What is Case Management?
The term Legal Case Management is the information management and workflow practices that are tailored to meet the legal and investigation field’s specific needs and requirements for managing legal cases.
As attorneys, law firms, and private investigators compete for clients, they are routinely challenged to deliver services at lower costs with greater efficiency. Thus, law firms and investigation agencies develop practice-specific processes and utilize contemporary technologies to assist in meeting such challenges. Law practice management processes and technologies include case and matter management, time and billing, litigation support, research, communication and collaboration, data mining and modeling, and data security, storage, and archive accessibility.
Case Management Software
Legal case management programs or matter management software has two primary functions:
- it helps to better use, manage, consolidate, share, and protect information
- It tracks and shapes the business process.
Because the most useful case forms of such software can integrate data from multiple systems, departments, users, and business entities, its use can increase a firm’s business advantage.
Case management systems having the capacity to push and pull data over the Internet, whether within the software itself or within an integrated software framework or environment became an industry standard with the advent of the Lexis and Westlaw legal research platforms.
Case management software is marketed to specific segments of the legal marketplace, with some products designed for small firms and others for large multinational firms, and a few claiming to be scalable to all.
Recommended Case Management Software
Private investigators may use case management software to help organize and coordinate case information, client information, billing and invoicing information, and other details related to an investigation case. Most legal case management software solutions used by law firms and legal practices can also be leveraged by private investigators.
Following are some of the leading case management software packages and solutions for your investigation agency, law firm or private practice:
Case Management Software – With Amicus Attorney, all of your firm information is integrated into a single, lawyer friendly system so you can organize your practice, capture more billable time and eliminate duplicate effort. From calendaring to contacts, time tracking to drafting documents, phone calls to e-mail, Amicus Attorney brings it all together. Amicus Accounting and Amicus Small Firm have now been added to the Amicus family of sophisticated software tools for legal professionals. Amicus Accounting is an easy-to-use and comprehensive time, billing and accounting software application developed specifically for law firms. Amicus Small Firm gives solo practitioners and small firms practice management and legal accounting, all in one feature-rich package.
FREE Itrac version is now available. Please visit our website. ITrac is case management software developed specifically for PI firms. ITrac features document storage, video clip & picture storage, case assignment details, invoicing and A/R (which can be sent to QuickBooks). All the features are easy to use. Our Database Hosting Service (using a Secure Internet connection) allows PI firms with multiple locations and external users to work in the ITrac database from anywhere in the world using an Internet connection. The ITrac Web Access option provides your clients with access to case status instantly using a web browser. Your clients can only access the info that you grant access to. Clients can assign cases instantly via the internet, which are entered directly into ITrac. There are many additional features in ITrac. Please ask us for a free demo and free online training. E-mail support is available 24/7 and phone support is unlimited with our database hosting service.
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LawBase is the next generation of case management software where Synaptec combines its 25 years experience with the latest industry developments to create the most adaptable, intuitive case management product on the market today. With interfaces to products that you’re already using, such as Outlook®, Summation®, Interwoven®, Hummingbrd®, WorldDox®, Elite®, Omega®, Juris® and others, it creates a centralized information hub. Today, you have the need to share information with your clients and LawBase allows you to have information accessible via the Internet. LawBase provides software that “thinks the way that you do.”
Legal Files case management software is used by thousands of legal professionals in leading law firms, corporate and government legal departments, legal services clinics, insurance companies and universities throughout the world to store legal case information and track workflow. Legal Files Software, Inc. offers “Legal Files” case management software and MyLegalFiles, a web based case management system.
Features: Since 1982 over 30,000 law firms have depended on PCLaw for integrated time billing, accounting and practice management. PCLaw also includes check writing, trust accounting and general ledger providing firms with all the features they need in ONE easy to use program that comes complete from $250. PCLaw Version 7 adds integrated Document/Email Management, Document Creation and a Cash Flow Planner. PCLaw is designed for firms with up to 10 timekeepers and for larger firms we offer PCLawPro. To help new users get started, PCLaw offers a free Timeslips or QuickBooks conversion and a 30 day money-back guarantee.
Case management tool for private investigators. Keep track of all your clients, cases, investigators, case photos, schedule and instantly create reports and invoices. Google Maps integration and a full word processor are built right into our software for better productivity. Password protection Unique report styles for each case type including surveillance, background check, assets search, process serve, and more. Unlike all the other PI case management software out there, we have NO MONTHLY FEES. We are the most used and best PI software out there.
The Plaintiff Law Office Software – Data Development – Provides case management software specifically designed for Plaintiff Firms for 20 years – Case Management, Document Management, Scheduler/Calendar, Accounting, Interest Allocation, Cost Recovery, Time & Billing. Purchase only the modules you need. Interfaces with QuickBooks®, Word®, Wordperfect®, Palm®, and more. Output info to Adobe PDF® format. Quick and easy access to all case info, case related costs, documents, pictures, scanned documents. Automated settlement process, reminders, appointments, merge case related data into forms in your word processor, cut checks, print 1099′s, trust accounting is a breeze.
The Prevail System is the most user-friendly legal case management application available. Simplicity is the key for your firm when choosing a system, and Prevail’s automatic document generation & tracking, user-definable process management system, integrated calendar and to-do lists, time & cost tracking, damages & medical specials tracking and hundreds of customizable reports can be accessed with ease.
SCOUT was developed in conjunction with leading Investigative Companies to grow your business, increase productivity, and reduce expenses. The browser-based application is straight forward, easy to use, and promotes collaboration between clients, managers, and investigators.
Use Time Matters and exceed client expectations with a complete view of your practice. Time Matters is an integrated practice management software solution. Get dozens of calendar, email and reporting options and all critical info on one screen. Get alerts on client activity across the firm in real-time. Easy to install, affordable support, money-back guarantee.
Trackops is a powerful web-based case management application designed to help investigative companies streamline operations, become more productive with less work, and save time and money. Trackops provides powerful tools that, among other things, allow you to stream video, collaborate with investigators, maintain client communication, and manage expense reporting and invoicing. Best of all, Trackops can be accessed by any computer, anywhere, 24/7.