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For Law Practice Management Software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.
Managing clients and other contacts is a core feature of law practice management software.
Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.
As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.
Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.
An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.
Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))
Can you send and receive text messages and associate them with your matters?
Basic document management allows you to add documents and associate them with your cases/matters.
Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.
Does the provider have a way for your client to interact with you or their information in the system? This can take many forms. It can be a way to securely view and pay bills, a method of scheduling meetings, or a way for your client to view information about their case itself.
This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.
This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.
Some software includes full double-entry accounting features, making additional accounting software unnecessary.
Does the software allow you to send bills or invoices?
Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.
An Open application programing interface (API) allows other software programs to interact with the platform. It allows users to build integrations where there might not currently be one. However, not all APIs are equal. If you are looking to integrate using an API, it's advisable to review the platform's documentation before making a decision.
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Intake management. You can add potential clients to CASEpeer and start tracking them as leads. Plus, you’ll get reports for each lawyer’s lead-to-client conversion rates and marketing campaign so you can see where your return on investment is highest.
Case management customized for personal injury practices. Tabs for property damage, patient treatment status, medical bills, discovery, expert witnesses, and accident details help you keep track of key information.
Settlement tracking. CASEpeer provides space for tracking negotiations with third parties and lienholders, and a settlement management dashboard gives you a firm-wide view of pending offers and demands.
Document assembly. You can upload document templates, and at higher pricing tiers, CASEpeer will help you create them.
Security. Data is stored with Amazon Web Services, and it is HIPAA-compliant.
Migration. CASEpeer can import some data directly from Excel, and will help you transition from existing law practice management software by working with you and your current provider directly.
Apps and integrations. CASEpeer offers a iOS mobile app as well as several major integrations: Office 365, Outlook, Google Calendar, and iCloud. Other integrations include Calendar Rules and eFax. It also offers timekeeping and basic bookkeeping functionalities.
PIspecialist9
“Lightyears ahead of the other CRMs”
June 20, 2018 11:05 PM
CasePeer is secret weapon in the Personal Injury spectrum. On the surface, it appears to be similar to Clio, Filevine, etc... although once you start using it, you'll understand the power that it gives any sized PI firm. Incredibly user-friendly but also jam-packed with PI specific tools that allow you to view firm-wide Demands, offers, and client communication. The settlement section alone is worth the transfer. Trust me, if you're in personal injury use CasePeer. You will not be let down.
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