Contact & Client Management
Manage your relationships with clients, other parties involved in a matter, prospective clients and vendors. Apply security controls to ensure that only authorized staff has access to sensitive records.
Case & Matter Management
Organize and store all information important to a case or matter easily, including deadlines, events, documents, emails, phone calls, notes, contacts, to-do lists, billing and payments.
Multiple Time & Expense Tracking Options
Enter billable hours and expenses using traditional time sheet or run timers through PCLaw or directly within Microsoft® Outlook®, Microsoft Word and Microsoft Windows® Internet Explorer®. Capture billable time and expenses of attorneys and staff working outside the office with mobile devices or smartphones via the PCLaw® Mobility service.
Billing
Meet client-specific billing needs such as flat-fee, task-based, split, contingency, retainer or LEDES-compliant electronic bills. Use the standard bill formats included, create new templates or customize bills for individual clients. Update accounts receivable, client ledger and work-in-progress records automatically when clients are billed.
Trust Accounting
Fulfill trust accounting requirements with easy-to-use tools to manage your firm’s disbursements and receipts for clients and trust accounts. Prevent overdraws on client trust accounts with built-in rules. Ensure accurate records of transactions with automatic transfer of client trust funds.
Accounts Payable, Accounts Receivable & Banking
Manage and time vendor payments to improve cash flow. Write and print checks from trust or general bank accounts for client or firm expenses. Keep accounts in balance with reconciliation tools. Quickly identify clients with outstanding balances to prioritize collection efforts.
Mobility
Reduce the reliance on internal staff when on the go using smartphones and other mobile devices with the PCLaw® Mobility service and integration with Microsoft Outlook.
Reporting
Proactively identify and understand billing, client collections or general financial health issues before they become problems with over 50 standard reports.
Integrations
Leverage your existing technology investments through integrations with LexisNexis® Time Matters® and other practice management software. Export data to Adobe® Acrobat® PDF, Microsoft Excel®, Microsoft Word, Corel® WordPerfect® or Intuit® QuickBooks® formats.
Optional Services (Additional Fees Apply)
Integrated Payroll
Take advantage of secure online payroll processing services from ADP®. Process payroll, initiate direct deposit, generate payroll reports and print signature-ready federal and state tax forms quickly and easily.
Integrated Credit Card Processing Capabilities
Increase client satisfaction and enable your firm to get paid faster by collecting payment on the spot.