This means when you open Microsoft Outlook, you also open Legal Track™ case management software. You can send, receive and attach all incoming and outgoing emails, under a matter file.
Legal Track™ will provide users with the same interface as Microsoft Outlook and shares the same ribbon toolbar. Since Outlook is a standard for most users, the learning curve is shortened due to the familiar user interface.
Microsoft Exchange integration enables you to share the Outlook calendar, important case related appointments and deadlines across the firm. Now it is easy for you to delegate case-related activities to another attorney.
Whether it is an important case deadline or a client-related appointment, Legal Track™ allows you to see all activities attached to a specific case. Users are also provided with multiple filtered views, to glance through both scheduled and completed activities including phone calls, tasks and appointments. These features are controlled in the same way as they are in Microsoft Outlook.
If you wish to record the time spent on each task, then Legal Track™ provides you the interface to log all billable time entries with one click. This is especially useful for law firms, who bill their clients on an hourly basis or for organizations that would like to generate a consolidated report of time spent on a case file.
The invoicing feature of Legal Track™ allows you to invoice your clients at any time you want. Users can simply select the date range and generate a professional looking invoice on their official letter head. Once the invoice is generated, it can be sent to the client via One-Click Email button and a copy is saved under the invoices section.
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Whether you are in court or away from your office, you can access your client data and case-related information from your iPad, iPhone, Android or Blackberry. Legal Track™ mobile module offers the added functionality via the web browser to view and update all that important information.
Every organization has different needs. Whether you are a fan of cloud based application or wish to have the system installed on your local servers. Legal Track™ has the solution for you.
Legal Track™ is fully compatible with Microsoft SharePoint 2010 (or above). Microsoft SharePoint is the industry-standard document management system today because of its ease of use and integration with Microsoft Word, Excel and Outlook. You no longer need to store and share client documentation via shared network drives. Instead, you can now store your documents under each matter file within Legal Track™, which links directly with Microsoft SharePoint.
Whether you want to print out a court form or write a letter, Legal Track™ does it all. Legal Track™ will allow to merge all predefined case related information into a Word document to print client letters and court forms. Legal Track™ also comes with a few pre-formatted sample documents. In addition, Legal Track™ users will also have the option to transfer information to Excel, which means they can run Pivot table reports on the fly for items such as invoices and payments.
Legal Track™ gives you the ability to generate user-customizable, graphical dashboards to discover powerful information. All dashboards have drill down capability, so now you have a business tool that you can use the way you want to. You can run any type of reports from the dashboard such as billing revenues, case loads, activities by lawyers and invoices etc.
The automated Workflow feature of Legal Track™ allows you to define your case-related processes. Whether it is to meet deadlines to file a document, send an automated reminder to a client or updating your colleague on an important case event. Legal Track™ can process it for you automatically. Though the system comes prebuilt with a set of workflows, you can define as many custom workflows as you want according to your needs.
With Legal Track™ you can run marketing and sales activities, right from the point when you receive a new inquiry. Legal Track™ allows you to track the status of all new inquiries or receive updates on your marketing activities such as email blasts or marketing campaigns.
Forward-looking organizations are no longer depending on referrals for getting new clients. They are actively marketing and increasing their revenues with innovative and cost effective tools.
