A case management software essentially provides a central place where law firms can host case information and client’s data, track case progress, and share this information among the team. It allows law firms to build their practice, manage relationships with customers, and grow their law firms.
With a case management system in place every case, intake, deadline, appointment, case-related document, task, court date, and more, are instantly available. This means that every bit of progress you or your team make, along with every new interaction with clients, will always be up-to-date.
When it comes to legal case tracking, you track every task due, the status of the tasks, emails sent, meetings held with clients, the stages of every case, etc., case management software can also be used to add notes, schedule follow-ups of your client intakes or leads, organize next steps that need to be taken, and help in resource optimization because you will know the real-time workload of each member of your team/firm. This ensures that you won’t miss any leads and can close legal cases quickly and effectively.