I want my legal team to work collaboratively on transactions.

Caseflow Acumen

Imagine a system that allows you to capture the people and places needed for all your repetitive and routine transactions. A system that lets you assemble individually customized documents whose text is dependent on that information, create workflows that represent the steps and processes that see a claim through to completion and make that accessible to the entire team. A system that reminds you when a limitation date has arrived and creates the required document automatically on that date. A system where you can publish documents and make them available to clients based on your selections. Caseflow does all of this and much, much more.

When it comes to helping a law firm to decrease its cost of document production across multiple departments Triella's preferred solution is Caseflow Acumen. Here are the top six reasons we recommend Caseflow Acumen to our clients:

1. Reduces the amount of time that it takes to produce a series of the same type of document customized to or for each recipient.
2. Enables a legal team to track the progress of a case from start to finish – collaboratively.
3. Provides clients with real time feedback on a case and access to documents based on the firm's rules as to what should be provided.
4. Pushes the cost of producing legal documents to the lowest priced resource thereby improving profitability.
5. Integrates with what you already have such as Outlook, SQL compliant accounting systems, and document management systems such as Worldox, iManage and Open Text. Caseflow is an integrated rather than orphaned system.
6. Applies user security to ensure that only the people who should have access to a case do – and that they can take advantage of firm developed precedent clauses, an active matter database and team workflow to effectively handle transactions.

Caseflow is not just for high volume transactions. It can be used in every department within a firm.

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Read and comment on insightful articles:

The Case for Caseflow
July 2011
Charles Bennett, MBA

• Caseflow automates legal document production and case management.
  
  Read the article >

The Case for Caseflow – Matter Information Management
July 2011
Charles Bennett, MBA

• In an earlier blog we talked about the major features of Caseflow.   We also looked at task management with the My Tasks and Team Tasks windows and demonstrated how the application helps teams of lawyers work together efficiently on transactional documents.
  
  Read the article >

Caseflow’s Task List
July 2011
Charles Bennett, MBA

• If you have not yet read the Monday’s blog on Caseflow, please read it now as this blog builds on that foundation.
  One of the many features of the Caseflow Case Management System is its ability to keep track of tasks for activities that need to be done within the firm – all from within Outlook.
  
  Read the article >