• Contacts – Clients, Staff, Suppliers, Leads/Prospects and Others (e.g. Barristers, Agents etc)
• In built Client Portal displaying published documents, matters bills and more. Clients only see what you show them.
• Matter Management, including Secure Matters (Restrict Access to specified Users)
• Custom Fields (also known as user defined fields – UDFs) for Contacts and Matters.
• State of the art Document Production using any data (including your custom data).
• Document Templates (yours and/or ours) or from any third party such as SoftDocs.
• Timesheet Entry and Timers with a Fee Earner Dashboard Can be used on Mobile Phones.
• Bills “Bill any cent of any item to anybody”, including split billing to multiple bill recipients
• Email bills directly from within LegalFirst
• Automated Email Alerts including Debtors Emails, Trust Statements and EOFY Accounts.
• Notes at many levels – clients, matters, bills and individual tasks
• Reports – Over 300 reports from standard accounting to specialised performance reports
• Safe Custody (i.e. Storage location details for Boxes, Wills etc) – check in and check out.
• Trust – full trust compliance for all states
• Investments/Controlled Money
• Task Management and Workflow with Templates
• Integration with Outlook
• Full Integration with Net Documents and iManage – leaders in document management
• Payroll
• Business Source and Referrer Tracking (What/Who is bringing us business).
• Accounts – all your accounting needs with automatic EOFY Reports, no need for integration
• Bank Reconciliations – imported transactions from bank
• Creditors, with payment approvals and emails, upload any document to any transaction
• Account Budgets and Staff Budgets
• Foreign Currency
• On-line Payment Requisitions and Staff Expenses Module
• Mobile phone usage (Client/Matter maintenance and Time Entry now available – more soon)
• Staff Expenses Module with ability to upload invoices and receipts (picture from mobile)
• Client Portal
• HTTPS Security
• Secure data using a SQL Database (PostgreSQL)
• Multi Factor Authentication (MFA) for even more security.
• ….but with FULL access to YOUR DATA with easy extraction on all screens to excel
(We do not imprison your data like other providers do).
• On-line Help