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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
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Articles emphasizing practical knowledge you
can't find in practice guides
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Profiles of people who changed workers’
compensation law.
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• Warren
Schneider
• 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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