Tag Archives: Case

How to create a case record number

When reviewing numerous case management software packages for law firms, we never cease to be amazed at the number of overpriced packages that have “automatically generate a case number” at the top of the list of features, as if that were a difficult or even impressive package feature. Also, most …

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Case Study: Failed CRM Implementation

If you’re looking to implement a customer relationship management (CRM) solution in your business, this article will highlight a few key areas you might want to cover to avoid costly mistakes made by other businesses. A few years ago, a CRM system was integrated into a healthcare organization. It wanted …

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