Internet Newsletter for Lawyers
March/April 2003, by Delia Venables

Case Tracking Online - Case Studies
Assembled by Delia Venables

In the last newsletter, I described the different types of case tracking available, varying from the client being sent a simple email when a milestone is reached, through the provision of fixed format reports on a daily basis, up to the client being able to query the case management system in real time to prepare reports on the matters being handled.

Broadly speaking, the complexity of the system, and the potential problems with security, become correspondingly more difficult as you move through this categorisation, and only the larger firms have the IT resources to manage their own file server, associated client and matter data base, and real time querying programs.

As part of my research for the last issue, I emailed all the firms for which I have an email address and received replies from around 100 of them. I have selected a number of firms who were providing case tracking online for their clients, and asked them to write a case study on their experiences. I have tried to select case studies from firms using the key software suppliers of case tracking facilities since the vast majority of firms will need to use a software supplier to set up this facility. For more on this, see the article on software suppliers in the last issue here.

In this issue, I am including the following case studies:

AIM - AMS Law by Steve Williams
Solicitec - Yuill + Kyle by Stephen Cowen
Solicitec - Fitzpatricks by Tom Fitzpatrick
Pracctice - Sykes Anderson by David Anderson
Videss - Sills & Betteridge by Paul Cowen and Gary Phillips
DIY - Wilson Nesbitt by Kieran Gilmurray

I will be providing a further set of case studies in the next issue.

In each of these case studies, the heading includes first the name of the software supplier and then the firm providing the case study, together with the author.

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