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Effective Case Management Software

When you are working as an independent solicitor

, you need to deal with numerous issues apart from your core area of expertise. You obviously need to deal with complex litigation issues and think of ways to deal with the opposition's lawyers who leave no stone unturned to get the upper hand. Also you need to take into account the issues that involve your own clients. At times it may be difficult to handle your own clients, explaining the legal details to them, and informing them about the legal expenses involved. If you are working in a law firm, you will be required to report to your management about the progress of a case and the expenses incurred. It can also be difficult to provide an instant snapshot report about the status of a case.

All these issues can be managed with the help of legal management software that helps to increase productivity and also maintain quality. The software is designed to handle multiple tasks right from document management and assembly to centralized case and matter information, from content management to calendaring and time-billing. Such software assists in the creation of progress reports, executive summaries and Gantt charts. These are necessary and provide the client with up to date electronic information on the case status and progress.

The assessment also includes a detailed account of the final costs incurred in comparison to the budgeted costs and also an idea of task completion. The use of legal management software coupled with legal accounting software can lead to the efficacy of project planning and implementation thereby ensuring greater accountability and transparency in the legal procedure.

When you are looking to buy legal management software, it is necessary to keep a track of certain factors. It is important to determine the search functionality of the software. A law firm has scores of documents to track down, much more in comparison to any other business. Therefore it is necessary to ensure the proper management of records. You need to choose software that is quick and effective while searching for documents. It needs to be equipped with search modifiers' so that it can yield relevant results.


Proper record management also includes that the documents are organised in a manner that they can be presented in a court of law. It is necessary to ensure the fact that the software that you choose has digital signature functionality. It should also be equipped with a time functionality process so that you can be reminded of important dates and events especially when it comes to issues such as a date for a hearing or even the renewal of important contracts.

Obviously the cost factor also needs to be taken into account. You cannot afford to spend an exorbitant sum on legal management software when you have additional expenses to take care of. Therefore you need to examine the cost aspect as well and make the final investment only after you have determined the viability of the software for your business.

Effective Case Management Software

By: Katy Lewington
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