Since entering the legal profession, time management, task management, knowledge management, and project management have been an integral part of the day-to-day work. After trying a number of different management tools, I came to realize that finding a tool that combines these features is essential to improve productivity and quality.
1. Time management
The calendar view is the best to use, you can switch between the month view and the week view, view the work schedule of a week or a month, the calendar view shows the schedule in the form of a color block, you can adjust the time of this matter by pulling the time bar with the mouse, for example, the time of Wednesday afternoon is not scheduled, you can add temporary tasks in this time period, and it is quite flexible to adjust the lawyer's work schedule.
2. Task management
When you manage 30 cases, you have to have at least 300 to-do lists, and the tool that can keep you busy every afternoon is because it has unlimited levels and can basically meet the needs of the average lawyer.
For example, if you have a client to discuss the case 12 times in 2024, in the morning, afternoon or evening on different days of different months, you can list "first interview with client" and "second interview with client" in the project outline in the form of notes...... Then add a schedule reminder, complete the matter at the end of the interview, and count the interview time into the project, providing data support for the service report after the case is closed later.
Events created in the outline will be automatically divided into the calendar view, which means that the events in your project can be summarized and viewed in the calendar view.
3. Knowledge management
The peace litigation applet, now so much knowledge can be used in WeChat, and it can be saved to the website of the peace lawsuit with one click; It is equivalent to importing WeChat group files and WeChat customer files directly from the small program to the computer, so you don't need to collect them first and then open the computer to save them locally. In addition, in addition to WeChat files on the web side, you can also directly upload and manage project files, on one side is the case management table, on the other hand is file management, whether it is a computer or a small program, it is quite convenient to access project files.
Mini programs
Web
Fourth, project management
Using the case management form, the most useful thing is that the table can add schedule reminders and project timeline functions, a case from the beginning to the end, as short as 6 months, as long as 3 years, in the middle of 800 things, sometimes have to be seen by the heirs of the parties, then you can know the history of the case is its project timeline;
Open its table, the table has a "timeline" cell, showing the latest 10 timelines of a single case, if you need to view the completed project timeline, click on the project name to enter the outline, switch from the outline notes to the timeline, the case flow and the key matters of the case history are clear at a glance.
In the first few years of my practice, I met lawyers who never used computers, lawyers who never used computers to type, lawyers who never used mobile phones, and lawyers who never used the Internet.
The basic principle of lawyer's work is to do the best work in the shortest possible time, and management tools are still indispensable!
Many lawyers use multiple tools to manage time, manage projects, manage documents, and manage case progress, which not only costs more money, but also costs more to explore and learn. However, what we are sharing today is actually a tool - peace litigation.
【Tips】To share a recent "Love Law Day" lawyer welfare activity in Helisu, you can contact Heli customer service to sign up, and you can receive a 1-year premium version of the right to use (official website price 365 yuan/year).