Practice Management System (PMS)
A good Practice Management System (PMS) will have many of the following features, let us help you decide on the one that is right for you practice. With the right advice you can often save money and have greater confidence your selection is best suited to you and your staff.
Information Storage
A database to store all your contacts – Clients, Experts, Solicitors, Counsel, etc – and to record all our correspondence; phone calls, letters, faxes or e-mails. Incoming mail can be scanned into the system and logged against the relevant contact to provide a complete on-screen matter summary.
Document Production
Fast and effortless document and form production means that at the start of a matter it is possible to generate all relevant documentation automatically at the touch of a button, saving you time to be productive elsewhere. Intelligent documents are contextually sensitive – letters look personalised, not mass-produced.
Workflow
Powerful workflow tools allow you to automate matter processes and therefore introduce administrative efficiencies into your practice. Workflow can be as controlled or as free as you like, ensuring that all matter handlers deal with clients in a way that is consistent with your firm’s policies.
Adjustable Screen Layout
All screens and data entry pages are adjustable to suit your way of working. Any information fields can be made mandatory for completion.
Time Recording, Costing and Billing
Caters for multiple cost types – all documentation, phone calls and preparatory work processed is automatically time costed at the correct rate.
 Reports
A user-definable reporting facility can be tailored for each user, department or activity. Standard reports e.g. matter opened between dates or allocated to a particular fee earner; matter with no activity since a certain date; work in progress, etc..
The reporting system enables any information held within the system to be configured into a report – to be exported into Microsoft Excel if required for advanced manipulation. Reports can even be scheduled for creation and distribution at set times and dates, requiring no manual intervention!
Document Production
A Document Collation tool, which enables you to create a single, paginated 'pack' incorporating any number of separate documents. This lends itself to a wide range of uses, including creation of Court Bundles and HIPs.
Diary & Task Lists
A full diary facility is linked with all matter activities, with automated reminders to ensure important events are not overlooked. The diary system provides a powerful tool that can be set up to allow actions to be carried out automatically, e.g. send a chase-up fax for a reply to an initial letter, etc. All actions are logged to create an accurate audit trail.
Text Messaging
SMS (text) messaging is available at the click of a button, direct to your contacts’ mobile phones to keep them up to date with developments (e.g. “searches completed”, “please call me”, etc.)
Online Matter Tracking
Can automatically publish selected matter data to a secure web site – enabling your practice to make information available to private clients, estate agents, referrers, etc. around the clock, without picking up the phone, or putting pen to paper.
Business Development
Designed to link easily with outside bodies – e.g. LNB online search providers, referral bodies, business partners, etc to enable you to take full advantage of new business opportunities.
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