Moving your operations to a new case management system is guaranteed to be quite the learning curve across the your firm. Today, Nicole, the Chief Operating Officer at Dudley DeBosier Injury Lawyers, demystifies the Litify implementation process and shares insights she wished she knew when they started.
Her tale takes us through the struggles and successes she experienced as the product owner for their transition to Litify in 2022. Six months in, she advises other firms considering Litify implementation, plus the best steps to take to prepare.
Don’t have time for the full interview? Here’s what you need to know.
Key Takeaway
“To be successful in an implementation of Salesforce, the firm itself must take responsibility for understanding Salesforce and Litify. You can’t just rely on your third-party services to do the homework for you. You have got to come to the table as a full-fledged partner in the process, which of course, I tried to do.” – Nicole Broussard
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