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Case
Management |
- Request for Services System
- Initial Case Assessment
- Case Task Management
- Conflict Assessment
- Case Data Gathering
- Exhibit Generation |
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Record
Management |
- Conflict Assessment
- Client Records
- Staff Records
- Contractor Records
- Material & Equipment
- Property Records
- Assets Records |
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True Lifecycle
System |
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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.
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Information Gathering |
- Question Gathering
- Approvals
-
provide real time collection of data to document
&
workflow activities |
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File
Review &
Management |
- Online Storage
- File Review & Approval
- Fax Routing System
- File Categorization Tools
- Assign to Workflows |
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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 |
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Quickly Assemble
Formatted & Text Content Sections into
Contract Templates for fast generation of
agreements of workflow terms. |
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Citation & Reference
Systems |
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Assemble
citations
of cases, statutes & references dynamically. |
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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!
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Agreement
Processing |
- Online agreement
- Agreement Versioning
- Upload Hard / Wet Copies |
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Dynamic
Amend & Addend |
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Revise & Change Contracts online,
far
more efficiently than document or so called
contract applications can provide.
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PDF
Auto Fill Tools |
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- Inline building system for completing 3rd
party acrobat forms for faster processing of
filing actions and in managed filing system |
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Dynamic
Filing Tools |
- Dynamic Filing in Fed Courts
- Fax Filings
- Filing Management Toolset
- Filing Fee into Billings |
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Full Legal
Billing
System |
-
Online Invoice & Payment
- Offline Payment Recording
- Retainer System
- Contingency Billing
- Case Distribution Billing
- Expense System
- Payroll Integration
- Accounting Integration |
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Time
& Expense
Entry
Tools |
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Generate time accounting for activities in the system
dynamically, minimizing errors & improving accuracy. |
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