Solicitor software

If you set your sights on success in the legal landscape, you need to be twice as good as your rivals. Effective internal and external collaboration, rigorous matter management and work management processes, effective performance and commercial management, and strong BackOffice support services are all Critical Success Factors. Selecting and implementing legal firm software built for the cloud is crucial. Solicitors accounting software, Legal time management software , document management software, matter management software, collaboration software, office and email software are all needed and must work well together in any location on any device.

The solicitors software can work on windows as well as Mac users. The software for solicitors has the best Microsoft integration. However, it is only good for attorneys who need easy to use software with a billing app and outlook integration but may not do much beyond this. This will help you organize for the documents that you need, install the software and train the user on the document storage.

Buy PDFelement right now! Generally rated 4. Does all its functionality come as standard with the system from day one, providing an opportunity for law firms to grow with the software? Does it offer both cloud and on-premise options? All reports can be exported to Excel and PDF formats. Report layouts can be tailored to your exact requirements in terms of content, grouping, sequence etc.

Any number of conditions can be used for each report e. Reports can be grouped and ordered in different ways e. Once created a report can be saved in the report library and re-run at any time.

Reports can be set to run automatically overnight, generating pie charts, graphs and interactive tables which can be distributed by email to relevant team members. All Legal Aid claims, which have fees and disbursements agreed, are instantly billed through the system and all bills are paid from a pre-configured Legal Aid account on the system of your choosing.

Legal aid profitability reports are available enabling firms to accurately monitor their legal aid business. Of course a budget cash flow forecast is a summary of likely income and expenditure for a given period. However, a true cash flow forecast is the likely timing and amounts of cash inflows and outflows to and from the business bank account s. This level of cash flow control and clarity is designed to eliminate financial surprises for law firms. If required, the disbursement ledger can be combined with the office ledger.

For example the software: warns you if you accept funds and the anti-money laundering checks have not been completed for the client. The Purchase ledger has a BACs export facility which allows an upload to your bank saving manual entry or sending out cheques.

Remittance advices can also be produced via the purchase ledger and distributed electronically, or printed. Office and client account payments can be requested from multiple locations, against multiple matters.

Each payment has a notional cleared date and a cleared funds check is performed on client payment requests. An undertakings check is also performed on client payments. When payments are reconciled, the reconciled date and sheet number shows on the ledger. A personal client experience made possible Personalised communication and customer service is essential, and our practice management system makes it possible to achieve.

All data is safe. Boost your productivity. Fill your clients with confidence that their data is safe and protected. Customers that future-proofed their firm. Ok, got it.