News & Insights - To Do List

To Do List – Organize Documents

CasePacer can help you organize your cases in several different areas. Save the stress and weight of paper files and keep all your records in one place and your desk clear of clutter. Make your system more efficient and your workflow process streamlined. 

A To-Do List of things to get organized and make this possible:

 

Documents: Law firms who are organized with their documents and filing processes make it easy for when you are ready to prep for hearings, trials and depositions. Store all your documents in a system using proper naming conventions and subtype. This will help you sort out, deposition documents, exhibits, billing etc. 

Evidence: Tracking the evidence you ordered from several different entities can be time consuming and tedious. CasePacer allows you to track it this one place and simply check a box once received. This saves you having to keep separate list of what you ordered, from whom and if you received it. 

Medical Records: Keeping track of medical records and medical records summaries just go 10 times easier. Instead of using spreadsheets to summarize and add up billing totals, you can simply enter your data into CasePacer and let it organize the information for you. This leaves less room for error due to complex excel functions or simply not knowing how to use it properly. An automated task/tickler system is also key to increasing To-Do Lists and productivity.

Creating your own To-Do List to personalize your firm is a great step forward to integrate your Case Management software. Include your staff for suggestions on how they work and good processes for the entire team. This will help keep your desk clear of unnecessary clutter and your firm moving forward to a more productive and effective practice.