Client Matter Management Module

Client Matter Management: Provides end-to-end management of the entire client portfolio with built-in tasks and status tracking mechanism. Provides a repository for document and correspondences and tracking time has never been so easy. Start a timer with a single click from any device, whether you’re on the go or in the office.

Key functionalities:

  • Personalize portfolios for respective lawyers
  • One-stop information base for client’s information and details of the matter, including all documents, correspondences, cause papers related to the matter
  • Management of tasks, schedules, lawyers assignment for the matter
  • Tracking of cost incurred, trust funds for the matter and seamless integration to the accounting module
  • Tracking of time logged for the matter and configurable hourly rates can be defined for each lawyer and/or for each specific matter
  • Configuration workflow for management of the different types of legal matters ranging from Intellectual Properties, Litigation, Conveyancing and so on.
  • Auto-generation of letters including the following:
    • Auto-generation of timesheet ready to be sent to the client
    • Engagement letters (for each client)
    • Warrant to Act (for each matter)
    • Cover letters for invoicing and receipts
    • Easy to use Dashboard