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Practice Management |
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(for Legal Consultancy Firms) |
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Information at your finger tips! Be it your
Clients, Case Status, Staff Assignment, Time Analysis, Invoicing, Performance
Analysis ...
ProMIS
Practice Management System
is designed and developed specifically for Legal Consultancy firms to manage
their assignments efficiently and to ensure proper billing and productivity
analysis.
In a Legal Consultancy firm, the time spent by the Lawyers on each case plays a
crucial role in determining the overall profitability. This is because the
available time is limited and billing will depend on that. ProMIS provides the
necessary tools to monitor the time spent by lawyers on cases and generate MIS
reports accordingly.
Client Information
Maintains all relevant details regarding clients, including address and contact
details, owners and other officials, essential Business Information etc.
Categorizes the client information records based on organizational and business
types.
Client Allotment
Clients can be allotted to individual lawyers who will be responsible for the
overall liaison with the client. If the lawyer assigned to the client is
changed, system will provide a history of such changes. Client allotment helps
to generate Lawyer wise Client Aging reports.
Cases
This includes basic information on cases like case number, classification into
pre-defined groups, fees type, lumpsum value, confirmation date etc. Cases can
be allotted to individual lawyers.
Time Sheets
Time sheet entry enables to productivity and profitability analysis of each
case. Lawyers can login to the system and enter their own timesheet on cases. An
automatic timer option is also provided to calculate the time spent on the case.
The timesheet can include any activity carried out with respect to the case. The
administrative dept. can monitor the timesheets posted to server. The finance
dept. can invoice the clients based on the timesheets.
Invoicing
Invoicing can be based on the time spent for the cases. Invoices can be for full
timesheet, for a selected period, for a particular lawyer, all lawyers, monthly
for retention clients or lumpsum.
Activity History
The summary information regarding case hearing date, judgments, appeals etc. can
be entered into the system. This can be used for tracking the case history or
for the purpose of getting alerts on future events well in advance.
Key Features:
* Can be implemented as an independent system or integrated with complete ERP
solution with Accounts and HR.
* MIS reports on productivity and profitability.
* Employee wise, Case wise and Client wise reports
* Reports could be customized.
Optional Features:
* Timesheets could be web-enabled so that the lawyers can enter the timesheets
online from anywhere at their convenience. This data could be periodically
downloaded, verified and updated to server.
* SMS alerts on activity reminders or at pre-defined events.
MIS Reports include:
Case Analysis Reports:
* Actual time spent
* Invoiced Hours
* Time remaining for invoicing
* Hours written off
* Actual cost and Invoiced cost comparison
Lawyer wise Analysis Reports:
* Lawyer wise income contribution
* Lawyer wise time analysis report on cases
* Productivity Analysis report
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