Who owns responsibility for the casework? What information must be databased? What internal resources need to be applied? How will resources be scheduled? Case management features are designed to ease the process of answering these questions.Ī critical aspect of tracking client and case information is document management. A significant part of this complexity stems directly from the information management challenge. The right choice in this area can help ensure you are spending less time tracking and searching for information and more time acting on it.Ĭasework itself is complex. In this respect, practice management software offers not only the base functionality to manage client and matter data but the foundation for collaboration across the firm. A capable practice management program can make a huge difference in promoting visibility and oversight across all of your firm’s clients and matters. Sometimes called case management software, robust practice management software is critical to managing client and case information. An organized approach to client data tracking is critical not only for executing casework but for proper billing and client retention purposes. An important capability of practice management software is the ability to track client data. Clients are the lifeblood of any legal firm. Legal practice management software provides contact management functionality to track not only client info but to also let attorneys and other employees record interaction with clients and to associate their related matters. Some examples include: Legal Practice Management Software There are many types of legal software available, depending on your needs. Law firms can better manage relationships by having client information at their fingertips. CRM: Track customer/client information such as contact details, interactions, due dates, reminders, and more.Benefits include storing different versions of documents, allowing “check out” functionality to prevent changes from being made, searchable databases, OCR technology, and fax integration.
Manage your documents by client, case, or employee. Scan or upload documents into a virtual storage space.
Legal software streamlines attorney workflows through the use of time tracking, calendaring, legal billing, and document management.