8 Signs That You Need to Upgrade Your Case/Practice Management Software
1. YOU ARE WORRIED THAT SOME OF YOUR CASES ARE IN “LIMBO” AND NOBODY HAS LOOKED AT THEM IN MONTHS OR EVEN YEARS – a good case management system will have reports and dashboards that will let you quickly see what’s going on – or not going on – in your firm. Getting a list of cases that are sitting too long without updates or change in the status shouldn’t be a complicated task. You should also be able to quickly identify staff members who have not been in contact with clients in the proscribed period of time that is set by the law firm and identify what cases have been neglected, in what specific areas and for how long. More advanced applications on the market will even let you subscribe to reports and receive them via email on a schedule that you set. This way you don’t need to worry about lost cases, missed SOLs or clients who are angry due to a lack of contact. The best applications will…
SmartAdvocate’s Outlook Plugin Feature – Adding emails as notes to your cases
SmartAdvocate’s strong relationship with Outlook, Microsoft’s eminent personal information manager, gets even stronger as we introduce our newest feature that allows attaching any email as a Note to a case in SmartAdvocate. As we already learned in previous Blog posts, Outlook’s SmartAdvocate add-in increases the capabilities of Outlook by adding SmartAdvocate’s new related features to the Outlook’s context menus and toolbars. We all know that part of the day when we need to sort through our hundreds of emails and connect each one of them with their relevant case file – SmartAdvocate changes that tedious experience altogether. With the productive abilities of SmartAdvocate, each email, whether it has an attachment or not, can now be related directly to a case, and we no longer need to slowly go through the exhausting procedure of copying each email’s text and pasting it as a note in different case files. With our Outlook add-on tool, this process becomes seamless. The magic happens on the Mail Screen of Outlook, by right-clicking any email in…