Plaintiff Law Firm Case Management System Resources
Free tools and checklists to help plaintiff law firms get more out of their case management systems. New resources are added regularly.
Neos Resources
- Neos Integration Readiness Checklist — a self-assessment to identify what needs mapping, syncing, or confirming before connecting Neos to your firm’s other systems.
- 5 Signs Neos Is Operating in Isolation — a quick read on the telltale signs that Neos isn’t fully connected to the rest of your firm’s systems.
FileVine Resources
- FileVine Integration Readiness Checklist — a self-assessment to identify which systems are connected to FileVine, and where the gaps are.
- 5 Signs FileVine Is Operating in Isolation — a quick read on the telltale signs that FileVine isn’t fully connected to the rest of your firm’s systems.
MyCase Resources
- MyCase Case Intake Checklist — a practical checklist for capturing complete intake information and configuring every new matter correctly in MyCase.
- MyCase Integration Readiness Checklist — a self-assessment to identify which systems are connected to MyCase, and where the gaps are.
- 5 Signs Your Firm Has Outgrown Its Current MyCase Setup — a quick read on the telltale signs that the problem is configuration, not the software.
Clio Resources
- Clio Integration Readiness Checklist — a self-assessment to identify which systems are connected to Clio, and where the gaps are.
- 5 Signs Clio Is Operating in Isolation — a quick read on the telltale signs that Clio isn’t fully connected to the rest of your firm’s systems.