Key features include:

• Client and matter management
• Workflow with steps, tasks and alerts
• Time recording
• Automated matter billing
• Trust accounting
• Document generation and management
• Shared calendars
• Matter-based email
• System audit trail
• Access online anywhere, anytime

Workflow

“Real workflow” allows you to bake your legal expertise into the DNA of the firm, by creating templates that are applied for different matter types. It’s an approach that will increase the productivity and quality of your output without increasing costs.

Real workflow sits at the heart of your practice management system, and drives everything that happens in your business — from first initial client contact (website form, email, or phone), through to engagement, service delivery, and billing. You set up a map of how you want you firm to run by creating a series of interconnected steps.

Different paths can be followed through the map depending on the circumstances of each particular matter.

How can “real workflow” help you?

Many practice management systems are just variants of the same theme (appointments, time recording, and billing), and workflow is nothing more than an organised to-do list. "Real Workflow" is very different, and is the key to increasing profits and reducing stress. Learn more here.

At each step you can define:

• The tasks that need to be performed by each staff role
• Whether tasks must be completed before leaving the current step
• Whether tasks must be completed before arriving at some future step
• Documents that need to be completed
• Data that needs to be captured
• The matter participants that are required
• If a file note must be entered
• An automatic email that should be sent out (e.g. client updates)
• Whether an invoice needs to be raised
• And lots more…