Mastering Case Management Systems as a Paralegal

Mastering Case Management Systems as a Paralegal Presented by LDM Global

Why Case Management Systems Matter Central hub for all case-related information Reduces administrative burden and duplication of work Streamlines communication among legal teams Supports better compliance and document version control Enables remote collaboration and faster client service

Core Features Every Paralegal Should Know ●

Document Management: Upload, categorize, and retrieve legal documents

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Calendar & Task Tracking: Court dates, deadlines, and task assignments

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Timekeeping & Billing: Track billable hours with ease

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Client & Case Notes: Maintain updated records and communications

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Search & Tag Functions: Quickly locate documents by keyword or metadata

Tips to Maximize Efficiency ●

Customize Dashboards to your workflow

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Use Templates for pleadings, motions, and contracts

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Set Alerts & Reminders to never miss key deadlines

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Leverage Integrations with Outlook, DocuSign, etc.

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Stay Updated on software updates and training