Case Management

Case management means different things to different people and for many situations the ability to create and store documents will deliver most of what a fee earner needs by way of support. This is particularly true if this is combined with the use of the links between LawPro and Microsoft Outlook that allow reminders to be set up in the Outlook diary.

LawPro allows you to go a whole lot further however through the use of date alerts and To Do lists. Date alerts will scan the database for cases which have review dates or critical dates that are imminent or overdue. These can be filtered by fee earner or case type and are colour coded to highlight the degree of importance of the event.

To Do lists allow the fee earner to choose actions from a list of options – letter, email, ‘phone call, meeting etc. and specify optional settings including follow up actions and timescales. This then builds up a complete history and future action list for the case on screen as well as automating the creation of follow up events such as sending an email or letter or prompting an action from the fee earner.

Pre-defined To Do lists can be created for all the case types handled by the firm and these can then be attached to new cases to provide a suggested action list that can then be adjusted and updated as the case progresses.