Time and Billing - Most Comprehensive Features
Time tracking for every activity done by your law firm is essential, hence the law Practice Cloud application from PracticeLeague provides you an integrated time tracking management feature that is easy to use from your office desk and your mobile phone. This ensures precise on time billing for the clients and billable out of pocket expenses. Non Billable resources work can also be recorded for analysis including time spent for each client or matter.
The calendaring facility will enable all reminders and tracking for all important dates, appointments, tasks, conference calls and meetings. Matter, Team, Office, Firm and individual Calendars are available to track every date. The calendar can be used for group work as well and group activities can be converted to timesheet with a single keystroke as well.
The Law Practice cloud application is built by keeping law firm in mind. The dashboard is graphical representation of many reports which gives a detailed overview across your multiple offices, teams, practice areas, clients and resources. You can also track recent activities by teams or individuals, manage upcoming events, view work in progress and communicate with individuals using our communication board.
Expenses related to travel, court fees, calls and other overheads can be recorded in real-time even from your phones. Out of the pocket expenses can then be automatically tagged and attached to the client invoices. You can even track and manage employee reimbursements.
Task Assignment and Management
Assign, track and manage various tasks for yourself or your team. Track progress of all assigned responsibilities, set deadlines, automated reminders and receive alerts for all competed tasks. Collaborative and real-time task tracking and management while working within a team improves efficiency.
Court Status Updates
For litigation matters, you can even manage the status updates of all hearings, opposition activities, next activities and set automated reminders for next dates. Share updates of every hearing with your clients instantly and maintain a chronological history of every matter, along with attachments like, notices, replies, orders et al.
Contact / Client Management
All contacts of the firm and users can be stored and accessed through the application itself. A database of all the contacts can be managed and maintained which can be accessed by all authorized individuals in the firm. Duplicate contacts can be managed and the powerful search option gets you, your desired contact information in matter of minutes. You can import/export from other apps like Outlook. Acts as great enabler for CRM, follow ups, client communication and relationship building.
Conflict Search & Matter Management
Our Law Practice Cloud solution would enable you to search through the entire database of matters, contacts and special tags provided to find a potential conflict. If any conflicts are found, the same are highlighted for further review. These conflicts can then be sent for Partner review and approval if required before accepting the new matter.
Documents and Notes
Integrated storage and retrieval of documents, contracts, agreements, client or matter information, etc. is made very easy with this application. Attach documents with matter, set search and download rights. We provide you the highest of security system to store confidential data which is accessible to authorized personnel from any location connected to the application. Case papers, material for research and important emails, all can be read through with a single click.
Drag and drop bulk files including outlook emails to record audit trails. Ready integration with Google Docs, DropBox & NetDocuments.
Invoicing and Payment Tracking
Enables easy and seamless billing with multiple levels of billing structures, including Retainership, Hourly, Activity Based, Resource/Designation specific and Blended models. One click availability of final invoices and receivables. Timesheets, activities, court appearances, tasks, etc. are integrated for timely and automated billing. Set billing guidelines at the time of matter creation including arrangement, billing frequency, currency and special billing instructions.
Automatic invoicing for the work done by teams and individual resources can be managed through this fully automated application. Draft bills are prepared and sent for Partner review and approval with timesheets and billable expenses automatically tagged based on the billing mandate given by the client. Tracking of payment from clients can also be done through the application and reminders can be sent for any overdue payments.
Track and manage resource utilisation and productivity. View activity trends, set access rules and manage teams. Our solution help you track growth of an individual and the firm.
Trust Accounting and Client Ledgers
Complete client ledgers can be maintained in the system to enable you to view the receipts and transfers from the Client Accounts. Debit and credit entries for Bank interest or charges and can be passed for any given account to keep the Ledgers up to date with the Bank account. Trust ledgers are also separately maintained with details of every transfer from the Trust account.
All completed transactions are neatly tagged and maintained on the system for future reference. Deal bibles include the client details, transaction details, deal size, practice area, transaction teams, etc. and which can also be used to generate future proposals.
Reports and Analytics
Real-time and on demand Client, Team, Resource, Partner and Office wise reports are made available to help you analyse and grow your practice. Comprehensive reports and graphs with every detail about your firm's productivity and revenue is automatically computed. These reports can also be scheduled to be emailed to you periodically. In-depth analysis provide valuable insights about firm, client and resource productivity, billing etc to increase efficiency and profitability.
Mobile apps are available for iOS and Android phones. These apps enable users to record timesheets, expenses and court updates from their phones from any location.
Electronically submit (ELEDES), auto-route to approver and process invoices based on the work flow.
Pre-defined Billing Arrangement
Outlook Calendar Integration
Related Matter Tracking
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