OVERVIEW
What can practice management systems software do for a law practice? With the right system in place, law
firms and staff will have the ability to automatically route items, tasks, documents, and events to certain
people based on their role in the case or matter, as well as manage deadlines, improve responsiveness to clients,
reduce malpractice insurance rates, and boost overall productivity. The challenge is to find a program that best
serves the needs of the firm.
TABLE OF CONTENTS
- PREFACE AND ACKNOWLEDGEMENTS
- SECTION I: DEFINING CASE MANAGEMENT
- Databases Defined
- Features in a Case Management System
- Corporate Law Departments
- Municipalities and Government Agencies
- More Than Software
- SECTION II: CASE MANAGEMENT SYSTEMS
- Case Management System Developers
- The Case Management System Questionnaire
- How to Use the Comparison Charts
- Besides the Software
- CMS Comparison Tables
- CMS Developer Survey
- SECTION III: IMMPLEMENTING A CASE MANAGEMENT SYSTEM IN YOUR ORGANIZATION
- Needs Analysis and Requirements
- A Word About Vendors
- CMS Software Selection Overview
- Preparing the Request for Proposal
- Evaluating the Proposal
- Planning the CMS Implementation
- Integrating the CMS with Your Existing Technology
- Customizing or Configuring the CMS
- Converting and Migrating Data
- Training the Staff
- Maintenance and Support
- The Transition
- The Paradigm Shift
- When Things Go Wrong
- Summary
- Adkins' Top 10 Tips for Successfully Implementing Case Management Systems
- APPENDIX