News & Insights - Law Expertise

Case Management – Training Paralegals

Can case management help train your paralegal and associate attorneys? 

With the proper workflow, case management can help train your paralegals or associate attorneys the correct steps to follow, saving you time on training. Whether your firm is large or small your firm depends on the efficiency of your paralegals. 

To ensure your paralegals or associates are learning the correct process is it important to keep your workflow process up to date, with CasePacer you can customize this to your specific needs. Ensuring they the staff is following the same process. This will keep your office working more efficient and easier for people to fill in when someone is out. 

Key steps to ensure your case management can train your employees: 

  • Prioritize your tasks by case type– Using this feature you can ensure the paralegal knows what to do first and what order to get their own 
  • Assign and schedule tasks– assigning tasks in your case management systems ensures paralegals know the expectations of their role with some guidance while they are still learning. 
  • Improve Collaboration at Your Firm– Improve the collaboration at your firm, having everything in one place keeps your team on the same page, and your clients happy to know that your 
  • Follow up on tasks– it’s easy to follow up on task since you can check and see on your dashboard what task you need to complete for the week. 
  • Use templates for routine correspondence– using templates for routine correspondence ensures that your paralegals or associates are using the correct forms and letters. You can produce documents and envelopes, saving your firm time in repetitive tasks with just 1 click. 

To ensure your paralegals or associates are learning the correct process is it important to keep your workflow process up to date, with CasePacer you can customize this to your specific needs. This process will help the staff follow the same process. This will keep your office working more efficient and easier for people to fill in when someone is out.