Case Management System - References Checlist

Sample Implementation Schedule

Legal Technology Institute
University of Florida Levin College of Law
PO Box 117644
Gainesville, FL 32611-7644
(352) 273-0765
adkins@law.ufl.edu
www.law.ufl.edu/lti

Phase 1

The following is a list of goals and milestones to accomplish during Phase 1 of the Case Management System implementation.
	Install case management system software
	Integrate with existing computing environment
	Customize case management system screens and menus
	User training on case management system overview
	User training on case management system data input, creating new cases
	Administrator training on case management system
	Input all new cases
	Input all clients, contacts into case management system rolodex
	Develop plan for inputing active cases

Phase 2

The following is a list of goals and milestones to accomplish during Phase 2of the Case Management System implementation.
	Implement calendaring function
	Implement diarying function
	Implement reporting function
	User training on calendar function
	User training on diary function
	Administrator training on report writer

Phase 3

The following is a list of goals and milestones to accomplish during Phase 3of the Case Management System implementation.
	Implement document generation function of case management system
	User training on document generation
	User training on coding documents
	Administrator training on document generation