Practice Management and CRM Software

Do you need Legal Practice Management Software?

The answer is YES – regardless of whether you are a solo practitioner, large firm or corporate legal department, you can benefit from the features of practice management.  It’s more than managing critical dates – it is about organizing your business.

How can you can benefit from Case Management Software?

• Contact and Client Management – A centralized system for collecting, managing and updating client and contact information.
• Matter and Project Management – A centralized system for organizing contacts related to a file, documents, notes, events, to-do’s, phone calls and other information associated with a file. Information at your fingertips rather than in the file room!
• Docketing, Calendaring and Scheduling – Shared calendars, scheduling, scheduling rules, automated tasks based on other events. Easily view calendars for the members of your team.
• Document & Email Management – Attach all documents to your file, whether they are prepared by you, scanned or received by email with the use of plug-in integrations with Microsoft® Office, Outlook®, Adobe® and Word Perfect®.
• Document Generation – Easily generate form documents and correspondence using document assembly features built into the practice management system, or link to HotDocs® for more advanced document generation, and much more!

Case Management keeps all of your firm’s vital information in one easy to manage database.  When properly configured for your firm, it gives you greater control over your practice. By leveraging technology as a service, your business can have on-demand access to the resources it needs to thrive and never have to purchase new equipment again.