Law firm case management software has a whole range of benefits over and above an on-premise solution used by those doing it in what is today regarded as the old-fashioned way. It can make a dramatic improvement to the way those in the legal sector work, helping them to organise their time better and to keep on top of their workload. The best law firm case management software integrates everything into one place so that everybody connected with the case can access the information, and some software also has a client portal so that the client can access the latest data about his or her case. Have a look at Tiffany Fina Law Firm for more info on this.
Most people working in the legal profession have many different clients and have to keep track of all their cases and ensure that tasks that need to be done get done. They also have to be done at the right time. Such things as calculating invoices and sending them are a vital part of the job but take up time that could otherwise be spent on earning fees. A lot of time is also wasted travelling to courts and then spending hours waiting for the case to be called because the current one is over-running. With cloud-based legal software you can access it from anywhere on any device, so instead of sitting doing nothing you can be getting on with another case and earning fees.
Some of the functions of case management software include the ability to access all the information about an individual matter in one place. It manages to-do lists, provides fast searching, checks things such as conflicts of interest and statute of limitations, and is accessible by everyone in the firm who has anything to do with the case.
Another function is calendaring and docketing which allows staff to view tasks, deadlines, appointments, and meetings by the day, the week, month, or year, and it schedules appointments and meetings, and calculates calendar dates. You can use the software to draft documents, and it will link to word processing programme such as MS Word.
The software also tracks and monitors phone calls, emails, scanned correspondence, and produces call back reminders so that you don’t forget to make a call, and it also allows you to have chasers sent when a contact has not replied to a letter or email by a certain date.
Time tracking records billable time on an hourly, contingent, transactional, or user-defined fee basis either individually or across the whole firm, allowing for the different fee rates that may be charged by one partner or another. The time tracking system will link to the time recording, accounting, and billing functions. The time and billing function will automatically raise client invoices and can be set to send out reminders when a bill is overdue.
The software will also allow for digital dictation, so that you can dictate letters and forms while on the go. The legal aid case management software allows for automatically completing and submitting all the necessary claims for fixed fee LAA work and covers most types of publicly funded work such as care proceedings, family, and domestic abuse. Crime management software will do much the same for criminal cases and can save hours of admin every month.
Conveyancing software is another feature of many cloud processes and is designed to cover sales, purchasing, and re-mortgage work. Personal injury software is another feature and helps to increase the number of claims that a fee earner can handle at any given time. It should work with the new electronic portal which supports the processes now agreed in conjunction with the Ministry of Justice to enable faster agreement on liability and payment of low-cost RTA injury claims between 1,000 – 25,000. The portal should enable electronic exchange of all relevant claim information and related documentation.
Legal case management software may vary according to the size of the firm, because some programmes may not be suitable for large firms but provide ideal features for the solo practitioner, small, or medium firm. The best law firm case management software will be provided in modules so that a firm can select only those modules that it needs rather than paying for a complete suite of features, some of which may not be required for an individual practice.