Legal Case Management
Customized for Your Law Firm or Practice
For law firms, the details of every legal case may differ, but the steps needed to onboard a client, assign a paralegal, create and file court documents, and track expenses remain relatively similar. While the process is the same, repeated over and over for each new case, it’s generally only the case details that vary. Considering that court cases can span years, it’s critical that a case’s legal paper trail be organized in a logical manner, no matter which staff member or associate digs into the file. Case histories must be stored for the duration of the proceedings plus several years. Therefore, accuracy, efficiency, and consistency are key to law firms as they churn through caseloads, file briefs, and build documentation that supports their client’s interests. Paper files are no longer sufficient, as most courthouses require digital submission of forms. Having a customized system that allows staff to focus on billable hours, instead of searching filing cabinets or randomly organized computer files, is essential in today’s fast-pace environment.
Common Legal Case Management Challenges
- Antiquated paper case management systems slow productivity
- Accuracy in attaching case documents to the client is critical
- Cases stretch for months or years, therefore an annotated and connected document trail is paramount
- Contingency cases require the attachment of expenses to a case file
- Legal requirements for case documentation archiving means long-term storage that is easy to trace is not just helpful; it’s a necessity
- Ease of use for every level of technical expertise can either make a firm run smoothly or grind all processes to a crippling halt
P2 Automation
Solutions for
Law Firms
Quick User Adoption
Your xRM legal case management system will be clear and concise, easy to learn, with tutorials built into the dashboard should a question arise.
Customized to Your Firm
Legal case management systems are customized to the state and kind of law practiced.
Find Info Quickly
Screens are laid out logically from left to right, top to bottom, as you would set up a case file.
Remote Accessibility
Whether attorneys or support staff are in court, or at their desks, case files are accessible on-the-fly from your mobile device.
Document Tracking and Retrieval
Cases are connected seamlessly to a secure document repository in SharePoint. The system also generates pre-filled forms through Microsoft Word including state court forms and hearing requests.
Long-term Storage of All Case Data
Information is arranged in a logical flow the way an attorney or paralegal thinks and would be looking for it.
Works for Any Kind of Law Firm or Specialty
Customizable to your firm’s needs.
Time Tracking for Billable Hours by Case
Track billable hours for efficient billing and revenue generation.