Busy internal teams needing clearer task ownership
Case Management
Case-support staff, with management behind them.
A trained operator, a manager, a QA rule and a reporting loop support the agreed case work. Your internal team keeps legal judgment and client decisions while Telamanis coordinates tasks and handoffs.
Managed staff workActive Case Work
Stafftrained
Managerassigned
Handoffsreviewable
The people doing the work
One coordination path across the busy case.
Case Management coordinates milestones, owners and blockers across active work. Pre-Litigation supplies stage-based daily execution. Together they make it clear who is doing the work and when the firm needs to decide.
Milestones and owners visible
Follow-up documented
Firm decisions clearly routed
Role and supervision
Support the operator, not just the task list.
Firm-specific SOPs align the role before live work. Supervisors review aging tasks, documentation and handoff quality, while staff route unusual or legal decisions back to the firm.
Care, resolution and demand desks
Give the next staff member the context.
TelaCare supports care coordination and aftercare; after the attorney confirms settlement, Howler supports California lien and settlement preparation; Gatekeeper supports reviewed MVA case facts and demand reports. A handoff identifies the source material, open issue, next owner and approval needed.
Document the milestone and next actionKeep sensitive case information in the agreed workspaceReserve strategy, relationship decisions and final approvals for the firm
Where the role helps
Match the capacity to your team.
The proposal defines the assigned work, supervision, review and tool access. Compare the managed staffing scope.
Managers interrupted to chase status across roles
Case teams needing documented coordination across treatment, records and resolution
The PI process
From source input to the next owner.
A completed task has a documented result, a review status and a clear next handoff.
STEP 01
Map milestones and owners
Define tasks, client touchpoints and the firm-decision points around each milestone.
STEP 02
Align the role
Set SOPs, documentation standards, workspace access and supervision for assigned staff.
STEP 03
Coordinate daily work
Keep tasks, source documents, follow-up and internal owners current.
STEP 04
Return a decision brief
Report completed work, aging blockers and the context needed for the next handoff or attorney decision.
Questions Owners Ask
Clear answers before you add another moving part.
What does case management support include?
It can include task follow-up, treatment and records coordination, CRM updates, client communication support, document status, liens, blockers, and attorney escalation.
How is ownership handled?
Each queue should have an owner, documentation standard, escalation trigger, and review rhythm so work does not drift between teams.
What stays with the firm?
Attorney judgment, client relationship decisions, legal strategy, and final approvals remain with the firm.
Define the case management work your team needs.
A Guided Systems Review maps the role, work product and handoffs to your firm’s case volume and existing systems.
Request Your Systems Review