Product Features

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Case Management

Contacts

General Ledger

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  Case Management
 
 

Look up a matter by ID Number, part or all of the Client Name, part or all of the Matter Description, Office, Law Type, Bill Type and or Client Type. Firm client saves time with opening new clients because it uses your firm defaults that can be changed as needed.

 

Setup multiple addresses for mailing duplicate bills to various recipients. Setup Client/Matter specific Attorney rates, by individual or status. Setup Client/Matter specific Cost Code rates using dollars or percentages. Track Court ID and Case ID information. Create percentage bills and non-billable matters.

 

Choose the desired Billing Method by Client/Matter.

 

Track related Documents, Matters and Related Parties.

 

View a complete Ledger by Client, Matter and or Firm on one screen. You also have the ability to view all activity shown on ledger. Only one screen provides you with the ability to view all information for that client/matter. Saves time when your client or attorneys need information.

   




   


   


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