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Case, Client & Document Management Solutions

  Firm Manager® PCLaw® Time Matters®

Overview

Description

Secure, online case and matter management software.

All-in-one client, matter, billing and accounting software.

Sophisticated, flexible case and matter management software.

Delivery method (hosted online or locally-hosted at the firm)

Online / Web-based

At the firm

At the firm

Ideal for firms with

Typically purchased by firms sized 1 to 5 attorneys; or firms needing minimal customization of the software and workflows

Typically purchased by firms sized 1 to 20 attorneys; or firms needing pre-defined workflows and limited software customization

Typically purchased by firms sized 1 to 100 attorneys; or firms needing heavy workflow and software customization

Activity Management

Client/contact management
Matter/case management
Calendar/docket management
Task management
Communications management
Integrated instant messaging; phone call management; Save email and attachments from Microsoft® Outlook® via plug-in; lead management from Lawyers.comSM and martindale.com®
Integrated instant messaging; phone call management; save email and attachments from Microsoft® Outlook® via plug-in
Integrated instant messaging and email programs; phone call and mail management, save email and attachments from Microsoft® Outlook® via plug-in
Alerts and reminders
Email and on-screen alerts for meetings, appointments, current tasks assigned to you/others, and overdue tasks assigned to you/others
On-screen reminders for completed and uncompleted events and to dos
On-screen alerts, reminders and watches for assignment of tasks, upcoming deadlines and inactive contacts and matters
Conflict checking capabilities
Included in the product
Included in the product
Included in the product
Integrated time and expense tracking

Document Management and Assembly

Save documents within the system
Check in/out documents  
Manage versions of the same document    
Automatically saves new version in correct location
Create document templates  

Workflow Management

Customization capabilities
Configurable dashboards, customizable billing codes, rates and client intake forms
Customizable billing codes, bill layout, reports, some system and display settings
Extensive system and display customization capabilities; ability to customize matter, user, billing and other settings
Configurable workflows
Configurable practice areas
 
Ability to link activities into workflows
Automated workflows
Client Extranet
Secure, online portal allowing document, appointment, task and contact sharing with clients, as well as client document sharing with the firm
   

Remote and Mobile Access

Remote/mobile access
Entire application available via desktop, laptop or mobile device with Web browser and live Internet connection
Matter information, time/expense tracking and client details available via the PCLaw® Mobility service and most Web-enabled smartphones or mobile devices (must be on PCLaw version 11.0 or above)
Matter information, time/expense tracking and client details available via the Time Matters® Mobility service and most Web-enabled smartphones or mobile devices (must be on Time Matters version 11.0 or above)
Synchronization with Microsoft® Outlook®
Synchronization of tasks, events and contacts; select and save incoming and outbound email via plug-in
Synchronization of tasks, events and contacts; select and save incoming and outbound email via plug-in
Synchronization of tasks, events and contacts; select and save incoming and outbound email via plug-in
Synchronization with Microsoft® Exchange® Server    
Synchronization of tasks, events and contacts
Synchronization with Google® Calendar and Contacts
Synchronization of tasks, events and contacts
   

Integrations

Billing and accounting functionality included
Integration with Intuit® QuickBooks® coming soon
Billing functionality available when used with the LexisNexis® Billing Matters® add-on module
Integration with billing and accounting products Compare our billing, accounting and financial management products
Manually export data from LexisNexis® Firm Manager™ and develop manual import template for billing system; integration with Intuit® QuickBooks® coming soon
Integrates with Intuit® QuickBooks® and other legal-specific billing and accounting software Full list of integrations
Integrates with LexisNexis® Billing Matters® (available add-on module), LexisNexis PCLaw®, LexisNexis Juris®, Intuit® QuickBooks® and other legal-specific billing and accounting software Full list of integrations
Integrations with office hardware and software
Integrates with Microsoft® Outlook® (task, contact, and synchronization; select and save incoming and outbound email via plug-in) integrates with Apple® iCal® and address book; integrates with Google Calendar™ and contacts
Integrates with LexisNexis® Time Matters®, HotDocs™, Microsoft® Office, Microsoft Windows® Internet Explorer®, Corel® WordPerfect®, Intuit® QuickBooks®, and other legal software; also integrates with hardware devices, such as copiers and phone systems Full list of integrations
Integrates with over 40 office software applications and devices, such as HotDocs™, Microsoft® Office, Microsoft Windows® Internet Explorer®, Corel® WordPerfect® and other legal software; also integrates with hardware devices, such as copiers and phone systems; integrates with Apple® iCal® and address book; integrates with Google Calendar™ and contacts Full list of integrations
Import/export data from/to an external file automatically
Includes limited, manual data import/export capabilities
Import from leading billing, accounting, contact management and other software through product utilities