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4 Ways Case Tracking Software Helps PI Firms

4 Ways Case Tracking Software Helps PI Firms

Running a personal injury practice is not an easy job. It takes a unique personality to juggle multiple PI cases, manage countless meetings, and respond to dozens of follow-up emails and tasks every day. You’d be hard-pressed to find a professional with more on his plate than a PI lawyer.

With so many appointments and responsibilities to handle, personal injury lawyers need case tracking software to track all of their matters, tasks, and events so they can allocate resources to the right cases at the right time and do what they were hired to do: win cases and grow profitability.

CloudLex® helps you track your personal injury cases right from client intake, through to closure, and beyond, here are some of the ways CloudLex helps you track your cases efficiently from anywhere, anytime and any device.

1. Track cases progress at a glance

Do you need to know your active matter count, the firm-wide count, or the number of active matters in each phase of litigation for either? Our personal injury case management software gives you this information at a glance.

With just the click of a button, matter management software allows you to view all cases in a specific stage, such as “Investigation” or “Discovery”, as well as individual sub-phases. Tracking the progress of your personal injury cases has never been easier.

As an added benefit, these handy timelines (along with our other case management features) will enable you to significantly decrease the case processing time and enhance your firm’s case management capabilities.

The individual home page of each case features an intuitive, prominently displayed, matter status timeline. Within seconds you will know the matter’s current status.

You can also easily determine exactly how many days your personal injury case has spent in each individual status (including the current status) and the total number of days since the matter was opened.

In addition, critical dates for personal injury cases are prominently highlighted on the matter’s home page.

2. Track tasks to process cases faster

 One big challenge for personal injury lawyers is making sure that tasks are done on time by others so that they can move the case towards closure swiftly.

When it’s your job, you know that you will get it done in time, but when it’s someone else’s responsibility, you might need to remind, follow up, and track the amount of work going towards completing a task.

But personal injury lawyers have multiple cases to handle at any given point in time, each of these cases are at different stages, which leads to everyone working and collaborating on multiple cases and multiple tasks simultaneously.

Without having a bird-eye view of all the tasks across matters and team members it can be very confusing, chaotic, and could lead to missing a deadline as you wouldn’t know which cases and tasks need your immediate attention.

CloudLex’s legal task management software puts an end to this confusion. You can get a birds-eye view of all the tasks across all your cases that are due in the next 30 days and tasks that are already overdue. So you can focus on the cases and tasks that need your immediate attention and complete the tasks on time.

3. Track your critical deadlines

It may come as no surprise that many law firms, from solos to national personal injury firms, are concerned about handling their court calendars and critical deadlines.

Most modern case management software struggles to combine matter and intake calendars, to give law firms complete visibility of their upcoming schedule, because their intake and case calendars aren’t deeply integrated.

CloudLex gives you the ability to associate all events created for specific Intake or Matter in a single and color-coded view using an intuitive legal calendaring software.

This feature helps see all your upcoming events, e.g., deposition, arbitration, upcoming NOC or SOL, etc. in one glance. You can create recurring events, link tasks to the event so that you track the progress towards completion of events. Moreover, it gives your ability to filter the calendar by events, owners, location, and more.

4. Track Key Performance Indicators (KPIs) to know that you are on track

In order to measure the effectiveness and efficiency of a law firm, personal injury lawyers need to track key stats from the firm’s performance. Which performance stats do you need to track to be more effective?

  • How are cases distributed among the lawyers?
  • How many cases did you open last month?
  • How do cases you closed this year compared to last year?
  • How many cases are referred in or out this year?
  • How long has a case been in a particular status? – Bucket age
  • Number of tasks completed vs. the number of the task assigned in a given period of time – Completion Rate%
  • How many days it took to complete a particulate task – Task Age

CloudLex provides insights into the KPIs using easy-to-comprehend dashboards and reports.  These KPIs give you an actionable insight as to how you can improve efficiency as a firm and process cases faster.

To know more, request a demo of our platform which hosts other applications for managing case intake, legal communication management, personal injury referral, archival, documents with Microsoft Office Online® and integration with a bevy of features that will not just help you track cases, but build, manage and grow your entire personal injury practice.

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