Case Manager Pro by LucidIQ
Lucid IQ - Mind Over Matters

214-221-9995 x101
info@lucidiq.com

Feature Summaries

CMP offers incredible power, flexibility and ease of use that enhances performance at every level by making it easier to capture, manage, access and report your important information regardless of the practice.

Now in its third generation, the capabilities developed for hyper-complex matters a decade ago have been refined and woven into an elegant case management program that’s amazingly versatile – CMPv3.

Everyone benefits from efficiently managed information that provides accessible practice-specific data in user-defined context.
  • One-stop Source. Put everything you need within easy reach – organized and waiting for you
  • Custom Data. Easily adapt to track what you need – cases, documents, clients, calendars and all
  • Process Management. Stay a step ahead using workflow alerts and reports for best practices, compliance, docketing
  • Calendars in Context. Keep staff focused with job and practice-specific calendars they can manage
  • Custom Reporting. Real-time insight is a click away when reports are so easy to create and user-relevant

Web-based Legal Case Management with CMPv3 gives you…

  • 24/7 Access local or remote
  • Inter-Office access for staff, co-counsel, clients, etc.
  • Lower cost to install and maintain
  • Ease of Use in familiar format
  • Outsource Hosting as desired

User Interface Design and Ease of Navigation

Users are immediately comfortable with the web interface, simple layout and ease of navigation.

  • Screen Design is consistent among the records so users are quickly oriented. Navigation, color, font, and functional features provide UI structure but allow flexibility within, such as the custom areas and creating the record categories.
  • The Home Page is a dashboard of user-selected links and data including current cases and documents, to-do updates, reports, messages and other priority information.
  • The Navigation Panel allows users to quickly add, search or browse their records.
  • Searches accept multiple criteria and Boolean logic, plus Full Text Search for documents.
  • Browse folders to drill down through user-defined record types and links to find related records.
  • Action Menus on each screen make it simple to add notes, log calls, attach documents, send messages, etc.
  • Related Records can be viewed on each screen including notes, documents, call records, and more.

These abilities allow any practice to handle a substantial volume and depth of information, customized for each type of case and record, while maintaining ease of use and access.

Primary Records

Four Primary Record categories provide robust structure with unlimited flexibility for data. Each can be linked to any number of other records for complete relational tracking. They may contain multiple Custom Data Sections, any number of Related Record Links, and are fully reportable through our proprietary report builder.

  • Cases and Matters. Highly adaptable for any type of case – not only transactions or litigation, but admin processes, investigations, projects – CaseManagerPro will manage any number of parties in a single case. Custom Data Sections, Workflow and Staffing, as well as the array of specialized records such as Event Histories (e.g.: employment, military, medical), Products (e.g.: securities, product liability, hard evidence), and Sites (e.g.: job sites, real estate, retail stores) allow tracking of any relevant data across multiple cases and matters. Case Groups can be created to manage class action and mass-tort to maintain data integrity.
  • Contacts. Any entity tied to other records or actions – clients, parties, attorneys, staff, counsel, experts – should be tracked as Contacts. They can be involved in any number of cases and linked to documents and other records. You can take a “contact-centric” view of clients or staff members by viewing cases, documents, tasks, etc to which they are associated. Monitor staff productivity, track client contracts, or lookup experts’ historic deposition quickly and easily. There are also robust Customer Relationship Management capabilities.
  • Document Profiles. Any e-file or paper document, whether work product, pleading, evidence, contracts, emails and others can be uploaded or tracked in configurable Document Profiles. Once a Profile is created you can use Workflow to route or manage it (e.g.: through a draft/approval process or ordering copies of records), capture multiple versions, and track any data, cases and contacts. Documents can be uploaded en masse, then grouped into single profiles or added as multiple Profiles with common data. Documents are fully searchable based on the Profile data, and text documents are searchable by text functions.
  • Calendar Entries. Tasks, meetings or other events can be added ad hoc or automatically created, assigned and triggered by other dates and tasks through the very robust Workflow functions of CMPv3. Processes can be created for 10 types of records and used for administrative, practice management, compliance, docketing and other purposes. They can be viewed in the highly configurable calendars and reports organized by person, group, task, case type and other variable criteria.

Other Key Records

A number of other records are secondary to the Primary Records, provide flexibility to create specialized data capabilities, or are used to present information.

  • Custom Calendars. Calendar records essentially define the criteria for filtering Calendar Entry for various uses. They can support specific people and jobs, practice groups, managers, cases, and even document distribution. Any authorized user can create Calendars to manage a variety of dates such as pending contract extensions, statutes of limitation, trial dates, filing deadlines and other mission critical responsibilities. Attorneys can see a consolidated view of all deadlines for their cases, or which of their staff are overloaded. This flexibility keeps staff focused, managers informed and clients well satisfied.
  • Reports and List Queries. (see Reporting below)
  • Sites and Products. Initially created for product liability and toxic tort litigation, these records have proved useful in managing a variety of cases, matters and processes including real estate, intellectual property, search and seizure, chain of custody, and labor & employment. The ability to associate each record to multiple primary records provides a remarkably sophisticated platform to cross-reference information.
  • Event Histories. Whether tracking meetings, medical background, employment history, or mapping significant event series, the ability to frame a time period associated to specific events, people, documents and other objects provides perspective and clarity to any scenario to which it is applied.
  • Special Use. Individual records are available for depositions, discovery, motions, service, and other specialized data areas that may be required in especially complex or data-heavy cases to enhance organization.

Adaptability and Customization

CaseManagerPro is designed to adapt to any practice, even non-legal cases. Every record can be customized by non-tech staff to manage its content based on its use and your need.

  • Data Fields. Pull-down menus and multiple keyword fields are completely editable to match your practice, e.g.: Document, Case or Contact types, status fields and scores of others. These client-defined fields also name the faceted folders of the Navigation Panel.
  • Custom Data Fields and Sections. Data sections are easily created with our Admin Tools that allow the field label, field or related record type, row and column to be specified – along with the criteria to trigger it to be added. There are over 30 types of data fields and records that may populate these sections.
  • Workflow. Recurring processes are series of tasks with defined triggers and staff assignments. Workflow process are incredibly valuable for streamlining flow of information, reducing risk of dropped deadlines, adhering to Best Practices guidelines, assuring compliance to regulatory or client requirements, documenting activity and so on. They are added to Case, Document or other records by context criteria or manually. CMPv3 delivers daily updates and auto-alerts to attorneys and staff, and the output can be used to manage specific jobs, monitor cases, clients, documents and other record activity, supervise staff, report to clients, etc.
  • Security. Each user is assigned a Security Role and any number of Security Classes. The endless combinations not only determine access rights (deny, read-only, edit) for data areas, but also for entire record classifications (e.g.: practice area, departmental, privileged, etc)
  • System Configuration. Depending on the practice there are a number of data areas that are not necessary or that have alternative settings. From the Admin Tools data areas and functions can be turned off or on and preferences can be selected to optimize the experience of your practice.
  • Custom Requirements. Our consultants and programmers are experts at solving problems. If something needs to be accomplished that CaseManagerPro does not handle out of the box, we will likely provide a quick and cost effective solution. Our clients will tell you, we are a serious software shop.
  • Integration. CaseManagerPro has a very well designed SQL Server database and open architecture. It has been integrated to a number of document, docketing, accounting and other systems as well as Outlook and Exchange Server. The ability to easily add custom data fields also facilitates direct mapping of data from external applications for integration and data migration purposes.

Reporting to Produce, Manage and Inform

CaseManagerPro’s reporting capabilities take full advantage of the capacity and versatility of the program by making it easy for anyone to have real-time information that is specific to a purpose. An IP paralegal may want to look at status and due dates for patent applications in process, while National Coordinating Counsel for MDL wants to keep up with new case filings and settlements, and the in-house contract attorney wants to know pending renewal and expiration dates. It’s all easily accommodated in CMPv3.

  • List Queries. CMPv3 users can create custom matrix reports easily and quickly by using the extremely powerful List Query feature to access virtually any information in the system. It lets the user build the report by defining the content desired for each field (report column) of the output record (row) and the order in which they will appear.
  • Reportable Data Fields. Virtually any field in the system is reportable with List Queries. Even custom data fields become immediately reportable as they are added. Contact data can be used to create mailing lists, employee directories or to report on phone calls and meetings with clients. Pull medical data and background information for plaintiffs, or all retail sites in Texas and the lease expiration. Calendar entries and date fields can be defined within a specific date range, or to report the ‘Next Task Due’ or ‘Last Task Completed’.
  • Criteria. CMPv3 leads the user to select the data field then choose criteria to define the output. Criteria and operators (e.g.: contains, equals, not empty, etc) adapt to content to provide appropriate options (e.g.: pull-down menus, numbers, dates, text, etc).
  • Save Options. List Queries are saved for future use and can be modified and saved as a new report. They can be categorized with the customizable ‘Report-Type’ field, and marked ‘Private’ for security or to assure they aren’t modified.
  • Run-time Criteria. A well designed report can be very flexible and useful to lots of people by adding Run-time Criteria that is editable from the report launch screen. For example, a report of upcoming trial dates can have Run-time criteria for the number of months forward, Lead Counsel, Case Type or client so it is useful to every litigation attorney.
  • Scheduled Delivery. List Queries can be delivered via email or within the system on a recurring schedule in the form of a document or as a link that requires login credentials for access.
  • Output Formats. List Queries can be built by CMPv3 and viewed in HTML, Word or Excel, or produced in .pdf files for distribution.
  • Document Template Merge. List Query output can also be used as the data source file for Word template merges to create client mailings, produce service documents or personalize marketing pieces.
  • Search and Data Area Reports. Any record search screen, which are available for all major records with multiple search criteria, can be used to generate excel spreadsheets with its search result data. Excel can also be used to capture Custom Data Section content that often contains multiple entries in one area (e.g.: output all of the ‘Legal Issues’ or ‘Employment History’ entries in a report).
  • Custom Reports and Third-Party Report Builders. Customers can write and manage their own query libraries and reports and use third-party reporting apps. Lucid IQ will provide a confidential copy of the CMPv3 data schema under appropriate circumstances.
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