Why Shouldn't Law Firms UseCase Management?

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Introduction

Traditionally, when we hear about documents in law firms, we think letters, pleadings, forms, and discovery documents. In case management these documents are sometimes defined as matter or practice management.

Simply put, it is a system made to create, review, store and track case information of any sort. Case management isn’t something new to the industry, that is why it is still a wonder why every law firm doesn’t use it.

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Its Relation To Law Firms

Introducing case management into law firms may be a concept that has been rejected or barely investigated by many law firms. It's a mystery how these systems are not considered as a good technological approach by these companies?

Many firms continue to reject these systems despite the positive results other firms’ experiences. Answers begin and end with the amount of tech-savvy clients that have shot up over the years.

Many of these clients have knowledge of process-improvement services like case management. Consequently, demands become higher for those practicing it. getironworks.com

Client/Matter Database Application In Law Firms

Law firms need to keep track of their clients information and cases. They have however, turned to spreadsheets and databases such as Access and Excel due to their ease of use.

As much as this practice is well intended, custom development is needed to meet specific needs of the different departments.

Therefore, CRM provides a completely connected software of knowledge and data.

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Pros of CRM

• Nothing is more satisfying than an law firm that runs efficiently. So the pros include:

• Workflow automation to ensure consistency and repeatable processes.

• Safe and secure systems that can protect all of your clients information.

• Matter centric chat that enables teammate collaborations.

• Powerful reports that give you the capabilities to analyze your performance and identify bottlenecks.

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Pros of CRM

• Ability to keep track of your leads and close on more opportunities.

• Real time notifications of tasks or appointments.

The ability to unify clients and matter information makes a law firm more effective. It isn't hard to see that CMS builds resources and ensures success, while attracting desirable clients.

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