The web interface also lets you access
critical matter information and search using client number, matter number, matter description or type of law.
Once you've created your templates, you'll have the freedom to generate documents with detailed client and
matter information in seconds!
sending a false or misleading representation in the sender information or subject
matter information of an electronic message
If you work with contract lawyers or outside counsel, implementing a client portal may provide an extra benefit for your practice: The ability to easily
share matter information from your legal practice management software with co-counsel, with the ability to stop sharing information after a given period.
Contentworker Document Management provides intuitive matter / project workspaces in SharePoint, where documents and emails are stored and accessed together with other
key matter information such as matter calendar, contacts, tasks, discussion boards to name a few — all available within the configurable matter / project workspace.
Key features of BillQuick Legal 2016 include a high degree of automation including the ability to automatically import transactions, auto - update
matter information from the client screen.
Your firm implemented new technology which allows your clients to access
matter information on demand and you are available to offer a tutorial or you need to train your team on how to utilize the new system, or
ILTA Webinar: Reduce risk and enforce retention with FileTrail's enterprise retention management Client -
matter information populates everywhere — shared drives, SharePoint, the DMS, paper and more.
Store and
access matter information in Case Profiles, our Matter Master database or integrate with practice management systems.
Doesn't matter where you are located, you give them the information and they find what you a
InfoTrack specialises in a range of information services and workflow tools for conveyancers and legal professionals, and the integration allows users to access both systems with one login, and instantly share
matter information between the platforms without the need for data reentry.
Government Public defenders and others involved in governmental legal processes — such as investigators, inspectors general, recruiting offices and even elected officials looking to track constituent requests — can help organize their legal divisions and case /
matter information through our in - house Case and Matter Management software, helping to maximize the productivity of limited resources.
The new features leverage the client and
matter information already in use by CosmoLex's billing functions to give users added practice management capabilities such as appointment setting, docket management and calendaring.
Capture and access
all matter information and case file data including journaling, calendars, notes and documents, all in one system.
inettime captures client /
matter information for overtime and integrates with major accounting, time and billing, and document mana...
The integration provides the ability to view the basic file /
matter information of any matter that is contained within the recent files pane, which includes matter type, categories, current status, etc..
From Black and White to Technicolor: The Positive Outlook for Law Firm Information Governance by Adrienne Girone Imagine starting your workday with all of your
client matter information at your fingertips.
Whether you want to run a timer, use Communicator to chat with colleagues, look up
critical matter information, or see a preview of a document, Rocket Matter's mobile apps support your lawyering when you're not at the office.
Some of the short term benefits of implementing a new system include: providing access to case information and communication in one location, knowing at a glance which individuals are involved in a matter, providing timelier client communication, simplifying conflict checking, capturing more billable hours, and adding
key matter information to documents instantly.
The CASL encompasses other activities including the use of address harvesting tools, the inclusion of misleading sender and
subject matter information in an electronic message and the alteration of transmission data in an electronic message.
Once you create the matter, you are taken to
the Matter Information page where you see the details you have entered and a ledger where the transactions for that matter will be listed.
Contact lists, client -
matter information, and calendars with day, month, and list views keep all relevant case information in one convenient place.
The app can be used to capture time - and - billing information and to access contact lists, client -
matter information, and calendar information.
Your department should have quick access to
matter information, staff assignments, and legal review requests.
You can rest assured knowing that your client and
matter information is well protected in transit and in storage, without having to vet and compensate cyber security experts on your own.
Together, Time Matters and PCLaw also integrate with Worldox to ensure that all client
matter information is unified under a single matter reference system.
The right management software can help a law firm run more effectively as a business by managing client and
matter information.
Attorneys tend to be very busy people, so it's really handy to have all your contacts,
matter information, emails, calendars, and documents accessible at your fingertips.
Instead of using a collage of different systems, management software allows firms to manage at least five different components: (1) email, calendar, tasks, and contacts; (2) document management and assembly; (3) client and
matter information; (4) tracking of time and expenses; and (5) workflow and deadline management.
Designating someone as «of counsel» gives them access to
matter information but not billing information.
That means that after someone who comes in through Lexicata signs up as a client, all of the client's data can easily be exported to Clio, including contact information,
matter information, notes and the engagement letter.
But searching for client
matter information or researching deep expertise on a legal topic is not the same as looking for the currency used in the Bahamas.
Configurable to your firm, CompuLaw is the most accurate and reliable way to manage your calendar and
matter information.
New features include one - click saving of documents without having to fill out a profile, full search functionality from directly within Microsoft Word and Excel, Active Profiling within Outlook to automatically assign client -
matter information to emails, and a new interface to allow viewing up to three times more documents on the screen.
Take your laptop home and work remotely all the while still maintaining real time access to your files and
matter information.
They allow users to share client and
matter information, communicate messages, and exchange notes from any location.
«Generally, research participants indicated that their interest in practice management stemmed from the availability of a centralized and integrated management of client, billing, and
matter information.