Lawyers Document Management System

LDMS is an all-in-one easy to use, the ultimate in practice management, designed for legal professionals who want the best. Offers superior functionality and is powerful, flexible and scalable for firms of all sizes. Using fully integrated practice management software, you will be able to work more efficiently, lower risk and improve client service.

LDMS is designed to help you improve the efficiency and profitability of the law firm and to help you get the most out of the time spent on practicing law. It provides a comfortable, familiar environment, understands what you need to do and helps you do it. And it helps you get paid for it. With LDMS double entry of data is eliminated and manual errors are significantly reduced, dramatically lowering your malpractice risks, you will be able to eliminate paper files and consolidate all of your law office management software: calendaring, case management, document management, document and form production, billing and accounting.

LDMS is designed to be complete case management software for law firms, is an intuitive program that requires a minimum amount of training for the lawyers and administrative personnel. A wealth of functionality is integrated into a single, lawyer-friendly system. Integration has so many benefits, from natural workflow to re-using information, enhancing teamwork and capturing more billable time. It will increase the organization of the firm and allow practicing more efficiently.

File Information is instantly accessible

All the files and all the file content instantly accessible, better organized and much easier to use. By just clicking on a file all the associated people, appointments, tasks, documents, research, time spent, emails, phone calls and more - or a complete chronology of everything will be seen.

Proactive assistance

It helps answer the question "What's going on today?” It provides an overview of your practice, your firm, the legal community and the world around you. Daily proactive practice reminders such as today's critical events, advice on managing your To Do list, reminders to make or post time entries and suggestions for business development help you stay on top of your practice.

Calendar management

It provides comprehensive scheduling that works the way you do, manage appointments, tasks, deadlines for yourself or everyone in your firm. The calendar is flexible and allows you to display your information in a wide variety of formats, create and save customized calendar profiles, identify and schedule shared resources or use the handy date calculator, link events for rescheduling together, automate your court docketing. Convenient group scheduling allows for easy identification and scheduling of everyone’s calendars. Flexible appointment reminders make sure you never miss an appointment. Email notification of new and changed events means that nothing slips though the cracks.

Track the people

This module is a truly flexible and powerful contact manager and Customer Relationship Management tool that stores information about all of the people you interact with in your practice. For each person you can see complete contact information including lists of events, communications, files, documents, relationships and more. Start a phone call or a letter, send an email or go to a web page with one click of the mouse. Stay in touch with clients easily with valuable business development tools and reminders.

Communications management

Stay on top of all your communications. Track email, phone calls and messages in one place. Know whom you need to get back to - and whom you are waiting to hear from - with information that’s completely integrated with your files. So with a single click from a phone message you can remind yourself of who they are, what their file is about, and what was last done. You’re more in control when it’s all in one place. One-click time entries ensure you bill for all of your communications, including your emails, whether sent or received. All the features of Outlook email and all your information is available at your fingertips. All your emails can be tracked, automatically cross-referenced to files.

Time Tracking

Bill more time, more easily. It will present you with a time entry, completely filled in for you. Or you can create new time entries with handy shortcuts, far easier than scribbling them out on paper. Send time entries electronically to your accounting system, so that time gets to accounting faster, more accurately, and without anyone having to retype it. Ensure that bills never go out without all your time on them. See the time on a file. See cross-sections of your time by activity, file type, date range and more. Review your time by day, week, month or year. Check out how your billable hours compare with your goals for the year.

Notes taking

Record anything at any time suck as action item, fact or task as a note. Then you can cross-reference the note to a particular file, or convert it into a different type of record, send notes as messages to colleagues.

Favorites

Bookmark the items you use most often by adding them as a favorite. The Favorites Module holds anything that you use on a frequent basis. Favorites can be used to provide quick access to your most pressing files or contacts. The module can also hold notes, documents, and library pages. Frequently used items are never more than a click away.

Document Assembly

Save your document to a file within Word or any other Office application. Do a time entry for working on a document without ever leaving the document. Word will even recognize the names of your files and contacts as you type, creating links back to even more information. For example, you can click on someone’s name in a document to insert their address, make an appointment with them or bring up their full contact information. Select any topic in your document and search across system for more information about it.

Dashboards

Provides comprehensive review of time and billing information in the form of various charts and tabular formats in one view.