Legal Matter Management
Manage all matter-related information from a single location. Link every contact, task, correspondence, document or time entry to the appropriate matter and add notes for you and your staff at any time.
Every matter detail in one place
Manage all matter-related information from a single location. Link every contact, task, correspondence, document or time entry to the appropriate matter and add notes for you and your staff at any time. You also have access to a log of all activities related to the matter, so you have a documented history of who has done what and when. Everyone’s working with the same info in the same space from anywhere, at any time! That means time and cost savings for you.
Custom fields
Every legal business is different, so you can set up custom fields to store additional data that are important for your law firm. You can create custom fields such as text boxes, tick boxes, and drop-down lists for Matters, Contact, and Contract. It will definitely help you manage your practice and save time as a result!
Real-time user activity monitoring
Track every moment, no matter where you are. You can easily see when your colleague adds a document, creates a new matter, task or note, issues an invoice, or adds a new timesheet. The user rights ensure that they see activities only in a defined scope. This ensures that company data remains secure and the employees are performing their assigned tasks efficiently.
One platform. Endless possibilities.
Law firms achieve more with Amberlo
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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Complete billing workflow – from accurate time recording to customizable bills. Create & approve bills, automatically apply discounts, and send bills via email right from Amberlo.
- Emails
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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.
- Documents
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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.
- 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.
All information in one place
Join the thousands of satisfied law firms using Amberlo
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