features a fully integrated calendaring system designed
to help you manage all of your daily appointments
and tasks. Easily enter appointments and tasks,
set up recurring appointments, set reminders, and
post time to client files from appointments and
tasks. A robust productivity toolset at your fingertips
to help manage your busy day!
built-in document management tools will help make
managing documents in your firm a whole lot easier.
Using the document management features you can automatically
create folders for your clients and keep them up-to-date
each time you add a new client, never having to
manually create a document storage folder in Windows.
Once your folders are set up, you can view documents
for clients or matters in Inquiry, Timetracker Inquiry
or from your Calendar, making accessiblity to clients
documents fast and efficient.
create storage folders
add, edit, save, delete or print documents from
- Move or copy
documents between clients or matters
- Create sub-folders
for clients or matters for document storage
allows you to maintain a complete database of all
of your private and public contacts and easily associate
those contacts to clients or matters. If you're
looking for particular contact you can use the Search
for feature to quickly find them or scroll the list
after choosing the first letter of their name. Contact
views can also be filtered by type or role.
takes control over both your incoming and outgoing
emails, filing them quickly and logically at the
click of a mouse:
- Your Inbox:
The majority of your daily emails come from the
same contacts. Just setup once where you want
emails from each sender to be filed, and from
then on a simple mouse click they will be filed
away automatically. You'll never again have to
organize mail by hunting for folders and subfolders,
then dragging and dropping.
- Your Sent Mail:
With one click, your outgoing mail is sent and
filed to the correct folder, automatically. So
no more digging through hundreds of emails in
the sent folder to locate that extremely important
message you forgot to file earlier.
Works with MS Outlook standard
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