More matters, less admin: where law firm efficiency improves first

Improving law firm efficiency often starts with the work around each matter. This blog looks at how connected case management helps teams reduce admin, reuse information, keep clients updated and give managers clearer visibility across live work.

For a growing law firm, efficiency usually improves in the day-to-day work around each matter: opening a file, preparing a document, sending an update, checking progress, handing work over or pulling together a report.

Those jobs aren’t the problem. They take longer when people have to jump between inboxes, spreadsheets, shared drives and separate systems to get the full picture. Connected case management helps bring more of that work back to the matter.

Start with the matter

InTouch gives the team one place to see the key information around each matter: status, next steps, ownership, documents, messages and deadlines.

Fee earners, support staff and managers can work from the same live record, rather than relying on separate updates, forwarded emails or someone’s local knowledge.

That gives the team a clearer way to keep work moving, with less checking and less noise around the matter.

Reuse information instead of rebuilding it

Small pieces of repeat admin can add up quickly across a busy caseload.

InTouch helps firms capture information once and use it across workflows, forms, templates, documents, client updates and reporting. That can make file opening faster, reduce duplicate entry and give staff a more consistent process to follow.

It also gives managers more confidence that important steps are being followed without needing to check everything manually.

Keep updates connected to the case

Client and stakeholder updates are easier to manage when they sit with the matter.

InTouch supports portal updates, email, SMS and app notifications from the matter record, so communication stays connected to the work your team is already doing.

Clients and stakeholders get clearer updates, and the team has a cleaner record of what has been sent, shared or requested.

Give managers live visibility

InTouch reporting draws from live matter data, giving firms a clearer view of workloads, task progress, overdue actions, stalled matters and pressure points across teams or practice areas.

For managing partners, COOs and practice managers, that means reporting is based on the work happening in the system, not a separate manual exercise pulled together after the fact.

It gives the firm a better view of where work is moving well and where extra support may be needed.

Make the system fit the firm

Efficiency improves faster when the system is shaped around the way the firm already works.

InTouch helps firms set up workflows, documents, forms, portals and reporting around their own processes, with support from people who understand legal case management.

That support makes the move easier to manage from the start, and helps the system keep improving as the firm grows, changes or adds new teams.

For firms looking to reduce admin and keep more matters moving, InTouch gives the team a clearer, more connected way to run day-to-day casework.

Want to see how InTouch helps law firms improve operational efficiency? Book a demo with our team today.

When you speak to our team, you’ll also get a feel for the support that comes with InTouch. We can talk you through onboarding, workflow setup, documents and precedents, online forms, portal configuration, migration and super-user training, so you can see how the system is shaped around the way your firm works from the start.