[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