The Corporate Suite

(Available in both Client Server and Browser platforms)

The Corporate Suite is a Case Management system for corporate legal departments of any size. It includes case and contact management, document management and letter merging, docket/calendaring, messaging, time tracking and a report/query library. Functionality includes:

Time Tracking - For keeping track of tasks automatically.

Advanced Calendaring - Provides the ability to do group and team calendaring and six additional ways to view events, including unperformed events for a matter, unperformed urgent events, and weekly and monthly box calendars (The browser product uses either Outlook, GroupWise or Lotus as its calendar).

Roadmapping - A sophisticated rules based tickler system. Allows you to set up court rules or internal rules based upon many different things like matter type, venue or work attorney.

Customization - Toolkits provide comprehensive metadata based customization tools which you can use to customize the software however you choose with a minimum of effort and expense.

Comprehensive Report Set - A wide variety of matter, people, event, time and financial reports come standard with the system.

Expansive Financial Capability

Advanced Budgeting - Provides the ability to budget matters by expense type or time action codes. Essential for task based billing. Comes pre-loaded with UTBMS codes.

Accounting Functions - Payable tracking, invoice approval, and check request processing.

Monitoring of Outside Counsel

•   Electronic Invoicing
•   Rules-based control of Invoice Line Items
•   Decision Support System for Evaluating Performance

Business Unit Bill Back and Cost Splits - Provides the ability to allocate costs for matters back to the responsible business unit(s).