As automation transforms the legal profession beyond recognition, a modern law practice faces both new challenges and new opportunities. The opportunities are numerous as new IT solutions improve legal professionals’ productivity, facilitate cooperation, and offer increased transparency. But few technological solutions have smoothed working practices, improved efficiency, and minimalised errors like case management software.
Improved Efficiency
Case management software allows for increased efficiency. With the legal files held in a secure, centralized location, clerks and team members save time tracking down pertinent information. But most case management systems go far beyond this.
Case management software will automatically upload common data to different electronic forms for the same client, minimalizing human data entry errors and streamlining the bureaucratic process.
A reminder system also prevents team members from overlooking important filing deadlines, reducing the risk of a malpractice case, and removing the margin for human error. Mail mergers automatically informing clients of new deadlines can also save paralegals and administrative departments hours of work.
A Uniform Approach
Beyond improving case management efficiency, using a centralized case management database standardizes operations and creates a uniform approach. Client data entry and form completion eliminates sub-standard practices and ensures every team member is working to the same high standard.
With a centralized database, each member of staff can access the most up-to-date information. Emails, images, notes, contact information, and calendars can be amended and updated instantly, reducing the possibility of filing with an expired or out of date form.
This uniform approach streamlines the auditing process. The system’s record provides a clearly compiled audit trail, which can be used to generate reports, eliminating the element of hide-and-seek when auditors require information.
Enhanced Security
Password protected file sharing and tiered levels of access mean greater control and security than the days of paper files. Sensitive data is no longer at threat of burglary or theft, and if a data leak does occur, tracked user activities can effectively trace the leak to its source.
Lost paperwork used to plague the legal profession. Hours were lost dealing with misfiled documents, missing paperwork, and making copies of essential documents. A centralized case management database eliminates this legwork, acting as a backup for hardcopy documents, permanently storing closed case files, and keeping your practice’s data safe from natural disasters and burglaries.
Promotes Practice Growth
A case management database can help your law practice scale up quickly. The process of preparing cases for court is not impeded and hampered by waiting for documents to change hands. Your team members can devote their time to other matters, like generating new clients and improving client communication.
Case management systems are a permanent record of your law firm’s cases, making them ideal for generating revenue projects, future case volume, and analysing client demographics.
Centralized document access and case management services offer legal practices a plethora of opportunities, from increased productivity and security to seamless auditing and client communication processes. A good case management database will be one of the most decisive investments your law firm will make.