Legal Practice Management Software

CORE FEATURES

  • Knowledge Management
  • Case Management
  • Document Management
  • Task Management
  • Time Tracking
  • Email Integration
  • Platform
  • Support and After sales
  • Customisation and Reporting
KNOWLEDGE MANAGEMENT

  • Define exactly what information and how you want your information to be stored.
  • Automatically grow your knowledge base as your database grows
  • Search and report on your data
  • Specify which information to include in your knowledge base
  • Use knowledge elements to train staff

  • Automatically export items to external systems, like blogs.
CASE MANAGEMENT

  • Capture full case specifics
  • Manage conflicts and identify duplicate cases
  • Track all documents linked to the case
  • Track time linked to the case
  • Automatically track billing time against work done
  • Workflow and status control cases

DOCUMENT MANAGEMENT

  • Tag Documents with Case, Client and Custom Tags
  • Tag Documents directly out of Outlook
  • Access rights and controls of Documentation
  • Manage Document Life Cycles
  • Document Creation Workflow
TASK MANAGEMENT

  • All Transactions can be task managed
  • Each user has a Task List
  • Status control and move tasks between colleagues
  • High level reporting on overall operational statuses
  • Effective day management
TIME TRACKING

  • Log time for any transaction
  • Automatically linked to billing
  • Tracks time as you proceed through the case status
  • Log time from remote devices
  • Import time billing automatically into invoicing
EMAIL INTEGRATION

  • Link emailed and attachments directly with tasks and clients
  • Track time for sent emails
  • Save emails directly against cases and tasks
CUSTOMISATION AND REPORTING

  • Bespoke development
  • 3rd Party Integration
  • Customised Reports and Report Builders
  • Configure the System From within.

Product Features

Request a Call

Want to ask a question or need more information?




Refresh

Legal Practice Management Software - Business Management Software for Small to Medium Sized businesses

improve your service levels with Insight, Business Management Software