Tuesday, January 28, 2014


About  the On-line Practice & Case Management Software Applications



An On-line Practice & Case Management Application represents a wide variety of software tools that provide attorneys, paralegals, and other industry professionals with a convenient method of effectively managing their day-to-day operations.

An application usually includes features and functions that help manage client information, matters (both litigation and non-litigation), events, calendaring, tasking, deadlines, docketing and documents, details on the opposing party and their legal representation, and other specifics.

The core of the application is the CRM - Customer Relations Management software. The CRM allows a salesforce-type automation of the law practice eliminating the necessity to enter the same information more than once within the application – once a parent record is created everything else gets linked to it.

Applications are usually multi-user accessible. This means they allow information sharing with other attorneys and firm’s personnel. Nowadays, most of the On-line Practice & Case Management Applications are also mobile device-compatible - users can have easy access to client and matter information, calendar, tasks and schedules and other records anywhere and at any time needed.

On-line Practice & Case Management Applications usually vary in features, types of clients, and the area of law that a firm specializes in. For example, depending on the firm size, which ranges from solo practitioners to large law firms, some of the features might not be suitable for larger firms. However, some of the features might very well fit and serve effectively for a solo practitioner or small firm. Some of the application’s features might not work for an attorney that specializes in the bankruptcy law, but they will be a perfect fit for an immigration or personal injury attorney.

When time comes to select an On-line Practice & Case Management application:
-       Define what your practice management needs first;
-       Determine the features and functions that you and your personnel use daily;
-       Select an application that fits into your budget - pricing is crucial when it comes to On-line Practice & Case Management applications;
-       Make sure that the application provider allows you to have sufficient free trial time for you and your firm’s personnel to try the software and decide on its merits;
-       Select an application that will help enhance your practice effectively and provide you with the ability to collaborate and share matter information and documents with your firm’s clients seamlessly via an independent and secure client portal.

For more information on the features and functions of the On-line Practice & Case Management Software Application visit our site @ www.attorneysbackoffice.com