You will have your own ideas about what your practice and case management applications should consist of.  We suggest these as a useful starting point:

1. Creation of workflows within Practice Database and Case applications for the opening of new clients and matters, guiding the user through conflict checks, marketing data capture, etc.
2. Case applications for every legal discipline, including those for which you have not purchased an off the shelf package from IRIS.  The additional Case applications should start with the items mentioned below, plus templates for communicating with everyone who could be involved with the case, along with attendance and telephone attendance notes, etc.  The idea here is to ensure that all work can be undertaken within Case, with its document management, time recording and diary systems.
3. Client care procedures in each Case application to be tailored to meet your firm’s requirements.
4. Billing policy compliance procedures, i.e. to ensure that money is taken on account where appropriate, etc.
5. Client ID and money laundering procedures to be stitched into case applications and systems to be set up to ensure that all records are stored and tested against centrally. Integration with electronic client identification products such as Call ML is a good idea and although this will ensure that central client based data pages are populated automatically, you should be able to test against the existence of such data automatically when confirming a first appointment and/or writing a client care letter so that clients are not asked unnecessarily for this information where they have already provided it.
6. Client and matter risk assessment procedures to comply with Customer Due Diligence requirements at the start of a business relationship and at subsequent intervals where appropriate.  This can include critical notes data pages making the fee earner continuously aware of the risk attaching to a client or matter.
7. File closure procedures in each case application, i.e. to ensure that money and property is returned to the client, file storage information is given, the file is properly archived, etc.
8. Matter risk management in key areas through use of the diary, e.g. to ensure that important dates such as limitation, stamp duty, etc are not missed.
9. Use of online billing for automated production and authorisation of bills.
10. Forms integration in each case application to enable as much of each form as possible to be populated automatically from data already entered on the system.