The Best Way to Manage Your Firm from Intake to Settlement  

The best way for your firm to grow, you need to continually add new clients and be able to represent their legal needs in a compassionate and effective manner. When you have helped them receive the settlements they sought, it is time to move on to the next case. To do this effectively your firm needs a reliable, repeatable process for tracking and handling cases. Without good legal CRM and case management systems the same growing caseload that you depend on to build your practice will also overwhelm your staff and operations. The challenge of a swelling caseload has inspired many law firms to search for simple, easy & intuitive legal case management software.

Case management can be as basic as a contact management and organization app. Or, it can be as concentrated as an end-to-end legal platform that lets you analyze every action on a case. But, fundamentally, legal case management software is data driven. This includes clients, third parties, and case documents. This is the information you need to move your cases forward and resolve in a timely manner. That said, here is a high-level definition:

Legal case management software is a data-driven solution that enables you to execute your legal processes effectively and efficiently by monitoring each step on a data level.

The ideal CMS lets you oversee, analyze, and optimize the complete workflow of cases. It will keep your practice running smoothly. The best CMS is built on a shared, flexible platform that adapts to your firm’s unique business, strategy, and clients. The case management system is the central nervous system of a law firm. With an integrated, organized system can boost productivity and efficiency. However, a flaw in the case management process can hinder your firm’s success and growth, sometimes with distressing effects.

Intake May Be the Most Important Stage of the Case

The wrong case can drain considerable time and resources only to result in a short return on your investment. Equally, you could turn down a lucrative case because you did not ask the right questions and check off all the boxes. It is no exaggeration to say that intake is the most important stage in the case. It is vital for any firm to have a tool that helps qualify leads and ensure that valuable cases are not slipping through the cracks. How do you track discovery, hearings, filing deadlines and other crucial dates and keep each case moving forward?

For firms with high-volume, deadline-driven cases, and the larger firms with many attorneys and large staff members, the system gets more complicated. Everyone should be connected through a central application so everyone can see the most up-to-date information at the click of a button.

Legal CRM and contact management  software is necessary to manage what needs to be done with a legal case today, next month or by a crucial deadline in six months.  Knowing where you stand on a case can help you plan your time better, while making sure you never miss a deadline. Good legal CRM software will also contain follow-up automation and it will also include online forms, text messaging and email marketing, social media, and a click-to-call auto dialer.

A good legal CRM should also provide contact management and sync with your calendar and email.  And, it should allow for tagging of each intake or case to make them easy to find later since tagging is critical for identifying trends between cases. Finally, a good legal CRM should be mobile device friendly allowing your staff to access data from anywhere, be it court, home, or on the road. As a result, Law Ruler has included all these features in its legal CRM and legal case management software. Give them a call at 1 (866) 603-5233 for more information today.

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The Best Way to Manage Your Firm from Intake to Settlement  

The best way for your firm to grow, you need to continually add new clients and be able to represent their legal needs in a compassionate and effective manner. When you have helped them receive the settlements they sought, it is time to move on to the next case. To do this effectively your firm […]

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