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DATABASES, CASE MANAGEMENT, AND DOCKET CONTROL SYSTEMS
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
Meet client?
CALENDARING
Dates, deadlines and other commitments
Field – a column in a table that contains
a category of information
Record – a collection of fields treated as a unit
Data value – one item of information and
the smallest piece of information in a table
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
generic term used to describe the recording of appointments and other schedule items
Docket Control
a legal-specific term that refers to entering, organizing, and controlling the appointments and deadlines for a legal organization
Docket control
Things to do
Contact information database organized by case
Case notes
Document assembly
Integrated billing
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
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
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
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
Notes/case diary
Ability to synchronize with PIMs/PDAs
Email interface
Time and billing/accounting interface
Reporting
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
Each user enters docket information directly into the computer
User can decide whether to enter information into the program personally or have a clerk/secretary do it