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.
- 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