Case Management

Simplify your processes

Maintain notes and resources about each case in a single, secure, shareable, and universally accessible workspace. These can include a directory of case team members, a calendar of important dates, and meeting notes from strategy sessions. Use tasks and milestones to track and manage the activities of your team. At a glance, you can see which action items are complete, which are due (or overdue), which are upcoming, and who is responsible for each task. Whenever a change occurs, automated notifications keep everyone up to date so that they know when someone schedules a meeting, adds a contact, or refines the case strategy.

When the case closes, the work and work product remain a valuable searchable archive of process and data. Link these notes and resources with your firm's unique legal knowledgebase and you have a powerful database of your firm's experience.

Rapid, repeatable implementation

With our customizable workspace templates, setting up a new case workspace (including tasks and milestones) that reflects your firm's standard operating procedures takes less than 60 seconds.

Access from anywhere!

This critical information is accessible anywhere, anytime, including mobile access via iPhone and Blackberry, so that the facts are always at your fingertips.

Features

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