Issue link: https://epubs.iltanet.org/i/13683
Case and Matter Management Quick tips that matter Another useful advertisement from Lucid IQ Project Planning There are countless reasons to get case and matter management software and as many ways to use them. The variety of features and preferences is a project management challenge. Emphasizing these PM items can help. • Vision and Objectives. The concepts and realities of CMMS are so diverse. Create a Project Charter with stakeholder buy-in for initial clarity and a touchstone to maintain focus. More About CMMS Goals • Requirements. Business rather than functional require- ments provide an open door for new ideas. You know the practice. The vendor knows the program. Don’t limit your options. CMMS Requirement Examples • Authority. Get a mandate that commits to the timing and resources. CMMS is a big change, so there’s a natural tendency to resist … even more than usual. Program Assessment Certainly assess key program functions, but also look at • capabilities from a higher level for overall effectiveness. • Ease of Use. The ultimate test - will attorneys use it? • Accessibility. Test not only remote access to the program, but ease of access to needed data. Include integrated data for access and context. • Communication. Look at how the system facilitates communication. Easy online messaging, automated updates improve communication and save time. • Data Context. Managers and staff need job-centric information. Look for strong customization tools with the reports, calendars and delivery options to support them. • Real Cost. Initially, look at the outside cost of setup and training. If your staff can easily learn to do it, both initial and long-term fees will be lower. Online or in-house, CaseManagerPro has delivered big results for over a decade. Call or email to arrange an online test site. Dallas, Texas 214 221 9995 www.lucidiq.com info@lucidiq.com About Lucid IQ Lucid IQ has developed web-based software for the legal industry since 1999. CaseManagerPro is our flagship product. Renowned for customer service and tech design, our primary market for a number of years was multi-district and mass tort litigation. Clients include Medtronic, GMAC, Sidley, Hunton & Williams, Mayer-Brown, McDermott, Perkins-Coie, and Motley-Rice. We have hosted SaaS continually since 2003 and about half of our clients access CMP “in the cloud”. Well over one million cases now reside on CMP sites. © 2010 Solutions in Software, Inc. CaseManagerPro CaseManagerPro has led the industry in web-based and SQL design and complex data management since 2000. CMP has adapted time and again to new uses with its highly flexible array of tools and design that include: • Navigation and User Interface that streamline data access • Easily managed data areas to suit any practice • User-managed workflow automates triggers and alerts • Very robust reporting and group calendar management • Relational capabilities that are second to none