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Law firms

A system for law firms where each case is linked to a client and a contract. The rate comes from the contract. You issue the client invoice directly from the case.
  • You run the case with the client, contract and responsible lawyer
  • You record time manually or start a timer
  • You register incoming and outgoing letters with the case
  • You issue the invoice from the case with billable time and copies

Track all company processes

First, you sign a contract with the client and choose a rate. In the case, you collect time, letters and progress entries. You issue the invoice from the same case and see in finance what is still unpaid.
Cases

Cases

You create a case linked to a client, contact and contract.

  • Responsible lawyer, start date, category, type and status
  • Working lawyers whose time is calculated at their own rate
  • EPP administrator in the case
  • Related clients next to the case
Time tracking

Time tracking

You record time manually or start a timer directly from the case.

  • Service, lawyer, delegating lawyer and ordering person in the entry
  • Amount from the tariff, billable time and rate, recalculated when needed
  • Entry in the case progress and a mark if it was submitted via EPP
  • You move time recorded in the wrong case to another case
Contracts and rates

Contracts and rates

You record the contract number, date, client, status and signatory.

  • Hourly rate for litigation or non-litigation, a fixed amount, or monthly hours with overtime
  • Advance payment and payment deferral in days in the contract
  • Individual service rates for the contract
  • Recurring invoice based on the contract hours and rate
Letters and copies

Letters and copies

You register an incoming or outgoing letter with its number, date and case.

  • Addressee and employee for an incoming letter
  • Court summons date and time
  • Billable time of a copy and a mark whether to include it in case expenses
  • Client and supplier contracts kept separately in documents
Case progress

Case progress

For a progress entry, you set the date, lawyer and description.

  • Reminder on a progress entry
  • Opponents listed separately on the case
  • Client follow-up event with a date, responsible person and reminder
Invoice from the case

Invoice from the case

You issue an invoice from the case with a VAT rate and discount.

  • Billable time and copies included in expenses as separate amounts on the invoice
  • Debts and upcoming invoices in finance
  • Reminder to the client about an issued invoice
  • Payment import and i.SAF export

How the system benefits your business

Time entries and copies build up in the case with their own amounts. So you do not gather data from several places before issuing an invoice.

Cases

  • Case card

    In the case, you see the client, contract, status and who works on it.

  • Time tracking

    Every time entry has an amount, so you do not calculate it by hand for the invoice.

  • Case progress

    You see case actions by date, with the lawyer and a reminder.

Contracts

  • Rates

    You choose the rate by contract type - hourly, fixed or monthly.

  • Individual rates

    You set a separate rate for the contract and for a lawyer in the case.

  • Recurring invoice

    The recurring invoice matches the contract hours and rate.

Documents and money

  • Letters and copies

    You see the court summons date in the case, next to other letters.

  • Invoice from the case

    Billable time and copies go onto the invoice from the same case.

  • Debts

    You see debts in finance and send a reminder for an issued invoice.

System implementation

Procesas aiškus, paprastas ir greitas.
  1. 1

    System setup

    We set up the system to match your company's workflow and needs.

  2. 2

    Data import

    We securely transfer your existing customers and other data to the new system.

  3. 3

    Staff training

    We train your team to work with the system. Support is free.

  4. 4

    Support and optimization

    We provide support and updates. We help you improve your workflow in the system.

Companies that trust us:

Dažnai užduodami klausimai

Atsakymai į dažniausius klausimus apie CRM sistemą Jūsų sektoriui.

The client, contact, contract and responsible lawyer. You also assign working lawyers to the case with their rate.

In the case. You register a letter with its number and date, and for an incoming one you set the addressee and employee. For a court summons, you record the hearing date and time.

Yes. You start the timer from the case or record time manually. The amount is calculated from the rate, and you can move the entry to another case.

Hourly, a fixed amount, or monthly hours with overtime. The hourly rate is for litigation or non-litigation work. You can set a separate rate for a lawyer in the case.

From the case. You choose the VAT rate and discount. Billable time and copies included in expenses have separate amounts on the invoice.

Yes. You mark a time entry if it was submitted via EPP. You also specify the EPP administrator in the case.
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