Client Management

  • Enhanced Communication: Maintain strong client relationships with detailed profiles.
  • Personalized Tracking: Manage client interactions for tailored service.
  • CRM Integration: Track requests, conflicts of interest, and workflow efficiency.
  • Comprehensive Dashboard: View all transactions, including appointments and invoices.
  • Hearing Notifications: Timely updates about upcoming hearings.
  • Automated Reminders: Schedule appointments with client reminders.
  • Data Security: Advanced measures to protect client information.
  • Client Categorization: Organize clients by type and group for efficiency.

<h4>Client Management
<h4>Case Management

Case Management

  • Exceptional Legal Service: Provide hearing updates and reminders.
  • Track Legal Services: Monitor services delivered with transparent billing.
  • Integrated Calendar: Sync case-related dates with personal calendars.
  • Secure Document Handling: Manage outgoing documents securely.
  • Case Diary: Track case hearings with an automated system.

Matter Management

  • Template-Based Creation: Quickly generate matters using templates.
  • Matter Contract: Create contracts detailing services and pricing.
  • Matter Research: Access case details through a powerful search tool.
  • Stats Tracking: Monitor billing, unpaid amounts, and advances.
  • Customizable Reporting: Generate reports for performance insights.
  • Legal Work Management: Organize work with defined categories for efficient tracking.

<h4>Matter Management
<h4>Appointment Management

Appointment Management

  • Seamless Scheduling: Efficiently manage client and internal appointments.
  • Lawyer Schedule: Centralized system for optimizing lawyer availability.
  • Meeting Room Management: Reserve rooms for professional client interactions.
  • Appointment Types: Create and categorize various meeting types.
  • Timesheet Integration: Monitor appointment time and billable hours.

Operations Management

  • Task Assignment: Assign tasks to promote accountability and timely completion.
  • Consultation Room Scheduling: Book meeting rooms and manage reservations efficiently.
  • Collaboration Tools: Use shared calendars and document management systems for better communication.
  • Reporting and Analytics: Generate reports to track performance and resource usage.

<h4>Operations Management
<h4>Document Management

Document Management

  • Advanced Search: Quickly locate documents with keywords and file types.
  • Document Templates: Create and store templates for frequently used legal documents.
  • Document Outward: Track delivered documents and obtain client signatures.

Expense Management

  • Expense Claims: Allow employees to submit categorized expense claims.
  • Unit of Measure: Define units for accurate billing based on services.
  • Multi-Currency Support: Issue invoices in various currencies for international clients.

<h4>Expense Management
<h4>Invoice Management

Invoice Management

  • Client Invoices: Generate invoices based on legal services provided.
  • Payment Tracking: Send receipts to clients upon payment confirmation.
  • Advance Management: Keep records of advance payments for clarity.

Service Delivery Tracking

  • Automated Reminders: Set notifications for upcoming deadlines and meetings.
  • Service Metrics: Monitor KPIs such as turnaround time and client satisfaction.
  • Workflow Automation: Automate repetitive tasks for greater efficiency.
  • Reporting Dashboard: Generate real-time reports to track performance.

<h4>Service Delivery Tracking
<h4>Legal Library Management

Legal Library Management

  • Book Management: Organize and track book details for easy access.
  • Book Type: Categorize legal texts for efficient storage and retrieval.
  • Lend Book: Manage the lending process to maintain resource availability.

Quality Goals

  • Reducing Case Errors: Aim to decrease errors by a certain percentage.
  • Enhancing Client Satisfaction: Improve satisfaction through timely service.
  • Minimizing Document Handling Mistakes: Establish protocols to reduce errors.
  • Improving Efficiency of Case Resolution: Set benchmarks to enhance efficiency.

<h4>Quality Goals
<h4>Quality Review

Quality Review

  • Case Management Assessment: Evaluate documentation and compliance.
  • Client Feedback Review: Analyze feedback to assess quality and improvements.