In this area, size matters. Many systems allow you to start out using the program by just entering the information as you go. For other firms, the more organized the implementation plan, the smoother the implementation will be. Don't involve everyone at first-it will get too crazy. Once your pilot group has worked with the system for a while, Nelson recommends that you hold a design workshop.
Training is a good idea for small and large firms alike.
After all, everyone needs to use the system regularly in order for your firm to reap its benefits, and people will not use it if they do not know how. The type of training and the amount depends on the firm. Holly Bishop, a partner in a three-person firm in Tennessee, had a certified consultant stay at the firm for a day to help her set up a case management system. They spent a full day with us, working with me. Other offices opt for a more concentrated approach, such as shutting down the firm for two or three days to focus solely on training.