Wednesday, November 16, 2016

Legal Management Systems: Client/Matter Minding


Have you evaluated the status of your current Clients lately?  Rippe & Kingston's LMS+ Client/Matter Minding Watchlist might be a good place to start!

It's quite possible that there are Clients you haven't contacted for some time and could benefit from a visit, a lunch, or even a quick phone call.  The Client/Matter Minding Watchlist, also available at the Firm level, can give you the insight at a glance of which Clients you have recently contacted - and more importantly - the ones you have not!

Very simply, the Minding Watchlist display allows you to quickly determine and identify those Clients that have not been contacted within a reasonable amount of time.  We define contact by the existence of a time entry for a Client or Matter, and the last time posted date is the key factor in this analysis.

It's important to effectively manage and mind (and thereby grow) your current Clients and Matters.  Consider employing the Client/Matter Minding Watchlist to help you do just that!