Managing Volume, Complexity and Accountability

CaseManagerPro has always been designed to streamline case management on a large scale (see Company History). Every feature in the system is either specifically designed for it or readily accommodates it. Coupled with powerful features that address issues relevant to large complex practices, the toughest practice challenges can be addressed.

The following are just a few of the capabilities of CMPv3 that facilitate high-volume and complex practices.

Capture/Modify Data and Documents Quickly & Accurately

Capturing important information quickly and accurately in a usable form lowers overhead and improves outcomes. Value is created for clients and the practice.

Everything Hinges on Data Structure
CMPv3 starts with a SQL-Server structure that has evolved through three generations of extreme legal environments. We’ve gone to great lengths to design sophisticated relational depth that dramatically improves your capabilities with little or no additional work.
Using Lists and Groups
One way that CMPv3 helps enter and manage data quickly is by grouping cases and other records in any manner that suits the purpose. These groups are created by selecting them from records filtered by relevant criteria. Data fields, workflow processes, document uploads and other functions can then be applied to an entire group rather than each case individually.
Record Update Batches
CMPv3 lets users search for records meeting user-defined criteria and execute data updates en masse. It provides a batch loading and profiling capability for e-files and can include file conversion capabilities and even automate uploads from Exchange folders (custom options). Similar functions allow updating tasks from calendars with select-all/deselect functions, adding lists of records rather than single (e.g.: case team assigned), search and select records for large mail merges, and many others.
Document Batches
CMPv3 not only has powerful DMS features, but also facilitates batch document uploads (including email) and profiling that can save every staff member hours each week. We’ve even setup automated processing of documents through Exchange by taking emails from a dedicated folder, extracting documents and converting them to standard formats to profile individually or in batches.
Match Layout to Uses
Using our Custom Section capabilities, data areas can be laid out to reflect the work or data source. Data entry for standard forms is input to similar online forms. Data migrated from external sources can be mapped to one section with identical fields. Interview questions flow right down the list.
Import/Export Data
CMP’s open architecture, SQL-Server data structure, and customizable data and records allow exchange of data with relative ease. Redundancy and manual input can be avoided for calendars, ordering records, docketing, documents, contact data, financial information and just about anything that you want to see in or out of CMP.
Manage in Batches
CMP has case and document functions that let users search for records meeting user-defined criteria and execute data updates en masse. It provides a batch loading and profiling capability for e-files and can include file conversion capabilities and even automate uploads from Exchange folders. Similar functions allow updating tasks from calendars with select-all/deselect functions, adding lists of records rather than single (e.g.: case team assigned), search and select records for large mail merges, and many others.

Always In-the-Loop

Communication and access to relevant information keep people on task and facilitate case and staff management. The combination of features provided in CMPv3 helps to assure that everyone has what they need on hand to reach their top level of performance.

Best Practices Workflow
The Workflow capabilities provide tremendously powerful tools that use standard process templates to schedule and assign tasks, and deliver alerts and news notices. When one person completes a task, the next one is triggered and the assignee updated. A message listing new tasks goes our each night and items are added to internal user and group calendars and To-Do lists. Management reports simplify oversight by allowing productivity, pending, status and exceptions reporting that confirm all is well or to flag issues.
Management by Reports
As explained in the Reports Section of the Feature Summaries the CMPv3 List Query reports can be setup with precise criteria to deliver ideal reports tailored to the requirements of the person using them. Reports can be scheduled for desktop delivery to coincide with responsibilities. Since data is specific to the practice and job Managers can oversee more staff and staff can complete more work because the relevant information is immediately at hand. (see Reporting to Produce)
Messaging and Notifications
In addition to the Workflow automation and its multiple related notices and the ability to schedule in-depth reports to facilitate the users work, there is an internal Direct Message system similar to email with record context. DMs deliver links to users on the case management system with messages that can provide quick answers and document the activity. It can be copied via email with the security of a secured link rather than a document. Directives provide notification to any number of users that require a response, such as requesting verification that a key document is received. It tracks responses and will send reminders to non-responders making it a simple matter to inform and follow up.

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Managing Volume, Complexity and Accountability

Capture/Modify Data and Documents Quickly & Accurately

Always In-the-Loop