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Case Management System Optimization
Your Case Management System (CMS) should work for you, not against you. In this engagement, we dive into your case management system (Clio, MyCase, PracticePanther, Docketwise, etc.) to recommend and clean up cluttered workflows, eliminate inefficiencies, and align the system with how your firm actually operates.
Whether your phases are messy, automations are broken, or your team isn’t using it consistently, we’ll rebuild it so it supports better service delivery, smoother handoffs, and a more productive workday.
What to Expect:
System Audit & Workflow Mapping: We’ll assess how your CMS is currently set up, from pipelines and task lists to matter phases and automations, and compare it to how your firm actually runs.
Pain Point Identification: We’ll spot bottlenecks, unnecessary steps, or confusion points in your current setup, especially where tech and human processes collide.
Workflow Redesign: We’ll rebuild your pipeline stages, task templates, and process automations so your system reflects a clean, scalable version of your firm’s daily work.
Adoption & Usage Support: We’ll offer training tips and role-based recommendations to ensure your team actually uses the system the way it was designed to work.
Deliverables:
Case Management System Audit Summary + Key Issues Report
Optimized Pipeline/Phase Design
Updated Workflow Templates (Tasks, Triggers, Automations)
Role-Based Recommendations for Usage
Implementation Services up to 25 hours to reconfigure your system
Video Walkthrough or Training Guidance (as needed)
Next Step After Purchase:
You’ll get a link to book your kickoff session. We’ll collect a few system details, review your pain points, and then get to work optimizing your Case Management System with your approval.
The Details:
Most CMS optimizations wrap in 2–3 weeks with 1 discovery call and shared system access. We do the backend cleanup while you focus on running your firm. Expect low lift on your part, just clarity, configuration, and a smoother workflow at the end.
This is ideal for firms who:
Have a CMS in place (like Clio, MyCase, etc.) but it’s messy or underused
Feel like their tech isn’t matching how their team actually works
Want to improve consistency, speed, and client delivery
Are prepping to grow and need better systems before hiring
Limitations of this service: This is a workflow-focused engagement, not a full implementation or multi-tool tech overhaul. It does not include:
Setting up a brand-new CMS from scratch
Migration from one platform to another
Custom coding, API integrations, or platform-specific support
Full training for your entire team (we'll give usage tips, not conduct onboarding)
Bottom line? If your case management system feels like a cluttered to-do list instead of a productivity machine, we’ll fix that. You’ll get a streamlined, clean, and functional setup that works with your firm, not against it.
Your Case Management System (CMS) should work for you, not against you. In this engagement, we dive into your case management system (Clio, MyCase, PracticePanther, Docketwise, etc.) to recommend and clean up cluttered workflows, eliminate inefficiencies, and align the system with how your firm actually operates.
Whether your phases are messy, automations are broken, or your team isn’t using it consistently, we’ll rebuild it so it supports better service delivery, smoother handoffs, and a more productive workday.
What to Expect:
System Audit & Workflow Mapping: We’ll assess how your CMS is currently set up, from pipelines and task lists to matter phases and automations, and compare it to how your firm actually runs.
Pain Point Identification: We’ll spot bottlenecks, unnecessary steps, or confusion points in your current setup, especially where tech and human processes collide.
Workflow Redesign: We’ll rebuild your pipeline stages, task templates, and process automations so your system reflects a clean, scalable version of your firm’s daily work.
Adoption & Usage Support: We’ll offer training tips and role-based recommendations to ensure your team actually uses the system the way it was designed to work.
Deliverables:
Case Management System Audit Summary + Key Issues Report
Optimized Pipeline/Phase Design
Updated Workflow Templates (Tasks, Triggers, Automations)
Role-Based Recommendations for Usage
Implementation Services up to 25 hours to reconfigure your system
Video Walkthrough or Training Guidance (as needed)
Next Step After Purchase:
You’ll get a link to book your kickoff session. We’ll collect a few system details, review your pain points, and then get to work optimizing your Case Management System with your approval.
The Details:
Most CMS optimizations wrap in 2–3 weeks with 1 discovery call and shared system access. We do the backend cleanup while you focus on running your firm. Expect low lift on your part, just clarity, configuration, and a smoother workflow at the end.
This is ideal for firms who:
Have a CMS in place (like Clio, MyCase, etc.) but it’s messy or underused
Feel like their tech isn’t matching how their team actually works
Want to improve consistency, speed, and client delivery
Are prepping to grow and need better systems before hiring
Limitations of this service: This is a workflow-focused engagement, not a full implementation or multi-tool tech overhaul. It does not include:
Setting up a brand-new CMS from scratch
Migration from one platform to another
Custom coding, API integrations, or platform-specific support
Full training for your entire team (we'll give usage tips, not conduct onboarding)
Bottom line? If your case management system feels like a cluttered to-do list instead of a productivity machine, we’ll fix that. You’ll get a streamlined, clean, and functional setup that works with your firm, not against it.