Does your law firm/organization use Microsoft Outlook as its email client?
Yes No
Do you feel the need to store and share your Client and Matter information from a centralized system?
Yes No Some What
Would you consider using a document management system integrated with the case management software?
Is it important for your organization/law firm to view all important emails attached to each client?
Do you feel the need to view case-related tasks and activities by utilizing Outlook shared Calendaring?
Would you foresee the need to have a graphical dashboard to look at the case loads and billing information? AND/OR Do you wish to have the capability to build dashboard reports, all by yourself?
Would you also like to view a list of all matters related to each client name (record)?
Do you foresee a need for an automated workflow system that would alert you or update Matter files according to your specific rules and conditions?
Would you like to have the capability to merge and generate court forms and client letters from within the case management software?
Is accessing client related information, especially case details and documents, via a mobile device or a laptop extremely important to you?
Do you foresee a need to utilize traditional marketing techniques such as email blasts or automated follow ups with potential clients?
