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Legal Practice Management Software Features

Contact Management

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google s...read more

Calendar Management

Few people have mastered the ability to organize their calendars. It is the practice of optimizing your calendar by combining priority management and time management. It's focused on figur...read more

Document Management

A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document manage...read more

Task Management

The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all part of the process. Persons can use task manager...read more

Percent-Complete Tracking

Percent Complete is a field calculated based on Actual Duration and Duration, and it shows how far the project or tasks have progressed. Whether your program uses a % complete method or no...read more

Collaboration Tools

People can collaborate more easily with the help of collaboration tools. The goal of a collaboration tool is to help a group of two or more individuals achieve a common goal or objective. ...read more

Alerts

An app or software sends out alerts, which are actionable and content-rich push notifications. These alerts can be for various reasons, including messages from teammates, reporting manager...read more

Progress Tracking

The technique of determining how much progress has been achieved toward the conclusion of an ongoing project is known as progress tracking. It's frequently kept track of with a full report...read more

Reporting (Analytics)

Reporting is the process of organizing data into informational summaries in order to track how various components of a business are performing. This includes calculating critical data and ...read more

Task Assigning

When you send someone a task request in an email message, you assign them tasks. You hand it on to one of your team members (unless the assignee declines). The task's assigner will be kept...read more

Task Scheduling

Task Scheduling is a software feature that allows users to organize and manage various tasks in an efficient and structured manner. It is an essential tool for individuals, teams, and orga...read more

Task Tracking

The method involves identifying, monitoring, and progressing the work that has to be done during the day is known as task tracking or task management. Task tracking is how the process is e...read more

Time Tracking

The time tracking feature is primarily used by businesses that bill customers based on the time it takes to resolve a problem. Staff can quickly record their time on various customer reque...read more

Document Storage

Storing a document, usually, a digital document, in a document management system is known as document storage (DMS). We now employ electronic storage instead of filing cabinets. It conserv...read more

Client Management (Customer)

Client management, also referred to as customer management, is a crucial aspect of business operations that involves the management and organization of client interactions and relationship...read more

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