Create a new contact card in Outlook for every client/matter. Enter the client’s name, address, and other contact information. Use the Notes field to enter:
- Conflict names and relationships
- File number (if used)
- Date file opened
- Description of case
When you close a matter, enter:
- Closed file number
- Date file closed
- Date of destruction (when destroyed)
When you search “All Contact Items,” Outlook automatically examines the first tab of every contact card in every subfolder. If a match is found, Outlook automatically displays the matching card(s).
Get the Step-by-Step Instructions
Click here for step-by-step istructions on how to set up a conflict system in Outlook 2010. As I’ve discussed before, there is an upside and a downside to using Outlook. To enhance Outlook, and make it before more like a practice management program, consider using Credenza. See my original blog post for more information.
Copyright 2011 Beverly Michaelis