Enables the lawyers/ law firms to register their leads and track the progress of leads from contract to proposal
Qualification of leads
Proposal management with commercial terms
Capturing leads by the matter type
Converting leads to contract
Lead contact management
Client Management
Leads can be processed and converted to clients and contracts
Online collaboration with the clients of the lawyer or law firm
Client contact management
Contract Lifecycle Management
Management of contracts from creation to closure, tracking all the stages of delivery as per contractual obligations
Assignment of contract deliverables to relevant stakeholders
Management of time & material, fixed and retainership contract types from initiation to closure
Smooth management and tracking of contract value, estimated/actual hours, terms and conditions, contract milestones, billing, expenses, delays, resource utilization etc. from the contract start date to end date
Matter Management
Electronic Matter Management end to end
Get visibility into the stages of the matter progress and track all the matter related details through the matter lifecycle
Track single/multiple matter information associated with the contract using a single user interface for easy management
Assignment of matters to lawyers, paralegals and relevant people through access rights
Quick access to comprehensive matter information for relevant team members as per the access rights assigned
Define milestone-based matter deliverables
Case Management
Specifically manage cases by case types, court types, jurisdiction, parties, witnesses, with an option to include all stakeholders and representatives
Quick access to case events, documents, client contacts, bills and any relevant information associated with cases
Tracking of judges and court information
Audit trails and alerts related to all case related events
Manage and access case law and citations
Document Management
Securely create, store and share documents across the user base and stakeholders
Intuitive and easy-to-use search of information within the documents and application framework
E-Bundle
E-Bundle creates document bundles or binders
Automatically creates a hyperlinked index that is bookmarked, paginated and ordered with multiple sections
Provides a range of customizable options including title pages, index pages, sections, page numbering, bates numbering, watermarking etc.
Multimedia capable – one-click video streaming
Powerful search tool which work across handwritten documents and images
Activities, Events and Calendar Management
Milestone based event and activity management
Smart scheduling of virtual/offline meetings related to clients and their assignments
Task and timesheet management
Billing Management
Automated and manual bill generation
Fee management in compliance with varied tax requirements
Tracking of billable and non-billable time for creating invoices
Dashboard, Business Intelligence and Reporting
Intuitive dashboards and reports for Contract, Matter and Revenue management
Extensive business intelligence, actionable analytics and reporting equipping users for timely decision making and management
User Management
Administration of the lawyers, paralegals, consultants and clients
Access to relevant information for lawyers, paralegals, law firms and clients anytime, anywhere using role-based access privileges
