Case Management Benefits in Litigation

Product liability cases come in all shapes and sizes, each accompanied by a plethora of matter information and data points. Case management technology grants a comprehensive solution to manage complex litigation by offering a platform to centralize information. These tools help counsel quickly determine the objectives of the case and how to manage matters efficiently and cost-effectively.  

Case management systems provide many features, creating an efficient process from early strategy through resolution. Throughout the matter process, keeping documents organized, accessible, and up-to-date can be a time-consuming and costly challenge. There are many case management systems on the market, each offering its own set of benefits and solutions, as well as limitations. When researching for the best case management solution for your firm or particular matter, look for these six benefits and the varying capabilities associated with each.

1. Security

Client confidentiality is a top priority regardless of industry or practice area. A data breach could be detrimental to a case and those involved. Case management systems have document libraries providing a secure and organized workspace environment. Reporting and file share areas can provide a secure alternative to sharing reports or work products rather than distributing them by an unsecured email eliminating the potential for a data breach. Depending on the size of the caseload, many people can be involved in the case management process, all with varying levels of access. Some technology tools offer the ability to grant or deny certain website functionality to a user or group of users.  
Vetting Tip: Ensure service providers have security features in place, disclose how data is stored, and how user access is managed.   

2. Organization

Compiling case information into one single file entity rewards you with a sense of simplicity in a sea of moving parts. The ability to upload and share draft attorney work products in organized workspaces allows counsel to stay organized and on task with options for customized workflow capabilities. Most case management tools organize information by matter and track all associated information including who is involved, events, tasks, communication, and more.  
Vetting Tip: Check for organizational limitations. Ex: Limited number of fields, custom workflows, limited data points for reporting, etc.  

3. Data Centralization

Having all case information connected and centralized in one place makes accessing, analyzing, and developing a strategy for trial or resolution a more effective and efficient process than if the information was spread amongst multiple platforms, systems, and programs. Examples of captured case information could include claimant information, coordinated state, and federal proceedings, expert information, and calendar information. Data centralization directly affects your reporting capabilities and should eliminate limitations. You can choose to compartmentalize case information in separate reports or dashboards providing you with options for your client.  
Vetting Tip: Look for reporting capabilities and request an explanation for limitations. Ex: Can users create a custom report or are reports built by the service provider? Are you limited to a certain number of reports per month or for the project as a whole?  

4. Document & Data Management 

Your case management system serves as the central repository for all your litigation tracking needs. Aside from having all pertinent case information in one location, the real value comes from the ability to manage this information. You can look at a case holistically while having the capability to drill down into specifics. Perhaps you want to search for a particular term across an entire litigation or queue your team for discovery response deadlines. Case management technology makes this a simple task while providing a big service to your firm and support staff. 
Vetting Tip: Request a demo to see all the management features that are available within the tool. Many times, the most valuable capabilities are in the details.  

5. Streamline Processes

The ultimate goal of a case management solution is to streamline processes for those involved. This helps all parties remain informed on case or claim status and helps to create effective strategies leading to earlier and more informed decisions. All documents and information should interconnect within and across cases, and within and across matters. This interconnection is a crucial need for keeping your cases methodical and orderly. If the litigation continues to grow in size and scope, your case management system should continue to accommodate growth with ease and convenience.  

Vetting Tip: Will the service provider import your case information for you? Is this a separate cost? Can the system communicate with another program? Who will have access to the system and is there a cap on the number of users within the system?

6. Cost Efficiency

Significant cost savings are gained through streamlined and organized data. The improved efficiencies reduce time spent on overall document input, filing, searching, and review time, ultimately reducing duplicative efforts amongst your team. The improved processes described above provides a basis for earlier decision-making regarding matter workup and case strategy, thereby supporting the successful resolution of matters more quickly and cost-effectively.  
Vetting Tip: When inquiring with service providers, ask about pricing structures and the flexibility they can offer when litigation tracks change, to fit your specific matter needs, to avoid surprises, and achieve pricing transparency. Find a service provider that will establish a budget and develop alternative fee models.  

How can LMI help with your case management needs?  

LMI case and claims management services offer a customized approach for managing any litigation or matter. Our team of experienced advisors will meet with you to discuss and consult on your specific project and offer a customized solution. We will provide a live demo of our proprietary technology solutions to your team and have an interactive Q&A session to determine the best fit for you. Contact us today.