A while back, my company slicedbread sent Stuart McLatchie to the Strategic Legal Technology Forum in Portugal (lucky him!). On his return he talked about one of the seminars. The host asked for everyone to stand up and then asked them to remain standing if they were happy with their case management system.
Incredibly, all but one sat down, from about 40 legal professionals, only one person remained standing. I won’t tell you whose case management system that person had adopted, but if you could see my beaming smile, you might guess. Basically, I’m not trying to do the hard sell here!
I’m relatively new to the industry, so I’ve done quite a bit of reading about case management systems in the legal sector and there seems to be a number of people with strong views against case management systems. This baffled me a little as I’m a great believer in using processes to make you better. I’m from a creative background and it might seem a bit of an oxymoron to say I like process to make my creativity easier, but processes help to reduce my admin so I can concentrate on where I add value.
It made me think, is there a list of questions that you can ask when thinking about your own case management system or even if you’re looking to invest in a new platform. So I came up with the following (in no particular order):
Is it easy to use?
- Does it provide me with a task list so I can manage and prioritise my tasks?
- Do I have to change the way I work to make the case management system work?
- Am I more efficient because of my case management system?
- Can I do most of my activities from my case management system or do I have to use a lot of different software platforms to do my job?
- Does the workflow and process make it easier to service clients?
- Does it provide me or management with insights about performance?
If you’re answering no to a lot of these questions, then does this say something about your case management system?
The purpose of technology is to be an enabler to ensure that users are the best version of themselves. This is particularly imperative in law firms as they employ some of the brightest brains in Britain. Technology should enable lawyers to spend more time with clients and more time using their skills and experience to get results. By getting results, you get happy customers. Happy customers make for a healthy business.
If you’re not happy with your case management system, maybe it’s time to do something about it.