Proposal for Case Management software to new law firm

1. Act! And HotDocs
CASE MANAGEMENT SYSTEMS SOLUTIONS FOR NORTON WYSONG LAW, P.A.

2. Overview
 A new, up and coming law firm, Norton Wysong Law, P.A., in the
Tampa Bay area is in need of a Case Management System, as well
as a Document Generating System. Currently, the firm is working off
of spreadsheets, templates and multiple calendars. Norton Wysong
Law, P.A. is in need of a database which will house all case
information. Then once all information is stored and completed, the
firm is in need for some of the database information to transfer over
to a document generating software. From the document
generating software, the needed pleadings for individual cases can
be prepared.

3. Opportunity
 Need a way of tracking data, other then on spreadsheets.
 Need more time efficient way of preparing documents without
using templates.
 Need a calendar of all upcoming court deadlines for multiple
people to view
 Need a database where notes on each particular case are stored
 Need a database where documents on each particular case are
stored
 Need to be able to run reports from specific data within a case
management system

4. Audience Analysis
 The firm is aware of the need for a case management system.
 Each week a meeting is held to review the issues and problems that
occurred that prior week.
 Solutions are discussed as to how to correct those issues and to
formulate the best course of action.
 With weekly review of these issues the acceptance of a new systems
seems likely as many issues are caused by lack of knowledge on a
file due to unorganized data or multiple places to look for data.

5. Stakeholders
Contact Title Contact Info When start
communication
Needs/
Interest
What you learned
Ralph Chancey President (813) 487-5946 Start of proposal Overall Property
Management System
Needs a much easier
way to gain an idea of
current activity in the
office
Lisa Wysong Attorney (813) 325-9091
Lisa@nortonwysonglaw.
com
Start of Proposal Needs a Case
Management System
and Document
Generating System
Needs a more efficient
way to view current
activity on cases being
handled
Mike Chancey Accountant (813) 599-9557 Start of Proposal The cost of the new
project
Select amount of
allowed funds for the
project