How To Use Legal Case Management Software To Protect Client Information
There are quite a few cases coming through your office every day, and you must use law firm case management software
to organize and protect client information. This article explains how you will control client information using the program, and you may use something such as the Harvard law school case management
plan or the school of law online resource
s catalog. Your office must be run by one of these programs, and you will find that legal case management software takes care of the rest.
#1: Law Firm Case Management Software Establishes Accounts
You may establish accounts for all your clients in the legal case management software program, and you will find that the cases have their own folders for information. You will begin to enter all the basic information for your clients, and you may build their case file from this folder. This is the simplest way to begin recording information, and you will find it easy to add to the account when you are ready.
#2: Secure Servers
You may enter all your information in the law firm case management program, and you will have the assurance that a secure server was used to protect the data. Secure servers have been protected from hackers, and you may let your clients know that they are protected from anyone who may wish to steal their information. Your clients will feel more comfortable hiring you because they know that you will protect them and your clients will be safe from any intrusions that may occur.
#3: Building Case Files
You may build case files with a number of different pieces of paperwork that your clients submit to you. You may leave all the files from a particular case in its own folder, and you will not mix the cases in the process. This is the simplest way for you to collect client information, and you will feel as though you have a handle on all your papers. Leaving documents lying on your desk is not safe for your clients, and you will notice that your documents are never lost.
#4: Sharing Case Notes
You may take and save case notes in the program, and you may allow everyone in your office to do the same. Someone with a legal assistant certificate
may use the program to enter notes, and you may train every lawyer in the office to use the law firm case management software. This is the simplest way to integrate all the work that is done in the office, and you may share documents among the staff as needed.
#5: Creating Court Documents
You may create court documents for your office at any time, and you may transmit them to the court using your program. The program will send the documents in a secure format that meets the requirements of the court, and you may communicate with anyone in the court system who needs documents from you. You may file paperwork in this manner, and you will spend less time going to the courthouse to do so.
#6: The Program Interface
You will not be confused by the program interface, and you will find it quite important to ensure that you are placing all your documents in the right spots. You have many cases that must be organized properly, and you will find that there are a number of different people who require these documents. You may send your secretary or paralegal into the system to ensure that all papers are filed properly, and you may use the program to keep tracks of notes that you took while sitting in the courtroom.
Depositions are easy to record when you are connected to the software, and you may create a video file that is easy to review in the future. Everyone who has questions about the video may watch it again, and it is stored in a place where you may access it easily. You are saving yourself and your office countless amount of time, and you will not search for a video tape or disk that you made of true recording.
There are many law offices that need the case management program, and you may install it on all your machines today. Your business will do quite a lot while managing your information through this system, and the system will make all your papers and notes accessible to your office staff. There is no need for an interoffice memo when you have the case management program to help you.