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Legal Technology Showcase
"Having the appropriate software, and
a staff trained in using it, enables our law firm to create a high
output of legal work in a short period of time."
Software for the Modern Lawyer
At some point, you probably heard of document management software;
but for a law practice, there is a better way to bring everything
together into one system – case management software. Such programs can
integrate address books, case notes, all documents, e-mails,
calendaring, and billing together into one comprehensive package. Our
practice selected TrialWorks™, from the Lawex Corporation, as the case
management solution. Powered by a Microsoft® SQL Server database,
TrialWorks collects and stores all information for our cases making it a
turnkey solution for our business.
Being In a Familiar Environment
When implementing case management software, there is a transition –
especially for someone that is used to working with pen and paper for
many years. TrialWorks makes it comfortable to break old habits with a
file-cabinet type interface. It uses tabs, similar to file folders, to
group important information. For example: Correspondence, Pleadings,
Meds, and Clients are just some of the tabs that contain the case
Living by the Rules
Once the program is open, all the features are available to each
user, but the watchful eye of the network administrator can control
their day-to-day activities. For example, transaction logs are capable
of tracking all work by user or by case. In addition, the TrialWorks SQL
Security permits an admin from setting form, field, and report specific
permissions that can restrict user access.
Many cases begin with a simple inquiry, and TrialWorks assists the
user from the initial contact to case settlement. The initial data entry
is done using a Case Wizard, which collects some of the basic
information based on the case type. Other relevant information is
collected at the time of entry, including valuation, important dates for
SOL purposes, and client data. In addition, since the user initially is
prompted to select the type of case they are entering, supporting forms
are available for special needs such as pharmaceutical matters, auto
accident, medical malpractice, product liability, or slip & fall. The
user has the freedom to complete as much – or as little – information
they choose at first, since all intake forms can be completed later.
Time is a precious resource. The advanced docketing abilities within
TrialWorks permit users to date almost anything for each case. Most
importantly, a user managed SOL Library and auto-calculation system
enables simple and accurate docketing of important dates based on the
date of accident. In addition, all dated entries in TrialWorks can be
added to a designated Microsoft Outlook calendar.
Playing Well With Others
Integration with other software and services enhances the
functionality of TrialWorks. Most important is its integration with the
Microsoft Office Suite; it uses Word for word processing, Excel for
reporting, and Outlook for calendaring. In addition, other services
include the full integration with MediConnect.Net’s online medical
records retrieval, e-Law© online case filing system, Sanction,
Summation®, and several accounting packages such as, QuickBooks Pro®,
Juris®, PCLaw and TimeSlips®.
Communicating With Others
TrialWorks is designed to keep track of all case related
information, and makes it available to all users. For instance, the
e-mail capture abilities allow the program to tag and file all e-mails
related to a case automatically. In addition, users have the ability to
track phone calls, notes, and memos for each case. Everything entered
into the program is available immediately to everyone in the office.
Extensive reporting features permit TrialWorks users to see
pertinent information on one or more cases in pre-configured reports.
Docket, case, cost, time, and client reports are just some of the
categories of available reporting. In addition, the Custom Report Export
gives users the additional ability to easily design their own reports
and view them in Word, Excel, or Internet Explorer.
Having the appropriate software, and a
staff trained in using it, enables our law firm to create a high output
of legal work in a short period of time. We are able to handle more
cases than we have in the past, and always have the information related
to the cases available – whether on the road, at home, or in the office.
Howard Richman is a partner in the firm
of Goldsmith Richman & Harz, LLP with offices in New York and New