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Customizable Integrated Case and Calendar Management Solution
- Supports the intricate requirements of large cases and complex litigation as
well as typical daily matters
- Reduces risk of missed deadlines
- Centralizes data for immediate and efficient firm-wide access
Managing a heavy caseload can challenge even the most seasoned attorney. As the industry’s most flexible and customizable case and calendar management solution, Elite Case Manager provides legal teams instant access to case, calendar and docket information in a simple, integrated view.
Unlimited Capacity Improves Performance
Elite Case Manager is particularly well suited for firms that manage large and complex
cases, such as mass torts and class action suits. Featuring a vast storage capacity, Elite Case Manager can hold tens of thousands of information links and case-related data.
Information is available immediately, and legal teams can be assigned and managed efficiently. The potential for missing important deadlines is virtually eliminated.
Elite Case Manager Highlights Include:
- Powerful database structure - Delivers the storage capacity required to manage large,
complex cases.
- Comprehensive integration - Integrates critical information from Elite's financial and
practice management solutions.
- Fully customizable- Firms can customize screens and extend Elite applications to meet
specific needs or business practices.
- Flexible rules-based calendaring - Automates the process of entering calendar related
deadlines and events.
- Personal calendars and flexible reminders - Displays daily, weekly and monthly views
with the option to drill down to detail entries; automatic reminders display upcoming
commitments and deadlines according to user preferences.
- Unique "My Cases" feature - Displays an individual user’s complete caseload with links
to supporting case details.
- Hierarchical jurisdiction structure - Allows for true rules inheritance according to
jurisdiction. Users can selectively override the normal rules governing a case to incorporate "special orders" or other unique situations.
- Related-party information - Enables users to track and update individuals or companies
involved with each case.
- Complete auditing history - Enables users to access the full history of case revisions.
An Integrated Approach
Comprehensive integration across Elite’s financial and practice management solutions offers users access to casecritical information including client, matter, billing and related-party data. For example, users can quickly locate matter billing summaries from within Elite Case Manager with drill downs to supporting detail. In addition, Case Manager shares case data with Elite Records Manager, Elite Conflicts Manager and Elite Apex.
Easily Customize Screen Views and Functionality
Elite Case Manager features an easy-touse screen designer that enables users to visually customize the application and offers built-in support for Microsoft’s visual basic development environment (VBA), allowing developers to easily adapt system functionality to match the firm’s specific business practices.
Sophisticated and Flexible Calendaring
Elite Case Manager offers a flexible rules-based calendaring system that allows firms to define their own calendar convention for managing cases. Following the input of a single event date, Elite Case Manager generates all reminders and deadlines for a case. Calendar
entries can include links to related documents that can also be used to produce pleading and discovery indexes.
Calendar rules are calculated in days, court days, weeks, months or years, as required. In addition court-observed holidays are factored into the calendar by default. While court rules and timelines for any jurisdiction can be entered manually, those for North
American jurisdictions are available electronically through a third-party subscription service. Users can select whether to use automated rules or firm-defined rules at both
the case and event level for greater flexibility. Elite Case Manager can also recognize weekends as court days as is required in some European countries.
Elite Case Manager also includes a personal calendar inquiry screen that displays summary views for the week or month. Automated reminders display upcoming commitments and deadlines according to user preferences.
Sophisticated yet Simple Docket/Calendar Management
Elite Case Manager accommodates centralized calendar or docket departments, as well as distributed office environments. Docket clerks can quickly enter stacks of documents into the system. As each document is entered, the document type triggers scheduling of appropriate calendar events. For example, entering a notice of motion into the system can
trigger a hearing entry that triggers a reminder entry, and so on.
Elite Case Manager includes a robust related-party system that allows any party associated with a case to be linked to the case, as well as to an event or another related party.
Individual Caseload Management Made Easier
"My Cases" makes a user’s entire case list available directly from the desktop, providing continuous visibility to an ongoing caseload. In a single click, users can access their current case list and view details associated with any individual case. Integration with
Elite Apex allows My Cases to link directly to relevant Apex contacts according to matter, ensuring that current and complete contact information is readily available.
Historical Data Supports Robust Auditing Capabilities
Elite Case Manager provides a complete audit history of changes made to data and documents, as well as who made the changes and when they were made. The entire revision history is easily accessible through Elite Case Manager’s audit reports.
Your Partner for Case and Calendar Management
Elite Information Systems is a worldwide leader in enterprise software for the professional services industry. Elite provides solutions for professional services organizations in the accounting, IT and management consulting, legal, marketing services, technology, corporate, and government sectors. More than half of the Am Law 100, more than a third of the top 1,000 U.S. law firms, and over a third of the top 100 UK law firms turn to Elite for financial and practice management solutions. Contact Elite to put the power of Elite’s integrated case and calendar management solutions to work in your practice today.
Contact Thomson Elite to put the power of Elite Case Manager to work in your organization today. Please complete this sales request form or call us at (323) 642-5200.
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