Paralegals play a crucial role in case management. Here's how to use the mobile app effectively.
Daily Workflow
Morning Review
- Check overnight messages
- Review new document uploads
- Flag items needing attorney attention
Throughout the Day
- Respond to routine client questions
- Track treatment appointments
- Update case notes
Document Management
From mobile you can:
- Preview incoming documents
- Categorize and label
- Request missing documents from clients
- Note issues for follow-up
Client Communication
Paralegals often handle:
- Initial case setup questions
- Document collection
- Appointment coordination
- General case inquiries
Using Templates
Access paralegal-specific templates:
- Document request messages
- Appointment reminders
- Treatment follow-ups
- Status check-ins
Escalation
Know when to involve the attorney:
- Legal advice questions
- Settlement discussions
- Upset or frustrated clients
- Significant case developments