Practice and case management software provides attorneys with a convenient method of effectively managing client and case information, including contacts, calendaring, documents, and other specifics by facilitating automation in law practices. It can be used to share information with other attorneys in the firm and, when linked with time and billing software will reduce the need to enter data more than once. Many programs link with smartphones so that calendars and schedules are always handy. Some case management packages are Cloud-based, permitting access to the case management data from anywhere in the world with an Internet connection.*
Some Features and Functions of Practice Management Software:
Records and organizes the information on each of your cases and makes it accessible through a centralized database; Manages to-do lists; Fast & flexible searching; Conflicts of interest checking; Checks statue of limitations and creates reminders.
Calendaring & Docketing
Allows staff to create and view appointments, to-do’s, deadlines and meetings by day, week, month, or year; Calculates days between calendar dates; Schedules appointments and meetings
Tracks, logs and stores details about telephone calls, e-mails and received and sent documents and correspondence; Callback reminders
Drafts documents; Links to word processing programs