Case Management
- Digitalize your files and go paperless
- Simple and easy data entry fields
- Integrate and synchronize your schedule with Google Calendar
- Track and record your time cost spent on each case
- Highly secured and centralized database
Client Management
- Organise your client records within clicks, forget about the exhaustive way of saving client contacts through Excel
- Linked client records with related database including attached documents, invoices, receipts and payment vouchers
- Flexible search engine to locate everything you need in the system
Document Management and Draft Generator
- Explore the Template Library that provides preloaded document templates and customize legal files according to your practice
- Minimize clerical errors by auto-drafting court documents, letters and, agreements and print them immediately within a single click
- Manage and keep track of your office documents with the Template Explorer
- Save more time with effortless sharing of document templates within your firm
- Instant print out auto-drafted documents
SOP Checklist and Analytics Dashboard
- Established SOP Checklist to create an efficient workflow for common legal practices
- Overview of daily operations and reminders for current office tasks, court matters and appointments
- Google Calendar Sync keeps you in mind your to do list no matter where you are
- Email notifications to alert you when the tasks are overdue
Automated billing and quoting system
- Prepare invoices & quotations accurately with built in customized templates and send to clients instantly
- Monitor advance payment made on behalf and keep track of submitted, paid or in-arrear invoices
- Track all billing activities in detailed & printable reports
- Centralized database to issue receipts & payment vouchers
Accounting Management
- Separated accounts between office and clients’
- Generate client ledger & trial balance report with detailed transaction instantly
- Perform account adjustment with easy date entry form
- Various types of trust fees transfer keep all accounts balanced
- Keep track of transactions within your firm without overdrawing the account
- Bank Reconciliation to verify IN & OUT transactions
- Easy to maintain account transaction records for your clients
- SST compliance
Business Analysis & Reports
- Powerful analytic reports and dashboard provide a comprehensive overview of your business, staff and firm performances
- Monitor outstanding and unsettled bills
- Print out your reports easily with full Microsoft Office compatibility
- Generate revenue analysis reports, incentive reports, client ledger, trial balance, profit & loss reports
Security & User Control
- Control access to private and confidential database in the system according to firm practice
- Define own security levels according to the roles of users
Communication Platform
- Hassle-free internal communication with linked database
- Ping colleagues for appointments, court matters and tasks to do as a reminder
- Send attachments via chat platform
- Send bulk messages at once to a number of recipients to save your time
