July 28, 2005
Connect Your Case Management and Core Business System
Juris® connects to most popular case management systems. It is pretty obvious that connecting the firm’s core business system and case management system to work together will result in “more partner income." I recently got my hands on an article by Jeff Tefelske that highlights the benefits their clients can expect by taking advantage of the connection between their product, LawBase, and Juris®. What he has to say is worth your time.
Jeff wrote “You can greatly improve the efficiency of your office by connecting the firm’s case management application and business system. One of the leading law firm business systems, Juris®, connects with LawBase case management application from Synaptec Software, Inc. The resulting benefits for LawBase clients include:
Single Point of Entry: Whether a matter starts either in Accounting or Case Management in your office, the interface is configured so that information will flow from one application to the other. Re-keying information is no longer required. This saves valuable staff time. It also provides less chance for error when entering information.
Bi-directional Update: Once the information has been entered into one program, it automatically updates the other. This automatic syncing of data ensures that all users will have the most current information. In this way, a change of address entered into the case management system is automatically transferred to Juris. Of course, this applies only to non-accounting information such as addresses, name changes, parties, responsible professionals handling the matter, etc. You can turn off this feature if you want to be able to control all the information from Juris.
Display Accounting Information in Case Management: When your attorneys or paralegals need to know the amount expended in fees or costs in a matter, do they need to contact accounting to look up that information? Wouldn't it be easier if they could simply pull up the matter in your case management software and be able to view up-to-the-minute information from Juris? The information can be viewed only and is non-editable so that you can be sure that the accounting department retains complete control over financial information. As an example, this information can be combined with other case management functions, such as mapping between fields to create up-to-the-minute budgets. Further, security settings allow you to limit access to this information to only those who need to see it to accomplish their responsibilities. Finally, it allows you to automatically notify a partner when a case exceeds x% of the budgeted amount, so that proactive action can be taken. These are just some examples of how information can be shared between case management and Juris.
Notes act as time entry module: The notes function of the case management software has a 'time spent' feature that allows it to automatically track how much time you have spent on a particular file. This information can be passed as a time entry into Juris. This means that timekeepers can record their time while entering information into the matter, eliminating the need for a separate time sheet. This not only makes users more efficient by recording their time in a single location only, but also has the added benefit of making sure that more billable time is recovered resulting in more accurate billings to the client.”
About Jeff Tefelske:
Jeff Tefelske is the Vice-President of Sales & Marketing for Synaptec Software, Inc. the developers of the LawBase case management application. Prior to working with legal professionals seeking case management over the last twelve years, Jeff practiced law specializing in litigation matters. His general interest in legal based technology has been an interest of his dating back to his days in Law school. If you would like more information on the topic of this posting, he can be reached by phone (800-569-3377 x.20) or by e-mail to Jeff.Tefelske@lawbase.com
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