Add any number of cases by client, case type, and number and year. Everything you need to record, including a box to add a primary description of the case, is provided. You can assign each case to all or some of the team members that you have added to the software for the purpose of collaboration. You can also record date of filing and add a primary description about the case, client or any relevant particulars. Once you have a list of cases, you can sort and view by ‘running’, ‘closed’ or other filters. You also have the option to save a PDF of your cases.
Filter cases by a number of criteria, such as title, case number, client, team member and more. There is no other quicker way to find and refer to cases, especially if you’re working on a number of cases and have a full case diary.
Record just about anything: Log any activity, from meeting minutes to client conferencing – anything that you wish to note down for future reference or sharing with other team members, you can do here.
Note next hearing date: Record the next hearing date or resolution, along with details such as who attended, stage of the case and other details. Whatever you record here is automatically updated in your activity log and searchable.
Quick client updates: If you want, you can inform your client about these details to update them about the progress of their case and time tables so they can set reminders from their side and manage their budget too. Whatever you send to client via email or Internal Messaging is recorded in the system until such time that you delete it.
Set Milestones - Generate automatic invoices once certain milestones in a matter are reached
Keep Informed - See how much progress has been made on a task, see your billing, time tracking, and milestones at your fingertips