These days, virtually all providers of law firm management software offer a full cloud solution, which is a Software as a Service (SaaS) solution. What does that mean? The Wikipedia teaches us that Software as a Service is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. It is sometimes referred to as on-demand software, Web-based software, or as hosted software. SaaS apps are typically accessed by users using a thin client, e.g. via a web browser. SaaS has become a common delivery model for many business applications, including law firm management software.
Let us take CICERO LawPack as an example. Effectively, all you need to start running it is a device with a browser, an Office 365 Business Premium license, and the Office apps installed on the device. The software to manage your law firm, your data and your documents are all stored in the cloud, on different servers. As Office 365 Business Premium comes with SharePoint, it only makes sense to store all your documents on the SharePoint server, since it offers many benefits (more on that below).
This set-up is quite different from the olden days where each law firm had to have its own servers and workstations. The main difference with this cloud solution is that your documents are no longer stored on a computer in your law firm, but on the SharePoint servers. In this set-up, you pay per user, and each user has 1 TB of data included in the subscription.
For those who are switching to this SaaS model, it is good to know that all services such as updates and backups of SQL data are typically included in the subscription price for the law firm management software. Typically, there also are no separate start-up costs, and the number of users is can be adjusted monthly. Often, the service provider will offer existing customers a test period where they can already move your database to the cloud, so you can try things out and get an idea of the speed.
In the past, some law firms used Citrix or remote desktop software to be able to work remotely. This typically was done because of licensing issues, i.e. to avoid having to pay multiple Microsoft licenses per user. But that is no longer the case. The subscription-based Office 365 model has entirely different licensing conditions where you pay per user and the user is allowed to install the Office apps on multiple devices. So, this workaround is no longer needed. (The sources below contain a blog article where that is explained in more detail).
As mentioned above, this set-up has many benefits. Having the workload shared over several servers typically increases the speed of the delivery of information, and also lowers the operational risks. If for some reason the data server is temporarily not accessible, you still have full access to all your documents. This set-up also allows you to use multiple factor authentication (MFA) to log into the software.
In a previous article, listed below, we already explained the benefits of using a SharePoint server. It offers a file hosting service, collaborative software, enterprise content and document management, intranet solutions, as well as the possibility to develop custom web applications.
Most users particularly appreciate the ability to share and collaborate on documents, which allows you to work simultaneously with multiple users on a document without the need for any email traffic. Your clients and associates, e.g., can just leave their comments in the text.
Moreover, all documents are indexed, which makes it easier to search through documents from different case files.
There is also an integration with Microsoft Teams to manage chats with clients or employees.
In short, this SaaS solution offers lower costs, less to worry about, and the ability to work more securely, effectively and flexibly.