The ability to define your own indexes and column layouts allows you to change how information is displayed on the screen, making for fast and easy lookup and retrieval of contact, case and firm information. Each Area of Practice can be developed from scratch or you can use one of the several pre-written Areas of Practice provided free with Case Master. This flexibility is rarely found in case management software. These pre-written systems are called Templates. You can also drill down to individual events and tasks from this display.
Graphical calendar reports available by day, week or month.
Calendar events can be scheduled by individual, selected individuals, groups or firm-wide and includes checking for conflicting events already scheduled thus helping to keep the firm organized and limiting potential conflicts. Private calendar entries can be password secured so that only certain members of the firm can have access to another individual's personal calendar entries, making Case Master a personal information manager as well as a case and firm calendaring system. Up to three reminder dates can be associated with each calendar entry helping you to ensure no meeting or task is missed or overlooked. These schedules can be saved and used again for similar cases governed by the same rules. User defined holiday schedules can be established allowing you to use federal, state, county or even judge specific criteria when creating reminders and due dates from one of the firm's calendar plans.