CASE MANAGEMENT

Advanced Legal Manager Overview

Overview

• Calendar, assignments, orders, tracking, accounting, payroll
• Windows Explorer style layout for quick data navigation
• Right-click menu for performing tasks quickly
• Flexible enough to handle any bill/pay rate structure
• E-mail reports directly from within the program
• On-screen work “managers” keep information up close and personal
• Incredible flexibility for setting system defaults

Features

• Expandable tree view
• Quick retrieval by case numbers
• Tasks box allows a user to send a note to another user, log personal notes, and keep a list of what items you’re assigned in tracking until the step has been completed
• Calendar section is virtually entirely “point and click” for speedy entry
• Case caption files can hold even the longest styles
• E-mail confirmations to clients and personnel
• See what state an assignment is in with the Status section
• Schedule Manager provides a place to view, schedule, edit, and confirm daily assignments
• By grouping personnel, you can quickly see who you have available for any task you need to assign
• Double-click the assignment line detail to go directly to the Calendar section
• Tracking Work Flow Manger
• Convenient invoicing system
• Wide variety of search capabilities and multiple payments options
• Cash Receipts
• Invoice reports