The legal case management systems comes with a variety of features that are designed to help with the efficient and smooth operation of law practice. A few examples of these features include document management, legal matter management, time recording, key dates management, client ledgers, invoices, and hourly rate billing systems, among others. Law firms get to save significant amounts of time by making use of automated systems. The saved time can be invested in growing the business and raising income levels. Below is a highlight of some of the main features of the legal case management software.
Client and Matter Management
The legal practice involves the management of legal matters and client records. Proper management allows for efficient and easy retrieval of client’s case files. It also helps with document management by storing scans, letters, and legal documents separately. The papers are stored in a searchable way with custom templates that help to speed up the process.
Key Dates and Deadlines
Another essential feature of the management software is keeping track of all the important dates and deadlines that are coming up for each matter or case. It also sends notifications and reminders to the relevant persons. When used correctly, it can ensure that you never miss any deadlines or meetings again. It also offers team and individual calendars. One look at the calendar, and you will know how your day or week looks like. You can even share your schedule with your colleagues.
Client Accounting
Legal practice needs to keep detailed records of all clients’ transactions. Legal Workspace helps to keep track of all the transactions and produces a detailed client ledger reports. It also sends automatic reminders for any installment that may be overdue.
Billing and Invoicing
The program also has integrated billing and time recording function, which helps quite a lot with generating bills that are based on documented expenses, disbursements, and time. It can help with the management of scheduling costs, credit notes, invoices, discounts, refunds, and bad debts.
Financial and Business Reports
Legal Workspace provides a variety of reports that can be used for analysis and help with the decision making process of matters concerning the business. All the data is stored and backed up in a data center that is based in the UK. 256-bit encryption is used for the servers to ensure that all your data remains protected and private. Data backups are done daily.…