Six Facts to Keep in Mind when Shopping for a Case Management Platform

by | Dec 4, 2018

Good case management software needs to meet several core criteria to be the valuable tool lawyers need to manage and grow their practices – especially when dealing with mass torts. Here are 6 key factors to consider:

  1. Intuitive and easy to use. The platform should require a short learning curve and features should be customized to your law firm’s needs so lawyers and paralegals have a positive experience. Intuitive functionality and a positive training experience ensure a higher probability that the tool will be used as intended and for maximum results.
  2. User-defined features. Users should only have to see those features or options they need to get the job done. Feature clutter – having to wade through menus and options irrelevant to a task – is one of the main reasons that platform adoptions fail and results lag expectations. When users log in, they should only see what’s pertinent to them. Platforms with customizable features improve productivity by reducing complexity and giving the individuals quick access to their most useful tools.
  3. Reliable, secure and always available.
    • With natural disasters and extreme weather events becoming more frequent, it is vital that the software and data be available even if the office is not. Make sure the platform is cloud-based, so if a disaster occurs, it won’t disrupt your law firm’s operations.
    • Sensitive data must be protected; be sure to conduct as thorough due diligence review so you understand the vendors data security practices and disaster recovery protocols.
  4. Accessible across devices. The platform should offer a mobile interface that provides access to critical operations from smartphones and tablets. Additionally, users must be able to submit and access and update client files from anywhere they normally conduct business—from the courthouse to the conference room.
  5. Easily integrate with the rest of your firm’s system. Software integration creates a one-entry-point experience for all users to update and retrieve relevant information which eliminates many redundant tasks. It also ensures a much more cohesive, stable and secure system, which better protects sensitive data.
  6. Customizable for targeted reports and succinct case overview. With user-defined software, paralegals can check one aspect of a claim or pull one type of report while lead attorneys can view different reports or on-line case summaries that provide the information necessary to quickly get a high-level overview.

Although there are many case management platforms available in the market, the system your firm selects must be customizable enough to work in sync with the way your law firm processes cases. Each software will offer many attractive features and complex innovative tools, but if your firm only requires some basic tools, do not get persuaded by extravagant features that you will be paying for but may never use.

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