Looking for Add-on Law Firm
Here is an example of what I'm trying to do in my law office. The screen shot shows that I organize certain elements of the database according to our internal "Matter Reference" or "Case Name."
The information appears alphabetically, but it also can be sorted numerically (column 2) by our internal client or case #. We also set up tabs to identify the different "types" of cases (e.g. family law, bankruptcy, etc). The next column contains the official "Court case number". And the last column that I did not circle identifies the status of the file within the workflow (waiting for info, workign on documents, waiting on a decision, pending close, etc).
Many elements of the relational database are already in ACT, such as contacts, calendar, etc. But those of us in the legal industry need a list of our "Cases" by their name, internal number, type of matter, court number and status. In some ways, it is like a realtor who would substitute the "Case" or "Matter Reference" with "Property Address". To a lesser extent, it is comparable to an accountant who would need to identify the Matter to differentiate the services being rendered: for example: Audit, Quarterly Return, etc.
Any suggestions as to how to view the information this way would be appreciated.
