Active Collab has a lot of great features for managing the non-accounting part of a project. One of the things I really like about it, is the notebooks area. This allows us to organize all of our “reference” type of information, but I think it’s also a great tool for how to set up notebooks for legal case files in Active Collab.
You can set it up the same way as we did in Evernote. Two major notebooks, one for client confidential, and one for the case file. What’s nice here is that you can create a “sub-page” which is a page linked directly underneath a page. This by itself can give rise to new ideas for how you want to organize everything. You can also break these up in to more notebooks. The choice is yours.
I love working with a product that offers flexibility in terms of how it can be used to organize information. You can set up your legal case files in Active Collab any way you like. You can also take advantage of the tasks, & files areas. The linking capabilities in Active Collab are also powerful. Active Collab allows you to link to another item within your projects, as well as to any external place on the web. This way you can organize files in the files area and link to them on a note page. You can also attach / embed files directly onto a note page. This is going to be up to you in terms of how you set it up.
I do suggest that if you are going to use Active Collab for your legal case files, then establish your firm’s internal rules for how things will be managed. Decide that either all files will go into the files area, or they will always be embedded on a page in a notebooks. Otherwise you may find it difficult to find something.
You can comment on anything in Active Collab. I love this feature. You can comment on a notebook page, a file, or a task. You can also share a link to something allowing people externally access to only that one thing. We’ll continue looking at some use cases for how to use Active Collab to set up and manage your legal case files in my next few posts. As always, please comment with questions, feedback, and ideas.