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What is legal client-intake management? A PI firm needs to gather a lot of information before it decides whether it can commit its resources and accept a case. Thus a legal client intake is a robust process of collecting detailed case information from prospects in order to correctly qualify leads and accept them as cases. During this … Read more
If you are using manual methods to manage your cases you might be facing the following issues. And the many other daily frustrations that come with an antiquated way of working. If you recently faced any of the issues listed above, you need a modern practice management software solution. Here is everything you need to … Read more
There are three ways to find the best legal practice management software: First, any software you invest in should not have a negative impact on your practice. It should easily integrate fully with your practice both now and in the future. For example, you buy a case management software to better manage cases. Then you … Read more
The systems are only as good as the end user’s utilization of them, so if they’re burdensome, or cumbersome on staff then it would be counterproductive. Most personal injury law firms do not utilize up to 70% of these legacy systems’ functionalities because they are too clunky and might even require an engineering degree to … Read more
What is the point of executing the tasks if you can’t measure your performance? Because when you measure, you know where you stand, hence you know where to improve. With the best legal project management software, Dashboard and Reports in CloudLex® give you intuitive analytics to measure individual and firmwide task management performance. With legal … Read more
Task management is usually a feature integrated into your case management software so that cases can be broken down into tasks allowing the progress of each case to be managed efficiently. We don’t recommend having a separate legal task delegation software; it should always be a native part of your case management because when … Read more
The easiest way to stay on top of your deadlines and tasks, and those of your team, is to track the progress of tasks based on their priority. The way to do this is, ask your team members to update the status frequently so you know what % of tasks are completed before they’re due … Read more
CloudLex provides you insights into your personal injury settlement management with an extensive and customizable dashboard and reports. The settlement reports give you matter specific last recorded demand and offer the total settlement amount so that you can get an overview of matters that settled and their settlement amounts in glance. The report also shows … Read more
With CloudLex, You can manage all the demands and offers in one place for single and even multiple plaintiffs in a PI case. You can log offers from adjusters against their plaintiff’s insurance, track payment requests, and expenses for each injury type. CloudLex’s Settlement Calculator intuitively shows attorney recovery and plaintiff recovery for each offer … Read more
For the Deducted calculations, “Expenses & Disbursements” and “Liens & Medical Bills” are subtracted from the total settlement amount first. The attorney fee is then applied to this subtotal, which yields “Attorney Recovery”. The “Deducted Amount” for “Attorney Recovery” can be calculated using the following formula: Attorney Recovery = {(Settlement Amount) – {(Expenses & Disbursements) … Read more
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