Matter Management Software for Investigations Subject matter experts handle large amounts of information Through investigations, accident reconstructions and forensic engineering, subject matter experts provide insight into issues such as property damage and medical malpractice. Although these experts are not always attorneys, the information they manage can have a bearing on important legal issues that
TX Department of Licensing & Regulations has successfully used Legal Files since 2010 to track grievances, audits and various other issues.
Features
For investigators, Legal Files helps you quickly capture and easily retrieve key case information, provides built-in tools to generate high-quality client and stakeholder reports, and reduces the time spent on routine, administrative functions.
Robust investigation case management features- One, centralized system to manage cases, documents, contacts and emails
- Customizable menus and fields to track all kinds of data for all types of cases
- Anytime, anywhere access via the Web
- Mobile app for the iPad® and iPhone®
- Case Summary View
- Link or cross-reference related cases
- File security and Private Files functionality
- Microsoft Office (including Microsoft Outlook) & Gmail integrations
- Easy access to both open & closed cases
- Comprehensive contact management, including current and past interactions
- To-do’s, reminders and alerts with automatic notification
- Phone logs & mail logs
- Time capturing tools and activity log
- Cost/expense tracking
- Task and deadline management, including alerts
- Extensive reporting capability
- Built-in document assembly/document management, plus document text searching
- Team management
- Ability to collaborate in real time with team members and share access, as needed
- Up-to-date info to all team members – regardless of location
- Automated task scheduling and delegation
- User management & assignment tracking
- User Assignment & Reassignment Wizard
- One, centralized system to manage cases, documents, contacts and emails
- Customizable menus and fields to track all kinds of data for all types of cases
- Anytime, anywhere access via the Web
- Mobile app for the iPad® and iPhone®
- Case Summary View
- Link or cross-reference related cases
- File security and Private Files functionality
- Microsoft Office (including Microsoft Outlook) & Gmail integrations
- Easy access to both open & closed cases
- Comprehensive contact management, including current and past interactions
- To-do’s, reminders and alerts with automatic notification
- Phone logs & mail logs
- Time capturing tools and activity log
- Cost/expense tracking
- Task and deadline management, including alerts
- Extensive reporting capability
- Built-in document assembly/document management, plus document text searching
- Team management
- Ability to collaborate in real time with team members and share access, as needed
- Up-to-date info to all team members – regardless of location
- Automated task scheduling and delegation
- User management & assignment tracking
- User Assignment & Reassignment Wizard
Next-Generation Benefits
From easily customizing the platform to managing expenses to accessing your dashboard wherever you are, Legal Files is there to support your day every step of the way.
No need to rely on the IT department
Non-technical tools empower key staff to meet current and future requirements.
Open cases in a snap
Relate parties to a file, assign or reassign users, create teams, and more all from the same screen.
Stay current with Manage My Day
Rely upon your own customized dashboard to remind you about overdue, current and future assignments, tasks and deadlines.
Access to Legal Files anywhere, at anytime
Support a virtual office with access to all your Legal Files information, whether you’re at home or on the road.
Track your time — automatically or manually.
Set a timer to automatically begin recording time when a file is opened, or use activity log to determine how long you’ve spent in each file and what you’ve accomplished.
Never worry about keeping clients informed!
One-button access to key information, built-in reports and quick print features provide professional and comprehensive status reports at any time.
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