Legal Tracker Features

Provides comprehensive matter management capability trhrough the entire lifecycle

Manages legal department spend, specifically as it relates to outside counsel

Search and check for conflicts of interest or statutes of limitations

Manage, store and organize emails within the system or via third-party apps

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Manage contact details and communication with clients

Track and manage schedules and meetings via an integrated calendar

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, manage and track all task activities and progression

Provides a cloud based version of the platform

Contains tools to visalize data sets or workflows

Has a centralized dashboard for users to interact with

Provides analytics tools that reveal important business metrics and track progress.

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Set up connections to third-party platforms to improve business processes

Create budgets based on historical data and future projections

Manage bookkeeping for client trust accounts

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor and record expenses such as purchases or charges incurred

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Define levels of authorization for access to specific files or systems

Private online space that lets businesses securely share documents and provide information access to clients

Use AI to generate content in the form of text, images, videos, etc.

Create, manage, and send invoices or bills to customers

Provides a channel for team members to share media files, communicate, and work together

Access and track notes regarding case activities and updates within case files

Measure and track time including hours worked and paid time off (PTO)

Streamlining repetitive tasks and activities through automated and predefined workflows