Tools to Automate Your Workflows
Post-Its and notepads are great for jotting down quick ideas, but they aren’t the most efficient when it comes to keeping your law office organized. Manual solutions, like writing down new client details and storing them away in a file cabinet, can be time-consuming as well.
There’s got to be a better way.
Online case management software makes organizing client details and managing your cases easier than ever. You can leverage automated processes to streamline your workflows, saving you time (and money) in your business.
Learn more about case management software, how it can benefit your law office, and which tools we recommend to free up more time in your practice.
How Can Case Management Tools Benefit Your Law Firm?
As an attorney, it can be easy to stick to your traditional ways of doing things. After all, you have your own process, it’s dependable, and doesn’t require learning a new tool. But what if after only a small learning curve you were able to streamline nearly every area of your business? Switching to a case management solution might be worth it!
Here are some of the benefits of using case management software:
- Enhanced Efficiency: Case management tools are able to automate tasks (in seconds!) that would typically take you minutes or hours to complete. Tasks such as document creation, scheduling, and sending reminders to clients can be completely automated, freeing up time for you to focus on higher-value tasks.
- Improved Organization: A case management solution centralized all of your case-related information and documents in one place. This gives you one portal to access your notes, client contracts, emails, and more, reducing clutter and inefficiencies.
- Faster Client Communication: Set automated reminders for clients to send over documents, sign contracts, or pay their invoices. Send timely responses to new inquiries to increase your chances of turning fresh leads into new clients.
- Scalability: Case management software can accommodate near-limitless client profiles, data, and documents. Instead of relying on manual intake solutions, you can scale up your operations and take on more clients.
- Better Team Management: Everyone on your team can access client information documents, and details in real-time, and communicate with other team members within a single portal. Online case management software helps keep everyone on the same page and prevent bottlenecks in the case progression.
- Never Miss a Deadline: Case management software can send helpful reminders of upcoming deadlines, court requirements, and other obligations, both for your team and for your client. This minimizes the risk of missing deadlines and prevents errors that could jeopardize the progression of the case.
- Cost Savings: By automating tasks that would typically require the work of an attorney or administrative team member, you can reduce overhead costs and improve overall efficiency, leading to increased profits in the long run.
- Better Security: Most case management solutions have safeguards in place to protect sensitive client information. These tools are often more secure than keeping client information on your desktop.
Best Case Management Software for Lawyers
It’s time to ditch the Post-Its (well, maybe not completely) and get started with case management software. Any law office can benefit from increased efficiency, lower costs, and better client management. Here, we share some of our favorite case management tools (and how best to use them)!
MyCase
MyCase is a cloud-based case management software designed specifically for law firms. It basically ticks all the boxes, allowing lawyers to automate new client intake, facilitate document requests, manage client communications, and oversee case progress all in one place. With MyCase, you can enhance your law office’s efficiency, freeing up more time for your team to focus on higher-value tasks.
Clio
Clio is one of the most popular case management tools among lawyers, simplifying everything from billing to client communications and document management. Clio makes it easy to draft, send, and oversee invoices, convert new leads into clients, manage your calendar, and send reminders to clients. It offers a simple, scalable solution, allowing you to take on more cases and increase profits without hiring additional staff or subscribing to multiple tools.
CASEpeer
CASEpeer is a top-rated case management solution and claims to be “the only case management software driving better outcomes” for lawyers and their clients. Designed exclusively for personal injury attorneys, CASEpeer makes it easy to document and organize case details, manage your calendar, create project timelines, track demands and offers, and so much more. Check out their wide range of features.
Filevine
Filevine is an AI-driven case management system that helps law firms reduce redundant tasks, draft, send, and organize documents, and build and send custom invoices. Lawyers love Filevine because not only do you get the usual case management capabilities, but you can also streamline your invoicing and billing processes. Plus, you can create online lead forms to make recording new client inquiries even easier.
ABACUS LAW
ABACUS LAW is another all-in-one software solution that helps law offices increase productivity and profits. In addition to case and document management, you get access to a wide range of beneficial features, such as: Accounting, Invoicing, Legal Calendaring, Time Tracking, and Payment Processing. With ABACUS LAW, you don’t have to scramble to find important case information again. All the important details are in one place!
LITIFY
LITIFY is a performance-focused case management tool that helps law offices deliver better client experiences and improve case outcomes. It uses advanced technology to monitor, measure, and optimize performance across workflows, operations, communications, and more. If you’ve ever thought, “There’s got to be a faster way to do this…”, LITIFY is the tool that will point you to the solution. Their real-time visual dashboards and reporting will give you insight into where to improve your business processes.
C^RET
C^RET is a project management tool that’s “helping businesses work smarter”. It offers a wide range of solutions, but more importantly, case management tools to help take your new leads “from prospect to profit”. Easily track the progress of your legals, nurture client relationships, send contracts, and gain quantitative insights into the performance of your sales strategies. C^RET helps you turn new leads into excited, paying clients.
rocket matter
rocket matter is a case management tool that’s out of this world (see what we did there?). Built for today’s “busy law firms”, rocket matter helps you manage your cases, get invoices out quickly, send invoice reminders, scale your firm, and make better business decisions (via data and insights). Their complete suite of easy-to-use software is great for any law firm looking to increase productivity and improve client satisfaction.
PracticePanther
PracticePanther uses the power of automation to manage repetitive tasks, improve efficiency, and increase cash flow. Whether it’s onboarding a new client, following up on invoices, sending documents for signing, or organizing client notes, PracticePanther makes client management easier than ever. Get started with their free trial to try before you buy!
Looking for more ways to improve efficiency in your law office? Check out these AI Tools for Law Firms!
Case Management Tools in Action – Use Cases & Examples
We’ve covered the benefits of using case management software, as well as some use cases of specific tools. But sometimes seeing these solutions “in action” is the best way to understand their application to your specific business.
Here are a few examples of how case management software can be used by law firms.
1. New client intake and onboarding
Your law firm is growing and has received numerous inquiries from potential clients looking for legal services. With so many new leads, it has been difficult to respond quickly and keep all the information organized.
By implementing a case management system, your firm is able to streamline the process from start to finish. For instance, using software like Clio or PracticePanther, you can capture client information, track communications, assign follow-up to team members, and automate routine administrative tasks such as sending engagement letters or conflict checks.
Now, no potential client falls through the cracks and each client receives a prompt response from your firm!
2. Document management and version control
Managing your documents and ensuring version control is essential to maintaining accuracy, consistency, and confidentiality in your practice. But currently, all of your documents live in a file cabinet!
With a case management system in place, your firm can securely store, organize, and access documents related to each case. You can even take advantage of version tracking, document collaboration, and access controls, allowing your team to work on documents simultaneously.
Case management software not only improves efficiency, but also reduces the risk of manual errors.
3. Task and deadline management for litigation
Your case is going to litigation, and this requires a slew of tasks, deadlines, and court appearances. It’s confusing to manage the entire case in just your Google Calendar.
By utilizing a case management system like Litify, your firm can track and oversee all the important milestones in the case. You’re able to create and assign tasks to team members, set reminders for upcoming deadlines, track progress, and generate reports on case status and workload delegation. This helps your team stay organized, prioritize tasks effectively, and meet all the important deadlines!
4. Conflict of interest checks
Until now, your law firm has relied on your paralegals to run conflict of interest checks – but these take a ton of time! Your team’s time is better spent on doing case research and responding to new client inquiries.
You sign up for a case management solution that brings conflict checking capabilities to efficiently identify potential conflicts. The software is able to search your firm’s database of clients, matters, and personnel to flag any ethical concerns early on – and automatically! Saves your team hours of time and ensures no issues are missed before you take on the case.
Your Best Legal Tool is a Great Partner
Case management software brings many benefits to your business, such as improved efficiency and better cost savings. But one of the best “tools” you can implement in your legal practice is a strategic marketing partner.
A Hennessey Digital, we help law firms increase their digital footprint and attract more leads, without compromising on quality. Take the guesswork out of growing your business with SEO, Digital Marketing, Website Design, and more.
Contact us to discuss marketing solutions for your business today.
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