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
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 –
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
- 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
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.
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
- 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
- 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.
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
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
- 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.
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
- Output Formats. List Queries can be built by CMPv3 and viewed
in HTML, Word or Excel, or produced in .pdf files for
- 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
- 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