As I suggested in my previous post, I have tried a number of different programs that would emulate what was being used in my previous (all paper) case management system. Along with the Apple programs Address Book, ical and Mail, I use Circus Ponies Notebook in combination with Adobe Acrobat for case management and trial preparation. This might be a very practice specific choice.
Notebook, much like other great programs for the Apple, takes some time to realize its full potential. A great starting point are the videos on this page. For a testimonial on the power of this program (in combination with other progarms) see this promo.
I have two different templates. One is for trial and the other is for case management. The one for case management is the same as our previous paper file management system. I am happy to share either one. Just send me an email or post a request in the comments.

Edit:
I forgot to include this tutorial that convinced me to purchase Notebook. It is a bit long but really showcases the value of this program.