It is important to keep up with the pace of your legal case, which means you need attorney case management software to help you streamline everything from billing to billing systems. Your practice needs to move quickly to meet a growing client base’s demands, but your software must also work as seamlessly as possible between you and your clients. Having one application that does it all can save time, money, and headaches for both parties. Here are some tips for keeping all of your cases files up to date and organized.
Selecting the Case Management Software
Before you purchase legal case management software, you need to make sure it includes everything you need. The first thing to look at is how easy it is to update information within the software. You want to quickly input new documents and even add new parties to your case. Still, you also don’t want your accounting software to be so complicated that you spend more time than necessary entering this information. Any program that can be easily updated will save you time, money, and headaches.
Choosing a Software Package
If you choose a suitable software package, it will allow you to incorporate the most popular aspects of legal document management. These include schedules (so your software can handle multiple cases at once), billing (so you can bill clients properly), and matter management (so you can track and organize your documents). You’ll want to look at various legal case management software packages before deciding on which one to use.
Online Smart Advocate
One of the best tools that any firm can have is a smart online advocate. A smart online advocate lets you see what’s happening across your firm while you’re away from the office. It gives you access to real-time case information, file sharing options, access to personnel, and other useful features. This is the ultimate in document management. Your firm’s legal case management software should let you know everything that happens with your cases, so you know when to make major changes or even just communicate with your firm regarding major legal matters.
Most attorney case management software includes the ability to export all of your case information into a database that is easy to analyze for future cases. All documents can be scanned and uploaded directly to a PDF document for analysis and future use. A majority of these types of software packages will also allow you to store clients’ information and other information pertinent to your practice, such as fees, assets, and expenditures. This allows you to have easy access to information whenever you need it.
