Case Management

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 other files relating to a specific case.

History of Documents and Emails - click to read more

These can then be sorted, arranged and even searched according to your requirements. Emails can be introduced into the document history directly from Microsoft Outlook and other documents and attachments simply dragged and dropped into the relevant folder.

Defining and Adding Case-Specific Information

Every case that you work on will involve lots of information which goes beyond just the name and address of your client and the 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.

Many different types of data field can be defined, including text, numbers, amounts of money and important dates. Dates can even be set to automatically synchronise into your diary.

Defining and Adding Case-Specific Information - click to read more

Field definitions can be added to clients, all matters, matters for a specific case type, general contacts, and even on the link between a contact and the matter. For instance where multiple estate agents are attached to the case, you can store their specific reference for each estate agent. Information for Contacts is stored within the system’s address book and contacts can be linked to one or more cases as needed. As well as names and addresses, you can store user-defined contact methods such as telephone, email and skype address, along with notes and any user defined information that your practice might want to record. When you link a contact to a case, you select the relationship between the contact and the case. For instance, if you were to link an estate agent to a conveyancing case, you would select if the estate agent was the seller’s or the purchaser’s estate agent. This way you can easily see who is linked with the case and why.

Integrating Emails

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 as simple as a double-click 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.

Matter Diary

The Insight Case Manager Matter Diary allows you and your colleagues to easily see all appointments that relate to a case in one place.

Matter Diary - click to read more

The Insight Legal Matter Diary integrates directly with Microsoft Exchange. This means that any diary appointments you create through Insight will be automatically added to your Microsoft Outlook Diary. This has the significant advantage that all of your Insight diary items will automatically synchronise across all of your devices that are linked to your Exchange Account.

Document Production

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.

Documents are produced in Microsoft Word for easy editing or amendment and automatically saved into the document history. Legal forms can be created using Insight Legal’s integration with FormEvo. Once saved into the document history, items can be opened, amended, emailed or new versions made.

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