Features of Office Manager tools

Time and Billing is the feature-rich central component of The Office Manager tools. It maintains the all-important client and case financial information.

Perhaps no aspect of the practice of law causes as much apprehension and anxiety as the possibility of missing an important date, such as a filing deadline or statute date.

The Office Manager’s Docketing module is an easy-to-use, comprehensive calendaring and reminder system written specifically for the legal profession. It’s been tested by web functionality testing which provides a tracking system for all the important activities and deadlines connected with a given matter. And since it’s integrated with the other Office Manager functions, there’s no duplication of effort. Docketing functions are accessed directly from within The Office Manager without having to exit from one system and enter another.

Tracks and maintains client and case information

Prepares and prints worksheets, bills, and historical ledgers

Manages detailed trust and regular account ledgers from the case’s inception

Maintains billing histories and timekeeper productivity

Generates management reports

Appends unlimited notes directly to client files

Maintains a conflict and cross reference database

Maintains user-definable code tables for timekeepers, charges, cases, billing statements etc.

Supports all case types: hourly, contingency, flat fee, pro-bono, and user-definable administrative types

Seamless integration with the Docketing, General Ledger, Accounts Payable/Check Writer, and Partnership Fee Allocation modules

In addition to the information you’d expect a docket entry to contain — date, time, locationg, responsible attorney, and description — the Docketing system also tracks tasks you’ve assigned to others by including other “Delegated Timekeepers.”

Docketing reports may be run daily or weekly or for any other time. .

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Conflict Checkers

We designed the Conflict Checker to eliminate these problems. The program stores and retrieves all names associated with a particular matter. In addition to conflicts, you can classify cross references into an unlimited number of user-definable categories, such as opposing attorney, alias, adverse party, referral, witness, etc.

In practice, the system works best when you add names as soon as they’re associated with a client, or as soon as an attorney speaks with them. This way, support personnel can check a name through the system before even allowing a telephone caller seeking representation to speak to an attorney. In addition, you can add the caller’s name to the system even as the conversation takes place to prevent another member of the firm from speaking to anyone else associated with the case.

Case Management.

The Office Manager stores and allows instant access to all the information necessary to allow you to manage your cases efficiently and effectively. The Existing Case screen displays a client’s general case information, dockets, conflicts, detailed transaction history, billing summaries, and productivity details.

And for information that doesn’t seem to fit any where else, we provide the Scratch Pad. Use it to append notes directly to the case file for instant recall when you need them. The Scratch Pad provides an unlimited, free format means of recording as much or as little pertinent information for each case as you may desire. Useful for recording detailed personal injury information, client and case details, collection and payment arrangements, contacts, etc.


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