CHOOSING THE RIGHT CASE MANAGEMENT SOFTWARE

Case Management Software or CMS is a new, more efficient way to manage your legal business. Choosing the right one takes a little investigative work. Consider how you keep up with your calendar and dockets, legal documents, keep track of time and billing issues. Making the move to CMS can help streamline all these areas of legal case management. Adopting CMS and moving to cloud-based software is a big step. Your new case management software will be the launchpad for all your cases moving forward into the cloud.

Legal Matters and Document Management

Managing legal matters is an important function in the success of a law firm. Being able to access all of a client’s case information quickly and reliably is of high importance. You should be able to click and see who the judge on a certain case or how much time is has been spent on a case. All legal documents should be accessible from anywhere at any time, should you need to quickly print information regarding a legal matter. Uploading documents to any device and saving them for future use is an efficient CMS tool. Case Management Software can help law firms take a step towards going paperless.

Calendars and Contacts

A prosperous law firm has an excellent way of organizing and speedily retrieving their contact information. A good CMS should let you import as much of your contact information as you can to save time. It should also let you customize fields so you can input as much or little information as you need. A lawyers calendar is very important. Every day they have dates and times to be in court or meet with clients. Being able to set reminders and alerts or deadlines helps to keep busy lawyers on track.

Tracking Time and Billing

A good Case Management Software should have a user-friendly way to keep track of your time and how much you bill clients. This part of the software should easily fuse with your old way of keeping time. It is a good idea to test run the CMS time and billing with the person responsible for handling it. The ideal CMS for time and billing should be quick allowing you to track all your billable time from one easy dashboard. There should also be options on how you bill your time such as flat rate, hourly, or on a contingency basis. CMS for billing should be able to accept major credit cards for payment.

Cost-The Bottom Line

Cost is an important factor when choosing the right Case Management Software. Consider not only the initial cost of the software but how much will it save you down the line by streamlining your legal business. What other business costs will no longer be needed by upgrading to the cloud? The right CMS should help you manage your practice easier. A good CMS should be affordable and continue to help your law firm run successfully into the future.