Case, Matter and Practice Management Systems
1: Sample Technology Inventory List
Typically, before you request information from a CMS developer, you need to know your firm's current technology environment. The simple "technology inventory" provides your firm, as well as the CMS developer, vital information about your firm's technology.
2: Sample CMS Requirements Checklist
Once your firm has determined the current technology environment, you'll need to describe your practice, including the practice areas and general workflow in your firm. This information is used to help determine what type of CMS system you'll need, whether it is a general CMS system for all departments or it is more of a specific CMS system, such as for Personal Injury, Bankruptcy & Foreclosure, or Intellectual Property, to name a few.
- STEP 3: Sample CMS Request for Proposal (RFP)
When your firm or law department has decided to pursue a case or matter management system, an RFP is a formal method for requesting information, pricing, implementation and references of a CMS developer. This RFP can help guide you in detailing your firm's CMS needs.
4: Sample CMS Evaluation Comparison Checklist
When you've requested proposals from CMS developers, you'll be faced with an array of confusing information and claims. To help do the "apples to apples" comparison, this worksheet and checklist will help you sort out the various function within case management systems.
5: Sample CMS References Questions & Checklist
Always check CMS references. There are three things you'll need to know:
1. Does the software work for the firm? Be careful and objective, because there will always be differing opinions in every law firm. Just because one attorney, who doesn't use the computer at all, indicates a dislike for the system, others in the firm may find it extremely useful.
2. Did the firm receive adequate training? Not everyone makes every training class. Here you'll want to know the "quality" of training.
3. Does the firm receive adequate support? After the system is installed and training complete, how does the CMS developer respond to support questions?
6: Sample CMS Implementation & Training Schedule
Use this implementation and training schedule to help understand what steps are taken during the installation, customization and training.