premises solution.

In addition to using legal software as a core element for efficient law firm management, this article shows other necessary steps on your way to your digital law firm.

How does Friedrich Graf von Westphalen & Partner benefit from Vertec?

The commercial law firm Friedrich Graf von Westphalen & Partner mbB has been relying on Vertec for several years. In the video, Werner Bachmann explains why he values the customizability of his Vertec software so much.

Werner Bachmann explains the benefits of Vertec
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Stocktaking and objectives

The first step towards your digital law firm is a thorough inventory of the current IT infrastructure and a detailed analysis of your own work processes.

It is essential to know the existing systems, software solutions and processes in place. This allows you to identify possible weaknesses and get an initial idea of which areas need to be optimized and where best to start.

When we talk about digitization at this point, we need make sure we have a common understanding of this very term. Quite often, the term digitization can be misleading. See the article Digitalisierung zu unterschiedlichem Verständnis.

In the course of stocktaking, clear objectives should be defined: Does your law firm want to improve on its workflow and efficiency, client communications or even offer completely new digital services? These objectives form the basis for further steps.

What role does the law firm software play in law firm digitization?

A fully customizable legal software like Vertec is right at the heart of digital transformation. This is where everything comes together. Back office, attorneys and partners work together in one single software work environment that can be tailored exactly to the needs of your law firm.

Thanks to a uniform database, the administrative hours and thus the possible sources of error are reduced to a minimum.

Vertec also has a range of functions that optimally cover the typical requirements of a law firm management software with a high degree of customization:

  • Opening of mandate with Kollisionsprüfung
  • Client and file management
  • Fast performance recording on cases
  • Fristenmanagement
  • Individual invoicing processes
  • Flexible connection to document management systems
  • Partner evaluations
  • Profit distribution

Digital files and documents

Your office receives a wide variety of correspondence every day. To ensure that all relevant information is available to the people it is intended for at the right time, you should use electronic files instead of paper files in your digital law firm.

Thanks to a variety of extensions, Vertec can be connected to different, modern Dokumentenmanagementsysteme anbinden.

Optimized Client Communication

In your digital law firm, you always have access to the contact details and files of your clients. Using the Vertec Outlook Appyour Vertec easily connects to the email client from Microsoft 365.

Use your document templates for standardized letters for client communication via email. Save incoming emails and their attachments directly on the respective case in Vertec. Appointments from Outlook can be transferred directly to Vertec right at the click of your mouse.

This is how communication can be traced easily by the relevant persons involved: all your client communication at a glance.

Automation of routine tasks

With Vertec, you simply put an end to all the time-consuming, typical repetitive tasks present in any law firm. This, for example, includes approval of services, invoices or holidays. Instead, also automate re-occurring tasks like deadline monitoring.

Acquiring data from different sources can be annoying and prone to errors, which is no longer necessary. All information is available on the respective case and invoices are created right at the push of a button. You can even tailor your individual invoice and approval processes.

Internal acceptance and further training of staff

Vertec is the strong partner right at your side, helping you with the process of software implementation.

The first step to take is to create acceptance in your law firm for the change and bring all partners and decision makers to the table. But also make sure you involve other staff that needs to be able to work with the software, such as your back office. At the same time, it is crucial to promote a digital culture within the law firm that supports openness to change and innovation.

A powerful argument for this:

Vertec makes your day-to-day work easier and gives you more time for your core business: consulting your clients.  

No matter how good the technologies in place are, they are ineffective if your staff not qualified enough to use them. So make training and continuous digital education a key factor in your law firm.

Vertec continues to evolve every day. To ensure that your employees always get the most out of the legal software, Vertec offers different courses throughout the year which impart knowledge in a targeted manner.

Your staff should also keep up-to-date when it comes to complying with safety guidelines.

Ensuring data security and compliance

Digitalization also introduces new challenges in the area of data security. It is imperative that all digital systems comply with applicable data protection laws. This includes:

  • the implementation of firewalls
  • maintenance of internal IT
  • performing regular security updates
  • the use of MFA Multifaktorauthentifizierungto secure logins

Vertec is ISO 27001 zertifiziert and thus stands for high security standards in handling of data – essential in your daily work.

Tip: With the Vertec Cloud Suite, your law firm software is not only ready for use quickly, you always work with the latest Vertec version. Vertec implements all updates for you, regardless of your individual adjustments made to the software beforehand. Best of all, maintenance and hotline service are also included.

Conclusion

The road to your digital law firm requires careful planning and is a long-term investment in the future viability of your firm. Several factors have to be taken into account.

Key to success is the law firm management software. Vertec integrates seamlessly into your existing IT infrastructure and ensures sustainable benefits. This consists of a cycle of quality and profit increase.

  • Uniform processes and single point of data
  • Stay future-proof thanks to adaptability and regular updates
  • Reduce costs and repetitive tasks
  • All relevant KPIs at a glance
  • Tailor-made evaluations
  • Work more efficiently
  • Increase your sales
  • Creating more room for future investments
  • Increase the reputation of your law firm

Keep your eyes towards the future. Law firms that actively shape the digital transformation secure a competitive advantage on the long run.

Try out Vertec for free for 30 days without obligation in your individual configuration.

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Frequently asked questions (FAQs)

Vertec brings all the features for a structured management of a customer database. However, the business software for service providers can manage much more than contact details and customer addresses: Maintain customer relationships and appointments, create offers that are closely linked to your project planning and use sales pipelines to increase your sales. With full text search, content stored in Vertec, including emails, can be searched by any authorized person. A complete overview is available on the feature page.

Yes, Outlook calendar entries can be used for recording services directly in Vertec. The Outlook App detects when an appointment is created or clicked and opens a “+ New service” button. Project, phase and service type can then be selected.

​From service and expense recording to post-calculation, costing and controlling: With Vertec you are optimally positioned as a project- or mandate-oriented service company. With the Business Intelligence module, you can even visualize data directly in the Vertec interface.

A complete overview can be found in the overview of features.

Yes, you can use Vertec conveniently on Android or iOS. With the Phone App, you can enter services, expenses, absences and activities.

“Business-oriented law firm management” means that in addition to file management, deadlines and invoices, Vertec also provides you with all the important data for the economic management of your law firm. This is completed by our “best-of-breed” understanding of software and our practice-based industry expertise for the rapid development of individual functions. The concept is based on easily customizable functions, which yet cover 80 % of the industry's standard requirements.

With only little effort, your specific requirements can be implemented in your software solution quickly and easily. Vertec stands for industry expertise, developed together with our customers in Germany and Switzerland.

You may test Vertec for 30 days free of charge and without obligation in your personal test environment.

Start your free trial now. 

Yes, Vertec is a law firm software that is specifically designed to run your law firm economically successful. Vertec is particularly suitable for modern law firms from 20 employees.

Vertec is available in On-Premises operation or runs in the Cloud Suite.

The scope of features ranges from collision checking to mandate management and deadline monitoring to individual invoicing processes, debt management and profit distribution.

In short, all typical processes that occur in a law firm on a daily basis are mapped.

As the ideal foundation for successful law firm management, Vertec helps you increase your productivity by providing you with just the tool you need to efficiently organize your law firm, digitize workflows and ultimately ensure smooth case and mandate management.

Vertec adapts to your processes – not the other way around.

A software for law firms is a specialized software for lawyers that optimizes the everyday work of the legal professionals. For example, it continuously maps processes and thus creates transparency in your daily business. It focuses primarily on mandate-related and billing-relevant tasks.

Typical features include:

  • File and Mandate Management
  • Collision checks
  • KYC
  • Time tracking and recording
  • Deadline monitoring
  • Fee billing (e.g. via RVG in Germany)
  • Debt management
  • Document management
  • Invoicing and controlling

Law firm management, on the other hand, describes the holistic organization and management of a law firm – in terms of legal, business administration and staff. A modern law firm software is part of efficient law firm management and contributes to smooth work.

The areas of law firm management also include:

  • Organization of workflows and processes within the law firm
  • Planning of staff on cases and mandates
  • Controlling and analyzing relevant KPIs (such as turnover/billables, capacity utilization, profitability)
  • Client retention
  • Strategy and law firm business development

Law firm management is therefore to be considered in a more comprehensive way and goes beyond the purely legal features of a law firm software. Law firm management is the strategic and organizational approach that sees the law firm as a business enterprise that needs to be run economically successfully on the long term. Law firm software, however, is much more the operative tool for your daily work.

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