[teknoids] Case Management software for Clinics

Johnson, Cyndi johnson at law.unm.edu
Wed Sep 10 15:29:12 EDT 2014


Additionally, it's important involve your Office of University Counsel early if you are considering a cloud solution. I assume we're not the only ones who are running into that brick wall. They want guarantees that all data will reside in the US.
Cyndi

Cyndi Johnson
Director/Assistant Dean for Information Technology
UNM School of Law
(505) 277-0695

From: teknoids-bounces at ruckus.law.cornell.edu [mailto:teknoids-bounces at ruckus.law.cornell.edu] On Behalf Of Dan Cantrell
Sent: Wednesday, September 10, 2014 12:44 PM
To: teknoids at ruckus.law.cornell.edu
Subject: Re: [teknoids] Case Management software for Clinics


At the Duke University School of Law the legal clinics were using the Lexis Time Matters for a number of years up until early last year when we migrated to Clio.

The TimeMatters software is quite neglected and I discourage anyone from considering its use.

We found that Clio (goclio.com<http://goclio.com>) and Houdini (houdiniesq.com<http://houdiniesq.com>) were two leaders in online practice management. The biggest differentiation between them being Clio is easiest for students to begin using immediately, and Houdini is highly customizable if your needs dictate sufficiently complex workflows not offered by Clio.

There were obviously MANY more distinguishing characteristics between those software solutions and many other fine services, but in the end we chose Clio.

Some important considerations in selecting a practice management solution:
- cost, both Houdini and Clio are free for legal clinics at universities
- privacy and data protection, ensure that an agreement can be signed that meets the security requirements for sensitive data
- features, it is important to clearly identify and prioritize the features that will be used as these services vary greatly
- ease of use, both from a teaching and technology standpoint, the system should have a familiar UI that works on all platforms of choice (browser, mobile, desktop)
- backups and export, how do you retain ownership of the data and preserve it so that you can change service providers in the future


Thank you.
Dan

--
Daniel Cantrell
Systems Group Manager, Academic Technologies
Duke University School of Law

On Sep 10, 2014, at 12:00 PM, teknoids-request at ruckus.law.cornell.edu<mailto:teknoids-request at ruckus.law.cornell.edu> wrote:


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Today's Topics:

  1. Re: Case Management software for Clinics (Edwards, Kim)


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Message: 1
Date: Tue, 9 Sep 2014 20:16:00 +0000
From: "Edwards, Kim" <kedwards at richmond.edu<mailto:kedwards at richmond.edu>>
Subject: Re: [teknoids] Case Management software for Clinics
To: Teknoids <teknoids at ruckus.law.cornell.edu<mailto:teknoids at ruckus.law.cornell.edu>>
Message-ID: <D034D7F5.34BD1%kedwards at richmond.edu<mailto:D034D7F5.34BD1%25kedwards at richmond.edu>>
Content-Type: text/plain; charset="windows-1252"

Does Time Matters run on Macs now?  We used it for a while but it was a Windows only solution, so we abandoned it.

We?re using CLIO and the faculty and students seem to like it a lot.  The calendaring feature seems to be a big deal for them (among other things).

Cheers,
Kim

-----
Kimberly M. Edwards, CG'13, ACSP
Computer Services Coordinator
Law School Library
28 Westhampton Way
University of Richmond, VA  23173
kedwards at richmond.edu<mailto:kedwards at richmond.edu>
(804) 287-6687

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From: Kasra Hafezi <hafezi.kasra at gmail.com<mailto:hafezi.kasra at gmail.com<mailto:hafezi.kasra at gmail.com%3cmailto:hafezi.kasra at gmail.com>>>
Reply-To: Teknoids <teknoids at ruckus.law.cornell.edu<mailto:teknoids at ruckus.law.cornell.edu<mailto:teknoids at ruckus.law.cornell.edu%3cmailto:teknoids at ruckus.law.cornell.edu>>>
Date: Tuesday, September 9, 2014 at 10:14 AM
To: Teknoids <teknoids at ruckus.law.cornell.edu<mailto:teknoids at ruckus.law.cornell.edu<mailto:teknoids at ruckus.law.cornell.edu%3cmailto:teknoids at ruckus.law.cornell.edu>>>
Subject: Re: [teknoids] Case Management software for Clinics

John,

You want to look into Time Matters by Lexis. It's free by the way !

Kasra

Sent from my iPhone

On Sep 9, 2014, at 8:25 AM, "Resotko, John" <resotko at law.msu.edu<mailto:resotko at law.msu.edu<mailto:resotko at law.msu.edu%3cmailto:resotko at law.msu.edu>>> wrote:

I confess to being a lurker on this list, posting rarely, and taking full advantage of the collective experience found here. Now I must ask for your help.

The Clinics at the MSU College of Law are embarking on a replacement for our current case management tool, PracticeMaster.  While many of the clinical faculty and staff can tell me what they feel this software does poorly, few have been able to tell me what attributes the perfect case/practice management tool must have to be useful to them.

So, I'm asking this group: if you run a clinical practice at your institution, and you had to find a case management tool, what would be your top five to ten "must have" requirements for that tool?  My goal is to present my clinical faculty and staff with a menu of possible software requirements, and use that to more effectively start the conversation on their wants and needs.

If you want to add your recommendations on specific products, I would certainly welcome those as well.  My main goal is to get a better understanding of what a good case management tool should/must do first, then use that to help the list of requirements that my faculty and staff value before we go shopping for software.  Any thoughts, advice, insights, and opinions would be greatly appreciated.  I thank you in advance for your time.

/John Resotko
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