Key Qualities of a Good Legal Case Management System

Managing a legal practice can be daunting and overwhelming. This is because you will not only be dealing with staff and clients’ demands but also the ethical and financial ones require of every successful legal firm. To keep the office up and to run and to meet every client's requirements, you may want to invest in an efficient legal case management system.

Key Qualities of Effective Legal Case Management Systems

How can I tell if the system that I am subscribing to will be efficient enough? Are there telltale signs that it is a quality one or whether it will be a waste of my efforts? If these questions sound like some that you would ask while looking for such a system, read the following essential qualities to look for in a system.

1. Client Management

A reliable system should allow you to manage your client’s records and their legal matters efficiently. It should also be versatile enough to integrate with other platforms such as Clio software that the clients have been using. If the client has been using Clio Law, for example, your system should allow for ease of integration and collaboration.

2. Time Recording

If the system has to be effective, it has to allow for time recording. If it can integrate that feature, it will help you with billing functionality based on the time that you spent on a case and how you are charging it. Ideally, it should allow your firm to generate all its bills based on the time recorded, as well as disbursements and expenses.

3. Billing & Invoicing

To be more efficient, a reliable case management platform or software should make billing and invoicing seamless. If the firm is to have easy crediting of notes, discounts, refunds, and settling of debts, a software that can also integrate with other industry-leading ones would be recommended.

4. Data Security & Backups

The evolution of technology has categorized clients’ data as some of the most heavily guarded possessions that one can have. Since law firms possess bulks of sensitive and private data, getting a management system that can safeguard that data is highly advised. Also, the system should allow for backing up of the data and retrieving it when the need arises.

The other key qualities include:

• Document management
• Clients’ transaction accounting.
• Key dates and deadlines.
• Business and financial reports.
• Individual and team calendars.
• Key dates and calendars.

About This Author

lawruler Joined: January 30th, 2018