Legal Files Case and Matter Management Software Serves a Multi-Office Law Firm A law firm with multiple locations selects Legal Files to manage its statewide practice In today’s modern and interconnected world, it’s common for law firms to have more than one location. While having multiple offices is an excellent way to reach more clients
Successfully using Legal Files since 1999
Features
Because many firms can be very departmentalized, your own users can configure Legal Files, using non-technical tools built directly into the application, to meet the requirements of any practice group, office or location. What’s more, Legal Files is scalable, which means your organization will never outgrow Legal Files. Legal Files will be the last case management system you will ever have to license or learn.
Practice area case management- One central location for all information related to each case
- Office-wide contact management, including conflict check wizard & duplicate checker
- Document assembly and management, including document text searching
- Integration with Microsoft Office and Adobe Acrobat
- Drag & Drop Zone
- Pleadings index report
- Client update report
- File manager & case assignments
- File notes, including alerts
- Built-in tools to create a standardized process for handling specific types of cases
Firm management- 90+ standard reports, including 25+ Management Dashboard reports
- Multiple location management
- Custom menus and screens
- Task delegation and assignment tracking
- Team management
- Email management (Outlook, IBM Notes or Google Mail)
- Phone messaging, mail tracking and message notification
- Mobile app for the iPad and iPhone
- Automatic time capturing tools, including accounting links
- Expense tracking
- Activity summary
- Workflow management
- 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
- Outlook calendar synch
- One central location for all information related to each case
- Office-wide contact management, including conflict check wizard & duplicate checker
- Document assembly and management, including document text searching
- Integration with Microsoft Office and Adobe Acrobat
- Drag & Drop Zone
- Pleadings index report
- Client update report
- File manager & case assignments
- File notes, including alerts
- Built-in tools to create a standardized process for handling specific types of cases
- 90+ standard reports, including 25+ Management Dashboard reports
- Multiple location management
- Custom menus and screens
- Task delegation and assignment tracking
- Team management
- Email management (Outlook, IBM Notes or Google Mail)
- Phone messaging, mail tracking and message notification
- Mobile app for the iPad and iPhone
- Automatic time capturing tools, including accounting links
- Expense tracking
- Activity summary
- Workflow management
- Outcome tracking
- File security
- 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
- Outlook calendar synch
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.
Improve client relationships.
Contacts are stored in one centralized location, making sure everyone has access to the most current information. Easily determine relationships and involvements with any case.
Detailed & extensive document management features make access a breeze.
Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.
Extensive document assembly features make your day easier.
Automatically populate and create new documents such as standard letters, forms and case related correspondence using built-in document assembly features.
Need up-to-date information now?
Built-in reports, quick-print features and one-button access provide easy access to the information you need.
Open cases in a snap
Relate parties to a file, assign or reassign users, create teams, and more all from the same screen.
Set your own rules.
Automatically build workflows, assign tasks, set deadlines or send emails at various stages of a case.
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.
No need to rely on IT.
Non-technical tools empower key staff to meet current and future requirements.
Leverage the team concept.
Quickly manage people as team members—as opposed to assigning people and their roles individually.
Manage that email mess!
Extensive integration features allow you to save emails, with attachments, to a case while keeping your inbox uncluttered and making future retrieval a breeze.
Stay current with Manage My Day.
Rely upon your own customized dashboard to remind you about overdue, current and future deliverables, calendar items and much more.
Rely on a calendar that does it all!
Track your appointments, tasks and important dates, avoid scheduling conflicts, view all calendars or just your groups’ calendars.
What Our Customers Say
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“It’s a great program.”
The Halley, Talbot, & Smithton law firm provides legal support state-wide in Oklahoma for people involved incidents, medical malpractice, etc. Danny Talbot discusses the challenges his firm faced when it wanted to replace an inefficient, homemade file management system and how Legal Files is now the firm’s “all-in-one” system, making it easier to serve clients from two office location and streamline the communication process between employees.
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Marc Mayerson discusses the many benefits of Legal Files, and the ongoing value Legal Files provides to a firm. He says, “When you purchase case management software, one is not buying a box: one should be entering into a relationship with a company that is invested in your firm’s success. In our experience, Legal Files has been a fantastic partner.”
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Angela DiFabio, district manager, discusses how her large, statewide personal injury firm uses Legal Files to more efficiently manage a practice with nearly 200 attorneys and staff members and dozens of offices.
Case Studies
Society of Counsel Representing Accused Persons
Society of Counsel chooses Legal Files legal case management software because “it’s extremely customizable and it meets our many and diverse needs.”
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James Law Group
James Law Group chooses Legal Files because a “product is only as good as the people behind it.”
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Norton Frickey, P.C.
Through many years and evolving practice areas, Norton Frickey, P.C. thrives with Legal Files.
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Halley, Talbot, & Smithon
Halley, Talbot, & Smithon chooses Legal Files to manage its statewide personal injury/workers’ compensation law practice.
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Whitepapers
Case Management Software: Why Doesn’t Every Law Firm Use it?
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