The Importance of a Case Management System

gestion de dossier, organisation, management, gain de temps

What is a Case Management System?

A case management system is a system which helps to consolidate all the information that is pertinent to a case. The system also supplies any and all the tools that may be necessary for a follow up on the matter.

The IPzen case management system makes it easy for you to access general information quickly, look up the status of the case, the lawyers assigned to the case, the opponents they will face, deadlines, email communications, a well-documented history of every action that has taken place about attachments and e-files.

Benefits of a Case Management System

Some of the benefits of the IPzen case management system (CMS) include:

  • Helping you keep up with your deadlines;
  • Uploading documents;
  • A secure and straightforward cloud-based system that enables you to manage all your files;
  • Help you keep a historical record of every file;
  • Send emails directly from files;
  • Improves team productivity and facilitates cooperation;
  • Automatically creates document with the template generator;
  • Allows you to share information between clients and users;
  • Enables you to retrieve actions and files using numerous criteria on its search engine.

Importance of Case Management System

  1. Managing deadlines

As a legal professional, one of the largest task you will face is having to handle all the deadlines that are part of every case. With the IPzen CMS (case management system), you will be able to manage these deadlines and never miss an important date easily. The IPzen CMS comes with options that allow you to add the deadlines that relate to each case and then automatically update them in your calendar.

  1. Organize your client file

The IPzen CMS helps you easily keep all the information that relates to a client in one place. With IPzen, you can quickly enter case description, contact information of participants and other parties, task lists related to each case, deadlines, notes on the case and much more. Sure all of this information may be available to you in a typical scenario, but can you easily access them in a unique online platform? With the IPzen CMS, you can do just that.

  1. Automatic billing and time entries

The IPzen CMS gives you the ability to record a calendared event as a billable time all with a couple of clicks. You no longer have to deal with the hassle of writing down your billable time on a paper for it to be entered in the billing system every month. The IPzen system helps to save you and your staff a lot of time that can be dedicated to other tasks.

  1. Coordinating your communication

Keeping your contacts in the same place makes it much easier to access your client and business partners’ contact information whenever you need it. Anyone who has ever spent time looking for an old email for someone’s address, then you know how much time could be saved if you could open up all your communication in a dedicated online platform whenever and wherever you want.

  1. Work from anywhere

The IPzen CMS is available online. What this means is that you can access your work from any computer that is connected to the internet. What you need to do is to visit the IPzen website, sign in, and continue your work. It allows you to work from anywhere; either at home or some other location, you may be in. This can be helpful when you are traveling and help you stay productive in your downtime.

What makes the IPzen case management system truly important is the unique ability it possesses that allows you to share information securely, simplify and consolidate your collaborative work with other people. The IPzen case management system includes all of these features. IPzen is the perfect tool to help you manage your case files.

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