Features That Boost Law Firm’s Productivity
Managing a law firm’s data requires synchronicity of complex working processes. Amberlo enables you to manage matters, clients, and related information, including emails, documents, tasks, timesheets, invoices, and payments – all in one place. It makes it easy for lawyers to collaborate on one case and share different pieces of information in a simple way.
- Contact Management
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Full-featured CRM module. Keep track of all your contact details like name, number, address, email, notes, tasks, events, invoices, payments, and more.
- Matter Management
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Matter-related information in one place – a bird’s eye view of all the constituent elements of a matter, along with smart stats to keep you abreast of vital information.
- Legal Calendaring
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Stay current on all matters, events, and deadlines. Once you create an event in the calendar, see that specific matter and access the entire client file from any calendar event.
- Time & Expense Tracking
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Capture time and track expenses from anywhere, at any time. Easily mark time entries as billable or non-billable to get clarity on where your time and money are going.
- Legal Billing
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Full billing workflow – from accurate time recording to customizable bills. Create & approve bills, automatically apply discounts, and send bills via email right from Amberlo.
- Email Management
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Write, Review, and Organize Emails. With integrated time tracking, capture all your time working on emails. Every matter-related email is quickly accessible within that matter record.
- Document Management
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Store, edit, and sync all your law firm’s documents. Upload a template and automatically fill in contact and matter details so you can save time and eliminate errors from inaccurate drafting.
- Trust Accounting
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Accurately track your trust and operating account balances for every client and matter. Generate bills quickly and view current trust account balances through an easy-to-use dashboard.
- Reporting
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Easily track your performance with integrated analytics. See how many hours your firm has captured and billed in an easy-to-understand visual dashboard. Identify opportunities to adjust workflows and better allocate resources.
- Client Portal
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Use the Client Portal to securely share information and documents with your clients. It ensures confidentiality and provides easy access to case updates, enabling seamless communication and collaboration.
- Bonus Calculation
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Calculate bonuses for your employees based on performance metrics and their contributions to the firm’s success. This ensures a fair and transparent distribution of bonuses and motivates your staff to achieve their best.
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