Features
Benefits

Case Studies:

Commerce Bank chooses Legal Files because of Lotus Notes integration and document management functionality

Stewart Title Guaranty Company chooses Legal Files to meet diverse requirements, leverage advantages of a COTS system

White Paper :

Matter Management for Legal Departments

Essential Features to Maximize your Return on Investment

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Legal Files Software For... Legal Departments

Legal Files matter management software for corporate legal departments is litigation support software, document assembly and document management, contract management, along with integrated calendars, ticklers and contact management.

With Legal Files' matter centric collaboration tools including electronic invoicing and vendor management, you can track your internal and external resources and monitor your costs. Let Legal Files matter management legal software help your department increase effectiveness and reduce costs.

Case & Matter Management Software for Legal Professionals

Features

Matter management and document management

• Matter management and document management
• One central location for all information related to each matter
• Matter management
• Litigation management
• Office-wide contact management
• Document assembly and management
• Document text searching
• File notes, including alerts
• Expense tracking
• Time and budgeting
• Response tracking
• Summary window
• Document and scanned image attachment ability

Office management

• Matter and management reports
• Multiple department workflow management
• Custom menus and screens
• Assignment delegation
• E-mail integration (synchronization with Outlook and MAPI e-mail integration)
• Phone messaging, mail tracking and message notification
• Activity summary File security

Calendars, event and task management

• Calendars -- office-wide, group, individual
• Comprehensive in-box
• To-do's, reminders and alerts with automatic notification
• Group scheduler
• Legal dates and deadlines calculator
• Automated task scheduling
• Checklists

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.

Customize easily.
You can tailor windows or menus for different offices and locations or different types of matters. Because you determine the look and the language that are meaningful to your office, your Custom Windows contain the exact information you want. And, it's easy. Designed for non-technical people, no programming ability is required.

Monitor expenses and budgets.
Whether you need to track and report your time and expenses or someone else's, Legal Files can do it. Want to know from a budgetary standpoint where you're at? Legal Files tells you.

E-billing.
Legal Files offers reporting and tracking capabilities to manage outside counsel activities. This includes web access, case level budgeting, and expense tracking with electronic invoice acceptance in the Legal Electronic Data Exchange (LEDES) format. Legal Files has the ability to track in detail all expenses regarding a matter and be able to categorize the expenses by date amount, type, outside counsel and business group (internal practice group). Legal Files also offers a budgeting feature that will enables you to track, at any given time, expenses to date on a matter versus the budgeted amount.

Legal Files contains the ability to route invoices/expenses in Legal Files to various people in the organization for their approval. The posting/status of an invoice or expense item allows a manager to flag/approve an invoice to be paid. The Legal Files routing component allows users to be immediately notified when a person has sent them an invoice/expense item for their review to be approved.

Assemble and manage all your documents.
Eliminate the need to retype the same documents. Create a template once, then use it again and again in different matters. Or automatically generate a new document, merging the template and any data fields you choose. Conveniently stored and cataloged in the matter they reference, documents are easy to retrieve. Search by document name, document number or document type. Legal Files also offers full text searching. With our document management features, you have -- at your fingertips -- every document anyone has ever created in or copied into your legal case management software.

Monitor outside resources.
Legal Files software also makes it easy to track the activity of your outside counsel. Be copied on every document your outside counsel creates. Once scanned, the document can be attached to your matter/file in Legal Files.

Legal Files for the Web - MyLegalFiles
MyLegalFiles opens to a specific user's home page containing user-specific calendars, tasks, events, recently accessed files and Heads Up!, Legal Files' notification system. You can customize the different areas of MyLegalFiles including "Manage My Day," "Manage My Files," "Manage My Users," and "Manage My Contacts." Web users have access to the full functionality of calendars, documents, e-mail, notes, mail logs, phone logs, time slips and to-do's.

In addition to matter management capabilities, MyLegalFiles offers efficient and secure access for remote users, functions on multiple platforms and provides customization capabilities. Providing anytime/anywhere access to your Legal Files data, MyLegalFiles also reduces the need for expensive IT resources since it is easy to deploy, maintain and upgrade.

One of the application's most notable features is the integration with Microsoft Office®. E-mail, contacts, appointments, documents, spreadsheets and presentations can be saved to a case/matter in MyLegalFiles directly from the MS Office application. The integration utilizes HTTP and XML technology that provides a much faster and more secure data transmission to the server over traditional FTP methods. Additionally, customers do not have to integrate directly with their Microsoft® Exchange Server, eliminating additional security and performance concerns.

Manage outside dockets or court calls.
Want to know certain dates or arrange your schedule to attend court? You can view calendar items for each matter. All features -- Intranet and Internet e-mail, mail logs, phone logs, calendars and to-do's -- interact to automatically create a diary of events for each matter, providing single-point access to the information you need.

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.

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.