[AccessD] Case management and external files

Here is one mailing list you could ask questions
that might help. It a a legal software list, I look at occasionally

ABA American Bar Association Legal Technology Resource Center
http://mail.abanet.org/archives/lawtech.html

Jim Dettman wrote:

>Marty,
>
><<One option, you might want to look at, are some of the more popular
> legal case management solutions. These are in the $200-300 range.
>The enterprise editions store info in SQL Server.>>
>
>  Definitely a thought.. This will be for a medicals claims system.
>
><<You should have a basic series file numbering system to start
>with based on some sort of taxonomy.>>
>
>  Got that well in hand already.  Main worry is all these external files.
>The end users are non-computer literate folks, so I need everything to be as
>automatic as possible.
>
>Jim.
>
>
>-----Original Message-----
>From: accessd-bounces at databaseadvisors.com
>[mailto:accessd-bounces at databaseadvisors.com] On Behalf Of MartyConnelly
>Sent: Monday, April 09, 2007 4:22 PM
>To: Access Developers discussion and problem solving
>Subject: Re: [AccessD] Case management and external files
>
>One option, you might want to look at, are some of the more popular
> legal case management solutions. These are in the $200-300 range.
>The enterprise editions store info in SQL Server.
>
>You should have a basic series file numbering system to start
>with based on some sort of taxonomy.
>
>Look at TimeMatters, Legal Files, Billing Matters, and
>PracticeMaster, Amicus Attorney
>
>Both PracticeMaster and TimeMatters work with Outlook
> through MAPI and SMTP.
>
>http://www.abanet.org/tech/ltrc/
>
>http://www.abanet.org/tech/ltrc/charts/casemanagementcomparison.html
>
>http://www.timematters.com/products/timematters/
>
>Jim Dettman wrote:
>
>  
>
>>Greetings All,
>>
>> Question: anyone done work with case management and external files (i.e
>>medical records, faxes, Word Docs, etc)?  I know it's always best to leave
>>them external, but beyond that:
>>
>>a. Any best practices you've found for linking them to a given case - i.e.
>>do you tag them or place them in a per claim specific directory?
>>
>>b. How do you handle inbound faxes?  Any recommendations on software?
>>
>>c. What about e-mails with attachments?  Manual operation to cut/save the
>>attachment or something more automatic?
>>
>> Any insights would be helpful.
>>
>>Thanks,
>>Jim
>> 
>>
>>    
>>
>
>  
>

-- 
Marty Connelly
Victoria, B.C.
Canada