Making Case Management Profitable

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Making Case Management Profitable

• IAN WIMBUSH
• Sharing my experiences
• Case Management and Managing a business

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Our Definition of Case Management

• Easily definable steps in a legal process, so at
  a click of a button data is merged from your
  contacts to produce letters and forms, along with
  key date reminders, automatically recording time,
  and costs to produce a case history Bill. Helping
  you be more effective and efficient.

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WHY Case Management and Management go together

• Increase productivity more fixed fees
• Improve Client Service
• Increase Effectiveness
• Compete Better
• A Stronger business

R.O.I ( Return On Investment)
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What is a Firms Product

• First we have to identify what is your product
• Your product is time and knowledge
• If you agree then you must to know how time
  within your firm or yours is spent
• The only area you can effect is how time is used
• The area you can impact is non chargeable time in
  your firm including administration

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Using HP definition of Management looking at what
is management

• Bill Hewlett and Dave Packard ( HP)?
• Plan
• Organise
• Lead
• Control
• successful management helps you achieve these

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My definition of Management

• SCRUM
• Specialise
• Commitment
• Regulatory
• Uniques
• Management
• Case management will be more effective in a well
  managed firm as in a well drilled SCRUM the
  effort multiplies exponentially

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Specialise to create stregnth

• Specialise find a Niche (HP) (PSL)
• Analyse your Strengths 5 Ws
• Know your costs per hour per fee earner
• Chargeable hours per fee earner?
• Agree a plan with each targets
• Know your KPI's (key Performance Indicators )

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Commitment Communication

• Lead from the front invite change
• Client Focussed Deliver Promises
• Commit to automate processes 5 gains
• Communicate with the staff your plan
• Choose the software that suits your firm, looks
  good, feels good, does good. 3 goods and be
  committed

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Regulatory

• Becoming very important
• Financial overdrawn client
• Hidden profits, Paying disbursements on time
• Reconcile banks office and client
• Review the accounts
• Why do accounts? let others do the processing,
  you earn the income let others control and
  process

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Uniques - Yours

• What are your firms ?
• Be different to be remembered
• Be client focussed costs are important deliver on
  promises
• Productise your solutions
• Train your staff constantly
• Seek improvements weekly

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Management

• Plan - set a goal for you and the firm
• Organise - Reduce repetitive work
• Lead - remember the enthusiasm
• Control - the costs know your KPIs
• Automate processes e.g. posting slips
• Case management is an essential part of the
  management tools

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Case Management how to choose

• Easy to use and easy to implement
• Get the salesperson to show and do
• If they cant do it, how can you?
• Instant letters/document changes
• Ensure forms are directly linked
• Intuitive time recording made easy

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WIIFY What Case Management gives you

• Provides valuable information
• Complete history of the case
• Enable cost accounting information
• Analyse the business
• Use the brain for thinking not storage
• Makes users more efficient

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Dos and Donts

• Dont choose the case management because of
  accounts
• Delegate the admin but attend the training lead
  from the front
• Work with the supplier ?
• Invest in the hardware for the staff

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Making Case Management Pay

• Set goals with the salesman and review them
  monthly
• What was the cost include your time
• Look for the daily saving on tasks
• Whats in it for the staff job satisfaction
• What income has increased
• What cost savings have been made

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Case Management will help you

• Specialise - Create Niche
• Commitment - Client Focussed CRM
• Rugby Ball - Own the problem
• Uniques - Identify them
• Manage - Plan Lead Organise
  Control

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What are Peapod's Uniques

• Specialists in software for high street firms
• Leader in forms software always up to date
• Salespeople are your partners to make IT work?
• Client care we do and will make IT work
• Committed to your success
• Believe we can help you be more efficient and
  effective using our software.
• We have a great team of people.