Winfocus | Your Latest Legal Tech Review – Mid-series Summary
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Your Latest Legal Tech Review – Mid-series Summary

Your Latest Legal Tech Review – Mid-series Summary

Review Summary Letter

 

Hello, and welcome to our review summary letter. In this letter we will be reviewing all the eight previous letters of our 16-part series of legal technology review.

The purpose of this is to help you get a quick look at all the softwares reviewed so far, allowing for easier comparison.

Some of you had trouble accessing our blog through the link in our previous e-mail. We apologise for the inconvenience. Here is an updated link to our blog where you can find all the previous detailed reviews. www.winfocus.com/blog.

Software
Proclaim Practice Management
     Advantage
Proclaim has been developed with ease-of-use in mind. It’s range of productivity tools help users reduce the time spent in processing cases, whilst maintaining high delivery standards.
  • Can add multiple matters to new and existing clients
  • Templates can be saved and altered
  • Mail merge
  • Invoicing options
     Limitation
  • Proclaim is not the quickest system available and is yet to announce it’s Windows 10 compatibility
  • Forms require manual updation
  • Navigation not easy
  • Additional training may be required before commencing software use
Software
Abacus Law Practice Management
     Advantage

Helps automate and expedite workflows and streamline communication to increase efficiency.

  • Mail Merge
  • All e-mails and notes can be linked directly to client files
  • Time Tracking
  • Calendar synchronies with Google calendar
     Limitation
  • Data migration can be an issue depending on data source and may require higher expertise
  • Customisation of queries, forms, and reports requires ongoing customer support
Software
Kissflow
     Advantage
  • Process owner can map a workflow simply in the way he or she visually thinks about the process, not in the way a system interprets it
  • Easy to use
     Limitation
  • Mobile application is not well optimised
  • Entire process requires to be run everytime
  • Deadlines keep showing till attained
Software
Asana
     Advantage

Allows a user to create a project, set deadlines, share these with colleagues, create and assign tasks, attach files within the project and communicate with the team.

  • Automatic updates to email/inbox
  • Custom calendars
  • Set goals, priorities, and due dates
  • Set project permissions
     Limitation
  • Cannot alter the format once selected for the project
  • Boards are very basic
Software
Worldox
     Advantage
  • Inbuilt feature that logs a document’s history and allows audit and tracing of user actions on the document
  • Easy to find files with text search
     Limitation
  • File-sharing with clients not included
  • Installation support may be required
Software
Time Matters
     Advantage
It tracks current and old client matters, solicitors (both previous and current) handling the matters and details pertaining to other parties and the client.
  • Highly customisable according to individual firm
  • Easy to use
  • Wide variety of features, from emails to billing
     Limitation
  • Not cloud-based
  • Requires to be updated
  • Does not integrate well with outlook
Software
PracticePanther
     Advantage
  • Combines the capabilities of time tracking, billing, payment processing, expense management, and calendaring
  • Fully secure
  • Automated
  • Mobile Friendly
     Limitation
  • Not good with accounting
  • Does not generate reports or allow printout for client’s financial transactions
  • Certain fields are confined wherein complete information cannot be filled in
Software
My Case
     Advantage
An extensive cloud-based package of Legal Case Management solution which provides:
  • Automation of tasks and calendar
  • Tracking of time and expenses
  • Document Management
  • Contacts Management
  • Online Payments
  • Client Portal
  • Customisable Templates
     Limitation
  • Doesn’t allow signatures
  • Does not support phone app
  • Gmail sharing is not available.
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