Case management is essential for success in all the departments. If we try to define case management, it is a collaborative process that takes the requirements, assesses, plans, implements, monitors and evaluates the services given to satisfy the client. This kind of perfect management is even needed in the legal field and so the legal case management software is quite popular amongst the lawyers now.

The legal case management software is a helping hand to the law firms whether solo or a giant one. This software manages and organizes the entire office of the lawyer so that he can concentrate on what he is best at, the legal matters. The legal software is a complete solution and it takes care of all the jobs right from client intake to the payment.

The advocate software keeps the data organized, streamlines the processes and helps you deliver excellent client experience. The legal software generally is available on the cloud so that you get complete safety of your data and 24/7 access to your data. The software covers all the practice areas crime, family matters, wills and probate and conveyancing.

The advocate software has several inbuilt components that assist you in different aspects of your office. Some of the important features are:  

Document Management and Retrieval – The law firm is always flooded with documents and managing those is a troublesome job. But this software systematically stores all the documents and data in one place and not only this, whenever you require any particular document, document retrieval is also done easily by this magic software.

Team Collaboration – The legal software helps in team collaboration and scheduling a meeting, which is a major task especially if you have many participants.

Billing and Invoicing – The software is capable to track the time and bill at the same time. Just enter the billable hours and they will automatically be linked to the specific case and you are done with the billing.

Calendar – The software integrates with your calendar to make sure you meet all your deadlines. Also, the software allows you to include all the critical dates at any point in the workflow. Further, these dates are chronologically arranged in the workflow and reminders are given for all the deadlines.

Another important feature is the tracking component. Managing a law practice irrespective of its size is not an easy task. The complexities are natural to any law firm. Therefore to lower down the complexities you must have a solid tracking component built into your case management software. The built-in component will help you sort out the intricate and unique features of each case. The tracking component will assist in many of the mundane tasks giving you and your associate more time to concentrate on the legal matters.  The tracking component can automatically calculate the deadlines, give single-click access to the docket entries, it can delegate tasks to your team members, and it can be linked to other components and can be customized for the individual matter.

Another striking feature of the tracking component is that in this mechanism a completion of each procedure is required before initiating the next step. Also, the tracking feature makes sure that all the tasks are done accurately and correctly and these tasks will never be removed from the process.

With this feature inbuilt in your case management software, you can rest assure that you are on the track and never miss out on anything related to the matters. As a busy attorney you will be working on some complex matters sometime you may miss or overlook a step which can be costly for the matter but the tracking system will never let you miss it and will remind you well in time. Similarly, because of many matters needing your attention, if you miss out on something critical for any case the tracking system will inform you. 

Still not sure about the tracking system? These bullets will explain how the tracking system can streamline your case management processes:

·         Mechanism For Screening New Clients – Here you can screen the clients on different parameters like the industry, type of case and alike.

·         Systemizing communication – This system will systematize your communication with the clients through the emails, phone calls and one-to-one meetings.

·         It provides templates for all the documents.

·         The management can follow the progress of each matter.

·         Task Organization – The tracking system organizes the tasks according to whom the tasks are assigned.

·         This system will assist you in trial preparation.

·         Finances – This system manages your firm’s finances efficiently and keeps track of the profit.

·          Streamline your hiring practices.

To conclude the automated tracking manages daily legal matters, increases productivity and guarantee a smooth workflow. Our legal case management software programs have the tracking system, which you can customize to meet your law firm’s unique needs. Visit us @MyCases.online and get your software today!

Source - https://mycases.online/why-you-need-tracking-component-in-your-case-management-software/

Complying with different state, federal and international regulations governing the interactions with the consumers is must for every law firm whether small or big. However, many smaller law firms may face it as a challenge particularly if they are yet on the manual systems. This challenging task is made easier by the right legal practice management software. The right software can help you stay in compliance irrespective of whether you are a small or a big law firm. Here we will take a look at how the technology can be used to stay in compliance with the national and international rules.

Saying Yes to Automation

Even today many law firms still rely on the manual systems either completely or partially. Maybe they have some software or some files stored on the cloud but majorly they rely on their age-old trusted manual system, which can be risky for the compliance. The manual systems are susceptible to errors and data breaches. While managing the emails and client trust account funds having manual systems can be even more dangerous. If the client’s confidential information is hacked, your reputation is at stake, so it is better to shift to automation.

Managing the Trust Accounts

The trust account management is not an easy job to do and because of this not so easy nature of the task, many law firms are not able to remain in compliance in this area. The typical mistakes they make are:

·         Combining the trust account funds with the funds used for the law firm’s process.

·         No track of the individual client account balances.

·         Using the money from the trust accounts due to the mixing of the two funds.

The lawyers can lose their practice if they fail to manage the trust accounts properly and thus remaining with compliance is essential. Fortunately to reach the compliance standards you don’t need huge infrastructure investments. The affordable law software can help you to easily manage the trust funds and stay in compliance, the MyCases case management software is one of the best examples.

Also, when using the manual systems, the billing and trust accounting systems are not integrated, leading to miscommunication and errors. But not to worry this is also taken care of by mycase legal software.   

Website Compliance

This is also essential if you are working with the EU nations. The EU General Data Protection Regulation (GDPR) has stern rules around the consumer data and if your website fails to comply with it, the website will be unavailable for the EU citizens. This is the reason many law software vendors are creating websites compliant with GDPR.

Data Protection

An important issue is data protection but unfortunately, many law firms are struggling with it. The advance in technology has created many loopholes in the data protection strategy of law firms. Some of the most common ones:

·         Not maintain the record of associate activities.

·         No automatic backups of data.

·         No encrypted data. 

When the law firm is unable to protect the client’s data is soon out of the market. People will never trust it again. Thus to save the client data and the firm’s reputation every law firm should use the legal practice management software. Also, a successful law firm needs to check on their associate which is not possible with the manual system. The legal software will certainly be helpful.

Stay Ahead of the Data Laws

As the data leaks and hacking are increasing at an alarming rate, the companies using the consumer data will be under strict scrutiny around the world. There could be new laws may be national or international to curb the data leak and your law firm should comply with them. You might be wondering how it is possible. Relax. It is possible your law firm uses technology and not the manual system. Invest in good legal practice management software and stay in compliance with the rules now and in future.

To comply with the national and international rules is compulsory for all the law firms. And today, even the small law firms can achieve it due to the affordable technology.  For availing this software please visit us at MyCase.com.

Source - https://mycases.online/fed-up-with-compliance-law-software-makes-it-easier/

Practicing law in the 21^st century, want to stay ahead in the competition, it’s imperative to take the help of technology. To assist you, we have outlined the essential technologies lawyers need to increase their efficiency and productivity.

1. Productivity Software - You probably have some version of productivity software whether it is Microsoft Office suite or Google apps for work. If you don’t, you can have your own compilation of your favorite applications for email, presentation, creation of a database, spreadsheet, and document drafting, storing, and sharing. Get them all one by one and service access across your devices.

2. PDF Conversion Software - As the name suggests, this software help converts all the documents to the PDF files. Once you scan a paper document they are editable, you can remove the metadata, add encryption and even build form files. To transfer your document to the courts and others, it is better to convert them into PDF files. Having software for the same is convenient and time-saving.

3. Document Automation/Document Assembly Software - This software streamlines document creation by taking your most-used forms and allowing you to customize them for an individual client. It has different levels of integration with your software programs. You are able to merge client information and incorporate clauses. If you can have document automation /document assemble software integrated into your document law practice management software you have a great deal.

4. Time and Billing /Accounting Software - Time-tracking and billing/accounting software is a critical and important tool for your company. All the billing hours, taxes, reconciliation everything is taken care of without you bothering about it.

5. Practice Management Software - This is a complete package. It should typically include client /contact management, document management, calendar management, time tracking, billing and accounting capabilities and email archiving. These features increase productivity. The software stores the entire law firm's data in one centralized and easily accessible location. The majority are cloud-based and therefore are portable. The law firm case management software being cloud-based is portable and provides high-grade security, which is absolutely vital. Before buying the law firm case management software check its features and take a trial test to determine the one, the right fit for your practice. 

6. E-Discovery tools - E-discovery, tool, is the electronic aspect of identifying, collecting and producing electronically stored information (ESI) in response to a request for production in a lawsuit or investigation. If you don’t know how to conduct e-discovery properly, you must have an efficient system in place to do so.  Find e-discovery vendors and see if they have a free sandbox for you to play and learn, and do it now.

Though the jurisdiction has not implemented technology competence requirements, it’s just a matter of time. Get ahead of the curve and implement now.

 7. Digital Dictation - The lawyers have all the hardware required be it Smartphone or laptop computers. Having software that allows digital dictation will tremendously increase their productivity.  Digital dictation means you can work anywhere verbally create documents templates quickly, delegate tasks, create action lists and more. If you are stuck in traffic or have a few minutes between meetings you can capture your billable time and not lose reimbursable expenses. Rushing through the airport and have a brilliant resolution for a client's case? Send it to your team with the digital dictation. The explosive growth of smartphones, voice-activated systems and speech recognition applications makes it easier to turn ‘talking’ into time-saving activity for greater productivity.

8. Virtual Call Service - We all know, “the first impression is the last impression,” and it is said that the first few seconds of the client call make or break your practice. To miss a client call due to any possible reasons is missing one client as he will dial some other firm’s number. So a good designated call service that acts as your front desk receptionist is the need of the hour.

These are the essential technologies that we think will help you increase your productivity and performance efficiency. To know more visit us at MyCases.online.

Source - https://mycases.online/essential_techniques_to_increase_your_firms_productivity/

It is no longer a secret that law firms use law firm software. The software keeps them organized and increases their efficiency. The practice of using the software is prevailing since more than a decade now but every now and then there are updates that happen and embracing those updates is absolutely essential to lead the race. But many law firms decide against updating their software.

The current trend or update in the legal software is the cloud-based software. Being on cloud is a great aspect and it has many advantages. Read on to know the benefits of cloud computing.

Access from any Location 24/7 – With the cloud-based law firm software you can access the data from any location and at any time. All the case related data is stored centrally under one login and is easily accessible from your laptops and mobiles. You need is just the secured Internet connection.

Software up and Running Quickly – The cloud-based software does not require the purchase of any hardware. So there is no wastage of time in assembling the system. It is just up and running in no time.

Quick data back-up and Recovery – The data is centrally stored and there is a quick recovery of your data whenever required. Even if the server goes down, you will not face a problem as another server will soon take over to keep your business running.

Affordability – The cloud-based software is quite affordable. You pay only for the storage space that you need.

No Dependency on IT Specialists – In the server-based software solution you have to buy and maintain your own hardware. The hardware requires constant maintenance and hence you need to appoint an IT specialist who can take care of the server. But with cloud-based software, there is no such requirement all your data is safe and secured. 

Better Security - The security of the cloud-based software is anytime better. The vendors take extra precautions and provide the best security because if they fail to do so they can be out of the business. And certainly, they won’t take such a big risk.

The cloud-based online legal software gives greater flexibility and faster speed than the server-based software. So if you are still using the server-based software, what are you waiting for? Your current software is only wasting your time and money. Please give it a serious thought and switch to cloud-based legal practice management software now. Visit MyCases for the best cloud-based law firm software.          

  

Source - https://mycases.online/law-firms-are-switching-to-cloud-based-software/    

In recent surveys, it has been observed that there is a rise in the number of legal malpractice suits.  Even the cost to defend malpractice suits has seen a steep rise. The survey says the malpractices usually occur due to the conflict of interest and cybersecurity. Insures pay claims of more than $50 million. The business transaction results in most claims this is mainly because of improper presentation, incomplete documents, filing or document transmission. 

If such legal malpractice claims crop-up against your firm, your firm’s image is tarnished. So if you want to ensure that your firm is never accused of malpractice, make sure you opt for the law practice software. Properly implemented law practice management software helps in reducing the malpractices as it significantly reduces the chances of human error.

Here are a few points that will prove how law practice management software can help protect you from a malpractice claim.

1. Point out the conflict of Interest

The law software meticulously checks the conflict by searching your entire database. This includes the notes, files, text documents, emails and images that have had the optical character recognition scanning. After this, the software runs a report of results. This is a major improvement in the conflict checking which was earlier done manually.

Earlier the lawyer just asked his employees and if no one answered it was assumed they have done the conflict check. Hence the malpractice claims are increasing but definitely not with the law practice software

.

2. Meeting all Deadlines

The law practice software will ensure you never miss a deadline. It calculates the court deadlines and eliminates the human error like overlooking the holidays, weekends and the changes in the rules. 

This software updates you if the rules have changed. It will inform you and will update every deadline in your case. The software will let you know the to-do-tasks to meet the court deadline. If the court deadline changes, so will your task deadlines.

3. Comprehensive Documentation

The practice management software stores all the information related to the matter meticulously and systematically. It has in records every action you take for the matters with its date arranged chronologically. This comes in handy if any client accuses you of doing nothing in their case.

In addition the best law practice management system document communication through secure client portals. There is a built-in client portal that allows you to securely exchange messages and documents with clients. Even these communications are recorded with the date and time. This recording acts as proof of your communication with the clients and can be used if the client accuses you of not communicating well.

4. The Cybersecurity Issues

It is proven through the surveys that there is a rise in the malpractice claims related to hackers. Even a small breach in the cybersecurity can lead to huge malpractice claims. Generally, the small law firms do not have cybersecurity as their priority, fail to encrypt the emails and files and fall prey to the hackers. 

The best method to avoid this is to use the law practice management software that provides top-notch security. It provides encryption of emails and data while transferring and storing, daily data backup on multiple servers, and 24/7 physical security and cybersecurity.

Law practice management software is quite efficient. It helps in keeping the client’s information confidential, detailed documentation, timekeeping and billing, communication and save you from the malpractice suits. Still thinking whether or not to buy the software?

For the best software in the industry visit us at MyCases.com.

Source - https://mycases.online/law-practice-management-software-helps-prevent-legal-malpractice-claims/

The law firms today are using the legal practice management software to rationalize their work processes and to improve client services. Almost all the attorneys take the help of this efficient software to help reduce the burden of their employees. The attorneys who practice alone use the Microsoft Outlook to manage their emails and schedules, while larger firms use the integrated legal practice management software. Legal software has become a popular tool in the legal industry.  

The law firms whether solo practitioner or small or huge have accepted the practice software to substantially reduce the working hours of their team in the tasks like billing, generating reports, filling the pile of documents and alike. Now they can only concentrate on the legal matters.

The market today is flooded with the law firm software. To evaluate the many products in the market you need to focus on your requirements first. The choices you have to vary from fully loaded legal management software to modular packages where you can choose individual components as per your need.  Consult your IT specialists for effective evaluation if you are not sure about it.

There are certain functions in the legal software that are labelled ‘must have’ by the lawyers themselves. Checking out all the must-have features is the second evaluating factor. These features are:

·   Centralized Storage of Documents – The legal software stores all your critical data like the documents, contacts, calendars, research papers, task and invoices alike at one single location. Everything you get under one login, this is fast, convenient and increases your efficiency many folds. 

·    24/7 Access – With the legal software you can access the data anytime and from anywhere. The data is on your fingertips 24*7. It is accessible from your mobile or laptop required is just a secured Internet connection. 

·    Managing Documents – The software offers built-in document assembly management, which apart from organizing and managing documents has a striking feature of ‘text searching’. This feature is particularly useful while managing a large-sized document.

·   Calendaring – Meeting deadlines is absolutely essential, a small mistake here and you are finished. But with the use of the software, you will never miss any of the deadlines. It is possible because it permits you to add the dates at any point in the workflow. They are arranged chronologically in the workflow and reminders are given accordingly. With no botheration of the dates, you can concentrate on your work. The software also takes care of all your to-do tasks, reminders and alerts and will make sure you will not miss out any of the important dates.

·    Team Collaboration – When you have several partners involved, scheduling a meeting can be a mammoth of a task.  The overall stress and time you spend in finalizing a meeting slot could decrease your efficiency. But with this software scheduling, a meeting is easy. It simply displays the master schedule, selects the people and searches for the first free 30 min for everyone. Then the software mark the date on your calendar and the meeting is fixed with just a few clicks. Isn’t it stress-free?

·   Time Tracking and Billing – The software is capable to track the time and bill at the same time. Just enter the billable hours and they will be automatically linked to the particular case. It ensures complete transparency of the work done and billed hours without you spending much time on it.  

·    Contact Management – This feature is a part of CRM (Customer relationship management). It records the contact details, their interaction with the business and overall helps provide better service to the clients.

Another feature to consider while evaluating the software is client access. Access portals allow clients to easily locate case information, view case-related documents, pay their bills and exchange secure messages with attorneys using the Internet.

The law practice management software is becoming a necessity now for law firms. It is a complete package. It helps you keep your documents well organized at a centralized location, provides anytime anywhere access, manages the deadlines and the billings, also help with your investigations. With this tool on board, the efficiency of your work will surely increase. So what are you waiting for buy legal software now!

For more details and the best case management software at a competitive price visit MyCases.com.

Source - https://mycases.online/legal-practice-management-software-efficiency-and-more/

The law practice management software is around for many years now. They are making the life of the attorneys easy by managing and organizing their office and giving them enough time for the legal matters. But the research shows that even after being so beneficial the software is still not used by many law firms. Are you one of them? Why are you still not using the law practice software?

 There could be many reasons for not using the advocate software but the main concern of the lawyers is ‘security’. Many lawyers believe that having all their confidential information ‘out there’ on the cloud is not safe. It can easily go into wrong hands and can be misused. Security breaches are quite easy with such software. But it is just a myth.

The cloud-based law practice software is more secure than your on-premise software. These cloud-based systems have all sort of security built in them and most have regular attempted attacks to check for any security breaches and loopholes. The service provider needs to be highly careful as one small mistake of his can ruin his entire business. Thus your data is more secure with the cloud-based law practice management software than with your local server-based software.

Apart from security, there are many other benefits of the practice management system. Let us check it out.

·         24*7 Accessible Data – The data is stored on the cloud and is easily accessible from anywhere anytime. All you need is an Internet connection and the data is on your fingertips. Whether in the courtroom or in your office or anywhere you can get all the information you want.

·         Document Organization – The legal practice management software keeps all your documents well organized in one place. So you get all your data, documents, research papers, tasks and invoices and anything related to the case under one login, which you can access from your laptop or mobile anytime. Since all the documents are well arranged in one place, you are less likely to lose any of the case documents, which is really difficult otherwise.

·         Document Retrieval – As all the documents are stored in one place, it is easier to search for any case-related data. Thus the document retrieval is easy.

·         You will Never Miss a Deadline – This software knows how important it is to meet the deadlines and it will make sure you never miss a deadline. This is achieved because the system allows you to include all the dates at any point. Then the dates are chronologically arranged in the workflow and hence you never miss any deadline.

·         Team Integration – You have several people involved in a case and scheduling a meeting is certainly a big headache. But with this software, you need not to worry. It carries out the entire process in just a few clicks. It simply displays the master schedule, selects the participants required, searches for first free 30 minutes for every participant and that’s it your meeting is fixed. Well, the work is not done yet. The scheduled appointment is marked on everyone’s calendar and even the reminder is sent before the meeting.

·         Varied Views – The software has a unique feature. It allows you to view the case summary as per the way you want. Also, you can refer to the related cases for cross-references, both open and closed cases.

·         Helps In Investigations – The practice management software is a very handy tool for investigation. It has certain tools that can be modified according to your investigation needs thus making your operation more competent.

·         Time Tracking and Billing – The law practice management software tracks the time and the bill simultaneously, which means that you will not lose the track of the billable time. Just enter the billable hours, they will be automatically linked to the particular case and will be billed accordingly. The software ensures complete transparency of the work done and the billed hours.

·         Customization – Yes as everything else you can customize the software according to your specific needs. The practice management software offers customizable fields that keep track of all types of cases, data and investigations.

To sum up, using advocate software is certainly advantageous for law firms. It provides top-notch security, helps your law firm stay organized, and manages all the documents and calendar, leaving time for you to focus on your legal investigations.

Still not convinced to use the practice management software, please give us a call. We will ensure all your doubts regarding the software are cleared and you take home our MyCases law software.