Matter Management Software – Important Requirements
posted in Bricks and Mortar Business |1. One central database
The central database holds all documents connected with the matter from emails and faxes to agenda and procedures.. View all the documents related to a matter based on a certain standard; all the documents associated with a particular contact. Paper-based medium can be incorporated via a built-in or stand alone scanning facility..
2. Email integration
One-touch email integration (including Outlook, Lotus Notes and other packages), means that you can save emails and attachments to an appropriate case files.
3. Time saving
Workflows and templates built into a matter management system will save time spent on document creation and mangement. Avoid the unnecessary overheads of typing details in every time through pre-populated templates.
4. Consistency of work
Team working practices can be created to remove variances across the team.. {Appropriate automation to free professionals from background tasks – three different levels of workflow provide the opportunity for work to be heavily controlled or largely free-flowing|Fee-earning professionals don’t need to spend time on background tasks. Gain efficiency improvements through the use of appropriate workflows.. Do you prefer working in a controlled environment or more loose procedures. Matter managment software systems offer these choices.
5. Date and Event Management
Matter management software can be fully integrated with your calandar system. Supporting:
- Event scheduling
- Supporting diary management
- Automatic scheduling of required team members
6. Enhance teamwork
Professional teams often require the ability to share a library of intellectual capital including best practices, industry guidelines, regulations or other standard documents.
7. Information Management
Automated user-defined reporting. In addition to a set of standard reports. Allow user-configurable reporting to suit different organisational needs. Reports can be defined and scheduled to run at set intervals, delivered in a format ready for publication, or exported to Microsoft Excel for further manipulation.
8. Communication.
Deliver an organisation-wide, shared contact database to aid collaboration and ensure that team members have access to the very latest information. Contact details can be automatically inserted appropriately into precedents. It is not uncommon to want to access risk associated with a single contact. Since all information and related documents and cases are tagged this is easy to perform.
9. Compliance and Records Management
Maintaining records of dates, instructions, correspondence and outcomes is increasingly important in today’s legislative environment, requiring retention or information for discovery and disclosure purposes. An audit trail allows all records associate with all cases, matters and projects down to individual emails and correspondence..
10. Data backup
Today’s professional teams are dispersed georgraphically, so an online system meaning secure access from anywhere is not only important but vital
Looking to conquer affiliate marketing and the PPC model?
then visit the PPC Coach Main Site for a $1 One Month all access pass! Now!
