CaseLink²

CaseLink Power User Delighted to Find Cloud-based CaseLink² Easier to Use with Large Firm’s Strict IT Policies

Download Case Study

CaseLink power user Michelle Montoya—paralegal for Utah-based Trustee Michael Thomson—wanted a software that was secure enough for her large firm’s stringent IT guidelines but also easy to get into and work with. CaseLink²  turned out to be just the solution.

Better Compliance with Firm’s Security Policies

Ms. Montoya started using CaseLink Office by BMS in 2000 when she was assisting another trustee. After Mr. Thomson became a trustee in 2011, Ms. Montoya joined him as his assistant and, in 2012, they moved to Dorsey & Whitney LLP where they continued to use CaseLink Office.

While Ms. Montoya liked the features in CaseLink Office, she found that her firm’s stringent security policies made it harder for her to use the desktop software.

“By going to CaseLink Web [which is Cloud based, so it’s accessible through a web browser], we no longer had to have two computers. That was fabulous.”
______________________
Michelle Montoya, Trustee Assistant for Trustee Michael Thomson

“On Office, we had to have a separate computer just for the software because it wasn’t allowed on our firm’s network,” Ms. Montoya said.

In 2014, Mr. Thomson and Ms. Montoya started using CaseLink Web, which made things much easier for Ms. Montoya.

“By going to CaseLink Web [which is cloud-based, so it’s accessible through a web browser], we no longer had to have two computers,” Ms. Montoya said. “That was fabulous.”

“I used to have 4 monitors, and 2 keyboards, which significantly slowed down my work process,” Ms. Montoya added. “It was much, much better going to one. Being on the web was also very helpful.”

As a power user of CaseLink, Ms. Montoya often shares feedback with her Account Manager, Melanie Patton, on areas where she feels the software can be enhanced. So, when she saw a demo of CaseLink² in September 2016 with many of her suggestions incorporated, Ms. Montoya was excited and eager to upgrade to the latest cloud-based iteration.

More Streamlined Workflows, Robust Features

CaseLink² is just so easy to use, and the people really listen when you have suggestions. Working with BMS has been fantastic.”
______________________
Michelle Montoya, Trustee Assistant for Trustee Michael Thomson

With firm network issues a thing of the past, Ms. Montoya is rejoicing at the secure accessibility and ease of use of CaseLink².

“By going to CaseLink², we are no longer using a product that can’t be used on our firm’s network,” Ms. Montoya said. “I now only have one computer and it makes my life so much easier!”

Ms. Montoya also appreciates that her suggestions of new features have been listened to and implemented, including a more flexible 341(a) module with filter, sort, and drag and drop functionality, as well as documents listed in groups by source such as PACER, DocLink, and Other.

CaseLink²

The software’s familiar user interface (similar to CaseLink Office) is also much appreciated in addition to these new features. “I like that the Case screen is more similar to CaseLink Office a lot,” Ms. Montoya said. “I also like the improved features provided in the web product with CaseLink², such as the new banking screen with account summaries at the top and details below instead of having to go to a separate screen.”

“It’s just so easy to use, and the people really listen when you have suggestions,” Ms. Montoya added. “Working with BMS has been fantastic.”

Request a Demo

Fill out the form below to request to see a demo of CaseLink².