FEATURES

Created for Law Professionals

MAIN FEATURES OVERVIEW

Matter Management

Matter Management
You will have access to all matter related information in one place including customer information, related persons, precedents, documents, and emails. Integrated time tracking will link stored time entries with the matter and apply proper rates automatically.
Contact Management
Amberlo provides simple yet powerful contact management. It organizes all the information around your contacts including matters, contracts, documents, tasks, timesheets, invoices and email information.
Case Management Software

Time Tracking and Invoicing

Time management has never been so simple
Over the years we discovered that lawyers are losing up to 30% billable time due to ineffective time tracking and lack of proper tools for organizing daily work. Amberlo solves this problem by providing precise time tracking and integrated time accounting. Registered timesheets are associated with clients, matters or documents you are working with. Proper rates are applied automatically while registering timesheets.
Invoices and payments
Easily create professional branded invoices in minutes! Bill clients based on hourly rates, custom rates, flat fees, any currency, and language. For your convenience, seamlessly add timesheets and expenses to invoices. Apply percentage or fixed amount discounts to an entire bill and apply credit notes. Amberlo allows you to approve and apply trust funds to your bills. This applies available trust funds to your invoice and allows the client to pay their balance. All information you need can be accessed at all times and from any location or device, from desktop to smartphone.
Legal Billing

Automated document management

Efficient search
Amberlo allows you to find documents quickly. You can search for documents by entering client, matter, contract information, any document attribute or text fragment. Integrated faceted search enables quick drill-down in your search results.
Organising documents
Documents can be associated with clients, matters and contracts. System will create folders and multiple links to provide multiple ways to access your documents. Also you will be able to tag and create notes for your documents for easy discovery and collaboration.
Change history
Amberlo stores all changes to your documents. You can see change history and have access to previous document versions.
Contract management
Prepare contract documents, manage contract preparation process and teamwork, store copies of signed originals and create frame agreements with your clients. Store services and rates agreed with your clients that will be automatically applied in time accounting and invoicing.
Automated document management

Legal Calendaring

Calendar and tasks
Use the integrated calendar to see what is planned for a day, week or month. Plan meetings and tasks for you and your colleagues. Create followups and register time sheets automatically on task completion. Organize your legal calendar by case, and see your most important updates and deadlines at a glance.
Legal Calendaring

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