Legal Files For:

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Patuxent Riverkeeper chooses Legal Files for complaint tracking, discovers other advantages

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Legal Files Software ... Workflow Management

Office and Workflow Management Solutions powered by Legal Files software

As a product name, Legal Files is a moniker for a particular vertical market. But the product itself is intended for, and is being successfully used by, many different kinds of businesses.

Legal Files software can be used by sales organizations as a prospecting and contact management tool, or by customer service organizations as CRM software.

Legal Files is used to connect and unify existing systems, integrate multi-location and geographically dispersed organizations, and improve inter-office and customer communication.

Legal Files offers powerful flexibility and has universal appeal. Leveraging the functionality of Legal Files, companies use it to:

• Improve relationship management -- With Legal Files, you can create a company-wide, electronic Rolodex of addresses, phone numbers, and other information, making relationship management easy. You can store the data on any person or company you have contact with in one centralized location, allowing everyone access to the most current information. You can also specify relationships and involvement with any issue, matter, or project.
  
  
• Become more organized -- With Legal Files, you can track all your appointments and important dates. Never miss an appointment. Avoid scheduling conflicts. Create to-do's. You can view your own calendar or someone else's calendar. You can also create and share departmental or project calendars. You can schedule recurring appointments in one step.
  
  
• Communicate more efficiently -- With Legal Files, you can not only receive and send e-mail messages, but reference any message to a specific project or issue. You can also use the phone and mail logs to document incoming and outgoing phone calls and correspondence. Plus, through our message notification feature, you will be immediately notified of any incoming message -- whether it is an e-mail, telephone, or mail message.
  
  
• Automate the routine -- With Legal Files, you can use a workflow management wizard to generate to-do's, or any other kind of repetitive task, automatically. Create as many as you need or want. Select a reference, starting date, and task style -- that's all there is to it.
  
  
• Assemble and manage documents -- With Legal Files, you have true document assembly and document management features. You eliminate the burden of retyping the same kinds of documents. You can create a template once and use it again and again, or automatically generate a new document by merging the template and any data fields you choose. All department or location users can have -- at their fingertips -- every document anyone has ever created in or copied into their Legal Files software. This centralized document management feature safeguards and re-uses their knowledge.
  
  
• Monitor time and expenses -- With Legal Files legal time tracking, you can track and report your time and expenses, or someone else's. Legal Files lets you manually or automatically record the time you spend on different activities. Legal Files also lets you view completed activities and works in progress.
  
  

Management Tools

Legal Files allows you to successfully manage issues, projects, and workflows. You can more easily share information and better manage deadlines. Managers can delegate tasks and review progress at any time.

As a manager, you can also schedule a meeting or an appointment for one or many staff members. You can fully track assignments because Legal Files gives you the ability to monitor not just the status of a project or issue, but users as well.

Legal Files brings a true team concept to issue and project management, sharing and integrating the varied responsibilities and work products of every member of your business unit.

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 -- an issue or project to a group of people and monitor their work loads -- all with one stroke.

Legal Files increases your ability to:

• Simplify training,
• Increase workloads without increasing staff or hours, and
• Improve productivity and teamwork.

With Legal Files, you will deliver a consistent, uniform work product -- an added value.

Full Customization

Legal Files is fully customizable. With Legal Files, you can categorize your information in any way that is appropriate for your company or a particular department or location. Each department or location can create their own fields, their own menus, and their own windows.

Because you determine the look and the language that are meaningful to you, your custom windows contain the exact information you want. And, customization is easy.

Designed for non-technical people, Legal Files requires no programming ability. Using just one program, you can provide different functionality for each of your departments or locations.

Comprehensive Reporting

Legal Files offers comprehensive reporting features. Standard reports are included in the software and, through integration of a SQL database, any industry report writer can be added to it. Managers can generate reports, containing the most up-to-date information, at any time.

You can quickly generate reports to:

• Manage workloads,
• Review project status,
• Check on important deadlines,
• Track time spent on a specific project,
• View key communications (including complaint tracking),
• Determine the profitability of each department or location.

Legal Files can help you make your company more efficient, productive, and profitable. Contact us today at 800/500-0537 to see how you can use Legal Files to increase productivity and save time and money. Or request information or a demo now.