Uberall Law 1.0 Law Practice Management Solution

Transcription

1 Uberall Law 1.0 Law Practice Management Slutin Call us nw fr a prduct dem custmized t yur needs: /3/4. Or visit fr mre details

2 Uberall s Integrated Time & Billing and Practice Management slutin (Uberall Law 1.0) enables law firms t cmpletely autmate their wrking prcesses including Practice management, Case infrmatin, Calendaring, Cnflict searches, Cntact management, dcument Management, Human Resurces management, Payrll, Timesheet and billing, Intellectual Prperty practice management, Marketing, Financials and Knwledge management. Further, management can get a cmplete insight int the activities and draw valuable business analytics This slutin encurages cllabratin and cmmunicatin between the different rles within an rganizatin and allws assciates t spend less time n tedius rutine tasks which require paper handling, manual recrding f time spent etc. and mre time n the actual prfessinal service and Research activities. It will tremendusly imprve the prductivity and efficiency fr the emplyees. Prduct Highlights Cllabrative, multi-user, web based Platfrm Practice management including inquiry, mandates, cnflict f interest search, filing, grup calendaring, WIP tracking Resurce Management and Activity Wrkflw Manager Cntact Management and activity Scheduler Integrated Timesheets with multiple views Flexible Billing with Hurs, Fixed, Blended, Retainership pricing schemes Assciate, custmer, referral prductivity tracking Human Resurce and Payrll management Accunt Receivables and Financial Accunting Cmprehensive IP practice Management. Knwledge management platfrm with quick easy access t infrmatin Drilldwn, graphical analytics K E Y B E N E F I T S Increased peratinal efficiency and accuracy thrugh centralized / autmated apprach. Reduce csts f peratins by streamlining the prcesses and activities. Eliminate Cumbersme task duplicatin, data duplicatins and paper wrk Quick access t mst recent data. Cnslidated data views at the upper levels Anytime access t cmplete WIP case status/stages. Imprve prductivity by tracking critical data abut resurces, custmers, prcesses. Increase effectiveness with greater custmer knwledge. Build custmer lyalty by streamlining practive interactins, custmer access high value services. OPTIMIZE YOUR PRACTICE ON THE MOVE Uberall Law 1.0 Integrated Law Practice Management Slutin is als available n Pcket PC platfrm Fr further infrmatin, please cntact r us at [email protected] Integratin f different systems including dcument management Cmprehensive Reprting and analysis.

3 Uberall Law 1.0 enables it s custmers t cmpletely autmate their prcesses and prvides a cllabrative platfrm fr the assciates. It aims at imprving the verall efficiency in peratins and custmer service. Practice Management Timesheet Management Client infrmatin management Inquiry management Cnflict f interest Checking Case/Matter Management Physical file tracking Cntact Management Grup Calendar Resurce Management and Tracking Training and Event Management Integrated Billing Easy Timesheet recrding and Management Multiple timesheet entry/view mdes (daily, weekly, mnthly) Track billable/nn billable time Facility t define activities Cases t appear based n the appintments, s that assciate des nt miss any entry. Integrated billing based n the timesheet entry. Batch mde entry capabilities Tracking f dates/clients fr which timesheets nt entered Facility t cases as favrites t enable fast data entry Timesheet reminder mails t assciates Lcking f recrds fr which time entries have been billed Supprt fr multiple start/stp timers Integrated billing with fixed csts, hurly, activity based, blended, retainership pricing mdels Bill ut pcket and fees in a single bill Facility t track incurred but nt billed expenses Integratin with Telephny system Bill splitting and merging ptins Expense tracking and reimbursements Bill generatin and printing with summary and detailed attachments Integrated analytics Resurce Tracking View list f pen files and assciated resurces wrking n the prject. Facility track inter-grup resurce utilizatin tracking Prvides up-t-date infrmatin abut the resurce utilizatin and billing; At the individual level, it will display daily current assignments and time utilizatin

4 Cntacts Management Finance & Accunting Enables firms t manage central database f all cntacts including clients, referrals, cunsels, freign assciates, suppliers, etc., Pwerful search t quickly lcate the cntacts Facility t manage public and private cntact details Facility t handle duplicate cntacts. Facility imprt / exprt cntact list frm palm, pcket pc handhelds. Grup Calendar Calendar, Appintment Management Grup calendar with mnthly, weekly, daily views Set reminders fr critical events Outlk style calendar printing with appintments Cnvert cmpleted appints t timesheet entries in a click f a buttn. General Ledgers Creatin/Management Fee Structure Management Fixed cst Hurly Blended Fixed + hurly Retainership Cunsel fees Client Disbursements/Advance management Accunt Payables Accunt Receivables Purchases and Assets tracking Out f Pcket expense handling and Cntrl. Cst center management Vuchers management Bank payslip generatin Reimbursement handling TDS letters fllwup/reminders TDS fr Suppliers and generatin f TDS certificate fr Suppliers FBT Tracking and data generatin efiling XLS frmat generatin Financial Statements - P & L, Trial Balance, Balance sheets

5 Cmprehensive Reprting Intellectual Prperty Practice Management (Optinal) Cntributin by Practice areas Revenues by Client Grup, Client, Matters Assciate perfrmance Revenue cntributin by referral Prductivity by Client/Matter/Client grup/referral Prductivity by practice area/assciate/grup leader Billing and Cllectin Wrk-in-Prgress billing and cllectin Billing (Fees) Jurnal Reprt Invice Jurnal Reprt Billing By Assciate/grup leader/ Practice Area/Client/Client grup/ case/referral Receivables by Client/Assciate Client Payment Listing Fee Allcatin Summary Cllectin Summary WIP, Billing & Cllectin Histry Fees Due By assciate/grup leader/practice Area/client/Client grup Pending Payment aging Accunting and ther Cmpany MIS: General Ledger & Trial Balance Incme Statements and Balance sheets Current Mnth & Year-t-Date Incme Statements Time Listing/ Time Summary Time Utilizatin Analysis IP Reprts Assignment details Stage wise N. f Applicatins Applicatins nt published Filed the RQ but reprt nt received Grant Ntificatin reprts IP Applicatin Management (Hme, Freign, PCT, Freign filing) fr Patents, Trademarks, Designs and Cpyrights Stage Cnfiguratin Management Schedule/dcketing Management Status Updatins Freign Assciate details Renewals/Annuity Management Event Management Pre-grant Oppsitin Pst-grant Oppsitin Change f Name applicatin Vluntary Amendments Revcatin (nly after grant) Scanned dcument attachment Management fr Filing Receipt Page in Gazette Examinatin Reprt Letters Patent Dcument (LPD) Page in the Jurnal Renewal Certificate Frm 27 Custmer Access Area fr applicatin Status tracking Searching f Published Jurnals Custmer Billing Management Attrney fees/debit nte management Expenses Management Reminders/Alerts Search t quickly lcate the cntacts Facility t manage public and private cntact details Facility t handle duplicate cntacts. Facility imprt / exprt cntact list frm palm, pcket pc

6 Human Resurce Management (Optinal) Knwledge Management (Optinal) Assciate enrllment persnal inf, enrllment date, educatin histry, emplyment histry, prfessinal skills/ experience, prfessinal memberships/ registratins/enrllments etc., Quick and Access t skill inventry infrmatin including Firm experience, list f prjects. Practice Areas and related partners, Partner, grup leader, assciate skill/experience details Freign assciate details fr particular cuntry/prfessinal service. Attendance tracking Leave requests and Apprval management Salary/payrll management/pf/tds/payslip generatin Travel requisitin management Travel cupn management Emplyee perfrmance tracking and management based n subjective and Objective parameters Client feedback tracking Internship Management and tracking Clleges/trainees referred, Trainee details, Qualificatins, Rejectin/apprval status Resume/candidate tracking Newsletter management Knwledge article management Resume database management and search User System Access rights management Cmprehensive Knwledge Prtal Business/Legal news updates Blgs and wikis Peple prfiles Cntests/knwledge cntributin rewards Legal trivia/did yu knw features Custmizable surveys Knwledge articles creatin, editrials, inserts etc., n different practice areas. Knwledge article sharing. Creatin and Management f Templates Template search Integratin and Custmizatin Uberall Law 1.0 ffers ready t use integratin with ther systems t ffer imprved efficiency. Systems include: Attendance/Time Tracking (Zicm), Telephny systems, Dcument Management Systems, Library systems. Custmize prcesses specific t yur cmpany Change field values Change lk and feel f applicatin Custmize business rules

7 Why Uberall Law 1.0? Law firms chse ur Integrated Practice Management Slutin fr its strng practice management capabilities cupled with it flexibility t integrated and wrk seamlessly with ther systems. Other benefits include: Web Based Fully Secure, Scalable, and Flexible slutin Built based n best expertise and best practices frm the law industry. Quick and Easy Start-up Facility t integrate with a variety f Third party tls. Practive live and supprt Prduct upgrades address industry s specific and changing custmer needs Secure, scalable, flexible slutin. Cnvenient implementatin apprach with ease cnversin frm existing sftware Easy Custmisatin Pssible Abut Uberall Slutins (I) Limited Uberall s PMS A cmplete Practice Management slutin is prvided by Uberall Slutins, a leader in PDO (Prduct Develpment Outsurcing) slutins in India. By cmbining innvative technlgy and best services practices, Uberall enables Legal firms t use a suite f slutins that prvide a fully autmated practice management, billing and custmer relatinship functinality. Uberall's prven technlgy, pint-and-click custmizatin, integratin and best user experience, ensures full functinality, with ease f use. Fr Mre infrmatin abut Uberall s Practice Management Slutin please cntact: Uberall Slutins (I) Limited 401, Mnt Vet Zenith, Baner Rad, Pune , INDIA. Phne : /3 Fax: , [email protected] Crprate Website : Legal Slutin Details :