What it is: It is a “Web-Smarter” way to manage your law office. It is an easily-learned, secure, robust web-accessed system that manages everything from individual cases and simple correspondence to billing and overall legal office management.
What it does: The Web-Smarter Legal Office Management System creates organization, minimizes filing and clerical time and maximizes billable hours, all from a simple, easy-to-learn system. It does just about everything today’s progressive law office needs to function efficiently, generate more billable hours, minimize paperwork and bring more dollars to the bottom line . . . . and, it is fully supported by email or live full-time support.
Legal Case Manager – Efficiently manages individually cases. The system creates and maintains complete client files and individual case files within these, including scanned documents and images. It also contains an “interactive” reference library, conflict of interest check, case activity and status tracking with case and staff-based calendaring. Password-protected access from literally any in-house or remote digital mobile device, anywhere to all case-related documents, images, schedules, etc., with the ability to search both text and PDF documents, auto-fill court forms, and generate phone, text or voice messages, notes, or correspondence which is auto-transmitted with copies auto-stored or shared.
Legal Office Organizer – Organizes and minimizes your legal office paperwork, tracks employee attendance, measures individual performance, tracks appointments, court dates, etc. Creates files for individual client, individual cases, while maintaining a general searchable reference library. System auto-reminds clients and staff of important appointments, court dates, etc. It also handles messages, supports multiple languages, multiple browsers, multiple offices and multiple operating systems. Multiple level role-based permission management allows administrator to easily change permissions or enable/disable user accounts. The complete reporting package generates custom ad Hoc and standard reports for measuring all aspects of office management, such as client overviews, case overviews, staff member and overall company performance and/or case-load analysis.
Legal Office Business System – Tracks billable hours, tracks case-related expenses, creates customizable client billing statements, manages accounts receivables, generates collection reminders, and handles credit card payments. The system also handles payables, generates checks, posts to GL Accounts and provides monthly financials and all necessary financial reporting.