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Legal Case Management Flow
HIGHLIGHTS

The Legal Case Management flow offers a structured way of working moving from a paper or desktop based environment to complete online collaboration

This helps in managing processes, better decision making, day to day matters, business intelligence and marketing.

List of Cases
COMMON BUSINESS CHALLENGES...
HOW LEGAL CASE MGMT. ADDRESSES THESE CHALLENGES...
Collaboration between lawyers, lawyer organizations and end clients is handled through e-mail making it difficult to track information
  • Online portal for collaboration between Lawyers and end client
  • Chronological record of all information exchange
  • Notifications and alerts on new appointments, Notes and updates
  • Personalized activity dash boards for the lawyers and clients
Absence of a mechanism to track case- related information, schedules and appointments
  • Real time task dashboards provide completely visibility into status of each case and case–specific tasks
  • Alerts on pending tasks ensure timely approvals
  • Calendar view to manage schedules and appointments
Case related documents need to be collated and it takes time to locate documents for references
  • Document libraries to automatically capture, index and store lawyer, client and case related documents
  • Documents easily searchable by lawyer, client, user,date of case, uploaded date, type of case etc.
  • Availability of old case related information with reference documents from external systems through seamless integration
Unavailability of lawyer profile and workload data to decide which lawyer to be assigned to a case based on their availability and profile
  • Facility to allocate lawyers to cases based on their profiles, case type and availability
  • Ease of management and tracking of the cases from the firm’s perspective related to cases closed, open and other aspects
  • Easy workflow to adapt to the conventional collaboration process, customized to provide per-role visibility and work space
User Profile
Calendar for Appointments
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