Advanced Case Management - administer case services & activities on a single page.
Generate and agree to Case Service Terms - assign and reach service agreement far more efficiently than any other legal or business process management system.
Conflict Report - automatically check case parties within system data and perform manual reviews by assigned staff for inline & complete reporting of conflict assessment.
Information Gathering - collect & manage data & files about the Case; cite case to provide legal opinions directly to clients in communications.
Activity & Calendaring - manage scheduling of Meetings, Mediations, Depositions, Trials and many other activities about the Case / Matter. Assign fees, due dates, reminders and approvals to each activity.
Time Keeping & Fee Entry is directly in line of Case Management - for charging for work about the Case / Matter and time spent on the workflows this is going to be a much better time sheet entry.
Inline Billing - create, submit and pay invoices for work right on the case management.
Service Change - facilitate requests for changes from clients & staff inline of the Case.
Full Status System - manage the creation, review, agreement, completion, & approval of the 'lifecycle' of the Case.
Log - complete record of all activities by all parties to the case activities, communications, documents, filings, mailings, charges and billings.
Information gathering is connected to the Document system - save tremendous time in document generation.
screen shot of case management