Client and Matter Management
Much more than CRM (Client relationship management), LegalOffice simplifies the process of managing Client and Matters while retaining a high level of functionality and usability. Live processing means you get information immediately helping you to manage your matters to get the job done quickly and easily. Using automation, we help firms improve efficiency and compliance.
Save time and money with smart functions like:
- One easily navigated Workspace
- One click client and matter creation
- Client and matter level inquiry
- Client and matter level tasks
- Digital matter file
- Client relationships
- Record and store important records and documents
- One click processing of time, payments, bills, receipts and journals.
- Automated precedent creation
- Automated settlement statements
- User defined data fields for additional data capture