If there were a way to keep your files constantly accessible to you and your staff, to organize your client information, to reduce paper and clutter, to streamline intake and retrieval of information, to generate reports that give you meaningful information about your practice and to keep information at your fingertips, you would probably stand in line to sign up for it. Case management software offers all these potential benefits, and more. Yet, after many years, many seminars and many consultants, many lawyers and law firms have not adopted these programs. Let's consider the reasons that lawyers give for not using case management software. I Don't Know What It Is.
Every lawyer has some find of system for dealing with ongoing matters and dormant or closed matters.
Typically, that system involves file folders, filing cabinets and papers stacked in piles on their desks and in their offices. Information retrieval typically involves memory, knowledge of an individual filing system, a byzantine numbering system, and lots of scrambling around to find items. Case management software automates that administrative process. It makes information available to people who do not physically control the file, makes it possible to update and modify information easily, and, most important, makes it easier to find information quickly when you need it. In the more sophisticated programs, you can also integrate timekeeping, billing, accounting and even document management into a single package.