The Most Powerful Tool for Streamlining Your Legal Case Workload

The Best Case Management Software For Lawyers

There is a strong correlation between law firms that are well organized, with all of the right systems and processes in place, and those that do the most good for their clients. That organization and those systems in place mean that the law firm operates smoothly, without interruptions, and ultimately helps more people with their legal issues.

Investing in the right technology is essential to streamline your workload and ensure that your firm is doing as much as possible.

A powerful customer relationship management (CRM) tool allows your firm to enjoy streamlined workloads and bigger impacts. Curo365 was designed for law firms that don’t just want to do better but want to be the best. Backed with technology developed by Microsoft, Curo365 incorporates what you already know into a system that keeps you streamlined, efficient, and growing.

CRM versus Case Management Software

Before we get into what Curo365 can do for you and your law firm, we need to look at the differences between CRMs and Case Management Software.

A CRM is a management tool that helps organize every contact your law firm has. These contacts may be prospects, referral partners, or current and past clients. There are dozens of CRMs available, some with huge, robust platforms and some that are incredibly simple. Even the contacts list in your phone is considered a type of CRM – it organizes the contact information of people you know.

Unlike a simple contact list, a CRM helps to keep track of nearly everything that has to do with those contacts. It helps to track emails, keep documents in one place, provides a place for note-taking, and more.

On the other hand, case management software is a bit different. Instead of being a big robust platform that keeps track of all the information, case management deals specifically with those contacts that are clients with open cases.

With a good case management software, client intake is streamlined. Important documents are attached to their contact and their digital folder. Appointments are scheduled, follow-up emails are scheduled, and billing is done on time and tracked.

The question remains: do you want a CRM or case management software?

The answer is, why have two software programs running when you have one that does it all?

How will Curo365 Improve your Law Firm?

Curo365 acts as the CRM for your firm and case management software for your firm. 

Based on the Microsoft platform, you know, the technology that has been around for decades, helping to create documents, send emails, schedule appointments, and more, Curo365 wraps everything your firm needs to thrive in a fast-paced and competitive market all into one.

Here are just a few perks that can help you grow and scale.

Better Communication amongst Staff 

In his book How to Win Friends and Influence People, Dale Carnegie wrote, “90% of all management problems are caused by miscommunication.” But, of course, when that book was published in the 1930s, we didn’t have access to the power of the internet. We didn’t have computers to streamline our lives, software programs to make things more efficient, or legal CRMs to minimize miscommunication.

Every staff working on a case can access the client files (being held in the cloud). 

Each time there is contact, a note that needs to be updated, or tasks that need to be relayed to paralegal teams, that information can be added to the database. With better communication, all staff working on any particular case know exactly what to expect.

Using Microsoft Teams and Outlook, staff and attorneys can collaborate on cases and projects. 

Using these technologies, which seamlessly integrate with the Curo365 program, information is available to everyone at any given moment.

Secure Cloud-Based Storage

Huge (locked) filing cabinets in a locked room in your office might sound like the most secure method of storing files, but they are open to a lot of risk. Besides that, the environmental impact of printing everything can seriously damper moving forward in the modern era of practicing law.

Putting everything into digital form is much more efficient, especially with the modern methods of searching for files digitally. However, computers can become compromised without a strong firewall and proper IT security measures.

Putting everything into the cloud is an excellent method to ensure that all team members can easily access files and that the files are not subject to the risks involved if someone compromises your office or computer. With the security of Microsoft backing everything, you don’t have to worry about anything becoming compromised. In addition, top-of-the-line technology ensures that everything remains encrypted and inaccessible to anyone that doesn’t have the proper certifications and clearance.

Track Data and Analytics

One of the fastest ways to end any business is not knowing if you’re coming or going. Did anyone see the last email you sent? How many people were you in front of? Are prospects opening your emails, or are existing clients opening them?

To fully know the best ways to serve your target market, it’s essential to understand what they’re all about.  Then, it’s all about customizing messages to each of them.

For small law firms that have to do everything, to those big ones with marketing departments on staff, these analytics are essential to ensuring the firm continues to grow. So even if you’re trying to do it all yourself, and you don’t have the time (or desire) to sit down and wade through this, you need to have it tracked so that you can take it to a marketing professional when the time is right.

Using Curo365, you don’t have to worry about what’s slipping through the cracks or about multiple software programs to track different areas. It’s all in one for you.

Automate Client and Prospect Outreach

Have you stopped to count all of the hours you spend on client and prospect outreach? What about the staff that does that for you?

It doesn’t sound like it would be that hard or take that long to send a few emails here and there.  But these activities can suck up a ton of your time throughout the week. Depending on the industry, merely sending emails can suck up as much as 10 hours per week; that’s more than a full day’s worth of work just engaging in outreach!

There’s a better way.  Automation is quick and easy.  With a template in place, you don’t even have to worry about putting in names; that’s all done for you. Instead, you set up automatic outreach to keep in front of your clients and prospects (generally referred to as “touches”).

Most experts agree that a prospect has to see your message 8 to 13 times before it clicks for them and they become a client. Even existing clients will forget about you if they don’t see or hear from you at least every other month.

Stay on Top of Billing

When it comes to making sure you keep the doors open, have you ever forgotten about a bill? It went out, but then it wasn’t recorded in the right place. Then, months later, maybe even longer than that, it was caught during an audit. If it’s something small, it’s probably not worth the embarrassment to follow it up. If it’s big, then you went without that funding for months!

Using a separate billing system means you have to input data twice and then make notes every time that separate system sends a bill or contacts a client about getting caught up.

There’s a better way – an integrated way.

Curo365 brings that all under the same roof. One CRM that stores the client’s information, notes, files, and more – one that also helps to manage billing so that nothing slips through the cracks and ends up costing the firm money.

Shared Case Management

Depending on how long you have worked in the legal industry, you may remember when you had to retrieve files. You paged your assistant, asking them to bring you the Johnson file, or you dug through the filing cabinets to find it yourself.

Then, if you were working jointly on the case, someone else needed the file, and you were forced to share it or make a copy – something that unnecessarily clogged up the filing cabinets.

Eventually, we moved into the modern era, where things were all digital. But now, instead of a physical filing cabinet, it was filed on the computer.  For those ahead of their time, their CRM managed all of that for them. There were setbacks, though. For a long time, software programs didn’t allow two people to work on the same file simultaneously.

The modern era to streamline legal case workload, however, means that multiple people can access the files at the same time. If that’s not enough, you can even lock down some cases and only allow access by specific individuals.

It streamlines everything, helping you move from the initial stages to the completion stages much more efficiently.

More Revenue and Scaling

What do all these perks have in common? Sure, they are all aspects of working in the legal industry and running a streamlined law firm. But in reality, they’re moving you toward the end goal.

When everything is nice and streamlined, without inefficiencies, your firm experiences higher revenue.  While a big bonus check at the end of the year certainly is nice, it also opens the doors for something bigger and better.

Higher revenue lets you advertise more to prospects. It allows you to hire additional staff. It lets you grow the business to a powerhouse of legal expertise. So that when anyone in your area thinks about lawyers in your niche, you get to be the first that comes to mind.

And that helps to drive the big goal of most law firms.

Help more Clients

Why did you become a lawyer?  Why did you open your firm? There’s power, prestige, and earning potential – those come with most industries, though.

Topping the list of why attorneys practice law, most surveys show that if helping other people isn’t at the top, it’s close to the top of the list. Usually, just after that is the idea of intellectual challenge.  It’s not easy to go to law school and be on your a-game every single day. But that’s what your clients require.

So, when it comes down to it, why let something like an inefficient CRM slow you down? Why let software that wasn’t designed specifically for you and your industry keep you from fulfilling your purpose?

Curo365 gets it, and we want you to blow past your goals this year.

Finding the Best Case Management Software

Using a CRM will help keep your law firm’s clients and contacts well organized. There are dozens of them out there that focus on helping do this. Most of them function well and offer access to files from anywhere you can get online.

But they don’t offer integration with case management software. So, you can subscribe to a CRM that is highly functional and offers a lot of bells and whistles (many that don’t apply to most businesses), but then you also have to find case management software to ensure your clients are properly taken care of, and nothing is falling between the cracks.

A better solution is to use software specifically designed for the legal industry: software that will integrate CRM and case management software into one powerful tool designed for law firms like yours.

But this isn’t just any CRM and case management software. It’s one that is backed by the reputation, power, and security of Microsoft. Using tools you already know and love and integrating them into what will help your firm grow.

Using Curo365 for Your Law Firm

What’s the biggest hurdle that holds people back from using new software?

There is always the objection that the software doesn’t quite fit their niche and industry; that’s why Curo365 was designed specifically for lawyers and law firms. But, in reality, the most challenging obstacle is that many software programs are clunky and not user-friendly.

That’s not the case with Curo365. That’s why we partnered with Microsoft and rely on tools and technology that have been used for decades. So you don’t have that huge learning curve to overcome. Instead, you jump right in, maximizing your time and expertise.

Let’s book a demo to see just how easy it is.