The management and administration of a busy legal practice can be a time consuming process for legal professionals. It is also a large responsibility ensuring that the necessary Client Due Diligence (CDD) requirements are completed and reviewed accordingly, and that any potential Conflicts of Interest (COI) are identified and managed, where appropriate.
These processes can be controlled manually, or by using one or more spreadsheets, however these solutions have inherent weaknesses which make it all too easy to miss a Client or Matter review or to overlook a vital CDD requirement.
In addition, the recording of employee time and associated costs, together with the production of invoices, can also be an administrative burden.
It is also extremely beneficial to have one secure, reliable, repository for all client, matter and contact data and related documentation.
With the above issues very much in mind there is now a complete software package to address these needs and many more.....