Managing your cases
The Insight Legal Case Management system is designed to help support you in accomplishing the tasks you need to complete to run a successful case.
It will not tell you what to do (except where you have set a reminder) or automatically take actions on your behalf. Instead, it will assist you with running your cases by automating many of the processes that take up unnecessary time and bringing the whole history of a case together in one place so you can remain in control of the matter. Our Case Management system is designed to help you do your job, not tell you your job.
History of documents and emails
Insight Legal Case Management system allows you to bring together in one place all documents, emails and computer files relating to a specific case.
Defining and adding Case Specific Information
Every case that you work on will involve lots of information which goes beyond the usual name and address of your client and their basic matter information.
For each case there will be information that you need to store; some will be dependent on the matter type such as property purchase price, accident date, etc. Other information will include the other parties involved in the case such as other side’s solicitor, mortgage provide, witness, etc. Not only does the Insight Legal Case Management system hold all of the case information you would expect, it also allows you do define your own client, matter or case specific information. Along with the user defined data you can record details of general contacts in an address book that can be reused throughout the system.
A variety of types of additional data can be defined including text, numbers, money and date fields. Dates can even be set to automatically synchronise into your diary.
Emails are an important part of any modern business. Handling them efficiently and effectively is vital for you to remain productive.
Insight Case Management allows you to attach your emails to your cases right from within Microsoft Outlook. Simply right-click on an email and select Send to Insight from the menu and the email (along with all attachments) will be saved into your case history.
Similarly sending emails to your clients or contacts is a as simple as clicking on the clients email address. Emails sent from within Insight are automatically saved into the document history.
Even when you send emails relating to your matter from outside of Insight- perhaps when you are out of the office-, it is still easy enough to attach them to your case simply by right-clicking and selecting Send to Insight when you are back in the office.
Opening an email from the case history is easy enough and once open, provides you with all of the features of Outlook, so all emails can be forwarded, replied to or have their attachments opened.
By integrating your diary into the Insight Case Manager Matter Diary allows you and your colleagues to easily see all appointments that relate to a case in one place.
Producing documents is one of the most common tasks that a Fee Earner will undertake. Effectively automating this process will provide significant time savings.
The Insight Legal Case Management document production system is both powerful and easy to use. You define your own document templates according to your requirements. Along with all of the standard fields that you would expect (client names, addresses, matter descriptions, etc.), you can also define your own data that you want to appear in the documents; e.g. Property Price, Accident Date, Number of Children etc.
Documents can be defined to either be sent to the client or one of any number of contacts associated with a case. For instance, you may wish to send a document to a client or to some or all of the witnesses you have attached to the case. Alternatively, you may need to write to all of the clients that are on a case, maybe where two people are instructing you jointly over a house sale or purchase.
When you need to produce a document quickly, the one-click document production function is exactly what you need. All you have to do is to click on the document’s name in the document production tab and Insight will instantly produce and open the document in Microsoft Word for you.
Documents are produced in Microsoft Word for easy editing or amendment and automatically saved into the document history. Once saved into the document history, they can be opened, amended, emailed or new versions made.