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Quick Start
You can have a working system this week. Keep it small, keep it consistent, and grow it once entry becomes a habit.
1
Pick 3 to 5 critical fields
Case ID, client name, conviction date, current status, offense.
2
Use a simple free tool
A single Google Sheet is fine. Add drop-downs for status and offense from day one.
3
Assign one owner
One named person handles entry and consistency. Shared responsibility becomes nobody's responsibility.
4
Start with new cases
Do not try to back-fill years of history. Capture new intakes cleanly, then digitize the backlog as capacity allows.
5
Expand later
Once entry is a habit, add Phase 2 fields, then graduate to a database.
6
Not sure where to start?
Take the six-question self-assessment to find your maturity tier and the single most useful thing to do next.
Start the self-assessmentConsistency beats sophistication
A free spreadsheet that is actually kept up to date beats an expensive platform that nobody maintains.