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Streamlining Case Management with Online Document Management and Workflow

When you think of case management, what comes to mind?  For some, it’s the facilitation of treatment plans to assure the appropriate medical care is provided to disabled, ill or injured individuals.  For others it is a set of management approaches for law firms or courts.  And for investigators, whether they are private or law enforcement, case management is the collection of data and documents specific to an investigation.

What all three types of case management have in common is a large volume of information.  However, they also have one other major characteristic.  They are all time sensitive.  It’s not about the data or documents, it’s about effectively treating the ill, winning the legal battle, or finding the truth in an investigation.  All of these demand speed and efficiency.  

Let’s look at investigative case management.  Any investigation generates and/or accumulates documents.  The documents are mailed in, faxed in, scanned in or created electronically.  The documents are related to each other based on their content.  While they all are related to the case as a whole, there would be portions of an investigation that would be categorized separately.

For instance, if interviews were conducted, each interviewee would have a separate set of documents.  If photos were taken, each set of photos would be categorized by subject.  Depending upon the size and complexity of an investigation, the sheer volume of data and documents can be overwhelming.  Investigators need to make sense of all this information.  Online case management can eliminate the complexity of sifting through all this data.

One of our customers, an investigative government agency, has streamlined its case management by 66% resulting in faster investigations with fewer resources.  Previously an investigation lasted approximately 150 days, now the same investigation can be accomplished in 50 days.  In this instance, removing the physical handling of paper documents resulted in a huge reduction in time.  Documents are now shared electronically across remote locations eliminating the need to faxing, couriers and copies.  With online document management, access to information in immediate.  This allows investigators to concentrate on their cases and not waste time chasing down documents.

So what documents are you chasing down?  What do cases do you manage?  And can you become more effective with online case management?  

Interested in learning more?  Please visit our website for more information on Online Document Management and Workflow.

Topics: Case Management

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