Case Management Referral Form Template: Fill & Download for Free

The legal technology industry has transformed over the last few years. There are more technologies, innovators, and services than ever before. Every legal technologist will have a different top ten list. As someone who talks to attorneys every day about their practice management needs, I am including concepts others in the industry may consider mundane but make a world of difference to consumers of legal tech.Blockchain - There, I said it. Most people have probably heard about blockchain by now. Within the legal tech industry there is a lot of excitement over how blockchain will improve contracts and overall security measures when it comes to legal transactions or handling sensitive data. Read a recent breakdown about what is blockchain, and check out the Global Legal Blockchain Consortium, a group of law firms and companies who want to encourage and normalize the use of blockchain technology in law.Access to Justice - One of the concepts talked about most at legal tech conferences is how technology can improve access to justice for those likely to be disenfranchised. For example, if a certain case management solution allows an attorney to get more done in a day, maybe he or she can charge less per hour and help more people. There are also apps designed to streamline access to a legal advice. Paladin is a software that makes it easy for large law firms to track their pro bono work, encouraging more time to be donated. There are many different ways technology will aid access to justice, and in my opinion the conversation is only beginning.Artificial Intelligence - Or should I say “Augmented Intelligence.” Sorry to disappoint the robot junkies, but the discussion in 2018 has centered on the idea that technology is augmenting lawyers, not replacing them. This is absolutely true. A.I. is currently applied most commonly in legal research. Companies like Casetext and Ross are at the forefront, and seeing great results. Legal research will only get faster and more accurate with time. We will see the adoption of A.I. spread to every facet of the legal industry as more data is aggregated and analyzed.Automation - In legal tech, every technologist is working to automate anything and everything. For example, I tell attorneys evaluating CASEpeer (a legal case management software designed specifically for personal injury law firms) that it does all the busy work so their team can focus on what really matters. Automation encompasses many different features including task workflows, statute calculation, conflict checks, and document generation (which I address in more detail below). Automation means attorneys and staff can work faster, and often results in better accuracy and consistency.Collaboration - Attorneys don’t work in a bubble (even if some of them wish they could). They collaborate internally with their team, and externally with other law firms and experts. Most law firms look for case management solutions that facilitate communication. Internally, attorneys and staff benefit from automated case notes, which record all the activity on a certain file, or the ability to tag and share updates with staff working on a case. Externally, an attorney may want to give access to a certain file to the co-counsel, but restrict them from seeing any other cases. Technology is ever-improving collaboration, and therefore improving the overall practice of law.Client Communication - Although similar to collaboration, client communication is so key it deserves its own section. Many law firms depend on happy clients for referrals. Happy clients are ones who have felt taken care of throughout the duration of their case or matter. Client communication tools include client texting, a client portal, and the tracking of last client communication dates. To give a real-life example, one CASEpeer user told me they had an AWOL client who didn't return calls or emails, but responded within seconds to a text.Document Generation and Editing - How much time does the average law firm spend addressing envelopes or completing fax cover sheets. Whatever the answer, if they aren’t generating these automatically, it’s far too much. Every law firm should be using templates to generate everything from simple correspondence (requiring little final editing) to complex forms or filings (requiring additional editing once generated). Again, this feature should be built in to a case management software, allowing the law firm to manage clients, contacts, and documents all in one place. There are also great legal editing tools out there. PerfectIt for legal is a Word plugin designed to help attorneys write more accurately. Judges can be very particular, and not every attorney has a skilled editorial eye.Document Storage - There are many technologies out there dedicated to helping law firms improve their document management. Every law firms has different needs, depending on its size and storage requirements. Case management solutions must have built-in document management tools for the law firms who want everything in one place. Some law firms will choose to store files on their internal servers, Dropbox, or Google Drive. There are some technologies exclusively focused on document storage including NetDocuments or Worlddox. Many case management solutions integrate with outside document storage providers for a seamless user experience.Calendaring - Tracking dates and deadlines is critical for law firms. Missing an important deadline can result in malpractice. There are several technologies working to streamline calendaring, which is a time consuming process and has plenty of room for human error. CalendarRules and LawToolBox are two such providers, aggregating the deadline rules for courts across the United States. Again, many law firms look will want these tool integrated or built-in to their case management software.Task Management - I saved the best and most important for last. Without effective task management tools in place, a law firm can never operate at its full potential. I walk through too many offices where attorneys and staff still track tasks on sticky notes. Some solo or small law firms may be able to use generic tools like Evernote (which I like for my personal tasks), but most will want this feature integrated into their case management solution. The best softwares allow users to associate tasks with cases, have built-in notifications and reminders, and track task status. I always tell law firms not to buy a case management software before thoroughly evaluating the task management tools, as this will be the feature employees will use most.By no means is this an exhaustive list. I look forward to reading additional answers to this question, to see what others will include.

It’s because setting up and managing an effective program is hard. Here’s why.Program set upThere's no "one-size-fits-all" incentive that's guaranteed to work for you. Figuring out what reward to give advocates for referring friends may not be obvious. The answer isn’t the same for every business and depends on the strength of your brand (http://blog.referralcandy.com/2011/01/28/referral-programs-who-should-you-reward/).You need to be very careful not to say the wrong thing. What you say in your referral program, and how you say it, is central to the way you connect with your advocates. This connection is tremendously important because making a referral is a personal and emotional act. Perfecting what you say in your referral program is hard.You need the design chops to establish a strong visual identity. Coming up with new design templates for referral emails and landing pages can be daunting. You need to keep the theme consistent with the rest of your brand. Getting this wrong look-and-feel may leave advocates and their friends wondering if the referral program is really run by the business they want to refer.You need to guarantee that referrals don't go undetected. The last thing you want to do is get advocates angry because they weren’t sent the rewards they were promised. If you aren’t careful to check that referral tracking links and codes are working correctly, referrals may get lost and ruin your program.We've seen this happen ourselves. About a year ago, an online store owner wanted to get a referral program set up for his site. He told his in-house web developers to build him one. After doing some research, his developers realized it wasn’t as easy as they initially estimated and that it would be quite an undertaking. They asked if they could use ReferralCandy instead.Program managementYou’ve got to keep optimizing, over and over. Getting your referral program up and running is an important first step. But incentives may expire or advocates may get tired of the seeing the same copy after a while. Continuing to monitor and tweak your referral program is crucial if you want to get the best referral rates.You won't see results immediately. You are likely going to get poor referral rates at the beginning of your program. When you start out, you’ll have few advocates and you’ll need to enlist more with time. Since advocates don’t make referrals every day, there’ll be some ramp up time before referral rates start increasing.You'll need constant vigilance to detect fraudulent referrals. Any promotion you run will have some participants who try to game it. Although this is usually a small minority, you’ll still want to watch for suspicious referral activity so it doesn’t get out of hand. The aim of your referral program is to get new customers for your business. So you’ll need to watch for advocates referring themselves or existing customers to claim the reward.You'll also need to keep shady advocates at bay to protect your brand. Be careful of bad behavior by participants in your referral programs. You don’t want advocates to spam lists that they buy with referral links just to get a referral reward. This goes against the spirit of a referral program which is about advocates helping their friends. It also tarnishes the image of your brand.Those are just a few of the things you'll need to look out for.That said, there are many examples and case studies that show referral marketing is effective and one of the lowest cost acquisition channels (http://hbr.org/2011/06/why-customer-referrals-can-drive-stunning-profits/ar/1). The key is understanding that it’s not a simple one-time effort and committing to it for the long haul.

I will suggest ConvergeHub; on other two asked contemporary. As it fulfills the original promise of CRM - it is a converged (integrated with a common interface), full-featured yet extremely easy-to-use CRM that is priced within reach. You can manage all your sales, marketing, support and billing from one unified software. Eliminate redundant work, automate tasks, increase efficiency.... and get on the fast track to growth!Read More : ProductIt has all features of the most popular CRMs -- plus more. In addition, the features are optimized for small to medium businesses that have the same needs as the large corporations--but don't have massive budgets to integrate or pay for expensive add-ons.Features included :Sales Force Automation - SFA. Nurture your leads, view their contacts, activity history, communication, closely manage your deals and win more sales.Marketing Automation. Broadcast your marketing messages through multiple channels such as email, SMS, twitter. Attract more prospects and generate more leads for your sales team.Customer Service / Support / Case Management. Track and quickly respond to all customer issues and questions. Helps you provide better Customer Service and create happy customer relationships.Document Management and Collaboration. Store all your files and documents and share them with internal team members or external partners. Keep track of all Customers' documents in one place.Partner Management. Track Partners and receive referrals from them, or refer deals to partners. Work closely with Partners to generate more leads or fulfill more deals.Project Management. Use ConvergeHub to manage projects, milestones, tasks and resources. Deliver Projects on time and within budget.Invoicing and Payments. Create invoices for products and services and track pay ments received. Get paid on time and manage your cash flow.Reports and Dashboards. Generate custom Reports and Dashboards to view data of all departments. Know how the company and various departments are performing.Customization. Create custom fields, tabs, page layout, templates, workflow rules, sales process. Quickly adapt ConvergeHub to suit your business and the way you work. IT knowledge not required.3rd party integrations. Integrate with Docusign, QuickBooks, Gmail, Outlook, Google Calendar, Gotomeeting, Fax, Click to Call and more. Includes all the major CRM features integrated--but also allows you to integrate with best-of-class applications to avoid double entry.Check the comparison with OTHER CRMs with ConvergeHub : Best CRM Software 2016 ComparisonClick here to check price : ConvergeHub Cloud Based CRM Pricing Plan