One of many strongest circumstances for legislation observe administration software program (LPMS) is that it understands how authorized professionals work. Apply administration software program excels the place Outlook or the Google Suite fails as a result of an LPMS works inside the idea of a “matter,” one thing distinctive to the authorized market. An LPMS combines a bunch of in any other case disparate information—emails, notes, paperwork, telephone messages, calendar appointments, and extra—beneath the umbrella of 1 collective (e.g., Smith v. Jones or the Thomas property plan).
If an LPMS stopped there, it could nonetheless be a boon to authorized professionals. However nice, progressive observe administration software program like Rocket Matter reaches past the mere recreation of a casefile folder. Rocket Matter contains complete LPMS options and supercharges these options with strong venture administration and reporting, accessible to Rocket Matter Professional and Premier prospects.
Handle Issues Visually with Kanban Boards
For instance, in a household legislation observe, one may need the next phases (i.e., columns) arrayed left to proper throughout the display screen:
- Put together Preliminary Filings
- Short-term Aid
- Discovery
- Mediation
- Pre-Trial Discovery
- Trial
- Closing
As you’re employed every household legislation matter, you progress the cardboard from left to proper throughout the Kanban board columns because the matter progresses towards a conclusion. Skilled household legislation practitioners could discover a few issues instantly: (1) these seven phases are extreme for some circumstances (e.g., an amicable “no youngsters, no property” dissolution) and inadequate for others, and (2) issues could “bounce” forwards and backwards between phases—it’s not a linear path ahead. Rocket Matter’s Kanban boards handle each considerations.
You’ll be able to customise the respective phases for every matter sort. A household legislation legal professional doubtless has a number of matter varieties, akin to divorce, dissolution, custody, post-decree, and extra. Every matter sort possesses its personal distinctive set of statuses, all customizable by the agency to satisfy how they work. Moreover, the Kanban view accommodates a matter card transferring from anyone standing, which Rocket Matter calls “swimlanes,” to some other standing. You can transfer a matter’s card straight from discovery to trial or flip forwards and backwards between discovery and mediation a dozen instances, if mandatory. Rocket Matter constructed its Kanban boards with the pliability to handle issues how you’re employed.
Along with managing your matter workflow visually, Rocket Matter’s Kanban view additionally enables you to:
- filter the displayed issues by main the legal professional;
- view the overall days a Matter has been in its present standing;
- filter the board to see issues by shopper;
- filter the board by matter well being (has “sat” in a standing too lengthy, based mostly on timeframes you set); and
- leap on to a matter’s dashboard by clicking its card.
These boards, a part of Rocket Matter’s strong authorized venture administration platform, provide a visible snapshot of case statuses, selling effectivity and collaboration with their easy-to-use, customizable structure.
Mission Administration and Highly effective Reporting
Kanban boards are however one a part of Rocket Matter’s sturdy toolbox of authorized venture administration capabilities. Different venture management-specific options accessible to Professional and Premier prospects depend on the matter standing to:
- make calendar calculations distinctive to every standing;
- add customized duties that seem when a matter reaches a standing; and
- show particular customized information based mostly on the matter standing.
These and different highly effective automation capabilities relaxation on understanding and utilizing matter templates.
Rocket Matter pairs superior reporting and enterprise intelligence together with these status-based workflows. As a Premier buyer, dive even deeper into your matter and venture administration information with Rocket Matter’s Enterprise Intelligence Module (BIM). With the BIM, your agency can overview all forms of information throughout issues, actions, contacts, and billing info. Utilizing easy “drag and drop” steps, you possibly can simply create studies that supply exceptional insights into your agency, its processes, case dealing with, and financials. Learn this earlier article on Lawyerist to grasp extra concerning the BIM and the way it will help you see extra clearly.
Get Began with Kanban, Mission Administration, and Superior Reporting
Rocket Matter presents an unequalled mixture of sturdy LPMS capabilities, venture administration instruments, that includes user-friendly Kanban boards, and extremely succesful enterprise intelligence reporting to attract significant, actionable conclusions to spice up what you are promoting. If you wish to construct a greater observe by elevating your agency’s productiveness and strategic perception, go to Rocket Matter’s website to be taught extra about their complete answer.
Final up to date March 14th, 2024