The method in which a professional law firm controls its incoming and outgoing correspondence has a tremendous impact on the firm's ability to perform efficiently for its clients. This control forms a fundamental part of the firm's relationship with its clients and can impact profitability in a radical way. By effectively managing the massive paper-handling process that is a fundamental part of any law practice, you will be better prepared to provide the best to your clients at a more competitive rate.

Our Firm Management Solution simplifies every aspect of case management by linking all documents and correspondence, both incoming and outgoing, to specific cases. It helps create stress-free, client-centred practice control regardless of the size of your firm. This provides a value-added service and creates an "at your fingertips" dynamic betweens clients, lawyers and every member of your legal team.

The Firm Management Solution automatically names files and prompts users to provide short descriptions for documents and correspondence. All files are automatically saved in a standard format. Retrieving, editing and reviewing files is as simples as clicking the document link. This solution centralizes document location and provides access to all members of the practice team.

The pressure to enhance cash flow has placed undue emphasis on disbursement recovery, specifically in the areas of photocopies, laser printing, faxes and phone calls. These are all areas where legal office suppliers like Copitrack, Equitrac and Phone Track provide systems and have created an illusion of success as forced compliance requires that a code be entered in order to follow-through on repetitive daily tasks.

Although these systems capture data, they ignore the demand on both lawyer and support-staff resources, and fail to address time efficiency. This is the largest single expense incurrent in law firm management. In reality, most firms spend more money in staff time to tracking the information than is actually recovered.

Our Firm Management Solution integrates disbursement tracking directly into the case file and allows for the effortless recording of disbursements without entering codes or other tracking references. Because it is so easy to use, compliance is natural at the user level. It initiates a team approach to financial performance, leading to ever-increased recovery of disbursements. This also includes areas where forced compliance has not previously been available, such as courier charges, postage and filing.

The Firm Management Solution reflects positively on the bottom line by decreasing overhead costs associated with disbursement recovery.

The ever-increasing demand for trust security in client fund management, along with regulatory reporting requirements, has created a major management issue for all practicing lawyers.

Our Firm Management Solution provides audit-proof, time-tested control for this critical area, including the most up-to-date reporting and tracking solutions. This case-driven approach provides a firm-wide client overview, which removes financial uncertainty and risk entirely from the management of the client file.

The Firm Management Solution secures critical firm information from unauthorized access, while providing the flexibility and advantages of internet access. The diagram below outlines the network topology when the Firm Management Solution is installed.

The basic fundamentals of business financial success are to increase revenues and reduce expenses. In a law practice, the revenue line is the tracking of fees, because the lawyer's time is the only thing you have to sell.

In interviews, lawyers repeatedly acknowledge that they do not track their time as accurately as they would like because present systems require extra steps that are not actually related to completing legal work for their clients.

The Firm Management Solution is the first system in the marketplace that allows lawyers to track their time as a natural extension of chargeable work on files, in order to recover 100% of their chargeable fees - in real time.

Clients often question non-descriptive bills related to fees incurred, which can unfavourably impact the lawyer-client relationship.

There is an efficiency gap between time spent and time tracked. Vital billing processes tend to be done after the fact and recreated from memory, if at all. The net effect is that time is missed or forgotten, and billing rationalization comes into play.

The Firm Management Solution allows you to enter and record descriptions associated with each time transaction. This results in value-added billing in which the client receives an itemized list of all timed tasks associated with their case file. Billing-ready files eliminate monthly "billing crunches" and enable more efficient use of staff resources.