DESCRIPTION
Discover how Case Management Solutions can help you to not only better manage your files, but better manage your business. Use your law firm technology tools to make smarter choices when selecting cases and work your client files faster and more efficiently.
COURSE OVERVIEW
Today’s tech savvy clients know law firms have access to case management products and organizational tools. Therefore, those clients expect their lawyers to be equally tech savvy; they want immediate and enormous levels of communication from their attorney. Quicker access to case-related information as well as the ability to review the history of a file at a glance or recount the details of the last contact with any staff member will allow your client to think you have their file sitting open right there every time they call. Each interaction you have with your client will confirm their decision in choosing your law firm.
- Easily establish firm processes and protocols to help get new hires acclimated to firm workflow more quickly.
- Hit a button to run and compile a list of “like” cases!
- Sync with your accounting program.
- Ensure your business is profitable.
ABOUT YOUR PRESENTER
Tracee Wagner
Tracee Wagner is the Director of Sales with TrialWorks Case Management Software™. TrialWorks is a nationally recognized brand with thousands of firms across the United States, Canada, and the Caribbean.
Tracee began her career at TrialWorks as a case management specialist and product trainer. This experience provided her the opportunity to consult with law firms on best practices for the implementation and functionality of using TrialWorks. The exposure to a wide range of law firm clients revealed exactly what law firms were missing to be better organized and more efficient. She quickly transitioned into the Sales Department and was promoted to the position of Director of Sales.
Tracee is a well-known speaker on the uses of computer technology and best practices for a digital legal practice. She also frequently authors articles for multiple trial lawyer organization publications and newsletters.
Follow Us!