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