Picture the scenario – there is a myriad of case files in that overflowing filing cabinet and you need to search through just one of them to find a correspondence that’s crucial to your case.
But shouldn’t your focus be on the logistics of the case itself?
Case files are the sum of all past records, but are relevant no matter how old. The problem is that finding the right information can become complicated.
A lack of organisation can lead to wasting minutes or even hours of your time, which could have been used to complete more important tasks.
Not only that, minor mistakes could have a major ripple effect on the case and could result in greater errors in the future. Sod’s law says that anything that can go wrong, will go wrong, at the worst possible time.
So what could go wrong with case management?
Plenty of things could, and they will.
A handful of the challenges faced when managing cases are:
- Finding the correct information
- Having to insert all the information manually
- Following up with clients
- Maintaining an organised case file
- Matching cases with lawyers that have the right level of expertise
- Meeting deadlines
- Managing tasks
So, once again, what could go wrong? Plenty.
Legal case management has always been a way to not only keep tabs on cases, but to also have the right resources to make judgement calls in the event of unpredictable situations – and life is an unpredictable machine.
But by the end of this article, you’ll have a clear idea of why an Intranet is the perfect solution to your case management problems and how it will prevent avoidable mistakes that could cost you even your most loyal of clients.
The Digital Renaissance
Technology is already reshaping multiple industries.
The complete relocation of business administration to the “digital world” and the centralisation of data is helping companies streamline processes and make sense of the chaos in the office.
You may be asking what relevance that has here?
Well this transformation counts not only for finance, healthcare, manufacturing, etc… but also for the legal sector. By leveraging technology, law firms can increase:
- Client retention
We’ve already talked about what makes a great SharePoint Intranet here, now we can talk about how to build on SharePoint to make a great case management network.
Microsoft SharePoint has industry-leading in project and document management, as well as being an excellent collaboration tool.
A good Case Management System built on SharePoint should have an admin portal, a case details pane, and a case investigator dashboard. Together, these interfaces contain a number of features that support untold advantages for legal firms just like yours.
So, what are these advantages?
- Search feature – Lawyers can find relevant documents in the blink of an eye if the search feature is configured correctly. Creating libraries and using metadata to list and organise documents will help you avoid mistakes and delays.
- Easy to update – Even non-IT employees can update content on a SharePoint, so no IT knowledge is necessary.
- Multiple organisation options – Cases can be organised using folders or sub-folders, document sets, SharePoint websites, and/or Office 365 Groups. The possibilities are endless!
- Task Management & Calendar – Users can add tasks, assign them to specific employees based on their knowledge and track their progress. This will optimise resources and ensure that the right lawyer is always working on the right case.
Providing a SharePoint calendar will allow these same lawyers to stay connected, thus missing fewer meetings and deadlines.
- More physical space – Legal teams aren’t expected to immediately divorce from their paper documents, but it’s useful to make space in those filing cabinets and back offices.
- Secure information sharing – Keeping information confidential and secure is another key element. By playing with user permissions, you will avoid unwanted data breaches and the additional problems that they bring.
- Centralising information – Data can be easily accessible if it is centralised. A robust database will enable the use of analytics to identify trends such as potential process bottlenecks. This way, you know what the problem is before it even arises.
These are the main advantages of an intranet solution, such features allowing lawyers and paralegals to direct their focus to more important legal duties and improve their overall productivity. But the real scope is much wider.
The legal tech market is expected to grow significantly in the next few years.
As large law firms invest in technology, client expectations begin to rise uncontrollably. Medium-sized law firms must keep abreast of the latest advancements to not be left behind in the great tech race.
So, is SharePoint a viable solution to legal case management? Surely the jury has reached a verdict.
Keen to know more about the Possibilities of Sharepoint?
Book a free, no obligation demo with us today!