5 Essential Tools for Matter Management
5 Essential Tools for Matter Management
5 Essential Tools for Matter Management
Managing numerous legal teams, trials, and legal data can become a logistical nightmare when you're dealing with complex case loads and multiple teams. To effectively manage cases and interests,you need a comprehensive solution that covers your entire legal portfolio. Various companies offer legal and matter management solutions, but before you choose a package, make sure the provider offers these five essential components:
1. Calendaring:If you've ever struggled with scheduling trials, deposition schedules, and hearings, you'll appreciate a robust calendaring solution that organizes a global schedule of cases, sends out auto-email alerts to team members, keeps case management on-track, and allows for permission setting by various firms and team members. In any trial, you don't want critical dates to slip through the cracks.
2. Document Management:Imagine having an online portal containing all of your pertinent documents. If you choose a legal management solutions provider, make sure they have a document management system. A well-designed document management system should allow you to store all of your briefs, emails, and correspondence across team members and with clients. You'll need to manage access rights and control edits. You and your team will be more efficient and have your case information available to you anytime and anywhere.
3. Expert Witness Database: One of the most costly components of legal management is expert witness fees. Moreover, law firms commonly spend valuable time and resources sorting through witness databases, interviewing, and preparing witnesses for trial. You need a database that compiles expert witness information across the country with various firms. One database should provide witness profiles and rates, CVs and depositions, specialties, and an associated matters list.
4. Parties and Contact Management Databases: When a firm goes to trial or mediation, knowledge is power. Choose a legal solutions provider that offers you quick access into a judge or mediator's history. You'll want to be able to browse through past rulings and cases so you come armed and ready to best represent your clients.
5. Reporting: Does your company have a firm grasp on which firms are managing your cases efficiently? Do you have a handle on workflow process? Now you can. Choose a provider that lets you compare firms, tasks, and efficienciesin one stop. Move from outdated workflow processes to modern accountability methods.
To truly get the most out of your legal solutions management, look for a solution that offers data integration and analysis. Be able to manage matter, understand legal spend holistically, and spot trends, predict costs, and implement strategic initiatives by controlling your cases through a fully integrated E-billing and matter management system.
Ideally, you shouldn't have to source the above management tools through various providers; you want a one-stop shop. Acuity Management Solutions offers the above integrated services, in addition to E-billing and comprehensive matter management programs. To find out more about Acuity, visit www.acuitymanagement.com.
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