Case Management Software for Legal Practices Helps You Win Trials & Litigations
https://www.trialworks.com/ Case Management Software for Legal Practices Helps You Win Trials & Litigations
https://www.trialworks.com/
Case Management Software for Legal Practices Helps You Win Trials & Litigations
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<strong>Case</strong> <strong>Management</strong> <strong>Software</strong> <strong>for</strong> <strong>Legal</strong> <strong>Practices</strong> <strong>Helps</strong> <strong>You</strong> <strong>Win</strong> <strong>Trials</strong> & <strong>Litigations</strong><br />
<strong>You</strong> rely on your case management software to run your practice, to house all case in<strong>for</strong>mation,<br />
manage your documents, and give you a pulse on your business. It is the lifeblood of your law<br />
firm. Some firms want the freedom and flexibility to cut the cord with their in-house server and<br />
manage their firm from virtually anywhere. TrialWorks has created a state-of-the-art hosting<br />
facility in Miami, Florida. TrialWorks Hosted Services provide enterprise-level capabilities to<br />
law firms without the upfront costs. The hosted plat<strong>for</strong>m is an alternative to owning your own<br />
equipment and is accessible from virtually anywhere. Users with an internet connection and a<br />
basic computer can access TrialWorks, Word, Excel, Outlook, and a number of other products<br />
using Remote Desktop. TrialWorks Hosted Services feature modern <strong>Win</strong>dows Server plat<strong>for</strong>ms<br />
and Microsoft Office Professional.<br />
Benefits of TrialWorks Hosted Services<br />
● Manage the firm from virtually anywhere, on any device<br />
● Dedicated <strong>Win</strong>dows Servers<br />
● Reduce or eliminate in-house IT costs<br />
● Contact one support line <strong>for</strong> all your case management and hosting needs<br />
● Reduce your worry about disaster recovery – your data is protected in the TrialWorks<br />
facility!<br />
● No compatibility issues.<br />
Is your <strong>Case</strong> <strong>Management</strong> Program Getting the Job Done?<br />
<strong>You</strong> might be satisfied with your current legal case management software. However, it’s possible<br />
you are not aware of what the best programs can do to maximize your efficiency and help your<br />
practice thrive and grow. To manage your caseload properly, you should be able to accomplish<br />
the following (most of these tasks can be generated by your case management program):<br />
1. Make sure your clients know who you are and can recognize your face. Maybe that<br />
involves a welcome email with a video. Conduct client satisfaction surveys.<br />
2. Track all client communication.<br />
3. Run weekly reports to make sure every client has had recent contact.<br />
4. Update your client at each new phase of the case. Make sure they know what comes<br />
next.<br />
5. Be able to track costs and payments associated with each case, and measure KPI.<br />
6. Track personal in<strong>for</strong>mation about your client. Notice what they had to drink when they<br />
are visiting your office. Learn their kids’ names. Keep track of birthdays, holidays and<br />
special occasions.<br />
7. Have your staff generate email blasts to your clients that acknowledge special occasions<br />
as well as community in<strong>for</strong>mation. Use these emails to stay in touch with <strong>for</strong>mer clients.<br />
8. Integrate a client portal that clients can use to retrieve important in<strong>for</strong>mation about their<br />
cases. Most major medical practices have similar portals that allow patients to keep track<br />
of appointments, etc.
Summing it Up<br />
Keeping track of your caseload and client in<strong>for</strong>mation is critical to the success of your firm. A<br />
solid, highly customizable legal case management software suite can make this job much easier.<br />
TrialWorks trial and litigation case management software helps attorneys manage intakes,<br />
contacts, electronic documents, email, and calendar in a central location that can be accessed<br />
anywhere. With TrialWorks automating your practice and providing you all the data you need to<br />
manage your firm, you can focus on what really matters: your clients.