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Law Office Management

Jul. 20, 2026

Building the firm of the future: a modernization checklist for managing partners

Firms that integrate technology into their core operations--rather than treating it as a support function--free up staff time for higher-value client interaction through connected case management systems, AI deployed with clear accountability and automation of routine administrative work.

Monica Washington Rothbaum

Chief Operating Officer and Senior Attorney
J&Y Law

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Sandra Vives

Intake Manager and System Administrator
J&Y Law

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Building the firm of the future: a modernization checklist for managing partners
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Plenty of firms look modern. They have a website that loads fast, maybe a chatbot in the corner. Then you call, and the call goes to voicemail. The intake team retypes the same client information into three systems, one of them a spreadsheet living on a single desktop. Nobody calls back because someone mistyped a digit of the number. 

Owning technology and being a technology firm are not the same thing. That's how firms quietly fall a decade behind ...

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