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  • Managing Matters

    Matter Management starts with planning what data you need to have for these three main areas:

    1.  Day-to-Day workflows and handling of matter transactions

    2.  Management of matters (current workload, capacity, area of practice density, etc...)

    3.  Document generation (what custom data do you need to include in the myriad of documents you generate)



  • Contact Management
    •  Add a new Contact
    •  Update a Contact
    •  Archive a Contact
    • Merge Contacts
  • Calendaring & Docketing
  • Time Tracking

    Time Tracking

  • Document Creation
    •  Archiving
    •  Scanning
    •  Screen Capture
    • MS Office Word
    • MS Office Powerpoint