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Practice Management

  • Client and contact management for easy access to client information

  • Calendar and scheduling tools for appointments and deadlines

  • Task management and workflow automation for daily operations

  • Document storage and retrieval to maintain case-related files

  • Time tracking and billing integration to streamline billing processes

 Case Management

  • Centralised case records with easy access to case details and history

  • Document management and version control for case files

  • Communication tracking, including emails and client correspondence

  • Task and deadline management for case milestones

  • Collaboration tools for teams working on cases

 Legal Accounts

  • Client trust account management to segregate client funds

  • Invoicing and billing to automate and manage legal fees

  • Expense tracking and disbursement recording for accurate billing

  • Compliance with legal accounting standards and trust rules

  • Financial reporting and reconciliation for oversight and auditing

Conveyancing

  • Automated document generation for property transactions

  • Client and third-party communication tracking

  • Case tracking for different stages of the conveyancing process

  • Integration with Land Registry and property search providers

  • Compliance checks and risk assessments for property transactions

Litigation Support

  • Evidence and document management for litigation cases

  • E-discovery tools for identifying and producing electronic evidence

  • Case analysis and strategy tools to build legal arguments

  • Collaboration tools for teams working on litigation cases

  • Integration with court systems for e-filing and scheduling

 Document Automation

  • Template creation for frequently used legal documents

  • Automated document population with client and case details

  • Clause libraries and customisable document fields

  • Compliance with legal formatting and content standards

  • Integration with case management systems for seamless document handling