Legal Services

BILLING AND INVOICING

Efficient legal billing software is at the core of every successful law practice. Legal Pro’s easy-to-use legal billing features eliminate the tedious aspects of billing, invoicing, and payment processing, offering a simple, straightforward approach. Our legal billing tools make it easy for you to track your time, send out invoices, and get paid even faster. Easily invoice billable time, receive payments, and handle balance forwards, overpayments, and unreconciled payments.

CALENDAR MANAGEMENT

View events and due dates for the entire staff on one firm-wide calendar. Easily add, edit, and delete events, view upcoming events by day, week, or month, set and view cases and assignees for each event, automatically create events for statute expirations, and stay on top of your case with customizable event reminders for fluid planning and better record keeping.

CLIENT MANAGEMENT

Centralize your Contact list with quick & Advanced Search Engines. Add Contacts on the fly. Categorize, share, and export your Contacts & more.

CASE MANAGEMENT

Manage your Legal Matters & Litigation Cases. Build your Cases Lifecycle. Categorize Cases & estimate Efforts. Track Notes History. Schedule Reminders.Keep every important detail organized and easily accessible.

CLIENT PORTAL

WorkEdge Legal Pro client communication tools combine a unique set of communication features with a familiar interface to streamline client communications and help you build a successful and efficient practice. Each client logs into a private and secure portal where you can share calendars, documents, and billing details based on the permissions you set.

WORKFLOW CUSTOMIZATION

Are you constantly creating the same set of tasks and events every time you start a new case? WorkEdge Legalcan help! With our new workflow feature, automating your process is a breeze. You can now create workflows based off the type of cases you are working on – be it criminal defense, family law, estate planning, etc. – and apply those to any new cases you create. With workflow you will save valuable time, increase project consistency, and create efficiencies in your practice.

REPORTING

Do you spend countless hours generating reports, only to find the report out-of-date by the time you are finished?
With WorkEdge Legal Pro you have access to more than 50 standard reports. WorkEdge Legal Prolaw practice management software’s fast reporting capabilities allow you to produce reports in real-time, giving you more time for analysis and action:
One-click reporting gives you real-time insight into your firm’s progress.
Quickly see a summary of all revenues, costs and expenses for a matter incurred during a specific time period.
See Cases by month, cases by attorney, active cases, closed cases, calendar reports, and more.
Accessing Billing reports give you records of trust ledgers, payment history, receivables, and more.
Firm-wide or individual billing reports let you monitor productivity across any date range.
Export report data (PDF and/or CSV) for additional processing.

DOCUMENT MANAGEMENT

Upload/Map your folders & all Document types. Add Comments and Statuses. Categorize Documents & manage Templates with a powerful Search Engine.WorkEdge Legal Prodocument assembly enables your firm to collaborate faster with clients and colleagues, to produce more documents each day by skipping manual tasks and merging.

Send secure,
Encrypted messages to clients directly from your Legal Pro.
Create quick and professional invoices on the go.
Generate reports with just a click.
Arrange all upcoming events with calendar and never miss anyone again.
Helps grow your practice faster.
Streamline and simplify your administrative task so you can spend time with Managing your clients.
Access anywhere, anytime.
It has reporting and dashboard.
24-Hours customer service.
Support A secured client portal.

OTHER BENEFITS

Get a chronological overview of all case activities
Store, organize and retrieve an unlimited amount of information for each case
Add unlimited fields to your screens
Global search lets you search and find all case details instantly
Create and track lists of actions
Automate court form and document production