Introducing 

Prezi AI.

Your new presentation assistant.

Refine, enhance, and tailor your content, source relevant images, and edit visuals quicker than ever before.

Loading…
Transcript

DATABASES, CASE MANAGEMENT, AND DOCKET CONTROL SYSTEMS

DEFINITIONS

Hearing Judge Adams 2/28

due today !!

DATABASES

a collection of pieces of related data

law office specific term related to managing virtually all records

CASE MANAGEMENT

DOCKET CONTROL SOFTWARE

law office specific term for entering deadlines & appointments

DEFINITIONS

Meet client?

CALENDARING

Dates, deadlines and other commitments

Databases

Database software

allows users to:

Database software allows users to:

Arrange and rearrange data over and over without affecting the data itself

Arrange and rearrange data over and over without affecting the data itself

Update and change information

Arrange & rearrange data

Arrange and rearrange data over and over without affecting the data itself

Store & Retrieve Information

Store and retrieve information easily

Print information in many different formats

Print information in many different formats

Types of databases used in legal organizations

Types of databases used in legal organizations

Opposing attorney database

Forms database

Class action database

Judges databa...

  • Opposing attorney database
  • Forms database
  • Class action database
  • Judges database
  • Legal research database
  • Conflict of interest database
  • Factual database (for a specific case)

Law office database (cont.)

  • Witness database
  • Library catalog database
  • Active file database
  • Inactive file database
  • Licensed software database
  • Marketing database
  • Trial database

Law office database (cont.)

witness database

Library catalog databa...

database structure

database structure

Table – a collection of related information

stored in rows and columns

Field – a column in a table that contains

a category of information

Table – a collection of related information

stored in rows and columns

Field – a column in a table that contains

a category of informati...

Record – a collection of fields treated as a unit

Data value – one item of information and

the smallest piece of information in a table

Form – allows a user to view, enter, and edit

data in a special (custom) format designed by the us...

Form – allows a user to view, enter, and edit

data in a special (custom) format designed by the user

Query – extracts data from a table based

on criteria specified by the user

Report – prints data from a table or

query in a format designed and specified by the user

Case Management &Docket Control

differences

Differences

Calendaring

Calendaring

generic term used to describe the recording of appointments and other schedule items

Docket Control

Docket Control

a legal-specific term that refers to entering, organizing, and controlling the appointments and deadlines for a legal organization

Case Management

Case Management

Docket control

Things to do

Contact information database organized by case

Case notes

Document assembly

Integrated billing

Email

Two kinds of products used to handle calendaring and docket control functions

Two kinds of products used to handle calendaring and docket control functions

Generic calendaring/personal information management programs -Microsoft Outlook

Generic calendaring/personal information management programs -Microsoft Outlook

Manual Docket Control

Manual Docket Control

Deadlines and reminders written into a simple calendar as cases are opened

Time-consuming process

Does not work well for large offices

Lack the ability to track information by case

Successive calendars must be purchased every year

Computerized Docket Control

Computerized Docket Control

Generic

Generic

Computerize the functions of a paper desk calendar

Generic; can be used by any type of business

Lack many features helpful to legal organizations

Inexpensive

Typically manage only calendaring, things to do, contacts, and email functions

Personal information manager (PIM) programs

Personal information manager

(PIM) programs

Consolidate many tasks into one program

Calendaring

Things to do

Contact database

Note-taking - Email

Most new generic calendaring and scheduling software are PIMs - Microsoft Outlook

Full case management programs

Fundamental tasks

Fundamental tasks

Provide calendars in a variety of views

Capture contact information

Track and manage events

Record information about matters and case files

Check conflicts

Manage phone calls

Calculate dates

additional tasks

additional tasks

Notes/case diary

Ability to synchronize with PIMs/PDAs

Email interface

Time and billing/accounting interface

Reporting

Implementation

Implementation

why they fail

lack of training - Two main causes

Expense - Firm may stop short of purchasing the training tools needed to train staff to use the new system

Time - Overly busy legal professionals may not attend the training that is offered

Suggestions for success

Suggestions

for success

  • Centralized docket control cycle
  • One person responsible for inputting all docket entries into the case management program

  • Decentralized docket control cycle

Each user enters docket information directly into the computer

  • Combined docket control cycle

User can decide whether to enter information into the program personally or have a clerk/secretary do it

Learn more about creating dynamic, engaging presentations with Prezi