The Practice Area in your Legal CRM serves as a central repository for organizing and categorizing attorney rates based on their respective practice areas. It allows for easy retrieval of rate information for attorneys, helping with rate selection and billing accuracy across the CRM

• Attorney rate /PracticeArea

Within the Legal CRM, Matter Management streamlines the organization and tracking of legal cases or matters for law firms. It provides a structured platform for managing case details, progress, and important documents, ensuring efficient case management and client representation.

• Information of Matters
• Matter related contact
• Time keeping
• Call logs
• Activities
• Expenses
• Invoice
• Payment
• Document
• Law firm Rate Information

The Invoice feature in the Legal CRM enables law firms to efficiently create detailed invoices for their clients. It consolidates all billable items, including legal services and associated expenses, into a comprehensive invoice for transparent and accurate client billing.

• Invoice Information
• Invoice Payment
• Generate Invoice (view,send and download as PDF)

The Payment feature in the Legal CRM allows law firms to efficiently handle client billing and invoicing.

• Payment History