Desk / Case management
Case management software: Every matter moving, the way your firm works.
In short Desk runs each kind of work as a work stream: its stages, what has to be done before a matter moves on, who signs it off and how long it should take. Your team works from queues, asks other people for what they need by a date, and can see where every matter stands.
Work streams
Write down how your firm does each kind of work, once.
- To move on
A checklist that has to be done
Tick-boxes for the stage, and you decide whether the matter can move on before they’re all ticked.
- Time limit
Days, or a date on the matter
Ten days for searches, or until the completion date. Matters that run over are flagged in the queue and the reports.
- Sign-off
A second pair of eyes
Name the stages where someone other than the person doing the work has to agree before it goes further.
- Who works it
Anyone, the owner, or a second person
New work can be shared out in turn, picked up from the queue, or go to the matter’s owner.
- When documents arrive
What Desk does with them
Check the signatures, send them to a person to look at, or file them and move on.
Day to day
Your team opens Desk and sees what to do next, without asking around.
Reports
See where matters slow down, by stage, team and kind of work.
Average days in each stage, the matters over their time limit and who has what, with an export whenever you need one for a review or an audit.
What people ask us
Do we have to start from a template?
No. The templates save you setting everything up from nothing, but you can change any stage, checklist or time limit, or build a work stream from scratch.
Can a matter skip a stage?
Only if the stage allows it. You choose, stage by stage, whether the checklist has to be finished before the matter moves on.
Who can change the work streams?
The people you give that role to. Everyone else works the matters as they’re set up.
Can we export the reports?
Yes. Each report can be exported, and every change on a matter is kept with the name of the person who made it.
See your own work streams in Desk.
Tell us the kind of work you do and we’ll set Desk up with a few of your real matters, so you can see how it would feel day to day.