Custom List Management in CasePacer: Streamline Your Workflow

CasePacer offers robust Custom List Management options, allowing firms to tailor their workflows to meet unique operational needs. From managing activity logs to organizing PIP benefit types and appointment types.

What Are Custom Lists in CasePacer?

Custom lists in CasePacer are predefined dropdown options that users can select while working on a case. These lists can be tailored to your firm's needs, ensuring uniformity across cases. Popular custom lists include:

• Activity Logs: To standardize the types of activities recorded for each case.
• PIP Benefit Types: To accurately track and categorize personal injury protection benefits.
• Appointment Types: To streamline scheduling for depositions, client meetings, and other key events.

Step-by-Step Guide to Managing Custom Lists

1. Access Custom List Management

1. Log in to your  Admin CasePacer account.
2. Navigate to the Settings
3. Locate the Custom Lists Management.

2. Manage Activity Log Types

The Activity Log is essential for tracking case updates, tasks, and communications. Customizing this list ensures all team members use consistent terminology.

1. Click on the Activity Log Types list.
2. Review the existing activity options (e.g., phone call, email, document review).
3. To add a new type:
   • Click Add New.
   • Enter a label for the activity type (e.g., "Case Strategy Meeting").
   • Save the changes.
4. To edit or delete existing types:
   • Select the type and make your changes or remove it if it’s no longer relevant.

3. Configure PIP Benefit Types

Tracking PIP (Personal Injury Protection) benefits is crucial for personal injury firms. Customizing this list ensures accurate categorization of benefits.

1. Open the PIP Benefit Types list.
2. Add, edit, or delete benefit types based on your firm’s needs (e.g., lost wages, medical expenses, funeral benefits).
3. Use clear and concise labels to avoid confusion when selecting benefit types during case intake or updates.

4. Define Appointment Types

Customizing appointment types simplifies scheduling and categorization of events, ensuring everyone understands the nature of the appointment at a glance.

1. Access the Appointment Types list.
2. Add common types such as:
   • Deposition
   • Court Appearance
   • Client Consultation
   • Settlement Meeting
3. Use the edit or delete options to update the list as needed, ensuring it reflects current operational priorities.

Best Practices for Custom List Management

1. Involve Your Team: Collaborate with attorneys and staff to identify commonly used terms and appointment types. Their input ensures the lists are practical and comprehensive.
2. Keep Lists Organized: Avoid clutter by removing outdated or rarely used options.
3. Review Periodically: Schedule regular reviews of your custom lists to ensure they continue to meet the firm’s evolving needs.
4. Train Your Team: Ensure all users are familiar with the custom lists and understand their purpose to maximize consistency.

Benefits of Using Custom Lists in CasePacer

• Standardization: Consistent terminology across all users and cases.
• Time Savings: Predefined options reduce the time spent manually entering data.
• Improved Reporting: Accurate categorization makes it easier to filter and analyze data.
• Enhanced Collaboration: Clear and consistent lists minimize misunderstandings among team members.

By leveraging CasePacer's custom list management options for activity logs, PIP benefit types, and appointment types, your firm can create a more organized, efficient, and productive workflow. Take the time to customize these lists to suit your firm's specific needs—your team will thank you for it!