Background

A case management system is an essential piece of software for many practices. Used effectively, it can deliver improved efficiency, greater collaboration, a better understanding of your client base, and other benefits. Some of these are outlined in a Small Practice Bulletin: The benefits of a case management system.

To realise these benefits, however, a firm must find the right supplier and take an intelligent approach to implementation.

Support for choosing your provider

The Technology Committee is aware that some firms have experienced issues with their case management system, particularly regarding ownership of data at the conclusion of their contract.

Salient question on this matter form part of a sample questionnaire for system providers previously published by the Committee. The questionnaire covers issues including:

• the provider,

• the case management system,

• cost,

• installation,

• support,

• upgrades and patch updates, and

• data protection and security.

The questions are non-exhaustive and guidance should always be sought from your IT providers and/or experts, who will be familiar with your firm's specific needs. To see the full questionnaire, view the Practice Note: Guidance questions for prospective case management software vendors.

Feedback and comments

The Technology Committee welcomes feedback from practitioners on the guidance that it publishes, and is conscious of continuing changes in the legal supplier landscape. If you have comments or suggestions regarding the guidance questions, please contact the Committee Secretary, Derek Owens.