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When Technology Met Legal: Case Management Tools

Legal sector has lately shifted its focus on technological advancement, yet many legal professionals and law firms are underusing technology, which could help them improve efficiency and maintain competitiveness in a fast-moving marketplace.
Written by:
Simran Bhullar
Published on
24-Jul-18

The legal sector has lately shifted its focus on technological advancement, yet many legal professionals and law firms are underusing technology, which could help them improve efficiency and maintain competitiveness in a fast-moving marketplace. Case management software is a compendium of information, processes, advanced analytics, business rules, collaboration, and sometimes social computing that relates to a particular interaction with or issue involving a particular party like a customer, supplier, patient, student, or defendant. The case file will involve a collection of customer communications, forms, process documents, reports and supporting documentation, and will need to be managed for compliance and audit. Case management tools are designed to manage all this to help drive more successful, optimized management while securing bits of material contained therein.   

Time-saving - There are many features in practice and case management solutions that are designed to streamline a firm’s efficiency. As time-saving and efficiency are so closely linked to a firm’s profitability.

Compliance - Compliance is process-heavy and time-consuming. Instead of streamlining the processes of identification, mitigating the risk associated with taking on new clients, firms are wasting time and increasing risk by checking identity documents manually when effective solutions can offer a one-click identity check.  

Case management - Core case management usage rates are high. Tools that require some element of customisation, such as automated billing tools that work best when tailored to each organisation, see lower usage. Yet time invested in deploying these bespoke tools will result in massive improvements in productivity that are too often not being realised.

Maximising value - It is important to implement a platform that is intuitive for your firm and has all the features you need. Investment in training pays dividends – tailored training that it is bespoke to your firm’s requirements and delivered onsite adds real value to investors in practice and case management software. A one-time investment in maximising your solution will be repaid inefficiencies and savings. In today’s competitive environment, it is imperative to ensure that every fee-earner is aware of the functionality available to improve businesses processes and make technology work to keep your firm ahead of the pack. The Indian legal industry has stayed aloof of technology for generations. With the advent in innovation, many law firms and legal professionals started using systems that could help them stay competitive. However, lawyers can get more out of technology if they start implementing it in the right way.

 

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