Practice League Legal CRM

Practice League Legal CRM Features

• Accounts & Finance

  Fully Integrated Cash Accounting General Ledgers Client Disbursements/Advance management Account Payables Account Receivables Purchases and Assets tracking Out of Pocket expense handling and Control Cost Center management Vouchers management Bank payslip generation Bank reconciliation Reimbursement handling TDS Management Financial Statements - Trial Balance, Profit & Loss Account, Memorandum of accounts, Balance sheets and BS schedules

• Expense Management

  Expenses related to travel, court fees, calls and other overheads can be recorded in real-time even from your phones. Out of the pocket expenses can then be automatically tagged and attached to the client invoices. You can even track and manage employee reimbursements.

• Court Status Updates

  For litigation matters, you can even manage the status updates of all hearings, opposition activities, next activities and set automated reminders for next dates. Share updates of every hearing with your clients instantly and maintain a chronological history of every matter, along with attachments like, notices, replies, orders.

• Conflict Search & Matter Management

  Our Law Practice Cloud solution would enable you to search through the entire database of matters, contacts and special tags provided to find a potential conflict. If any conflicts are found, the same are highlighted for further review. These conflicts can then be sent for Partner review and approval if required before accepting the new matter.

• Payment Management

  Enables easy and seamless billing with multiple levels of billing structures, including Retainership, Hourly, Activity Based, Resource/Designation specific and Blended models. One click availability of final invoices and receivables. Timesheets, activities, court appearances, tasks, etc. are integrated for timely and automated billing. Set billing guidelines at the time of matter creation including arrangement, billing frequency, currency and special billing instructions. Automatic invoicing for the work done by teams and individual resources can be managed through this fully automated application. Draft bills are prepared and sent for Partner review and approval with timesheets and billable expenses automatically tagged based on the billing mandate given by the client. Tracking of payment from clients can also be done through the application and reminders can be sent for any overdue payments.

• dashboard

  The Law Practice cloud application is built by keeping law firms in mind. The dashboard is graphical representation of many reports which gives a detailed overview across your multiple offices, teams, practice areas, clients and resources. You can also track recent activities by teams or individuals, manage upcoming events, view work in progress and communicate with individuals using our communication board.

• Calendar Management

  The calendaring facility will enable all reminders and tracking for all important dates, appointments, tasks, conference calls and meetings. Matter, Team, Office, Firm and individual Calendars are available to track every date. The calendar can be used for group work as well and group activities can be converted to timesheet with a single keystroke as well.

• task management

  Assign, track and manage various tasks for yourself or your team. Track progress of all assigned responsibilities, set deadlines, automated reminders and receive alerts for all competed tasks. Collaborative and real-time task tracking and management while working within a team improves efficiency.

• client management

  All contacts of the firm and users can be stored and accessed through the application itself. A database of all the contacts can be managed and maintained which can be accessed by all authorized individuals in the firm. Duplicate contacts can be managed and the powerful search option gets you, your desired contact information in matter of minutes. You can import/export from other apps like Outlook. Acts as great enabler for CRM, follow ups, client communication and relationship building.

• Document Management

  Integrated storage and retrieval of documents, contracts, agreements, client or matter information, etc. is made very easy with this application. Attach documents with matter, set search and download rights. We provide you the highest of security system to store confidential data which is accessible to authorized personnel from any location connected to the application. Case papers, material for research and important emails, all can be read through with a single click.

• Resource Management

  Track and manage resource utilisation and productivity. View activity trends, set access rules and manage teams. Our solution help you track growth of an individual and the firm.