Attorney Information Management
Aggregate all relevant data related to each person:
- Personal Information
- Compensation & Benefits
- Matter History & Expertise Areas
- Credentials, Awards, & Certifications
- Performance Tracking & Evaluations
Biography & Resume Automation
Automatically generate detailed biographies and resumes.
Instant PDF creation.
Availability vs. Demand
Determine which attorneys are available for specific Case/Matter needs.
Plan for the future: attorney activity allocations + accurate financial projections.
Attorney utilization percentage tracks individual capacity rates.
Resource Filtering
Find resources/attorneys in ranked order based on custom criteria such as job title, skill, certificate, activity history, etc.
Attorney Information Management
Aggregate all relevant data related to each person:
- Personal Information
- Compensation & Benefits
- Matter History & Expertise Areas
- Credentials, Awards, & Certifications
- Performance Tracking & Evaluations
Biography & Resume Automation
Automatically generate detailed biographies and resumes.
Instant PDF creation.
Availability vs. Demand
Determine which attorneys are available for specific Case/Matter needs.
Plan for the future: attorney activity allocations + accurate financial projections.
Attorney utilization percentage tracks individual capacity rates.
Resource Filtering
Find resources/attorneys in ranked order based on custom criteria such as job title, skill, certificate, activity history, etc.
New Case/Matter Automation
Create, modify and number new Case/Matters by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments. Auto file initiation from pre-suit to archival (complaints, referrals).
Intake
View number of current requests.
Automated New Intake formal process featuring Activity Intake Form aggregates all related information, financial templates, and proposed approval routing.
Approval routing system linked to new Case/Matter feature.
Create, modify and number new Case/Matters by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments.
Automated file initiation from pre-suit to archival (complaints, referrals, etc.).
Client Management
Collects and displays all information pertaining to each client including location, industry, relationships, contacts, financial details, and invoicing.
Client system links to Case/Matters and Financial modules for full integration.
Client dashboard access capabilities.
Activity health monitoring.
Automated color coded Gantt charts.
Expansive task detail inputs and Case/Matter cost tracking.
Activity Tracking
Activity health monitoring based on client-defined criteria (phases, detail, time spent, start date, etc.).
Automated color coded Gantt charts.
Expansive task detail inputs and associated cost tracking.
Document Management
Aggregate, store and easily access all documents relating to Case/Matters.
New Case/Matter Automation
Create, modify and number new Case/Matters by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments. Auto file initiation from pre-suit to archival (complaints, referrals).
Intake
View number of current requests.
Automated New Intake formal process featuring Activity Intake Form aggregates all related information, financial templates, and proposed approval routing.
Approval routing system linked to new Case/Matter feature.
Create, modify and number new Case/Matters by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments.
Automated file initiation from pre-suit to archival (complaints, referrals, etc.).
Client Management
Collects and displays all information pertaining to each client including location, industry, relationships, contacts, financial details, and invoicing.
Client system links to Case/Matters and Financial modules for full integration.
Client dashboard access capabilities.
Activity health monitoring.
Automated color coded Gantt charts.
Expansive task detail inputs and Case/Matter cost tracking.
Activity Tracking
Activity health monitoring based on client-defined criteria (phases, detail, time spent, start date, etc.).
Automated color coded Gantt charts.
Expansive task detail inputs and associated cost tracking.
Document Management
Aggregate, store and easily access all documents relating to Case/Matters.
Budgeting & Cost Analysis
Create and maintain detailed budgets identifying all related (internal, external, consulting, etc.) Case/Matter costs.
Track actual vs. budgeted Case/Matter costs.
Automated alert systems for cost discrepancies.
Billing, Invoicing, & Rebilling
Automatically generate invoices for internal and external customers.
Stand alone use + existing billing system integrations.
Financial Planning
Budget projection for specific Case/Matter integrates with Financial Plan template retaining and updating information for the entire Case/Matter lifecycle.
Enables Actual vs. Budgeted cost analysis.
Real-time data access and financial monitoring.
Budgeting & Cost Analysis
Create and maintain detailed budgets identifying all related (internal, external, consulting, etc.) Case/Matter costs.
Track actual vs. budgeted Case/Matter costs.
Automated alert systems for cost discrepancies.
Billing, Invoicing, & Rebilling
Automatically generate invoices for internal and external customers.
Stand alone use + existing billing system integrations.
Financial Planning
Budget projection for specific Case/Matter integrates with Financial Plan template retaining and updating information for the entire Case/Matter lifecycle.
Enables Actual vs. Budgeted cost analysis.
Real-time data access and financial monitoring.
Calendars
View attorney specific to-do lists, tasks & deadlines, time off requests and days taken.
Automated direct reports summarize task lists.
View Docketing calendar and notes.
Time Entry
Enables attorneys to enter time against Case/Matters for accurate, billable hours invoicing and tracking.
Automatic time entry submission and management approval system.
Time Off Requests & Approvals
Enables attorneys to submit time off requests directly to management and monitor approval status.
Calendars
View attorney specific to-do lists, tasks & deadlines, time off requests and days taken.
Automated direct reports summarize task lists.
View Docketing calendar and notes.
Time Entry
Enables attorneys to enter time against Case/Matters for accurate, billable hours invoicing and tracking.
Automatic time entry submission and management approval system.
Time Off Requests & Approvals
Enables attorneys to submit time off requests directly to management and monitor approval status.
Single Source of Truth
Customizable dashboards aggregate all department/company data into one simple, highly consumable source of truth.
Delivers unique, 360 degree insights for better understanding of current business state and more effective future planning.
Charts & Widgets
Role Based Configuration
Control access and deliver insights to the right people.
Simple role-based configuration.
Single Source of Truth
Customizable dashboards aggregate all department/company data into one simple, highly consumable source of truth.
Delivers unique, 360 degree insights for better understanding of current business state and more effective future planning.
Charts & Widgets
Role Based Configuration
Control access and deliver insights to the right people.
Simple role-based configuration.
Automated Reports
Access to information related to Case/Matters and attorney resources.
Simple, consumable, and easy to use & customize.
Performance Metrics
Automatically measures attorney performance metrics such as total costs, revenue generated, and time/hours spent on Case/Matters (individual and aggregate).
KPI & Profitability Analysis
Enables visibility and insight into key profit centers in real-time.
Automated Reports
Access to information related to Case/Matters and attorney resources.
Simple, consumable, and easy to use & customize.
Performance Metrics
Automatically measures attorney performance metrics such as total costs, revenue generated, and time/hours spent on Case/Matters (individual and aggregate).
KPI & Profitability Analysis
Enables visibility and insight into key profit centers in real-time.