5 Must-Have Features for Your Case Management Software
The proper case management software is crucial to provide your clients with the required level of service. Your time is valuable, and having the right software will help you get the job done. When selecting your case management software, there are a few critical features that you should look for.
Document Management Capabilities
Choosing a software program that can help you manage your documents will seamlessly integrate your daily case workflow. Since records are vital to a lawyer’s line of work, keeping them well organized, consistent, and easily accessible is essential. To take the burden out of managing these documents, you must find a program that provides a folder structure and is customizable to meet your firm’s unique and specific requirements.
You also need to take data storage capabilities in mind. Unlimited storage will ensure that you have room for all of your most important documents.
Intelligent Workflows
Productivity is the key to any good business, but this is especially true for lawyers. You work with multiple clients on tight timelines and need to always be prepared to present your case with confidence. Automating your workflow is a simple way to stay efficient. You can automatically assign tasks to other team members and create essential checklists to ensure you always stay on track with the right program.
Billing and Timekeeping Functionality
Billing and timekeeping are an essential part of your business. Unfortunately, these tasks can be time-consuming, and they take your focus away from the more important job of caring for your clients. A software program with easy-to-use timekeeping functionality will allow your team members the ability to track their time easily - from any device, anywhere.
Look for a program that also allows you to set customizable rates by employee or case, and that provides easy tracking for expenses. A program that integrates with other software platforms, like Quickbooks, is an added bonus.
Enhanced Communication
Communication is key - especially between you, your team members, and your clients. The clients of today are looking for modern technology and fast, efficient communication. You need to be able to provide this to them and will need to find a software program that is up to handle these demands.
The right program will offer SMS text messaging integration allowing your team to set up automated reminders for deadlines, court dates, and meetings without ever picking up the telephone.
You should also look for software that can provide case-specific email addresses to keep all email communications separate and case-specific.
One of the keys to good communication is keeping your clients in the loop, and the right software program will make this a simple process for both yourself and your entire team.
A Mobile App
Having the ability to access your case files, communicate with your team and your clients and get work done on the go is crucial. A software program with a mobile app feature will help you do all of this and more.
Plus, the right app will make it even easier for your clients to view their case documents, provide updated information and get in touch if they have questions or concerns.
Choosing the right case management software for your firm can take a bit of research. You want to ensure that you find a program with all the capabilities your firm requires to provide optimal service to your clients. Plus, it should have an easy and efficient platform for your team members to utilize. Keep customization, efficiency, and productivity at the forefront of your mind, and finding the right case management software will be a much more straightforward process.
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