ContactsLaw: Difference between revisions
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Information that ContactsLaw stores includes: | Information that ContactsLaw stores includes: | ||
* Details of every contact (individual and entity) with whom the | * Details of every contact (individual and entity) with whom the Business interacts. | ||
* Every document (including e-mails and attachments) that it receives or create. | * Every document (including e-mails and attachments) that it receives or create. | ||
* Files including | * Files including business administration files (paper-based and electronic). | ||
* Time spent on file-related matters including telephone calls, research, drafting, conferences and court appearances. | * Time spent on file-related matters including telephone calls, research, drafting, conferences and court appearances. | ||
* Fixed-charge activities (eg searches, photocopying and ordering bank cheques). | * Fixed-charge activities (eg searches, photocopying and ordering bank cheques). | ||
* Contacts' bank account details. | * Contacts' bank account details. | ||
* All trust and general ledger transactions. | * All trust and general ledger transactions. | ||
* | * Workgroups. | ||
* Document templates (precedents) – both for general use and those for specific workgroups. | * Document templates (precedents) – both for general use and those for specific workgroups. | ||
* Cases and other research materials. | * Cases and other research materials. | ||
* User-defined tasks and workflows. | * User-defined tasks and workflows. | ||
* Your | * Your business' management policies and permission levels. | ||
* BSB, account and BPay numbers. | * BSB, account and BPay numbers. | ||
| Line 36: | Line 36: | ||
* Time recording | * Time recording | ||
* Telephone integration | * Telephone integration | ||
* Document | * Document uploading | ||
* | * Processes | ||
* Task list | * Task list | ||
* Trust accounting system ( | * Trust accounting system (compliant with the ''Legal Profession Uniform Law'') | ||
* General accounting system (customised for law firms) | * General accounting system (customised for law firms) | ||
* Billing and cost recovery optimised for fixed-price/product-oriented billing | * Billing and cost recovery optimised for fixed-price/product-oriented billing | ||
ContactsLaw also | ContactsLaw also offers integration with some third party software. | ||
= ContactsLaw philosophy = | = ContactsLaw philosophy = | ||
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* Features to promote data integrity | * Features to promote data integrity | ||
* Integration with Microsoft Outlook | * Integration with Microsoft Outlook | ||
Revision as of 17:30, 26 May 2024
ContactsLaw is a single product that provides complete practice management and facilitates all day-to-day operations in a law firm. It gives your practice all the tools it needs to do the job, and does so in a centralised, highly-cohesive and integrated manner. Central to ContactsLaw is the concept of the contact. You only ever enter contact details once, and then access them infinitely, linking them to files, documents, transactions and other items within the system. You can then search all of your records from one place. ContactsLaw can make the paperless office a reality!
ContactsLaw is a:
- CRM system
- Document management system
- Product-oriented billing and cost recovery system
- General and trust accounting package
- Multi-user collaborative task management system
ContactsLaw is a client/server system that utilises current technologies such as Microsoft Windows, SharePoint and SQL Server and integrates tightly with other desktop applications such as Outlook, Word and Excel. The latest version of the product is fully compatible with Windows 10 and Office 2019 / 365.
Database driven
At the heart of ContactsLaw is its sophisticated relational database. Everything is stored in a single SQL database where all of the Practice's information is secure, complete and backed up. All users have access to up-to-the-minute data, and nothing is hidden away on individual PCs.
Information that ContactsLaw stores includes:
- Details of every contact (individual and entity) with whom the Business interacts.
- Every document (including e-mails and attachments) that it receives or create.
- Files including business administration files (paper-based and electronic).
- Time spent on file-related matters including telephone calls, research, drafting, conferences and court appearances.
- Fixed-charge activities (eg searches, photocopying and ordering bank cheques).
- Contacts' bank account details.
- All trust and general ledger transactions.
- Workgroups.
- Document templates (precedents) – both for general use and those for specific workgroups.
- Cases and other research materials.
- User-defined tasks and workflows.
- Your business' management policies and permission levels.
- BSB, account and BPay numbers.
Key features
- Time recording
- Telephone integration
- Document uploading
- Processes
- Task list
- Trust accounting system (compliant with the Legal Profession Uniform Law)
- General accounting system (customised for law firms)
- Billing and cost recovery optimised for fixed-price/product-oriented billing
ContactsLaw also offers integration with some third party software.
ContactsLaw philosophy
To really get the most from ContactsLaw, you need to be prepared to take the time to customise the system to suit your practice. You must always enter data as accurately, consistently and completely as possible and take the time to learn to use the software correctly. Users should avoid 'workarounds' and shortcuts when more useful constructs are available.
Technical information
ContactsLaw is developed using cutting-edge software technologies. Built on Microsoft's .NET Framework, ContactsLaw's development following RAD principles, making it is easy to maintain, highly configurable and designed to work the same way on a variety of different hardware and software environments (including Windows 7 and 10). CPMS is able to respond quickly to error reports and change requests, and we are committed to the ongoing development of the product, utilising feedback from users at every step of the way.
The client-side application is deployed via our own DDM system, while the server-side compontents include an SQL database and a document library.
Application features
- Search window including ABR and transaction searches
- Support for managing multiple business (sudsidiary companies)
- Recently used contacts, files and documents
- Tabbed navigation to help you multi-task
- Clickable links to help you navigate
- Extremely configurable workflows
- Consistent appearance and modern user interface design
- Features to promote data integrity
- Integration with Microsoft Outlook