Legal Case Management Software

The Insight Legal System contains the functionality to assist Fee Earners in progressing and managing their cases without being prescriptive. Further, we feature all of the functionality for creating documents, delivering and storing emails, and maintaining case-specific data, along with managing your document histories and integrating your diary.

How will Case Management software help me?

Good case management software can make you more efficient in lots of ways, from preventing time spent on repetitive admin tasks, to automating reminders and tasks, as well as providing next-step guidance where required and triggering escalations as appropriate. With all your relevant case information easily accessible in one place, a case management solution will help you to get more done in less time.

Why is it important to keep your accounts and case management data in one system?

A true practice management solution extends to all your business functions. Fee earners can be most efficient when they have full visibility of matter financial information, and the accounts team can be most efficient when they have full visibility of fee earner billing and other matter activity. Having a single system means that no time is wasted by duplicating work. The joined-up approach of Insight Legal means that all of your firm’s financial obligations can be managed in one system, as well as all staff – whatever their role – being truly efficient.

Does Case Management software integrate with other programs and apps?

One of the benefits of Insight Legal’s case management functionality is that it has many of the features and functions that you need already built-in, in without the need for a third-party solution. However, for those areas where it just makes sense, we are proud to partner with market-leading providers of AML checks, legal forms, property searches and banking integrations, along with vital tools such as Microsoft Office.

What data does a Case Management system store, and where is my data held?

The Insight Legal case management system stores all of the important information about your case, such as key dates, contact information for your Clients and other parties and next steps, alongside the entire correspondence and document history, the time recording and the financial ledger. Your firm can choose whether this data is held in our secure cloud storage or on your own equipment, providing the ultimate in flexibility and control.

Will I need specialist help to build my Case Management workflows?

We offer a number of ‘out of the box’ workflows for areas of law such as conveyancing, employment, family law and private client work. The Insight functionality is simple to use, so for firms who require something entirely bespoke, or who simply want to make changes to a pre-built workflow, this is something that can be done without technical intervention or specialist skills. For firms who may not have the time to build or amend workflows themselves, our workflow consultants can facilitate any design or build requirements.