Main Feature Sets

Case File Management

• Supports Unlimited Main and Related Sub-Case Files
• Manages All Types of Case Files, Whether or Not Litigated
• Stores Both Short and Long Versions of Case File Names
• Extracts Names of Defendants and Purchasers Automatically
• Incorporates Automatic and Flexible Case File Numbering
• Identifies and Sorts Case Files by User Defined Types
• Specifies the Billing Method for Each Case File
• Associates Up To Three Users with Each Case File
• Incorporates Nine Custom Fields for Storing Special Data
• Lists Persons Linked to a Case File on Enter Case File View

Person Management

• Links All Clients and Other Persons with Related Case Files
• Links an Unlimited Number of Persons to Each Case File
• Links an Unlimited Number of Case Files to Each Person
• Lists Case Files Linked to a Person on Enter Person View
• Identifies the Relationship of Persons to Each Case File
• Identifies Both Present and Former Clients
• Stores Work, Home, Facsimile, and Mobile Telephone Numbers and Electronic Mail Addresses for Each Person
• Incorporates Nine Custom Fields for Storing Special Data
• Creates Unique Mnemonic Person Code Automatically

Task and Calendar Management

• Links Unlimited Tasks with Each Related Case File
• Categorizes Tasks Automatically as Unscheduled Thing to Do, Timed Reminder, Work Assignment, or Appointment
• Organizes Tasks by User Defined Task Type and Dynamically Reassignable Task Type Group
• Allows Extensive Configuration of Task Types Including Automatic Calculation of Default Date and Time Due
• Calculates Date and Time Due and Task Duration Using Date and Time Calculators Incorporated into Task Entry Views
• Computes Status and Days Remaining Until Task is Due
• Allocates Shared Resources Used in Completing Tasks
• Prevents Scheduling Conflicts of Users and Resources
• Reconfigures Task Entry Views Dynamically and Automatically Based Upon Task Type and Data Entered
• Queries User when Current Task is Completed and Based Upon Answer Suggests User Defined Alternative Next Tasks
• Serves as the Command and Control Center for the Firm
• Permits the Assignment and Reassignment of Tasks
• Maintains an Audit Log of Each Entry or Modification
• Offers Both List and Calendar Views of Tasks
• Lists Externally Stored Computer Documents Linked to a Task on Task Entry Views

Document Management

• Links an Unlimited Number of Externally Stored Computer Document Files with Related Tasks and Related Case Files
• Organizes Documents by User Defined Document Type and Dynamically Reassignable Document Type Group
• Opens Document Files by Automatically Launching the Application which Created the Document File
• Opens, Moves, or Copies Document Files Stored on Any Storage Device Accessible to the User’s Workstation
• Stores and Indexes Scrolling Descriptions of Document Files
• Displays Document Icon and Stores Document File Name and Path and Document Creation and Modification Dates

Document Drafting

• Stores Document Elements That Can be Linked Forming Prototype Documents that are Exported for Completion
• Modifies Prototype Documents When Elements are Modified
• Permits Optimized Searches for Words in Document Elements
• Organizes Prototype Documents by User Defined Type and Dynamically Reassignable Document Type Group

Time and Billing {Version 10}

• Stores Detailed Time and Expense Records Including Narrative Descriptions of Professional Services Rendered
• Includes Timers to Track Time Spent Rendering Services
• Permits Each Time Record for Services to Include a Different Billable Rate and Both a Preliminary and Edited Time Entry
• Allows Billable and Non-Billable Time to be Apportioned for Each Time Record and The Fee Charged to be Adjusted
• Designates a Billing Method for Each Case File and a Default Billing Method for Each Case File Type
• Records Payments as Expenses Incurred for a Specified Case File and Allows Payments to be Charged to Multiple Case Files
• Records Unpaid Expenses and Outstanding Liens
• Allows Bills for Services Rendered and Expenses to be Sent to An Unlimited Number of Persons
• Pays Bill In Full Or In Part by Drawing Trust Bank Account Checks Against Funds On Deposit In Trust Client Accounts

Business Accounting

• Manages Hundreds of Simultaneously Open Business Bank Accounts and Unlimited Closed Bank Accounts
• Organizes Payments by User Specified Payment Types
• Apportions Multiple Type Business Checks Among Unlimited Sub-Checks of Differing Payment Types
• Identifies the Tax Deductibility of Each Payment
• Automates Regular Payments to Recurring Payees
• Restricts Staff Level Users to Payments of Limited Types to Recurring Payees Listed on Pop-up Menus
• Provides Fields for Reference Memos and Comments
• Records Electronic Funds Transfers and Bank Charges
• Prints Laser Checks Individually or in Batches
• Displays Check Views Resembling Printed Checks
• Records and Displays Name of User who Entered or Last Modified Check to Encourage User Accountability
• Reconciles Account Records with Bank Statements
• Calculates Both Current Balance and Assumed Collected Balance of Each Bank Account
• Maintains Current Balance in Two Independent Ways
• Prevents Drawing Checks Exceeding Current Balance
• Warns User if Check is Being Drawn Exceeding Assumed Collected Balance of Bank Account
• Differentiates Checks Related to an Ancillary Division

Business Financial Reporting

• Computes Self Configuring Income Statements Patterned After the Structure of an Income Tax Return
• Compiles Income Statements for any Specified Date Range from Original Transaction Records at Any Time
• Annualizes Income and Expense Totals Reported on Income Statement to Facilitate Business Planning
• Prorates Tax Deductions by the Tax Deductible Percentage Specified for Each Business Payment Type
• Eliminates Traditional General Ledger Accounts and Periodic Posting of Transactions to those Accounts
• Eliminates Establishment of Any Accounting Periods
• Reduces the Need for Financial Accounting Services by Automatically Compiling Routine Accounting Data
• Employs Standard Data Views for Specialized Financial Reporting Utilizing Powerful Queries

Trust Accounting

• Includes All Relevant and Appropriate Features of the Business Accounting Feature Set
• Permits an Unlimited Number of Trust Client Accounts to be Created Within Each Trust Bank Account
• Permits an Unlimited Number of Case Files to be Linked to and Draw From Each Trust Client Account
• Links Sub-Case Files Automatically to the Same Trust Client Account as the Related Main Case File
• Reconciles Trust Bank Account Balances and the Total of the Balances of Contained Trust Client Accounts
• Prevents Drawing Checks Exceeding the Current Balance of the Trust Client Account
• Prevents Drawing Checks Exceeding the Collected Balance of the Trust Client Account if so Configured
• Deposits Specified Types of Trust Account Checks into Business Bank Accounts Automatically