There’s an adage in the software development world: ask the user what problem they need to solve, not what they want the software to do. The difference between those two answers is staggering, and often results in the delivery of too many features that the client never uses.
Which is why, so many injury attorneys invest tens of thousands of dollars in custom built solutions to fit what their practice area needs and how they work day to day.
To create a legal practice management system that supports the needs of Personal Injury, Medical Malpractice, and Auto Accident attorneys, you must truly understand what they want to see. Plus, have a granular understanding of the role and responsibly of each member of the law firm’s team.
Medical records for example are gathered and recorded by a paralegal, case manager, or client support person, while settlement projections, offers and demand statuses would be reviewed by the managing attorney(s).
Litigation, Injury and Trial law firms operate differently than transactional consumer cases. They are managing a stream of cases which may take years to resolve. Case managers are keeping track of medical treatments, drugs issued, sometimes across over a dozen medical providers paid for by multiple insurance companies. They don’t exactly have your run of the mill list of contacts either!
So, when I demoed CASEpeer I was amazed to see a clean, easy to navigate interface that combines this massive web of data and contacts into one beautiful screen. The Home Tab of a case feels more like you’re reading a report, laid out like a real estate listing. A photo of the client at the top left, important contacts, insurers, liens, police report, health bills, incident photos and more are all accessible from here.
The vertical menu layout and green color scheme is easy to navigate. Especially as the menu is divided into two primary sections: execution related tabs, and a nested management menu. By separating the two, staff related to case and client management can focus on their work. CASEpeer includes pre-made CASEplan task lists, which can be customized to include specific to-do’s such as collecting medical records, updates, bills and lien information. Increase productivity by creating template letters that will auto-populate with the law firm and client’s information, freeing up more time for client interaction.
For injury cases, a detailed Medical Treatment Tab was built to support all the finite details needed to build a case. List providers, bills, treatment records, lien reduction rates, bills received and paid. Then as your list of medical providers grows in the database, quickly search and add them to the Medical Treatment Tab to avoid double entry.
Additional specialty tabs include a dedicated Settlement Tab, which includes a negotiations section, demands worksheet, plus fee and trust reimbursements. Each case has fields to record insurance policies, claim numbers, and limits – perfectly suited for medical malpractice, auto-accident or trauma related matters. Add tasks right from any tab of the case.
Documents can be stored directly in the CASEpeer cloud. Integrate folders and files into the case record for sharing and access from your mobile device. The CASEpeer team is currently testing an integration with Dropbox they hope to bring to users later this year.
Next, move over into the nested section of Management Screens, where managing attorneys get the high-level information they need without having to dig through the weeds or run manual reports. View what has and hasn’t been completed, filter by last touched date or employee, and my personal favorite – a firm-wide report on the projected settlements for all active cases located in the Settlement Tab. Filter this table to also view which cases are bringing in the most money, and steer attention to those that may be behind.
Consider the possibilities of a report that would deliver a cash flow projection complete with enough detail to present to a bank. Offers, demands, and settlements pending with issues are used to project upcoming revenue. The long, tedious and expense laden course of a case will often take its toll on a law firm’s operating capital. Discovery, medical expenses, and expert witnesses can quickly consume funds, putting the law firm in a place where they need to get a line of credit or short term bank loan. The Settlement Management screen can potentially provide the data needed to get approval from your financial institution.
Another notable, firm wide feature is lead tracking. Law firms should never forget to track and nurture the leads who may not have a case today, but could tomorrow. Built in lead tracking features help staff stay on top of potential new clients alongside their current case work.
My biggest take away from the CASEpeer demo
It is apparent CASEpeer was built with active firms for years before releasing the product into the market. The maturity of features present in the current version is usually not seen until a product has been live for five or more years. For this reason, CASEpeer can be used in law firms of all sizes. One clearly achieved goal is eliminating challenges of distributing case work electronically. To avoid bottlenecks of communication or document wrangling.
Training and security permissions come standard with your CASEpeer purchase. Add, delete and manage users in the administrative section, or take advantage of the unlimited support.
For law firms looking for something that feels like it was made to execute one specific type of case, that practice in the areas of personal injury, medical malpractice, auto-accident, or trauma related cases please give CASEpeer’s website a visit. They have created something really special, just for you.