ADVANCED CASE INFORMATION & MANAGEMENT
Legal Server's Case Management modules adhere to our philosophy that case management systems should be a tool for users (as opposed to a reporting mechanism for administrators and funders). As such, the modules are designed with every user in mind, regardless if you are a caseworker, administrator or an assistant. Combined, these modules provide easy to use tools that will make all members of your team more efficient and effective, thus allowing them to do what they do best: serve their clients.
Integrated Timekeeping
The Timekeeping Module tracks client time, non-client time and pro bono advocate's time. The module is extremely flexible, allowing users to enter time using various methods: 1) in a client's case profile; 2) through a timekeeping screen; or 3) using a batch method. Regardless of how the user enters his or her time, however, all time is associated and displayed in the client's case profile, the caseworker's profile and the funding code's summary screen. Legal Server also integrates case notes with timekeeping, so that a detailed chronology of events is captured in the Client's Caselog (without having to enter separate notes).
Standard Intake Questionnaire and Notes
The Standard Notes Module is customized to track the general questions that an organization asks in all cases. These notes are displayed in a Client Profile Screen and can be compiled to automatically generate a Case Interview Memo (a word processing document used by many attorneys to report cases to their supervisors).
Case Specific Questions and Resources
The Case Specific Questions Module allows your organization to create specific questions associated with Legal Problem Code or Special Legal Problem Code. Thus, different questions will appear for a given client based on his or her legal problem. Questions can be created, inactivated or modified at any time by someone in your organization through the online administration tools in the database. Similarly, you can list and hyperlink to external resource references based on a client's legal problem, which will appear in the case information screen. These features have proven extremely helpful to case-handlers, especially for new employees and volunteers.
Case Assignments
The Assignments Module tracks who is assigned to a given case throughout the life of the case. Assignments are organized by office, program and primary advocate assigned and include an assignment date and end date. Although a given case may only have one primary advocate assigned at a given time, the system allows as many secondary assignments as necessary (e.g., co-counsel, pro bono, paralegal, etc). The Assignments Module also can be configured to set to do items for the newly assigned attorney.
Pro Bono Referrals (Recommendations & Tracking)
Based on specific criteria entered for each pro bono attorney (legal problems handled, counties of practice, etc), the Pro Bono Attorney Module compares similar client data to determine which possible pro bono attorneys might be assigned to the case (including number of open cases for each attorney). If selected, the pro bono attorney will appear as "pro bono attorney" in the assignment table.
Client Referral (Recommendations & Tracking)
Based on the type of case, the client's geographic location and basic demographic information, the Referrals Module determines which Referral Agencies in your database are most appropriate for the client. Detailed information about each Referral Agency is stored in the database and can be displayed by clicking the organization's name. Additionally, all referrals (to or from your organization) are tracked in the system for reporting purpose. The functionality of this module has proven to be very effective for several organizations throughout the country by eliminating the need to manually search for a referral organization.
Case Status Module
Case Status is different from case disposition (open, closed, etc) in that it tracks where the progress of a case throughout the legal process (i.e., investigating facts, answer due, etc). The Case Status Module allows caseworker's to select from a list of case statuses, set a "due date" and provide brief notes for each case. In addition to being displayed in the case's Status Log, the Case Status, Due Date and Notes are displayed in the Caseworker's Assignment Table (which appears on their homepage), giving them a sense of the most urgent matters. The safeguard features included in this module have even saved some organizations money on their malpractice insurance.
Litigation Information
The Litigation Information Module is designed for Extended Service Cases, collecting information about each specified litigation matter, including the cause of action, the court, the judge and the outcome in the case. The module is also necessary to create the LSC Litigation Report and allows you to filter information based on the protected status of the client.
Trust Account Management
The Trust Account Module is designed for extended service cases where money is placed in a trust. Client deposits and withdrawals are tracked by the database in the client case profile as well as in a general trust ledger. The built in safeguards of this module (for example, you cannot close a case that has a positive trust balance) are helping organizations be more accountable and better organized in dealing with trust money.
Integrated Client Scheduling and Task List
The Client Scheduling/Tickler Module allows caseworkers to schedule and track client-specific events (court hearings, meetings, etc) and "to-do" items. Client-related events and "to-do" items are organized and displayed both in the individual's calendar as well as in the case profile screen. Caseworkers can also set due dates and reminder dates for the system to alert them of a pending task via email, messaging or both.
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