Why Firms Need to Start Using Case Management Software

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Looking at some of the benefits and features of Caseflow, case management software that helps reduce time and expenses.

Despite trying to cut down on paper, some firms find themselves producing more documents than ever before. If a firm is producing dozens of documents, this can be wasteful as incorrect versions are printed and edited – not only in materials but in the time for all parties working on the documents. There has to be an easier way to get the job done without creating unnecessary paperwork.
The answer to the problem: Caseflow!
Caseflow is a form of Case Management software. Case Management software helps to automate processes and activities creating a smooth and seamless workflow that allows employees to complete jobs easily and on time. Caseflow originates from Australia and is currently Triella is an integrator of the product. What are some of the benefits of Caseflow?
 
Creates a Routine
Completing routine and repetitive tasks can be bothersome and time consuming. There is nothing more frustrating than creating a large number of documents on time only to find that one small mistake has been made thereby rendering the documents useless. With Caseflow, the software allows you to create a routine process filled with detailed steps, instructions and reminders that allow employees to create documents with the correct information quickly and on time.
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Compatibility with Different Systems
Caseflow is a very versatile system. Unlike some software programs that will not work well, if at all, with a firm’s existing systems, Caseflow seamlessly integrates with a number of different systems. Examples include Document Management Systems (Worldox), Accounting Systems, Scanners, etc. No matter what types of systems that a firm uses, Caseflow will be able to work with them.
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Works Right from Outlook
Microsoft Outlook is a very well-known system installed in many companies. As mentioned above, Caseflow is able to work effectively with a number of different systems. The software is able to work from the Outlook interface which cuts down on confusion and allows employees to work with something that is familiar to them.
 
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Keeps a Timeline of Work, Completed or Otherwise
Despite effort, keeping track of every transaction and all the details associated with them can be difficult. An employee can forget where they left off in a project from one day to the next or a lawyer can step away from a project for a few days and will need updating on their return. The benefit of Caseflow is that with the automated work process, the software also keeps a detailed record/chronology of the work completed or to be completed. In a list format, Caseflow clearly outlines the next task to be completed which means that employees do not have to worry about trying to remember where they left off. The list format is also beneficial for partners who want a detailed update on the project; the information is right at their fingertips.
 
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While a Case Management System might not be the most obvious or first thought-of software for a business, it is definitely something to consider, especially if a business is looking to maximize the productivity of their workers without over-working them, reduce the amount of errors in large document production, and complete work quickly and efficiently thereby staying ahead of the market.
For more information on Caseflow,  our slide deck highlights some of the software’s key features as well as a look at the software’s interface.
To request a demo of the software, contact Triella at 647-426-1004 or visit our website: www.triella.com
 
 
Courtney Rosebush is a Marketing and Sales Coordinator at Triella, a technology consulting firm specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium sized firms. Courtney can be reached at 647.426.1004 x 227. For additional articles, go to www.triella.com/publications. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Kaspersky Reseller.
© 2015 by Triella Corp. All rights reserved. Reproduction with credit is permitted.
 

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