When I discuss using Macs in my law office, one of the questions I am always asked is “what do you use for your case management software?” It certainly is no secret that busy attorneys are interested in the best ways to manage their clients and their caseload.
When I used PCs, I used Amicus Attorney for over eight years, and it worked pretty well for the most part. I then tried Time Matters and Billing Matters based on all the good things I heard about them, but I absolutely hated them. In fact, it was after using the Time Matters combo for a few months that I got so fed up with PCs and all the headaches that they cause that I decided to switch my firm to Macs in August of 2005.
Once we became a Mac firm, we tried several different options before finding the one that works for us. We initially used an amalgamation of Circus Ponies Notebook for case organization; Address Book for contact management; and iCal (and later Google Calendar) for scheduling. While Notebook worked great for compiling information about each file, it only allows one user to be in a given Notebook at a given time, which poses problems for a busy firm. The calendar solutions were less than perfect when it came to synching and staying current at all times.
We then turned to LawStream, which we initially used for both case management and time/billing purposes. We were able to import all of our data from our PC programs into LawStream, with assistance from Bill Pope at LawStream. That program is very comprehensive, and it has many great features. However, my staff balked at several aspects of LawStream and they never got comfortable using it for various reasons. We still use LawStream for billing purposes, and it performs well in that capacity with few complaints from us.
Earlier this year, I began using Daylite by Marketcircle for our case management, and we still use it to this day. All of our calendars, contacts, and tasks are handled well by Daylite. One of the best things about this program is how intuitive and easy to use it is. The “Daylite Productivity Suite” offers full integration with Apple Mail, and automatically links all emails to the appropriate person and/or file. In fact, the only “major” thing that Daylite doesn’t do is time and billing. It is not perfect, but it is close enough for our firm.
Daylite just released Version 3.2 last week, and as part of the upgrade, I recently received an Overview which gave a detailed explanation of its features. If you are interested in learning more about Daylite, you can download this document by clicking HERE. Daylite offers a fully functional 30 day trial, which you can learn more about at its website.