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Developed in a working legal environment, Legal
Files has undergone thorough, hands-on testing using real
world applications. As a result, Legal Files has evolved over
the last two decades into what we believe is the finest firm and
law office management software available
today.
Easy to use, Legal Files for law firms is also
easy to customize. Plus, if you're a manager,
this system provides all of the legal practice management tools
you need to do your job. Legal Files' premier legal
practice software is the choice of thousands of lawyers who
use our software for case tracking, case management, docketing,
document assembly, document management, relationship management,
conflict checking, firm/location management, and calendaring,
time and task management.
As its technological leadership continues, Legal
Files' dedicated team of programmers and developers, trainers
and legal technology consultants work closely with our customers
to ensure that our legal practice management
software continues to grow and develop, adapting to advances
in technology as well as in the legal profession.
Legal Software Features
Case Management
- One central location for all information related to each case
- Office-wide contact management, including duplicate checker
- Document assembly and management
- Pleadings index report
- Client update report
- File manager
- File notes, including alerts
- Built-in tools to create a standardized process for handling specific types of cases
Firm Management
- Automatic time capturing tools, including accounting links
- Multiple location management
- Custom menus and screens
- Task delegation and assignment tracking
- Team management e-mail integration
- Phone messaging, mail tracking and message notification
- Activity summary
- Outcome tracking
- File security
Calendars, event and task management
- Calendars -- firm-wide, group, individual
- Comprehensive in-box
- To-do's, reminders and alerts with automatic notification
- Group and recurring scheduler
- Legal dates and deadlines calculator
- Time keeping and activity log
- Scheduling and docketing
- Court docketing
- Automated task scheduling
Benefits
Case Management Benefits
Improve relationship management.
With Legal Files, you can attach your client's personal information
to any file that you need. Serving as a firm-wide Rolodex, these
contact records called Name Cards in Legal Files make relationship
management easy. Legal Files stores data in one, centralized location,
making sure everyone has access to the most current information.
When a change is made, it is automatically updated in every file
where the Name Card is referenced. Legal Files will also show
the files the person is involved in, letting you check for conflicts.
Assemble and manage all your documents.
Legal Files is true document management -- or it can link with
your current document management system. Eliminate the need to
retype the same documents. Create a template once, then use it
again and again in different files. Or automatically generate
a new document, merging the template and any data fields you choose.
Conveniently stored and cataloged in the file they reference,
documents are easy to search and retrieve. With our document management
features, you have -- at your fingertips -- every document anyone
has ever created in or copied into your Legal Files software.
Know the status of any case.
Need to know what's going on with a particular case? Here's one-button
access to the information you need the most, regardless of where
it resides in the file. Legal Files creates a report using any
information you want, including the information you want to share
with others. You have the option to print, e-mail or fax the report.
Going to court? Print the case information, toss it in your briefcase
and take it with you.
Open cases in a snap.
If you deal with similar types of cases on a regular basis, Legal Files makes it a snap to create similar files without having to retype the same information. You create templates, controlling how files are created and helping you to open files even faster. Just choose the file type and the file template that determines the look and feel of the file menu. Plus you also can relate parties to a file, assign users and their roles to the file, create teams, define the file setup, enter file facts and more -- all from one place, all at one time.
Use a tickler system that follows your rules.
Ever been assigned to a case and didn't find out until 10 days later? Legal Files creates an automated roadmap using a tickler system that follows the rules you establish. As a case progresses, Legal Files automatically assigns tasks or sends e-mail. Triggers can be set to automatically notify you and others about changes to a file or to trigger another action, such as automatically sending a to-do or changing the file style or file menu. For example, you can set an automatic trigger to send e-mail to all file users when the file status is closed or when a user is added or removed from a file.
Office Management Benefits
Support a virtual office.
Legal Files supports a virtual office. Whether you're at home or in a hotel room, you have total access to your data. All your contacts, calendar appointments, task/to-do's and e-mail reside in Legal Files. Read, reply or forward e-mail without leaving Legal Files. Save e-mail to a file within Legal Files and you have one place where all file related e-mail is stored.
Link information from web sites directly to your files.
Our Web Windows feature helps you stay connected to other software
programs you use, your favorite Internet site or your own Intranet.
With Web Windows, you can jump to any other software program you
use from any Legal Files file. Or use Web Windows and our Time
Keeper feature together to pop into Lexis-Nexis or Westlaw from
your file. Do your research. Index your research directly to the
file. Once you have completed your research, a record of the time
it took is automatically generated and may also be stored as part
of your file.
Customize Legal Files for each department, each office, each location.
Do your data needs change? Create your own fields. Create your own menus. Create your own windows. No programming ability required. Using just one program (won't your IT department love that?), you can provide different functionality for each of your departments. Plus, every field you create -- you can search, you can query, you can import into documents.
Leverage the team concept.
Does anyone ever leave your firm? Ever struggle with keeping track of case assignments or case loads? Legal Files brings a true team concept to case and workflow management by sharing and integrating the varied responsibilities and work products of attorneys, legal assistants, administrators and staff. With Legal Files you have the option of automatically managing people as team members -- as opposed to assigning people and their roles individually. So you can quickly assign, or reassign, a case to a group of people, monitoring case loads -- all with one stroke.
Track and monitor cases and users.
As a manager, you can schedule a meeting or appointment for one of your attorneys. You can keep track of assignments (something you can't do in all case management programs) because Legal Files gives you the ability to monitor not just the status of cases, but users as well. Plus, Legal Files makes it possible to comprehensively view to-do's -- your own, someone else's, those of a particular case or those of the entire firm!
Manage that e-mail mess!
Do you need to find important e-mail? Link e-mail to a case? Share your e-mail with others? With Legal Files, you can easily manage all your e-mail, linking important client-related messages to your case or file.
Legal Files offers extensive e-mail integration
(including Outlook, Groupwise, Notes and others) and intelligent
profiling, so you can save e-mail (and all those attachments!)
to a client's case, creating one place where all case-related
communication is stored. One place for everything ... that's Legal
Files.
Calendars, Time and Task Benefits
Rely on Manage My Day to keep you current.
Offering an expanded day-at-a-glance desktop view, Manage My Day includes a list of recently accessed files and your day's calendar and to-do's. You may click on any listed item to view the update window for that item, use the calendar to view another day's calendar and to-do items, or open a file directly from the recently accessed file list.
A powerful feature of Manage My Day is the automatic
notification system, which is called Heads Up. Legal Files allows
repeated notification of due dates or tasks through Heads Up.
Heads Up messaging automatically notifies users of eight different
kinds of items on one screen so important information yet to be
resolved is quickly brought to their attention.
Track all your appointments, tasks and important dates.
Never miss an appointment. Avoid scheduling conflicts. Create to-do's. View your own calendar. Plus, it's easy to see someone else's calendar. With Legal Files, you have access to an individual calendar, case calendar, docket calendar and firm calendar. It's quick and easy to enter calendar information (type of meeting, date, time, location, people involved etc.) simply by choosing from customized pick lists. Schedule recurring appointments in one step.
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