Notes
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Outline
1
Functions of Case Management Software
  • Rolodex
  • Case/Matter Database
  • Calendaring
  • Case Diary
  • Document Generation
2
Definition of 5 Basic CMS Functions
  • Rolodex
    • Contacts, including clients, judges, other attorneys, etc.
  • Case/Matter Database
    • Particulars of each engagement the firm is handling for its client
  • Calendaring
    • Docket entries including appointments, deadlines, reminders, and to-do list
  • Case Diary
    • Notes, phone calls, correspondence (paper mail and email), may include calendar items, timeline
  • Document Generation
    • Document assembly tools: word processing merges
3
Additional CMS Functions
  • Conflict Checking
  • Reporting
  • Client Relationship Management (CRM)
    • Use of various CMS functions to enhance client services and marketing
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5
Popular PIMs
  • Microsoft Outlook
  • Palm Desktop
  • SideKick
  • Lotus Organizer
6
Popluar Case Management Programs
  • Time Matters
  • ProLaw
  • Amicus Attorney
  • Abacus Law
  • Case Master
7
Characteristics of CMS
  • Relational Database
  • Data is Shared over the Network
  • Customizable Data Entry Screens
  • Contains tools for automated scheduling
    • Date calculator, court rules, schedule chains, group calendars
  • Contains a variety of automation tools
    • Alarms, alerts, triggers, global update
  • Links to word processing
  • Links to or contains billing and accounting
  • Links to PIMs and PDAs
8
Examples of Applications that are NOT Appropriate for Case Management
  • Word
  • Excel
  • Outlook
  • Palm Desktop Software