 |
Template Builder System |
|
Build
legal documents from data
of information gathering, system workflows, file
uploads & custom forms for a wide range of legal
templates including: - Leases - Loans - Sales - Corporate Documents - Investments - Wills & Trusts - Labor Contracts - Settlements - Family Agreements - Briefs & Trial Filings - Regulatory Filings - Legislation - Policies - Dispositions - Exhibits |
|
 |
Online Contract Builder System |
| Quickly Assemble Formatted & Text Content Sections into Contract Templates for fast generation of agreements of workflow terms. | |
 |
Citation & Reference Systems |
| Assemble citations of cases, statutes & references dynamically. | |
 |
Online Review & Collaboration |
| Review Contracts & apply suggested changes in a managed approach. 3rd party edits are tracked & versioned - No more sending multiple copies to disparate document apps & tracking confusing mark ups! | |
 |
Agreement Processing |
|
- Online agreement - Agreement Versioning - Upload Hard / Wet Copies |
|
 |
Dynamic Amend & Addend |
| Revise & Change Contracts online, far more efficiently than document or so called contract applications can provide. | |
 |
Time
& Expense Entry Tools |
| Generate time accounting for activities in the system dynamically, minimizing errors & improving accuracy. | |
 |
File
Review & Management |
|
- Online Storage - File Review & Approval - Fax Routing System - File Categorization Tools - Assign to Workflows |
|
 |
True Lifecycle System |
| Financials, dates & terms of contracts are tied to the case management so parties can track the actions of the agreement online; ensuring proper following of terms, obligations & service levels dynamically. | |
 |
Full Legal Billing System |
|
-
Online Invoice & Payment - Offline Payment Recording - Retainer System - Contingency Billing - Case Distribution Billing - Expense System - Payroll Integration - Accounting Integration |
|
 |
Dynamic Filing Tools |
|
- Dynamic Filing in Fed Courts - Fax Filings - Filing Management Toolset - Filing Fee into Billings |
|
 |
PDF Auto Fill Tools |
| - Inline building system for completing 3rd party acrobat forms for faster processing of filing actions and in managed filing system | |
|
|
Case Management |
|
- Initial Case Assessment - Case Task Management - Conflict Assessment - Case Data Gathering - Exhibit Generation |
|
 |
Record Management |
|
- Conflict Assessment - Client Records - Staff Records - Contractor Records - Material & Equipment - Property Records - Assets Records |
|
 |
Firm Administration |
|
- Office Administration - Access Management - User & Activity Log - Full Ownership System |
|
 |
Information Gathering |
|
- Question Gathering - Approvals - provide real time collection of data to document & workflow activities |
|
 |
Mobile Access |
| Access task, billings, agreements, records, files, research & cases via mobile web browsers | |
 |
Scheduling |
| Visualize case, client, tasks, contracts, billing & office activities by time. Generate reminders of activities to clients & staff by due date. | |