Looking for Suggestions or Advice for litigation software
I have very limited experience on creating full software or a sort of automation software. What our firm is looking to either subscribe to or create ourselves using an LLM is the following:
We are a smaller firm that currently has 10ish litigation matters. We use Clio, an E-dsicovery software, and microsoft suite currently as our softwares.
We are wanting something that can essentially organize our workflows and track status of matters. Some things I was wanting to incorporate:
Create a new email with our domain so any thoughts, new dates, or essential information can be sent to the person and CC the new email with the matter name in the subject line. so that information is updated in our dashboard
We have a trial guide chart where it is a working document where we refine information like Theme,Theory,Legal elemetns of claims and defense for both parties. This information will live in this software and gets updated for information updated either on the software or with things sent to the dedicated email
Dates/important tasks tracking. For example for a case you will have all the parties, date discovery sent with a checkbox and date, Responses done with a checkbox and date and the firm member name for who is responsible for that.
Our litigation team meets everyother week for a snapshot meeting. Either daily or two times a week an email goes out for a brief update on each litigation matter pulled from the software.
The idea behind this is not to hold documents, review discovery or communicate with clients. This is to be a closed internal tool that we utilize to streamline communications by the team regarding litigation matters, track our current strategy and outstanding issues and allow anyone working litigation to instantly pick a litigation matter and understand the timeline of things to be done, overall case strategy and see where they can bring the most benefit to the case.