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    What is Case Management Software: Matter Conclusion, Client Referral

    by SimpleLaw on
    Case management software client retention Networking matter conclusion

    When a client's legal matter is resolved, organization and file retention is key. It's also an opportunity to maintain client relationships and cement a positive client experience. A comprehensive case management software platform gives attorneys the tools they need to make file retention simple, and help turn clients into referring and recurring ones.

    Case Management Software: Resolution to Referral

    Case management software helps attorneys properly conclude all the aspects of a client's legal matter. Attorneys can review all the relevant legal documentation and store it, as required. It also provides a line of communication even after matters have been finished.

    • Document Retention: All documents entered into the software portal stay there unless they're deleted. The American Bar Association requires legal documents be held for a certain amount of time. Illinois, for example, requires legal documents to be kept confidential for seven years. Attorneys can store legal documents in the digital portal for as long as needed and simply refer back to it, as needed.
    • Administrative Cleanup: It's important to make sure there are no loose ends once a legal matter's finished. Case management software helps attorneys make sure all invoices are paid, and that matter information, including notes, intake forms, appointments, and more, are centrally stored and readily available. 
    • Client Connection:  Keeping in touch with clients after matter resolution is a great way to help grow the firm. With the built in CRM, firms can reach out to past clients to stay top of mind for their, or their contacts, future needs. 

    Using case management software simplifies the matter conclusion process. Attorneys easily review all legal documentation related to a matter, and close it once everything is correct. It also provides a bridge attorneys can use to maintain relationships after the matter's completed.

    Benefits for the Firm

    Comprehensive case management software has a few key benefits that help law firms grow.

    • Centralized Information: There's no need to jump between different apps or programs. All the relevant documentation is organized in one place. Retention is a key requirement for all matters. Leveraging cloud-based software, it's just a click or two. 
    • Efficiency: Keeping everything organized after the matter's closed helps save the firm time if needed in the future. Attorneys can spend more time dealing with current legal matters rather than housekeeping past ones.
    • Law Firm Growth: Current and past clients are a great source of future clients. Ensuring their experience ends on a positive note is a good idea, as is illustrating that the firm sees them as more than just a paycheck. Using the power of technology for the client to be an active part of the resolution of their matter, clear and consistent communication, and efficiency all help drive that result.

    Comprehensive legal case management software simplifies managing every aspect of matter conclusion. It also helps the law firm grow by helping attorneys maintain strong client relationships, even after the matter's been closed.

    Key Features of Matter Conclusion and Referral

    When actually choosing a case management software program, it's critical to consider specific functionalities. Compare the features of different programs to get a better idea of which one fits the firm the best, including the cost. Look beyond the most obvious options, too. Make sure to consider features like the ones noted below.

    • Customization: Look for flexible software that supports the firms approach. Software that lets users customize settings to best suit their needs is key. The software should serve the firm.
    • Accessibility: Easy access helps save time that would otherwise be spent tracking down the information. Using a cloud-based software platform helps attorney access the same information anytime, anywhere.
    • Affordability: Why spend thousands when you don't have to? Some providers have add-ons that are seemingly endless, but require lofty subscription payments to get the features the firm needs. Look for providers that offer more for less. Knowing where to look is the key.
    • User Support: Don't waste time trying to figure out how to use a module on your own! The software provider should offer responsive and robust support systems that address user concerns in a timely manner.

    Conclusion

    A comprehensive case management software platform helps law firms wrap up legal matters on their terms. They can also stay in touch with clients after matters are closed. Law firms that use this software can expect...

    • Legal documentation kept organized and easily accessible after the matter is closed.
    • Higher chances of client retention or referral by staying at the forefront of former clients' minds.
    • An easier time maintaining strong client-firm relationships after a client's legal matters are resolved.

    Comprehensive case management software helps attorneys at any point of the matter cycle, from finding potential leads to maintaining a strong professional relationships after a client's matter is finished. It helps attorneys deal with present matter issues while also helping them prepare for next steps.

    SimpleLaw makes it easy with an all-in-one matter conclusion, client retention, and referral solution designed for law firms looking for an easier way of closing their clients' legal matters—all without the learning curve.

    👉 Want to see how SimpleLaw can transform your practice? [Schedule a demo today.]

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