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Legal Files software
releases Version 8.0
March 12, 2009
Legal Files Software, Inc., a leading case and
matter management software development company, is pleased to
announce the most recent updates to its client/server version
of the software. Created more than 15 years ago, Legal Files has
evolved through many updates, the most recent which provides many
significant improvements to the Microsoft Office integration,
calendar and reporting features.
Microsoft Office Integration Features:
• Enhancements to the “Save to Legal
Files” function provides users several time-saving capabilities,
including: editing the subject line of an e-mail before saving
it to a case in Legal Files without ever leaving Outlook; saving
each attachment (documents, images, PDFs etc.) in an e-mail as
a separate record in a case/matter; and automatically checking
if e-mails have already been saved to a case/matter to prevent
duplicate entries.
• A “Lookup Legal Files Documents” button has
been added to Outlook that enables a user to quickly locate and
attach file-related documents stored in Legal Files to e-mails
in Outlook.
Calendar Enhancements:
• A new team-at-a-glance monthly calendar view enables users
to see in graphical format on one screen the calendars of multiple
users.
• The Calendar Reschedule Wizard allows appointments to
be simultaneously rescheduled for multiple users.
• Users can now attach documents, images etc. to a calendar
appointment in Legal Files.
• Added calendar and task bi-directional synchronization
to/from GroupWise and Lotus Notes.
Reporting Updates:
• Users can now drill directly to open files located from
the reports results screen for many reports, including the To-Do,
Time, Expense, Contacts, Name Card, File Query and Custom Window
Query reports.
• Additional Crystal Report parameters and viewing options
make it easier-than-ever to create customized Legal Files reports.
• Users can now export the results of the powerful File
Query Report directly to Excel.
• An XML-based time and expense export function now enables
all time and expense data entered in Legal Files to be exported
for use with external time/ billing and accounting applications.
• Users can now select a team view for the Calendar, To-Do
and Time reports, allowing these reports to be generated for multiple
users at the same time.
Other Improvements:
• The addition of a new preview pane to both the Document
Selection and Mail Log Selection windows, enabling users to preview
documents and other files (Word, Excel, PDF, images etc.) at a
glance, while scrolling through a list of case-related documents
and mail records.
• Creation of a new Mail Importer tool that allows incoming
mail and documents to be quickly scanned and imported into Legal
Files via direct integration with a scanner, or by using the Windows“Send
To” menu, or dragging and dropping files onto an icon on
the desktop. The Mail Importer allows a mail clerk or other staff
member to log who the incoming item was to/from, save it to the
appropriate case file(s), and route it to the appropriate users’
or attorneys’ Manage My Day inbox with a message or instructions.
• Major improvements to the User Assignment Wizard, which
allows mass file assignments (assign/un-assign/reassign staff
members) in a file based upon numerous query and filter options.
Additional query and filter options were added; the wizard now
has the ability to assign/reassign a team of users at one time.
“This latest software release is one of our most ambitious
to date,” said John Kanoski, CEO at Legal Files Software,
Inc. “We anticipate this new version of our client/server
product will please many of our long-time customers as we listened
to their feedback and designed the upgrades around the features
they wanted to see most.”
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