GOLD Certified Consultant
Abacus Law
Abacus Law was one of the early originators of practice management software. It was our first practice management product in 1992, and it has grown with the times. Features include rule based calendaring, document management and document assembly, integration with Outlook for email, contacts and calendar, full general ledger and trust accounting including check writing, complete time/billing and receivables functionality, incredibly customizable case intake system that automates most of your initial data input. To seal the deal, Abacus has a wide range of Practice Area specific customizations, called Practice Packs, that truly tailor the software for YOUR practice.
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GOLD Certified Consultant
Abacus Private Cloud
Abacus Private Cloud lets you move your entire practice into a private virtual workspace that can be accessed from any device with an Internet connection. Rather than paying piecemeal for servers, backup systems, disaster recovery, security and virus protection and IT support, you pay a simple monthly fee per user. You get unlimited helpdesk support for your basic infrastructure 24 x 7. Abacus Private Cloud is application agnostic so you are free to purchase and run your preferred choice of applications. Alternatively, your Abacus Private Cloud subscription entitles you to FREE use of your choice of AbacusNext Practice Management applications - either Abacus Law or Amicus Attorney.
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GOLD Certified Consultant
Amicus Attorney
Amicus Attorney provides everything needed to run a small law firm except general ledger accounting and check writing, both of which are available through an industry standard integration with QuickBooksQuickBooksQuickBooks. Matter centric calendar, task and email management, rule based calendar and task creation, centralized contact management, automated document production and document management are all included as is billing and accounts receivable. A built in "Time Entry Assistant" helps you find things that you did that have not been associated with a time entry - never lose a billable minute!
Also included are a secure client portal for sharing documents, calendar entries and matter status notes with clients - safer and more secure than sharing information vis email. If you already have a preferred billing system there's a good chance that Amicus can connect to is, allowing you add a comprehensive case management system without have to undergo a billing system conversion.
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Gold Certified Partner
Certified Independent Consultant
Billing Matters
Not available as a stand-alone product, Billing Matters is a complete time tracking, billing and accounts receivable module that extends the functionality of Time Matters. There is no need for linking or integrating with a 3rd party system for billing - no conversion is involved, no data transfer or import. Billing Matters simply adds additional record types to the main Time Matters database and adds menu items for billing activities. If you already have Time Matters OR if you are looking for an integrated Time/Billing and Case Management solution, Time Matters with Billing Matters may be just the ticket.
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Authorized Reseller
Chrometa
The magic of Chrometa is that it takes almost all of the work out of tracking your time. PASSIVE TIME KEEPING is the way to go! Install it on your computer and Chrometa sits in the background watching you work. It will track how long you spend working on a document AND THE NAME of the document. It will track how long you spend working on an email AND THE RECIPIENT AND SUBJECT!! It will record the web sites you visit and track how long you spend on each. Bouncing back and forth between multiple sites, documents and emails? No problem, Chrometa will record all of the 2 and 3 minute fragments and let you assemble them into a single billable time record. And Chrometa links to ALMOST EVERYTHING - Timeslips, Clio, Tabs, Rocket Matter, CosmoLex, Billing Matters - you name it, Chrometa can feed it.
Install it on your smart phone, install it on your laptop or tablet - Chrometa saves all of your time records to the cloud and with a few mouse clicks will transfer them to your preferred billing system. No billing system? Chrometa includes a rudimentary invoice generator that will produce a basic invoice and email it directly to your client. The Chrometa invoice can automatically link back to PayPal or Lawpay. If you are not using Chrometa, you are NOT capturing all of your billable time.
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Click To File
Clio is a great cloud based practice management system BUT filing emails in Clio is a bit of a pain. Click to File for Outlook is a slick little utility that adds an icon in Outlook to quickly file your emails in Clio. Click to File for Mac Mail does the same for the Apple lovers among us.
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Certified Consultant
Clio
Clio is the "Swiss army knife" of cloud based time/billing and case management systems. On the one hand, it includes all of the functionality you need to run a small law firm - document assembly and document management, centralized matter centric calendar, task and contact management integrated with Outlook, Gmail or Office 365, matter centric email tracking, time tracking, billing and invoicing linked to Lawpay, accounts receivable, trust accounting, everything except general ledger and check writing. Clio can integrate with QuickBooksQuickBooksQuickBooks or Xero for the last two functions. More importantly, Clio's open API means that you can add extreme levels of functionality by linking Clio to literally dozens of other applications. Some integrations are: AltLegal to automate an IP practice, Apptoto to automatically remind clients via email, text or phone of upcoming court appointments, CaseMail for secure on-demand Proof of Service Notices, Click to File and Chrometa mentioned elsewhere on this site, Directive Communications to help Trust and Estate attorneys organize and handle client accounts and directives, Lexicata for on-line client intake, PrimaFacie to automate document production in an Immigration practice, Smokeball for advanced document and email automation, and Zapier which lets you create macros (called "zaps") that can automate almost any process you can think of, EVEN processes that involve multiple applications like Facebook, Linked In, Twitter, or QuickBooks On-Line.
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Certified Consultant
CosmoLex
CosmoLexCosmoLexCosmoLex is one of the few cloud based practice management systems that offers a COMPLETE front office/backoffice solution in a single package. No need to "integrate" with QuickBooks - CosmoLex has both full general ledger AND complete IOLTA (Trust) accounting that complies with all state bar association requirements. CosmoLex includes a free portal account that gives your accountant or bookkeeper access to the accounting and billing parts of the program at no additional cost to you.
Secure document and email management, matter centric calendar and contact management, automated workflow procedures, complete time capture, billing and receivables management, a secure client portal and free unlimited support BY PHONE, all for less than $2/person per day!!!
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LEAP
LEAP is a new product to the US market, but they have been in Australia and the UK for years. LEAP promotes itself a completely integrated and highly customizable practice management solution - everything you need to run a small law firm INCLUDING TRUST ACCOUNTING and CHECK WRITING. It includes email and document management, automated document production, fully automated time billing (starting a document or email from LEAP automatically starts a timer running). LEAP uses a hybrid approach that stores all information in the cloud but gives you access to your files locally even when your Internet connection is down.
A primary advantage of LEAP is that your subscription includes access to an extensive selection of pre-structured legal documents that can be customized for your practice. The documents can then be automatically assembled (merged) to include information stored in your client and matter records. LEAP integrates with QuickBooks On-Line for General Ledger accounting.
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Gold Certified Partner
Certified Independent Consultant
PC Law
The strength of PCLaw lies in its back office functionality - time tracking, billing and accounting. The general ledger and trust accounting functionality in PCLaw eliminate the need for a program like QuickBooks. If your case management needs are simple and you aren't looking for heavy duty document assembly or rule based calendaring then PCLaw will definitely do the trick. In fact, many firms purchase PCLaw for billing and accounting and integrate it with Time Matters (also from LexisNexis) for case management to get a complete front office/back office solution.
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Certified Consultant, Presidents Circle 2014 and 2017
Practice Master
Practice Master gives you all the tools you need to know what is going on with every matter in your firm. Document assembly works with both Microsoft Office AND WordPerfect. The document management function will automatically name your documents AND place them in the correct folder according to criteria specified firm wide, and the associated document management records let you keep notes about the thought process behind the document. Matter centric firm wide and individual calendars keep everyone informed of deadlines and activities. Rule based calendaring standardizes your procedures, while automated workflows can pre-program activities based on what occurs on a current event. Screen and database customization let you tailor the software to reflect YOUR practice. Integration with Outlook for email, contacts and calendar keeps everything in sync. And matter centric email filing means that everyone assigned to a matter has access to ALL relevant emails whether they were cc' d on them on not. If you want to master your practice, you need Practice Master.
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Certified Consultant
Rocket Matter
Rocket Matters is a cloud based Time/Billing and Practice Management application. It includes everything you need to start, grow and manage a law practice with the exception of general ledger accounting, which is easily handled by integration with QuickBooks On-Line. Quickly and easily log your time for any activity from the main screen. The Outlook plug-in lets you file all your incoming and outgoing emails by matter, creating a permanent cloud copy of the email that is accessible by anyone in your firm, even if they were not cc'd on the original.
Create matter specific templates to standardize your workflow procedures and automatically schedule the tasks, documents and events that are required for each of your practice areas. Use "Milestones" to automatically schedule new tasks or events based on completing another task or event. Create document templates to automate your document production. Generate bills in minutes and email them to your clients from within Rocket Matter and get paid faster through Rocket Matter Payments, automatically included with your Rocket Matter subscription.
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Certified Consultant, Presidents Circle 2014 and 2017
Tabs3
Tabs3 may well be the grand daddy of Time/Billing systems. Approved by the ABA in the early 1980's, Tabs3 has consistently garnered awards from various industry groups. Tabs3 gives you virtually unlimited billing rate flexibility. Track hours worked with a built in timer or enter time after the fact. Built in reports clearly show where the Firm is spending time, who is being productive and who is not, which cases are profitable and which are not. The Tabs3Connect add on lets you create time and expense entries anywhere and on any device where you have an Internet connection. And Tabs3 is the only stand alone time/billing system with add-on modules for general ledger, trust accounting and accounts payable with check writing. Tabs3 integrates with Practice Master to give a single source solution that addresses the front office and back office needs of law firms from sole practitioners up to 100+ attorney firms.
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Gold Certified Partner
Advanced Certified Independent Consultant
Time Matters
Time Matters is one of the most flexible case management systems on the market today. Screen and database customizations let you tailor the program to your practice, so that the fields on the screen reflect the type of data required for the specific matter or contact record. Rule based calendaring lets you standardize the activities scheduled for any matter type. Assign tasks to members of your firm and easily follow up on who has done what and what still needs to be done, and by when. Document automation and document assembly make your practice run like a well tuned machine, while triggers can preprogram events onto the calendar when certain actions take place, like automatically scheduling a follow call when documents are not received when requested.
The program has multiple options for integration with Outlook and Exchange. Matter centric email filing gives everyone in the firm access to relevant emails, even if they were not cc' d on the original exchange. The Outline function lets you set up a checklist of activities that can be assigned to a matter while the Timeline function shows a chronological listing of every event, appointment, task, phone call, email, document, note - literally every action that took place for the matter. AND Time Matters has the ability to integrate with a number of time tracking billing programs, allowing you to pick the billing system that works best for your firm. Options include Billing Matters, PCLaw, Timeslips and QuickBooks.
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Certified Consultant
Sage Timeslips
Timeslips helped to originate the market for Time/Billing software in the late 1980s, just a few years after the PC was introduced. It is one of the most flexible billing systems on the market, providing an almost unlimited array of options for billing rates and invoice design.
Also included are a large number of customizable reports that can help you clearly see how your firm is performing, as well as which clients are profitable and which less so. Timeslips can integrate with Outlook to capture time directly from your calendar. Other integration options include Time Matters and Amicus Law for practice management and QuickBooks for accounting.
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Certified Consultant
TimeSolv
If you are looking for a cloud alternative to Timeslips, this is it!! Of all the programs on the market today, NO ONE offers a more comprehensive or complete conversion of your old Timeslips data. As a time tracking and billing system, TimeSolv has everything you need - flexible billing rates, standard UTBMS billing options, flexible invoice formats, time tracking availability from any device with an Internet connection, built in client portal and integration with LawPay, and an optional integration with QuickBooks On-Line.
Although it is not a full practice management system it DOES include conflict checking and integrated cloud based document management and storage. TimeSolv has a number of features that focus on project management and planning, which is unique in this category of software. TimeSolv believes that the future of law firm productivity and profitability lies in being able to deliver high quality service for a fixed fee, and the program is structured to help you accomplish just that.
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Premier Partner
Uptime LegalWorks
Uptime LegalWorks is a cloud based document management system directly targeting the needs of lawyers. Documents, emails and notes are organized by matter. It integrates with Windows Explorer, Outlook and all Microsoft Office programs through simple "drag and drop" automation.
All documents, even those input by scanning or received by email as PDF attachments are AUTOMATICALLY OCR'd and indexed for immediate text based searching. And LegalWorks is easily configured to provide local access to your files even when you are not connected to the Internet so you can make changes while you are on a plane or train. Changes will be automatically synch'd back to the cloud when you reconnect.
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Premier Partner
Uptime Practice
Uptime Practice is a fully hosted environment that puts your entire practice in the cloud - your Private Cloud!! The Firm gets all the benefits of a fully monitored and administered local area network - shared information and applications, centralized storage, disaster recovery and backup, virus protection, helpdesk support - without having to purchase expensive file servers and support contracts and deal with multiple vendors. Each user gets their own desktop with access to Firm documents and application from any location or device with an Internet connection.
Uptime Practice includes Exchange email with unlimited storage and unlimited document for all users. One of the best features is that you still get to chose your applications!! Do you want Tabs for billing but Time Matters for practice management? Or Worldox linked to Practice Master? Or Timeslips linked to QuickBooks? Uptime supports all of those configurations and dozens more.
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