Software Overview
EveryClient Legal Practice Management Software is a comprehensive software solution for your Law Practice.
It is designed to assist with (and help streamline) the day-to-day running of your Law Practice regardless of its size or area of expertise.
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Full Text Searching - You can search for any text value in any field and text-based document throughout EveryClient (Legal).
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System-Wide (Conflict of Interest Searching) - A comprehensive "Search Everything" option, giving you the ability to search in all data fields as well as text-based documents.
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Document Management (DMS) – Store any type of document relating to a client or a Case/Matter so that it can be easily accessed.
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Contact Management - You don't need to use an external program to store all your company's contacts. You can store them all in EveryClient (Legal), where you have the advantage of being able to associate your contacts with particular Cases/Matters.
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Client Management - Comprehensive Client maintenance system containing your client details and all related matters.
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Case/Matter Management – Complete Case/Matter management system (including Calendar Rules).
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Billing and Invoicing (See Client Management and Case/Matter Management).
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Reporting - EveryClient (Legal) has a comprehensive reporting system that allows you to keep your finger on the pulse of your business. The features of the reporting module include:
- Reports are produced based on user specified criteria (i.e. a date range).
- Sorting
- Filtering
- Export to over 25 different formats such as Excel, XML, Text file.
- Save as PDF
- Print Preview
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Law Firm Automation using the powerful Task Workflow Feature.
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Calendar (with Google calendar integration) - Outlook style calendar system that lets you choose to see your own meeting, everybody's meetings or just meeting for a particular Case/Matter. EveryClient (Legal) has all the calendar functionality that you would expect from an enterprise system.
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Expenses Management – You can enter expenses against each Case/Matter. Again, you can create your own expense codes or you can use the provided UTBMS expense codes (See Case/Matter Management).
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Time Sheet Management – Resources can easily and quickly allocate their time to particular Cases/Matters. The amount charged for each item is automatically calculated and charged to the related Case/Matter (See Case/Matter Management). EveryClient (Legal) also incudes a handy Time Sheet recorder to automatically record your time against any Case/Matter.
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Built-in Time Sheet Recorder – EveryClient (Legal) also incudes a handy Time Sheet recorder to automatically record your time against any Case/Matter.
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Trust Accounting - A complete system that allows law firms to keep full account of monies held in trust. You can maintain many trust accounts across many bank accounts.
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Auditing - A comprehensive and flexible auditing module is available as part of your license. EveryClient (Legal) can track changes to most screens and can also notify someone when a change has been made.
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Legal Research - EveryClient (Legal) is integrated with Google scholar. Relevant research is easily associated with a Case/Matter and so are your additional notes regarding the legal research item.
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Email Integration - EveryClient (Legal) can receive Case/Matter related emails and their attachments and file them directly against the related Case/Matter.
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Multi User Environment – As you would expect with enterprise level software, you can have as many users of the system as you like.
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Secure System – Only users with the correct credentials can pass through EveryClient (Legal)’s security system. Passwords are encrypted and stored in the database using strong encryption.
