case & Client-Matter Management

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CASE MANAGEMENT AT ITS BEST

THE CASE-MATTER PROFILE


Optionally, use our online Intake forms in your webpage or marketing initiatives.

1.  All work product, prepared by any use, is maintained in the  Case-Matter Profile 

and available for edit - unless MARKED FINISHED.

2. Assigned TASKS are displayed, and when completed MARKED FINISHED.

3.  Scheduled Events are displayed,  and beginning  10-days prior to an event, such as an Appointment,  Hearing, Trial, or filing Due Date 

the Case is displayed with completed 

and unfinished work. 

For example - an outstanding Deposition - and who is responsible for it, may be displayed for the work to be completed.

YOU WILL BE PREPARED ON TIME

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ELECTRONIC ORGANIZATION OF FILES


Are you tired of  searching for files?

Try this:

All files that need attention TODAY and  the NEXT TEN DAYS  are placed on your

virtual desktop each time you login, along with their scheduled tasks, appointments and court appearances


Open a file with one-click or screen touch.

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CLIENT CASE & MATTER MANAGEMENT

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Several data entry screens are available, such as: Personal Injury, Workers Comp, Family Law, and Medical Malpractice.


Optionally, use our online Intake forms in your webpage.

All ABA matter-types are included
with  sub-categories.  

 

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ALL MATTERS


Extensive management tools for the following

1.  TRANSACTIONAL LAW

                           80% of billing is automated - do the work and save.

2. CONTINGENT MATTERS 

                     Time tracking is automated - do the work and save.

3. Prepares Final Settlement

        Statement with distribution


Produce Proposed Settlement Statements  anytime, with Expected Settlement amount, expense, total hours of all timekeepers, and

 firms percentage -- in one minute.

BUSINESS MANAGEMENT

  • Reports on profitability, case - matter activity, retainers, trust accounts, receipts by attorney, receipts for practice areas, and for the firm.

PARTICIPATE IN A LIVE DEMO

IN A FEW MINUITES AN EXPERT WILL WALK YOU THROUGH ITS FEATURES. IF YOU LIKE THE DEMO ASK FOR A 30-DAY RISK FREE TRIAL