Digital law firm: Why the digital step is worthwhile for lawyers, tax consultants & Co.
For tax consultants and lawyers, it's primarily about expertise and paragraphs. But zeros and ones are playing an increasing role in these industries as well. Clients increasingly expect digital services from their lawyer or tax advisor.
The digital law firm has arrived in the present. And that has positive sides: If you get it right, the digitized law firm is more efficient, more modern and offers your clients an optimized service. In this guide, we will show you why the "digital step" is worthwhile and how to take it the right way.
What is a digital law firm?
A digital law firm is a tax advisor's or lawyer's office that scores with a high degree of digitization. Digitization here refers to the services provided to clients as well as to internal processes and workflows. This is made possible, for example, by legal tech, i.e. special legal software applications.
Efficient at all levels: Benefits of digital collaboration for you & your clients
For your internal processes, digitization is the key to greater efficiency - if you exploit the potential correctly. As the owner of a service-oriented law firm, however, you also have to ask yourself what law firm digitization brings to your clients.
Clients benefit from timely service and expedited services. For example, if your clients can send you tax return documents with just a few clicks instead of by mail, it saves time and money. Digital meetings also score points for time efficiency.
This is also reflected in your internal office processes: If your employees work in a home office, collaboration must function regardless of location. Important documents must be accessible to those involved and must be able to go to clients quickly and easily. You can see where the journey is headed.
Inventory & potential: Which processes can be digitized in the day-to-day work of a law firm?
What about the digitization of your law firm and where do you stand as a tax advisor in relation to the digital law firm? You can digitize these areas at a low threshold to make your work easier for yourself and your clients:
- Communication
- Document dispatch
- Collaboration
- Project Management
- Workflows
- Dates & Deadlines
- Signatures
Digital tools: Finding innovative solutions for the digital law firm in addition to the DATEV standard
DATEV is the name that probably also comes to mind when you hear the keywords "digitization" and "law firm". However, there are extensions that optimally complement and link standard applications for a truly digital law firm.
Thus, the Collaboration Suite from IURIO offers you multiple facilitation in your daily business, - including data sync to DATEV and BMD:
- Communication: With a chat function, you catch a lot of question-and-answer sessions and save your team from having to make calls, so they can concentrate on their work.
- Conferences: Video conferences are the ideal solution for multiple participants. You save on travel time, and: If guests don't have to be served coffee all the time, the back office is probably grateful to you, right?
- Correspondence: Don't rely on email attachments to send documents! With secure data transfer, you are also on the safe side with regard to the DSGVO.
- Collaboration: Go for digital task management. Then responsibilities are clear beyond doubt.
- Isolated solutions: Seemingly quick problem solvers often cause more trouble in the end. That's why we recommend transferring isolated solutions into a functioning, overarching system.
- Signatures: Today, signatures no longer have to be manual. With IURIO, you rely on digital signatures (tax advisors and lawyers - equally relevant for you!) as a legally compliant acceleration of many processes.
- Follow-up: With IURIO, however, you can automate tedious follow-up and thus relieve your employees.
- Project management : With Legal Project Management you have deadlines and To DoS in front of your eyes. IURIO also enables you to efficiently map your workflows on the platform.
How to get to the digital law firm step-by-step
Every journey begins with a first step - including the one to the digital law firm solution. IURIO makes the journey a breeze:
- Needs analysis: What do your employees and your clients want?
- Taking stock: What is already digitized in your law firm, where do you need to catch up?
- Choose solution: Choose wisely what will actually help you. Please, no quick fixes, but a well thought-out solution that can be used intuitively even by people with little digital affinity.
- Implement a collaboration suite: rely on a tool like IURIO that brings workflows together in a meaningful way, rather than letting them ripple away in standalone solutions.
- Take your team with you: Get your employees excited about the new possibilities and show them the practical benefits.
Data Protection & Co: Challenges for the Digital Law Firm & Tax Consultancy
A common problem with digitization for tax consultants and lawyers is the fallacy that they don't need a complete package, but rather small everyday digital helpers. These are ultimately isolated problem treatments. What you need is an overarching solution that bundles such partial solutions, like IURIO.
With the buzzword digital law firm, some lawyers or tax consultants may also have concerns about data security. Therefore, it is most important that you rely on a DSGVO-compliant solution. IURIO, for example, relies on secure encryption methods for digital tax and legal advice.
Another typical challenge is to pick up your clients and employees. Make the digital law firm palatable to your team by pointing out the many benefits: Improved collaboration in a collaboration suite, home office, and less time spent on routine tasks. Your clients will also quickly realize that they benefit from an intuitive system like IURIO.
Consulting & On-Boarding: IURIO supports you in the digitalization of your law firm
For your digital law firm, you need a digital ecosystem that understands the needs of legal and tax. IURIO's Collaboration Suite maps relevant workflows instead of just providing you with features. The software was developed by lawyers who know the relevant workflows in law firms inside out.
To assist you with the implementation of IURIO in your law firm, we offer you a fully comprehensive consultation and, of course, also involve your employees. We guide you through the on-boarding process in person or online and answer your questions in day-to-day business thanks to a constant collaboration.
Your digital law firm: tax consultants and lawyers at home in uncharted territory
The digital law firm is an essential step toward future viability. It means more than just writing e-mails instead of letters. Rather, workflows should be rethought and facilitated. With IURIO, you have a suitable solution at hand.
With the Collaboration Suite, the digital law firm is within reach - if you would like to learn even more to gain a foothold in the new digital territory, get in touch with us!
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