7 Critical Tips for Selecting the Right Case/Practice Management Software

1. DO YOUR HOMEWORK – make sure that the software has the core features you need. It’s impossible to find what you need until you figure out the features you want in a case management system. Most of the modern case management software on the market today will have the same core functionality, such as contact cards, calendaring, case notes and the like. The difference in these packages will be either in the details of thosae core features or in additional features which can be of primary importance to you. For example, the software you are evaluating will surely have the ability to track statutes of limitations [“SOL”], but does it allow tracking multiple SOLs within the same case and permit you to track them by each defendant? Similarly, most software packages will probably have the ability to add doctors and hospitals to your case, but does the case management system you’re thinking of buying allow “linking” those doctors and hospitals to a specific plaintiff in a multi-plaintiff file? We put together some important time…