Over the last several weeks on our blog, we’ve been exploring modern legal case management as an integrated approach to managing law firms and legal departments more like a business. You can read about the background here and architecture here. Today, we’re covering why adaptable legal technology is key, and what you should look for in a truly adaptable legal case management platform and business ecosystem.

When an organization realizes the need for improvement, technology can make it happen. The appropriate software ecosystem allows organizations to apply the most successful business principles, while at the same time, scaling to meet your future needs. Modern software technology can frame and automate processes in reusable ways. As unique circumstances arise, the best solutions will allow teams to remain agile, in context with their workflow. Efficiency relies on adaptation.

Key points of consideration for an adaptable case management solution are:

  • An adaptable case management application is the bedrock of your case management life cycle. This application should provide a comprehensive yet flexible ecosystem to manage all aspects of an organization’s work product. The case management system should safely support the pillars of legal case and project management, while not isolating itself from meaningful integrations across the organization. This ecosystem will tightly thread information, automation, communication and all related business functions throughout the case life cycle.
  • Tightly integrated business process automation will significantly improve efficiency. Automation processes will allow staff to focus on their expertise rather than redundant mechanical tasks. A good process design will ensure both accuracy and timeliness by eliminating human error. Adaptable automation processes encapsulate proven business strategies in a way that differentiates your organization from others.
  • Team members need the ability to communicate and collaborate in context with key information (cases, documents, tasks, etc.) within the ecosystem. Pay attention to the need to safely communicate relevant and timely information with customers and outside parties.
  • Avoiding proprietary technology is a good step in ensuring technology is adaptable and remains cohesive. Business requirements often cause organizations to customize and extend their system with support for integrating disparate information and other software applications. Unique processes set organizations apart and should not be an obstacle to success.
  • Process templates can provide an excellent foundation for repeating success but should remain flexible. Strict processes are good for automation but can at times be obstacles to optimal efficiency. Staff should be allowed to manifest their human capital gained from training and experience. Predefined business processes should use automation where appropriate yet allow staff to adapt in areas where business conditions are likely to evolve.

To learn how good legal case management practices can be applied to case/client intake and other business processes, download our client case study here: http://www.advologix.com/web/wp-content/uploads/2017/07/Advologix_CaseStudy_MurphyFalconMurphy_170713-1.pdf