Case Management Systems

Case management systems are ideal tools for professional practices whose services are naturally provided as items of casework. These systems generally provide a wealth of support and automation to free the professional from mundane administration and assist them in guiding multiple cases through multiple processes, by, for example:

• Centralising all information (documents, letters, email, SMS, etc);
• Process definition and automated process steps;
• Process time keeping and escalation;
• Document templating, merging and mailing;
• Email integration;
• Shared contact management for clients, agents, solicitors, partners, etc;
• Diary and event management;
• Automated time recording; and
• Management reporting tools.

There are many such systems each with their own approach to technical solutions and charging arrangement. Whilst most provide a range of built-in standard processes and claim easy customisation, there is still a significant amount of effort required to set up a system for your own business and to maintain them as your processes change or you introduce new processes. Your professional staff could do this customisation but whilst doing so they are not earning fees and they will take longer because they are not familiar with the system and are not be aware of the pitfalls. Finally, consultants provided by the vendor rarely have the time to focus properly on your business and are often not available when you need them.

MorganDoyle

• Advise on the most appropriate system for your business;
• Understand your business, the services you provide and the processes supporting them (see our Business Analysis page);
• Customise the system to suit your business; and
• Act as independent technical liaison / coordinator with the vendor.