Case Management Module

The SQL*Partner Case Management Module utilizes the features and functions of the Calendar/Docket Module in addition to maintaining case related activities.

Some of the key features of this module include:

Time & Billing Integration

The Case Management Module allows you to maintain case records associated with matters maintained in the Time & Billing system so you do not have to perform dual maintenance. For those users who do not use a Time & Billing System, such as a corporate legal department, or for firms who choose not to implement the WSI Time & Billing module, the Case Management Module can run independent of Time & Billing.

User-Defined Sub-Matters

The Case Management Module maintains single or multiple case information related to a matter. The user may assign a case name different from the matter name and access records using one of the following options:

  • Client code or name
  • Matter code or name
  • Case number or name

User-Defined Fields

Among the key data elements maintained at the case level are the various names and numbers (docket, case, claim, suit, etc.) with which one might search for case records. A case can be categorized by such geographical information as state, county, court jurisdiction and user-defined region and office. Further classification of a matter or case can be maintained, such as:

  • Case Type: Insurance Matter,
  • Class: Bodily Injury,
  • Type: Slip and Fall.

In addition to the standard fields supplied with the Case Management Module, the user can define an unlimited number of fields that may be associated with any case. Records can be retrieved using a combination of data elements to produce statistical analysis reports and show litigation activity and trends.

Related Parties

An unlimited number of related parties may be maintained and associated with cases. Identification of related parties involved in multiple cases by related party is available.

Rolodex

In addition to names, home and work telephone numbers and addresses, hourly rates, etc., may be maintained.

Status Tracking

A Case Status screen maintains offers, motions, current status and dispositions which can also be included in statistical reporting.

Case Notes

A special Case Notes memo pad can be used on each matter and is available in all Case Management screens as well as the primary Calendar screens.

Document Merge and Generation

Document Merge and Generation is an integral part of Case Management. Using key data elements from the Case Management files, a template document can be merged for current, accurate and consistent information. Letters, motions and notifications can be designed on a word processor with the merge fields coded. Documents can be merged and generated at any time, on-demand, or production can be attached to the Calendar for a future date.

More Info...

Other modules in the Practice Management System include:

When used in conjunction with the The Financial Management Series, The Practice Management Series forms a complete information processing system for law firms of all sizes and types of practice.

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