Legal software is full of useful features to help law practices manage and excel with their casework. From document management, billing and invoicing, and client ledgers, legal case management software can provide your firm with the administrative security you need to run an efficient business. When your admin needs are constantly met, this means that you and your team have more time to spend on your clients and growing your company.
The use of Customer Relationship Management (CRM) technology is a favorite amongst marketers, but it is also growing in popularity amongst the legal sector too. The reason for this is that by using this technology, law firms can compile information and data in a single source for each aspect of their business. This includes client management and outreach which, in turn, supports a competitive service offering.
In this Amberlo update, we introduce the possibility to set advanced policies for accessing modules and data records for each user.
Lawyers must work with reliable information. Using spreadsheets instead of case management software might appear to be the cheaper solution in the short term, but in the long-term, it is nowhere near as cost-effective. False information can not only result in financial losses but also influence legal case development and even the result. Therefore mistakes must be avoided as much as possible.
Working with legal matters is related to confidential client information. Very often disclosure or loss of confidential information can result in huge financial losses and harm business reputation. Therefore law firm data security must be treated seriously.
In the latest release, we have improved sorting, added grouping, and totals for the search results. Grouping and totals for numeric values will allow a more effective analysis of your data including invoiced and due amounts per client, overdue amounts per client, hours registered per employee, client, and matter.