Skip To Content

Start typing and press enter to search

Alt Legal Blog

Your source for news, updates and guidance on all things trademarks and intellectual property.

Tips for Building Your Law Firm Technology Stack

Alt Legal Team | September 04, 2020
4 min read

Whether you’re starting a new law firm or upgrading your current practice, you’re likely faced with more than a few choices when it comes to technology. Which practice management application should you choose? What email provider do you use? How do you set up a phone line? Both the big and small decisions might seem intimidating—or terrifying. Don’t let your worries paralyze you; get started with a few simple steps.

Creating your online presence  

Choose a domain name (or names)

Pick a clear, easy-to-remember URL: Your domain name is the first impression would-be clients will get of your business. If you market different kinds of services, consider using multiple domain names to tailor your message to each audience. Check the ethical regulations in your state to determine whether your firm name needs to be in the domain or if you can rely on a trade name.

Build the website

With your domain registered, it’s time to build your site. Instead of hiring an expensive and time- consuming web developer, get started quickly with website-building service like Squarespace or Strikingly. These services come with templates, but you can also hire a designer to enhance the templates if you really want to make it your own. Within minutes, you can have a modern website that looks great across all devices, including mobile. Indeed, more people now search on mobile and tablet devices than on computers, so search engines weigh your mobile website when calculating your firm’s search rankings.

Set up your email infrastructure

We recommend using Google Apps or Office 365. Both allow you to brand for your law firm while also offering ample account storage and access to collaborative tools. Google Apps is particularly powerful because you can add plugins such as Rapportive (which shows you all of a contact’s social media profiles based on his or her email address while you are sending an email).

Finding an office and setting up your phones

Find an office phone app

Communication is king. For phones, we recommend UberConference and Dialpad for relatively cost-effective systems that include features that keep your conferences and calls seamless. UberConference allows you to use screen-sharing and profile view so you’ll know exactly who’s talking during a conference. Dialpad provides a platform for making HD calls from any phone over Wi-Fi or any carrier and enables you to have your office phone accessible from anywhere.

Rent office space (or don’t)

Finding a space to work doesn’t necessarily mean renting an office. For example, if you’re a solo practitioner and want to work from home, that might be a great way to keep overhead low. You can even use services like Breather to rent conference space as needed.  Note that some states may require you to provide a physical address for your law firm. For those wanting an office, don’t forget about the new co-working companies like WeWork, which provide access to affordable and collaborative office space. There are also attorney-specific coworking spaces like Law Firm Suites and Venue.

Finding the right trademark tools

Choose practice management software

If you’re at a small law firm or a solo practice, chances are that in addition to running a law firm, you’re also responsible for the other aspects of a business like operations, accounting, and marketing. Practice management software can handle some of this for you. Clio, MyCase and Rocket Matter provide billing, task management, document assembly, and payment tools—all available on mobile devices too.

Trademark Intake Software

Of course, once you’ve put in a client in your practice management software, you’ll want to optimize your intake and data collection process for your trademark filings. This is certainly one area in which Alt Legal can help. Our software allows you to send a branded intake form for your client to provide owner information, trademark information (including the literal element, specimens of use, if applicable, and goods and service information). With Alt Legal, we optimize these forms across thousands of filings, so you can be sure that these forms are easy for your clients to accurately complete. In addition, our software will take all that information and help autofill the USPTO TEAS (Trademark Electronic Application System) forms so you don’t have to waste time manually copying and pasting from a dozen different emails or sources.

Set up billing software

To make billing painless, you’ll want to find a software that can intuitively track your work and charge clients accordingly. Either practice management software or independent tools like Invoice Ninja, Harvest or Freshbooks provide efficient systems for this task.

Select legal research software

Beyond the traditional offerings from LexisNexis and Westlaw, some of our favorite research tools are newer solutions such as CaseText or Fastcase They offer new ways to sort results and find valuable legal insights. For example, CaseText launched CARA, which automatically provides you a list of cases to review when you upload a pleading. Lastly, Fastcase offers free access to attorneys in many states if they are members of their state bar association.

Find CRM tools

Last but certainly not least, look for the customer relationship management (CRM) tools that you’ll use to analyze your interactions with clients. One example is Streak, a cloud-based extension for Google Apps that allows you to keep your customer data organized and your correspondence targeted. Streak lets you use mail merge to send back personalized responses to common client requests. There is also Lexicata, which is a CRM and intake tool specifically developed for attorneys.

Take the time to explore the myriad of innovative tools and systems available to you as an attorney. You—and your clients—will be glad you did.

Switching is easy with free data migration

Request a Demoor sign up for a free trial

We don't support Internet Explorer

Please use Chrome, Safari, Firefox, or Edge to view this site.