Technology and Streamlining Case Management

If you do not already know by now, procedures and systems are the key to successful business operations. But what exactly does this mean and how do you actually implement these procedures and systems? The answer is simple, so long as you are willing to embrace technology and trust in the systems that YOU implement.

First: technology is our friend. The available software and platforms that allow you to manage your cases systematically will free your time, and your mental energy to allow you to focus on the actual practice of law. The first step is to utilize a case management software that suits your particular practice. There are MANY out there: the key is to explore and test several so that you find the fit for your needs. For example, if you are practicing personal injury/consumer law, you do not want a software program riddled with unnecessary blocks of information regarding family law or corporate compliance. Stay focused on your needs. In the alternative, if you practice in Federal Court, or on a nationwide level (mass torts), you will want a software that does, or has the capability to, include connections with the federal court access and filing systems (such as PACER). It is ultimately important to select a software program that is capable of automated calendaring, storing and organizing documents, communicating with clients, linking important case info or documents, creating fillable forms, accounting for time, billing and payment options, and the like.

The number one pain point in all cases involving personal injury is obtaining your clients complete medical and billing records. Certain case management platforms integrate with personal health record portals, such as ChartSquad, to eliminate this pain point. By “integrate” I mean you can access these other platforms directly from the case management software. It’s as simple as collecting your clients information, what doctor’s they treated with and where, and hitting a button right there on the case management platform to send all this information to ChartSquad. ChartSquad receives the information, and just like that, your records start flowing in. You can choose to store those records in a document management integration with the case management software, view, download, or transfer the records directly from ChartSquad, or incorporate your own system-so long as you have a system!

Now, once you have the records, technology continues to assist in the clean streamlined processes you built! Request the records are reviewed or summarized; order a demand package; obtain updated treatment records and complete billing (including specialists), and significantly reduce the time that file is on your desk by implementing these required steps every single time. ChartSquadoffers all of these services in one click. You maintain control over your cases, without subsidizing the costs of every single step along the way.

There are so many tools to use to streamline your cases so that you can focus on providing the best legal services to your clients. Feel free to contact me if you have any questions or would like to discuss these options!