It is really wise to use case management software which can automate both front office and back office functions. It avoids data redundancy and makes sure all the case information and client details are quickly available to the users without any difficulty.

1. Case Management Software – Can It Really
Transform Your Legal Practice?
It is really wise to use case management software which can automate both
front office and back office functions. It avoids data redundancy and makes
sure all the case information and client details are quickly available to the
users without any difficulty.
If you don’t know much about case management software (“CMS”) and its functions,
don’t get confused or misguided by friends or counterparts who are using it for some time
now. You can consider contacting any expert technical analyst and express your burning
desire to know, “What actually case management system is, and how it can help my
law firm?”
Imagine the moment when all your case information will be centrally placed, and can be
accessed with a few mouse clicks. It means all your client names, physical addresses and
phone numbers, all the desktop calendar, all the records of phone calls made and
received, all your tasks, appointments, deadlines, billing, reports and metrics can be
electronically stored and received quickly. With the use of legal case management
software, seeking for these information will be an experience free of hassle. To read a case
document or file, you won’t have to open an application separately and access the specific
document. You just need to click on the desired document in your content management
system (CMS) and it will instantly open along with the application. If you have to call the
client and deliver a status report, then a pop-up timer facility is available in this software
to bill the call. You too can check the key case notes with mouse clicks. Simultaneously,
you can check the receivable amounts with couple of mouse clicks to keep record when
the check will be issued to you. The client management system structure is such that you
can add a description to the pop-up timer mentioning a few important case events, close
it at the end of the call, and send the billed details directly to the client for invoicing.
Many law firms use conventional form of case management system. It is a series of
methods and procedures prepared by a mixed use of pen and paper to handle clients and
documents from intake through problem checking to invoice control, schedule and
calendar management, report generation, billing and receipt, and many more. Case
management system has taken into account these crucial legal activities and automated
them in an interactive environment.

2. Manual recording systems have significant disadvantages. They tend to take much time to
search and produce desired data. There is also risk of losing data as they are all manually
entered. Again, there is no alert about assignment of new files or information and the
legal professionals are definitely going to miss this option which is there in legal practice
management software.
However, case management software is specially designed for legal professionals
who want to manage their cases in an organized and simplified manner. As the software
has evolved a lot since the early days and includes many advanced options, it has become
more invaluable for commercial purpose. With an easy to set up procedure, it allows
attorney’s to automate their workflow and keep data organized for quick retrieval and
easy reference. So quality case management software packages remain focused on to give
lawyers greater flexibility in serving their clients the very best. You may find a little
variance in the function of CMSs as they are not all embedded with the same features.
You just need to weigh each one of them very carefully and make a choice at the end.
Whether it is your requirement to handle schedule/calendars, check conflict, manage to-
do-lists/tasks/documents, prepare billing, case management software can do it all with
high degree of automation. Some of them can also deal with email management, personal
digital assistance interface or synchronization.