Cloud Case Management Software, System, Solution

Cloud Case Management Software

Making the decision to entrust workflows to modern technology is a significant choice that requires careful consideration. However, with the widespread embrace of digitalization across various industries, this decision can yield numerous benefits. Cloud case management software offers a tailored solution designed specifically for lawyers and law firms, enhancing the efficiency and performance of your team.

What is Cloud Case Management Software in 2023?

Cloud case management software is a cloud-based system or platform that provides a secure environment for working with files and information, enabling storage, editing, and confidentiality maintenance. It boasts unique features that facilitate faster task completion and help your team achieve their goals. Furthermore, it can enhance your reputation and foster trust among colleagues and clients, which holds great significance in today’s landscape, influencing feedback and referrals.

Why Utilize a Cloud Case Management System in 2023?

For organizations dealing with a substantial amount of information, adopting an interactive cloud case management software platform is a prudent decision. The multitude of features and functions offered empower you to progress swiftly towards your objectives. It aids in enhancing overall productivity, efficiency, and competitiveness. Additionally, it alleviates the burden on employees, including yourself, during work processes, streamlining and expediting tasks, thereby freeing up valuable time for more critical matters beyond the daily routine.

VIEW DEMO

Texas Department of Licensing & Regulation

“TX Department of Licensing & Regulations has successfully used Legal Files since 2010 to track grievances, audits and various other issues.”

Features of the Cloud Case Management Software

Now, let’s discuss another crucial aspect: it is important to remember that each cloud case management system is unique, offering distinct characteristics and functionalities. It is essential to pay attention to these features and determine your specific requirements and objectives for the cloud case management system. So, let’s explore the indispensable services that give the software its purpose:

Centralization
Enables the creation of a comprehensive record of past and scheduled meetings. This feature enhances governance and facilitates a reevaluation of implementation strategies. With this functionality, you can utilize the calendar to track appointments, and other board members can stay informed about scheduled meeting dates.
Meeting Directory
Quickly and effortlessly locate the exact board member you need at any given moment. This simplifies interaction and communication with the relevant individuals.
Scheduling
Establish a well-structured schedule and ensure that every board member receives notifications about upcoming meetings. You can create timetables to publish relevant documents for voting, discussion, and other purposes.
Minutes
An automated mechanism for taking minutes reduces costs and effort, promotes accountability, and enhances communication among meeting participants.
Electronic Signature
Bid farewell to the challenges associated with traditional physical signatures and eliminate the need for constant office visits. Instead, request board members to validate electronic signatures. This feature proves particularly essential and convenient when urgent approval of a document is required.
Reporting
Gain the ability to track company objectives, measure project effectiveness, identify critical areas that require attention, and monitor the progress of ongoing work stages. It provides invaluable insights for decision-making and evaluation.

Enables the creation of a comprehensive record of past and scheduled meetings. This feature enhances governance and facilitates a reevaluation of implementation strategies. With this functionality, you can utilize the calendar to track appointments, and other board members can stay informed about scheduled meeting dates.

Quickly and effortlessly locate the exact board member you need at any given moment. This simplifies interaction and communication with the relevant individuals.

Establish a well-structured schedule and ensure that every board member receives notifications about upcoming meetings. You can create timetables to publish relevant documents for voting, discussion, and other purposes.

An automated mechanism for taking minutes reduces costs and effort, promotes accountability, and enhances communication among meeting participants.

Bid farewell to the challenges associated with traditional physical signatures and eliminate the need for constant office visits. Instead, request board members to validate electronic signatures. This feature proves particularly essential and convenient when urgent approval of a document is required.

Gain the ability to track company objectives, measure project effectiveness, identify critical areas that require attention, and monitor the progress of ongoing work stages. It provides invaluable insights for decision-making and evaluation.

Next-Generation Benefits

From easily customizing the platform to managing expenses to accessing your dashboard wherever you are, Legal Files is there to support your day every step of the way.

Track all your claims.

Keep track of claims and have nearly instant access to all the necessary details: date and place of the loss, policy limits & reserves, filing information and more.

Multiple deployment options to meet your needs.

Host your data on premises or in the Cloud, whichever works best for your office.

Set your own rules.

Build workflows, assign tasks, set deadlines or send emails at any stage of a case.

Improve client relationships.

ontacts are stored in one centralized location, making sure everyone has access to the most current information. Easily determine relationships and involvements with any case.

Stay current with Manage My Day.

Your own customized dashboard with reminders, messages, alerts and more.

Track all your items.

Keep track of the details of any item (vehicles, dwellings, etc.) involved with a claim; an invaluable feature with subrogrations.

Create a pleadings index automatically.

Easily track dates, deadlines, responses and what method of service was used.

Document management features make access a breeze.

Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.

Extensive document assembly features make your day easier.

Quickly create new documents by tapping into the document assembly feature.

No need to rely on IT.

Non-technical tools empower key staff to meet current and future requirements.

Build a more powerful organization.

Reporting features work across different locations. And, our Enterprise solution provides the flexibility needed to use corporate resources with minimal effort and still function as an independent entity.

Manage that email mess!

Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze.

WHAT OUR CUSTOMERS SAY

Jackson County, Missouri W. Stephen Nixon

“You guys have been great! I think going to Legal Files was one of my best decisions as County Counselor.”

ShopCore Properties, LP Linda Madway, SVP & General Counsel

“We selected Legal Files because we are geared toward an in-house practice. Other software programs seemed like they were designed only for use in a law firm.”