As technology advances, companies grow, and consumer demands evolve, the need to embrace digitization becomes even more pressing. Learning the ropes of innovation may seem intimidating and nerve-wracking, but one always needs to start somewhere. If case management systems are considered new territory for you, let this blog be your starting guide on the basics about how helpful this kind of software solution can be for your businesses and organizations. Read on to learn the hows and whys of a case management system.

Why use a case management system?

A case management system is helpful for businesses, organizations, and agencies dealing with loads of data and paperwork daily. It helps digitize data and information. Through a centralized electronic platform, data can be easily monitored, tracked, and stored for easy use and quick access, resulting in a streamlined workflow.

How does a case management system work for law firms?

Law firms work on multiple cases every day, with each legal case as important as the other. Details about these cases are often printed out on paper and stacked on desks and cabinets. Imagine if a crucial fact about a legal case had to be identified, and there’s no way to bring this information out than scouring through messy piles of papers? This is an unnecessarily tedious task that takes time and risks client servicing.

A legal case management system puts these stacks of papers in a digital platform, allowing law firms to electronically and efficiently manage legal documents. Here in the Philippines, among the tech companies emerging as trusted case management solutions providers for different businesses and organizations — including government agencies and law firms — is Attaché Docs.

Attaché Docs has many targeted features to help legal organizations handle workloads and cases at the fastest time frame possible without compromising integrity and quality of service. 

Attaché Docs has a Case Tracking feature that makes routing of documents seamless and paperless to bring seamless communication and collaboration among counsels. Through the use of digital workspaces, counsels can work together on any legal document. Meanwhile, as its name suggests, Document Barcode is a feature that integrates unique barcodes to documents for easier categorization. 

Attaché Docs offers these solutions without the need for stakeholders to have prior coding knowledge. All of these features are intuitively accessible and are as easy as creating digital forms. 

Another proof of how Attaché Docs is an easy-to-navigate software is its customizable dashboard. Here, stakeholders can have a quick glance of visual or graphical summary of reports. Attaché Docs also has an integrated calendar and a notifications system to help counsels and stakeholders be up-to-date on assigned tasks, the latest legal cases, and essential case hearings.

Understanding that legal documents, including classified information and trail of evidence, should be handled with the utmost confidentiality and data security, Attaché Docs also sees to it that all information stored is protected and guarded against unwanted digital lurkers.

Why should firms and organizations invest in a case management system?

Powerful software like a case management system is designed to handle complex day-to-day activities of organizations through electronic workflow — from initiation to completion. This helps in streamlining workflow, eliminating dispensable and repetitive tasks. In turn, this results in a more efficient operation that leads to valuable and satisfactory customer service, paving the way for client retention. These are all essential in securing a positive and stable income generation and satisfactory customer service for businesses and agencies.

How can the tools of Attaché Docs help my organization/business?

Attaché Docs allows the creation of customizable digital forms that are useful for different industries. These forms can be utilized for human resources to gather employee data like daily time records, personal information, and anticipated benefits and reimbursements. For the healthcare industry, the digitized forms of Attaché Docs can help collect patients’ information like name, address, contact number, medical history, and the likes. Data collected through the digitized form are then automatically recorded, sorted, and kept securely in Attaché Docs’ Central Document Storage, where they can be easily accessed. Attaché Docs provides a paperless and seamless workflow process for various industries.

Why is a case management system useful for government agencies?

Like law firms, government agencies have grown accustomed to working with piles of papers containing important and sensitive information. Apart from electronic records and employee management, a case management system provides productivity tools that address other essential facets of day-to-day operations for government agencies that help relieve slow bureaucracy.

Take as an example what Ideyatech, Inc. (now Monstarlab Manila), one of the leading providers of case management software in the Philippines, did for the Department of Agrarian Reform. The DAR tapped Ideyatech, Inc. for its Legal Case Monitoring System (LCMS), eliminating the need for the physical submission of reports. The Legal Affairs Office of DAR can now receive reports electronically, with data collected automatically sorted on a dashboard that allows real-time access.

DAR’s LCMS is now being used by its more than 1,500 legal officers nationwide with over 200,000 case records on the system.

Perhaps one of the most promising projects Ideyatech, Inc. did with government agencies is the eCourt — an electronic end-to-end case management system utilized by the Supreme Court developed using the platform of Attaché. This automated common operations in the SC include gathering basic case information, tracking cases, issuing notices, computation of court fees, issuing official receipts, and assigning cases.

eCourt also made cases more accessible to the public. With eCourt, people can easily search for pending, active, and closed cases by just typing in the case number, category, or title. eCourt helped promote transparency between the Supreme Court and the Filipinos.

Discover the wonders a paperless system can do for your organization.

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