Keep it Organized: Why the Software You use Truly Matters to the Cases You Manage
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Case management software is of crucial importance when it comes to keeping things organized in your law firm (cases, clients, and company matters). Surprisingly, a lot of law firms are still not taking advantage of it, even though the software itself has existed for quite a number of years. In order to want to incorporate it in your work process, it’s important to understand its main benefits first.
Deadline management
No matter what you do, deadlines ought to be respected, and this is especially true for legal companies. In fact, this could very well be the difference between you winning or losing a case. A good legal department software will let you set all the important dates and add them to your calendar automatically. With the help of customized reminders, you will never miss a deadline again.
Keeping client files organized
Gone are the days of having to comb through a physical storage cabinet in order to find a specific client’s file (unless you choose to do it this way). Why not convert everything to a digital format? That way, finding a specific piece of data becomes a matter of seconds, and you also won’t need to dedicate that much physical space of your office just to store the files.
Customized notes
Being organized means you’ll spend much less time keeping track of everything. For example, the legal software may allow you to attach custom notes to cases, mark the participants, compose specialized lists of tasks that still need to be done, etc.
All your contacts in one place
Have you ever experienced the hurdles of having to contact someone, but you forgot to save their number or write down their address? Chances are the legal documents you’re storing include this kind of contact information, and you’ll be able to access it with a simple customized search.
Billing time automation
If you charge your clients on an hourly basis, it’s best to have a software that tracks this for you. That way, you won’t have to make any manual entries, and your time will be spent on more important things.
Pulling your documents from a single place
Your work process may sometimes require you pulling data from different sources (legal files, email messages, briefs, transcripts, and so on). But with a good software, all of this can be unified and searched for without you having to run around in different places.
Work from a remote location
Sometimes, you may find yourself out of town or simply unable to access your physical office due to other reasons. Either that, or you’re on vacation, and you suddenly receive an emergency call, requiring you to access one of your documents. With a good software, the copies will always be stored in the cloud, which means you’ll be able to access them no matter where you are.
Conclusion
As years pass by, new ways of streamlining the workflow of your business become available, and there’s no solid reason for you not taking advantage of them. Are you moving on with the times?
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