30 Oct PCLaw
Posted at 12:30h
in
blog
by admin
PCLaw has over 30 years’ history as an all-in-one case management software. It helps users simplify complex legal accounting and billing processes while improving the user firm’s bottom line. PCLaw helps gain a 360° view of all aspects of a legal practice, from client information and matters to billing and financial reporting.
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Feature
Contact management
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Advantages
- Helps manage relationships with clients, other parties, prospective clients and vendors
- Uses automated client intake feature to bring clients on board faster
- Microsoft Outlook plugin
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Feature
Matter Management
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Advantages
- Organises and stores case information, including about deadlines, events, documents, emails, phone calls, notes, contacts, to-do lists, billing and payments
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Limitation
- Freezes when moving from one client to another
- Freezes when saving timer
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Feature
Document Management
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Advantages
- Manages and assembles documents
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Limitation
- Does not attach documents
- Does not manage tasks
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Advantages
- Tracks billable hours and expenses
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Limitation
- Does not create time entry when drafting email messages
- Does not track changes
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Advantages
- Features can be accessed by various firm members
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Advantages
- Exports data into formats usable by: Adobe Acrobat PDF, Microsoft Excel, Microsoft Word, Intuit QuickBooks
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Feature
Billing & Trust accounting
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Advantages
- Meets client-specific billing needs such as flat-fee, task-based, split, contingency, retainer or LEDES-compliant electronic bills
- Shrinks billing cycles with standard invoice templates
- Customises bills for individual clients
- Writes and prints cheques from trust or general bank accounts for client or firm expenses
- Identifies clients with outstanding balances to prioritise collection efforts
- Keeps accounts in balance with reconciliation tools
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Advantages
- Identifies billing, client collections or general financial health issues before they become problems, with 50 standard reports
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Limitation
- Certain types of report information gathering, requires several reports to be compiled and then compared
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