3 Must-Have Case Management Features for Law Firms (Full Transcript)

Document management, automation workflows, and built-in time tracking are key tools that help law firms stay organized and stop losing billable time.
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[00:00:00] Speaker 1: Okay, so here's the thing. Your law firm is using the wrong tools, and it's probably costing you. Hi, I'm Huma. I'm an attorney who turned her career in criminal defense into legal tech. I know the practice side of litigation, and I also know the tools that do and do not make lawyers' lives easier. Welcome to part one of my series on case management features that your law firm can't live without. The first one is key, document management. If your files live across like five different folders, 13 different email chains, a text message thread, and a dozen stickies color-coded and taped to the edge of your paralegal's computer monitor, we got to fix that. And that brings us to automation and workflows. This should be pretty obvious, but software should be doing all of the repetitive stuff for you. Filing deadlines, task lists, delegations, follow-ups on prospective clients. Automate that, because we have way more important things to do and to bill for. Built-in time tracking is huge, huge. Firms lose so much money simply because time just doesn't get logged properly. You need a system that helps capture billable work as you go, rather than hours or days or weeks later when you remember that you've forgotten to log it. Follow and subscribe for part two, and I'll cover the next case management tools that your law firm can't afford to miss.

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Arow Summary
An attorney-turned-legal-tech professional explains that many law firms use the wrong tools, which costs them time and money. In part one of a series on essential case management features, she highlights three must-haves: centralized document management to avoid scattered files and communications; automation and workflows to handle repetitive tasks like deadlines, task lists, delegations, and client follow-ups; and built-in time tracking to capture billable work in real time and prevent lost revenue from unlogged time. She invites viewers to follow for part two.
Arow Title
3 Case Management Features Law Firms Need Now
Arow Keywords
legal tech Remove
law firm Remove
case management Remove
document management Remove
automation Remove
workflows Remove
deadlines Remove
task lists Remove
delegation Remove
client intake Remove
follow-ups Remove
time tracking Remove
billing Remove
billable hours Remove
litigation Remove
Arow Key Takeaways
  • Centralize document management to eliminate scattered files across folders, emails, texts, and notes.
  • Use automation and workflows for repetitive work (deadlines, tasks, delegations, and lead follow-ups) to free time for higher-value legal work.
  • Implement built-in time tracking that captures billable activity as it happens to reduce lost revenue from missed time entries.
  • Modern case management software should reduce friction and standardize processes across the firm.
  • Better tools directly impact profitability by improving billing capture and operational efficiency.
Arow Sentiments
Positive: Confident, solution-oriented tone with mild urgency; emphasizes improving efficiency and preventing revenue loss through better tools.
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