Uberall PMS Practice Management Solution

Transcription

1 Uberall PMS 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 2.0) enables law and accunting firms t cmpletely autmate their wrking prcesses including Practice management, Wrking matter infrmatin, Calendaring, Timesheet, Billing, Integrated Cash Accunting Finance, Cntact management, Cnflict search, Dcument Management, Human Resurces management, Payrll,, Intellectual Prperty practice management, Marketing, and Knwledge management. Further, management can get a cmplete insight int the activities with ver 120 practice management Reprts and draw valuable business analytics acrss Teams, Clients, Partners and Practice Areas acrss multiple ffices. 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 OPTIMIZE YOUR PRACTICE ON THE MOVE Uberall Law 2.0 Integrated Law Practice Management Slutin is als available n Pcket PC platfrm Fr further infrmatin, please cntact r us at [email protected] K E Y B E N E F I T S Increased peratinal efficiency and accuracy thrugh centralized / fully integrated autmatin 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 fr Managers and Partners 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. Integratin f different systems including dcument management Cmprehensive Real-time Reprting and analysis.

3 Uberall PMS 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 Activity based Resurce specific 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 Bank recnciliatin Reimbursement handling TDS letters fllwup/reminders TDS fr Suppliers and generatin f TDS certificate fr Suppliers Service Tax Management and reprt generatin Purchase management and CENVAT handling efiling XLS frmat generatin Financial Statements - P & L, Trial Balance, Balance sheets and BS schedules.

5 Cmprehensive Reprting Intellectual Prperty Practice Management (Optinal) Cntributin by Practice areas Revenues by Client Grup, Client, Matters IP Applicatin Management (Hme, Freign, PCT, Assciate perfrmance Freign filing) fr Patents, Trademarks, Designs and Revenue cntributin by referral Cpyrights Prductivity by Client/Matter/Client Stage Cnfiguratin Management grup/referral Schedule/dcketing Management Prductivity by practice area/assciate/grup Status Updatins leader Freign Assciate details Billing and Cllectin Renewals/Annuity Management 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 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 Time Utilizatin Analysis Expenses Management IP Reprts Reminders/Alerts Assignment details Stage wise N. f Applicatins Applicatins nt published Filed the RQ but reprt nt received Grant Ntificatin reprts 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.

6 Human Resurce Management (Optinal) Knwledge Management (Optinal) Assciate enrllment persnal inf, enrllment Cmprehensive Knwledge Prtal date, educatin histry, emplyment histry, Frms, Precedents and Legal Insights prfessinal skills/ experience, prfessinal Deal Bibles memberships/ registratins/enrllments etc., Access t Cntinuus Legal Educatin (CLE) Quick and Access t skill inventry infrmatin Infrmatin. including Firm experience, list f prjects. Quick Access t Practice Specific Practice Areas and related partners, Partner, Presentatins, Dcuments and Templates grup leader, assciate skill/experience details Business/Legal news updates Freign assciate details fr particular Blgs and wikis cuntry/prfessinal service. Peple prfiles Attendance tracking Cntests/knwledge cntributin rewards Leave requests and Apprval management Legal trivia/did yu knw features Salary/payrll management/pf/tds/payslip Custmizable surveys generatin Knwledge articles creatin, editrials, inserts Travel requisitin management etc., n different practice areas. Travel cupn management Knwledge article sharing. Emplyee perfrmance tracking and Creatin and Management f Templates management based n subjective and Objective Template search 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

7 Litigatin Management (Optinal) Legal CRM (Optinal) Individual/Team Case Calendar Individual/ Team Case Diary Appintment/Tasks Management Mandate Management and Tracking Autmated Client Billing with apprval wrkflws Client Management Autmated Case Recrding Remarks client update External Cunsel Management including Payuts Case Cntacts Management Fully integrated with Finance This mdule will centralize the firm's cllective marketing knwledge, infrmatin and experience abut clients, cntacts, prspects, pprtunities and ptential. Event/Campaign Management Opprtunity Management Prpsal Generatr Experience Tracker Client Relatinship Management Spend Management Practive Alerts and Ntificatins Cnfigurable relatinship parameters Fully Integrated with Uberall Law. Blackberry Pad (Optinal) Wrk In Prgress hurs with value fr yur Grup/team/clients fully summarized Weekly Billing Vs Realizatin Advance Vs Expenses fr all related Matters. Key Legal Practice Analytics delivered t yu n yur Blackberry in real-time and fully autmated. Team Prductivity Velcity and Time analysis Resurce Status Budget and Perfrmance Matter Summary Integratin and Custmizatin Uberall Law 2.0 ffers ready t use integratin with ther systems t ffer imprved efficiency. Systems include: Dcument Management Systems, Attendance/Bimetric Systems, Telephny EPABX systems, Library systems and Printers. Custmize prcesses specific t yur cmpany Change lk and feel f applicatin Custmize business rules Backberry is a registered trademark f Research in Mtin Ltd.

8 Why Uberall PMS? Law and Accunting firms chse ur Integrated Practice Management Slutin fr its strng practice management capabilities cupled with it flexibility t integrate and seamlessly wrk 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 :