Case management is essential, especially now that legal processes have become more complex. In an era where much more data is readily available, it is important, especially in litigation, to organize and categorize the endless details. After all, one of the main goals is to be able to present a logical case in the courtroom. Having a really good case manager is the key to successful advocacy!
Quality Over Quantity
At the firm level, good case management is essential to a successful practice. A good manager can ensure that client’s needs are met on a timely basis, caseloads are properly managed, and the business aspect of the firm also runs smoothly.
A good case manager interacts with the clients in such a way that they trust that their matter is in good hands. Having good client rapport is not only important to that suit but also for future referrals from existing clients. A good case manager can handle most inquiries from a client and also knows when a matter should be referred to the attorney.
Organization is Key
In general, this kind of manager also organizes files and gathers necessary information for the case. They work with the courts to schedule hearings and trials. They also communicate with opposing counsel with regard to discovery matters and scheduling.
At the case level, lawyers have to keep track of lots of data. Facts, evidence, law, court filings, issues, witnesses and deadlines are only a few. The more information, the more challenging it is to keep everything on track. These managers understand these data challenges and can manage the wealth of information effectively.
Some managers also assist with business aspects of the firm. Law firms are a business like any other and must be run like a business to succeed. Selecting the right software and vendors requires experience. Keeping good financial records (billings, legal fees, payments to vendors, etc.) is an essential part of the business of law. Social media marketing presents new challenges all the time.
The bottom line is, when choosing a case manager, know what to look for. Case managers must be well-organized, adaptive and have good people-skills. They also must be able to successfully handle deadlines and stressful situations. As in many things, the more experienced the case manager, the better the ability to meet the unique challenges that come with complex case management.