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The terms legal case management (LCM), legal management system (LMS), matter management or legal project management refer to a subset of law practice management and cover a range of approaches and technologies used by law firms and courts to leverage knowledge and methodologies for managing the life cycle of a case or matter more effectively.
Law practice management software is software designed to manage a law firm's case and client records, billing and bookkeeping, schedules and appointments, deadlines, computer files and to facilitate any compliance requirements such as with document retention policies, courts' electronic filing systems and, in the UK, the Solicitors' Accounts Rules as defined by the Solicitors Regulation Authority.
Launched in 1998 as CaseMap, the software was originally written as a Microsoft Access application by an attorney in Florida, who sought to better manage the facts in his cases. It includes database tables (the program's documentation refers to them as spreadsheets ) for facts, issues, documents, physical evidence , depositions , pleadings ...
Human resource management (managing personnel) is an important aspect of law practice management, and many books and other resources offer advice to firms on this topic. [ 21 ] Law firms often employ a number of non-legal personnel or support staff; according to one figure, the average attorney to non-attorney ratio is 1 to 1.3.
Clio was established in 2007 by Jack Newton and Rian Gauvreau. [3] Clio launched first cloud-based practice management software developed for law firms. [4]In 2012, Clio's Series B raised $6 Million.
CM/ECF (Case Management/Electronic Case Files) is the case management and electronic court filing system for most of the United States federal courts. PACER , an acronym for Public Access to Court Electronic Records , is an interface to the same system for public use.
In 2016, Doximity built Dialer, a free communication tool for physicians to call their patients. The Doximity Dialer app allows physicians to call patients from their personal cell phone, and the patient sees the doctor's office number on caller ID.
Corporations can use matter legal matter management software and systems to manage both their in-house counsel staffs as well as their outside counsel law firms and non-law firm legal service providers who work on legal matters on the corporation's behalf (i.e., expert witnesses, court reporters, copy services, etc.). Law firms might use matter ...