Features That Boost Law Firm’s Productivity
Managing a law firm 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 matter 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 Tacking
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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 is 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 could 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.
One Platform. Endless Possibilities.
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