Technology Solutions

Time Matters, Billing Matters and PCLaw are legacy tools. These are on-premise products that have been doing the job of practice management, billing and accounting for decades. Since they have been around for so long, they have become the yardstick by which other products are measured. Their features are extensive and refined. These tools integrate with each other to provide a robust solution from front end calendaring, task management, basic document management to billing (including electronic in LEDES98b format) and GL accounting. The strength of these products lies in their ability to be highly customized which gives you the power to build and manage case workflow based on your practice style.

Clio Manage is a comprehensive cloud-based legal practice management software designed to streamline operations for law offices of all sizes. It offers a robust suite of tools to enhance efficiency, including case management, time tracking, billing, document management, and client communication. With its user-friendly interface, Clio Manage allows legal professionals to securely access and organize case details, deadlines, and documents from anywhere, enabling seamless collaboration among team members. Integrated with numerous third-party apps, it helps automate routine tasks, maintain compliance, and improve client relationships. Its customizable workflows and powerful reporting capabilities make Clio Manage an invaluable solution for optimizing law firm productivity and profitability.

Clio Grow is a cloud-based client intake and legal customer relationship management (CRM) software designed to help law firms attract, engage, and retain clients efficiently. It streamlines the client onboarding process through customizable online intake forms, automated follow-ups, and e-signature capabilities, reducing manual data entry and administrative tasks. By integrating seamlessly with Clio Manage, it ensures a smooth transition from prospective client to active case management. Clio Grow also offers tools to build a professional online presence, including website creation and integration with Google’s Local Services Ads, enabling firms to enhance their visibility and attract more clients.

Clio Draft is a cloud-based legal document automation and court forms platform designed to streamline the drafting process for law firms. It enables users to convert Microsoft Word documents into reusable templates and access an extensive library of up-to-date court forms across all 50 U.S. states. By auto-populating these templates and forms with client and case information from Clio Manage, Clio Draft reduces manual data entry, minimizes errors, and saves time. Additionally, it offers built-in e-signature capabilities, allowing for the secure and efficient collection of electronic signatures. This integration enhances overall efficiency and accuracy in legal document preparation.

Timeslips is the desktop leader in law office billing. With it’s decades of history, it is one of the most versatile billing products on the market. This on-premise solution tactically automates time capture, billing, trust and payment management as well as custom reporting. It’s link with QuickBooks desktop reduces data entry as payments and costs gracefully flow between the programs. Timeslips might be described as a powerful billing module for QuickBooks. It handles the day to day fees, costs and Trust entries that QuickBooks does not accommodate. The Electronic Billing module generates bills in dozens of formats including Ledes98b, the most common audit house submission format. Timeslips eCenter provides a remote (web based) time entry portal worth considering. If you are billing from QuickBooks, think about adding Timeslips to provide your client with a better billing experience.

NetDocuments is a cloud-based document and email management system tailored for legal professionals, offering a secure and efficient platform to store, organize, and collaborate on documents and emails from any device. Its features include advanced search capabilities, version control, and seamless integration with tools like Microsoft Office and Adobe Acrobat, enhancing productivity and ensuring compliance with industry standards. NetDocuments also provides robust security measures, including data encryption and access controls, to protect sensitive information.