What is Case Management Software?
In the last year, I’ve gone from getting the occasional question about case management software to a daily deluge about what to buy, where to get it, etc. Everyone, it seems, wants case management software. This is not surprising, for the term itself implies a highly desirable state of affairs: who wouldn’t want his or her cases managed? However, if you put five lawyers into a room and asked each to explain what “case management” meant, you’d probably get five different statements about what case management software should do. One lawyer may want financial records to be handled; another may need dates tracked; and a third may simply want note-taking capability. Even though different law firms have different “case management” needs, we can establish some ground rules for what the software should do. So, the short answer to our question is that case management software is designed to provide the lawyer with an up-to-date database of information regarding the status of a matter, people in
