1. Centralized database
Documents related to the matter are stored centrally in a secure database. These documents can include emails, correspondence, agendas, forms and responses.. View all the documents related to a matter based on a certain standard; all the documents associated with a particular contact. Traditional media can be handled by the system once scanned in.
2. Email integration
One-touch email integration (including Outlook, Lotus Notes and other packages), means that you can save emails and attachments to an appropriate case files.
3. Time efficiency
Workflows and templates built into a matter management system will save time spent on document creation and mangement. You can also relate parties to a file and link contact details to pre-populate templates.
4. Consistency of work
Working practice consistency can be created through templates and workflows. {Appropriate automation to free professionals from background tasks – three different levels of workflow provide the opportunity for work to be heavily controlled or largely free-flowing|Fee-earning professionals don’t need to spend time on background tasks. Gain efficiency improvements through the use of appropriate workflows.. A good Matter Mangement system will use work flow to automate tasks so saving the time of expensive legal professionals..
5. Date and Event Management
Matter management systems can be combined with your diary system. Supporting:
- Supporting diary management
- Reminders for bring forward dates
- Key date management to ensure that deadlines are met
6. Enable flexible working practices
Professional teams often require the ability to share a library of intellectual capital including best practices, industry guidelines, regulations or other standard documents.
7. Information Management
Automated user-defined reporting. In addition to a set of standard reports. Allow user-configurable reporting to suit different organisational needs. Most matter management software allows reports to be programed to run automatically and output in the chosen format..
8. Communication.
Collaboration across the organization via shared contact and information enables each team memeber to have the very latest information on cases and matters. Contact details can be automatically inserted appropriately into precedents. It is not uncommon to want to access risk associated with a single contact. Since all information and related documents and cases are tagged this is easy to perform.
9. Compliance and Records Management
Maintaining records of dates, instructions, correspondence and outcomes is increasingly important in today’s legislative environment, requiring retention or information for discovery and disclosure purposes. An audit trail allows all records associate with all cases, matters and projects down to individual emails and correspondence..
10. Data protection
Today’s professional teams are dispersed georgraphically, so an online system meaning secure access from anywhere is not only important but vital
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Posted under Health and Safety
This post was written by admin on June 22, 2010
