Case Management for Staff Counsel, a component of Passport® Claims Defense, is a comprehensive solution that is designed to meet the unique needs of insurance staff counsel law firms. The solution increases staff counsel productivity and effectiveness, while also helping carriers to improve their overall expense and loss ratios.

The solution’s powerful case management capabilities – conflict checking, calendaring, document assembly, time tracking, advanced decision support tools, and more – equip staff attorneys to work more efficiently and to manage cases more proactively. This enables earlier resolution of the right cases and better preparation when cases must be tried. The solution also delivers management insight into cost and risk across staff counsel operations, which helps claims organizations to identify the most effective case strategies and control claims defense costs.

Case Management for Staff Counsel is one component of the Passport Claims Defense application. Built on Passport, our patented technology platform, Passport Claims Defense offers two modular, yet integrated, components: one supports claims professionals in their management of staff and/or outside counsel; the other supports the day-to-day case management needs of staff attorneys. Insurance carriers are able to use these components individually, or together as a comprehensive, integrated claims defense solution. These solutions are available for on-premise or dedicated hosted deployment, which offers each carrier the flexibility to select the option that best suits its company’s IT preferences and/or data security requirements.


Drive efficiency and effectiveness of staff.

  • A single, secure place to track and organize all details – people, events, documents, tasks, narratives, negotiations, financials, outcome, etc. – throughout the life cycle of a case

  • The Outlook® Module offers the convenience and efficiency of day-to-day case management directly from the Outlook interface

  • The Passport eDocketing Module efficiently and automatically generates calendar events, mitigating risk of human error and missing court dates

  • Powerful search capabilities ensure staff members are quickly able to locate case details

  • Calendaring features enable attorneys and support staff to efficiently manage schedules to ensure coverage at critical case events

Gain visibility across staff counsel operations and improve decision support.

  • Reporting and business intelligence capabilities improve executive visibility into operations, cost, risk, and exposure across all staff counsel offices

  • Role-based dashboards deliver relevant case information and metrics to each user, which streamlines access to critical information and empowers better decision making

  • Analytics tools support trend analysis to identify potential areas for cost savings or efficiency improvements

Enforce processes and reinforce best practices among staff counsel.

  • Wizards and workflows automatically assign tasks and generate reminders and notifications, as well as efficiently guide staff through common tasks like case setup

  • Rules and workflow-driven automation tools help to ensure consistency and compliance with business processes from office to office

Control claims defense costs and achieve better claims outcomes.

  • The solution’s superior ease-of-use and wide range of automation tools, such as conflict checking and document assembly, drive efficient case management practices to help reduce the cost per case
  • Business intelligence tools offer insights to help optimize staff counsel resource usage, find new cost savings opportunities, and identify the most effective case strategies for earlier and more accurate case resolutions

  • Time tracking features enable the evaluation of the cost and effort of cases
  • LegalVIEW® analytics offerings, which are powered by the world’s largest repository of legal performance data, further enhance a carrier’s ability to understand litigation expense drivers and more effectively staff cases and develop case budgets

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