If you currently run a legal firm, it’s likely you’ve heard the phrase case management software. Many firm owners boast about how great this type of software is when it comes to investing in their business. Today, we’re going to help you get a better understanding of exactly what this software is and what it can do for your legal firm.
Case management software is a program that works to automate and increase communication among your employees. This type of software is similar to other databases that are stored on company computers. It has many capabilities, some of which include storing data, billing, document sharing, and much more. This type of software is available from multiple manufacturers. How it can help your business will depend on the specific tasks that you need automated.
The first major advantage of one of these programs is they allow you to store data. No longer will you need those annoying filing cabinets. You won’t have to go searching down client files from your staff. With a case management software, you can easily access a large store of client data with a few clicks of the mouse. This allows all your staff to view necessary data about your existing clients and input new data for any new clients you bring on. With this software, you can also set restrictions on which employees can view specific pieces of information about a client.
Billing may likely be one of those tasks that you truly want to automate. Paying an individual to manually print out and send bills can be time-consuming. With legal case management software, you can automate the billing process. The software can send out email bills so that you don’t have to worry about it. They can also collect online payment from your clients so that the bills can be paid and the money put in your bank account without you having to lift a finger.
Scheduling client appointments and court dates can be a full-time job. It’s likely you’ve hired a secretary or other professional to handle this task. With an automated system, you can allow any one of your staff members to easily schedule clients. At the click of the mouse, they can see what date and times are available for appointments. With a program like the one at https://www.smokeball.com/features/legal-calendaring-software/ you can see all of the appointments that have been set up and what dates are available in the future.
Document automation is another key component of this type of software. With easy to use templates, which only take one time to set up, you can easily find the documents you need at the time you need them. This will save you a ton of time as you won’t have to write out new documents every time you need to file a motion or partake in a similar action.
Deciding to purchase a case management software is a big investment decision for your business. They definitely don’t come cheap. After understanding all of the things that a case management software can do for your firm, it’s likely you’ve discovered why it will be a great investment.