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A series of articles emphasizing practical
knowledge you can't find in practice guides
and interviews with experts who share
their techniques for effective and efficient
case management

 

How To Do It: Articles, Interviews &
Practice Tips

Articles emphasizing practical knowledge you can't find in practice guides

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• Marjory Harris


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Looking for an easy way to see the status of your cases at a glance? Download this customizable spreadsheet and add your open case list. Some programs for case management let you export to Excel. Another option is to use the merge function to generate a list in Word and then paste it into Excel. Then add new cases as you open them and delete closed ones.

After taking action on a case, remember to insert a brief description in the "Last Done" column. Then insert into the "To Do" a brief description of what is to be done next. Put in a due date and a note, as needed. You can keep track of pending or anticipated fees.

You can use the "sort" function if you want to sort by date of injury or pending medical-legal evaluations, etc. You can also find words quickly using Ctrl + F.

If you make a button for your launch bar, you can quickly call up your status sheet. I keep mine in a workbook called "Law Office Tasks," where I also keep a worksheet for Receivables (with built in autosum, in two columns, one for depositions, the other for orders), MPNs, links, etc.

You can insert columns of your choice and make the spreadsheet more elaborate, or you can keep it simple and just record "Last Done" and "To Do." You could also pay a programmer to do much of this within your case management program, if it doesn't already do this, but sometimes all you really need is a simple tracking device so you can scan through your caseload quickly and get a sense of where a case is without even having to open your database.

Lastly, if you are helping potential new clients in the background, before committing to formal representation, you could copy the spreadsheet, label it "PNCs" ("Potential New Clients"), and keep running track of these cases as well.



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Want to see the status of your
caseload at a glance? Try this
spreadsheet
> New PDRS & DFEC
> ACOEM, AMA Guides & FCAs
> Defense Perspective: Settlement
> Computer Corner: Analyzer
> Case Status Spreadsheet
> Carving up PD
> Comp Admin., Soup to Nuts