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Tips for selecting the right case management for your firm

Legal case management software solutions have been around for many years, all created with the same goal: to make managing case files easier. Many legal firms in Ireland have taken the initiative and invested in such a solution. These solutions allow for increased communication within a firm and increased efficiency. This allows firms to provide a better client service whilst reducing costs and increasing overall profitability. Despite the fact that there are numerous benefits, many law firms have either investigated (and rejected) or have never even considered the possibility of implementing a case management solution.

Many firms who have not implemented a case management system tend to ask the question ‘why do I need one?’, my answer to them would be ‘why don’t you need one!’. Today, patience is no longer a virtue, everybody wants their information instantly, and without a case management system, a law firm is unable to achieve this. Our Case Management software allows you to have a digital case file at your fingertips, containing all the case information in one place, while keeping in compliance with law society regulations (which will soon become more important than ever taking into account the implementation of GDPR in May 2018!). From phone calls to emails to even scanned documents, you can locate all the material you need at the click of a button, making not only your staff better informed but also your clients.

The application of a system can also help you manage your time better, allowing you to free up hours spent on administration for more profitable work. The system also allows you to track the time spent on each activity for a case, ensuring that you can bill accordingly, time is money after all! The automated document and brief generator can reduce your brief creation time by up to 75% and there is one central area where all your standard precedents are stored. The overall time saving of an effective case management system is up to 60%, allowing you to handle more cases in less time and in some cases, with fewer members of staff.

To conclude, when properly implemented, legal case management systems can deliver significant productivity and benefits to a firm, however, it is never one size fits all. It is important to ensure that the company you chose is the best one for you firm. The system itself is not the only aspect you need to consider, other questions that you should ask your provider include:

  • How will my data be backed up?
  • What type of data security is offered
  • How much training will staff members receive?
  • Can the system integrate with other applications such as Outlook?
  • Can I access my data while out of the office?
  • Can I have a choice of the solution being hosted in the cloud or on-premise on a local server?

An effective case management system should provide you with the tools to manage both your files and time more productively, providing you with more time to do what you do best, practice law.