Law Firms/Lawyers

Lawyers

EFFICIENT MANAGEMENT OF YOUR OFFICE OR LAWYERS FIRM

Advantages:
• File Management of internal Legal procedures (in external body, e.g. Courts);
• Control of Current Account Litigation;
• Access to a digital agenda for control of deadlines and markings;
• Management and control of profitability of Retainer Contracts;
• TIMESHEETS;
• Automation of routine tasks on external platforms;
• Access Area Reserved for your customer (document sharing and status of processes).

It is difficult to meet the consolidated information of a File or Judicial Process?

ALL THE INFORMATION IN ONE PLACE
With a minimum number of clicks, you can have a complete view of the files and the whole processes underway, Pending Tasks and Performed Tasks, Emails exchanged, Occurrences recorded, archived documents and, of course, Actors.

Are you often interrupted by phone calls to request points related to the ongoing processes?

THE INTRANET FOR CUSTOMERS IS TO THIS: INFORM YOUR CUSTOMER
The Intranet for Clients allows a limited and totally controlled view of the existing information of each file or Process. The access credentials are managed by themselves, as well as the type of information that can be consulted.

Do you struggle with the difficulty of quickly locating a draft or document?

USE AND ABUSE OF EDM – Electronic Documents Management
The central archive of Documents allows you to not only direct access to any document or draft registered in ToBeFlow, as also gives you the possibility to manage the internal library of your Office or Legal Department.

Do you handle lots of litigation processes, that keeps you for hours in front of a portal?

ANALYZE, DECIDE, SET FLOWS AND LET THE REMOTE MACROS DO THE REST
Large part of required interactions with the portal Citius are routinely and, as such, can be automated. Everything always falls under the full control of the lawyer, an irreplaceable element in all of these procedures.

Increase the productivity of your office!



Follow each case efficiently

File – the subject handled internally
The creation of Files is a great way to isolate all the information related to a subject or event, to a customer.
The JurisFlow allows close monitoring of all stages that each File crosses.

Judicial Process – when the subject is run on an external body
The JurisFlow allows you to follow the Stages and States of a Process, even when it runs in external body. For example, Court.


    Nothing is by bill

    Is the invoice to the customer really applied all the time in their affairs?
    The ToBeFlow allows you to regulate the administrative activities through the daily record in TIMESHEET activities, as well as the costs to be charged.
    The JurisFlow implements the concept of Validation of times and costs. Through this feature, all values will be duly analyzed and classified into one of the following options:

    ‣ Should be charged to the customer – will be reflected in the account to submit
    ‣ Should be considered under an Agreement
    ‣ Should not be charged, and should in this case be identified the reason


      Centralize all Emails exchanged

      Access to e-mail exchanged related with a particular Dossier is facilitated with the use of the JurisFlow. Regardless of the email address used, the message is automatically copied to the Emails of that Dossier.
      A particular Dossier has several contacts with several email addresses? The messages are registered, in the same way!

      This classification system has the following characteristics:

      ‣ Is executed automatically and scheduled, privileging with less hours of work with the platform
      ‣ Allows delete domains and addresses in this process, in order to ensure confidentiality


        Drag’n Drop file directly to the platform

        The JurisFlow allows you to organize digital files and documents, and see them in full mobility.

        ‣ You can File procedural documents
        ‣ Organize document models and share them with your office or Law Firm
        ‣ Keep important documents
        ‣ Create a Knowledge Base from your Office or Law Firm





          Efficient Management of Retainer Contracts
          Do you know the profitability of the Retainer Contracts?

          The management of Retainer Contracts in JurisFlow is a feature especially important when you need to measure the effectiveness of your Office or Legal Department.
          JurisFlow allows you to associate Registration costs or Activities in TIMESHEET to an Agreement.
          The terms and conditions of each Agreement will be defined in each case and determine the behavior of the platform:

          ‣ Retainer Contract limited, or not, in terms of the number of hours or incidents
          ‣ Retainer Contract limited, or not, in time


            Performance Indicators

            Because we only manage, what we know…

            The JurisFlow gives you access to a set of statistical indicators, extracted directly from existing information.

            Measure the activity of your Office or Legal Department, using KPIs such as:

            ‣ Salvage Value of a portfolio
            ‣ Total Recovered in current month
            ‣ Profitability of Lawyers
            ‣ Profitability of Retainer Contracts
            ‣ Performance of Lots


              Your customer has a very own channel of access to information

              Is it often interrupted by phone calls to request a point-of-situation?
              The JurisFlow solves this problem.

              Through the use of client portal, you can give access to the information related to the issues that your customers have open in your Office or Legal Department.

              The client portal is a factor of differentiation as well as customer loyalty.
              In the case of Legal Departments, it is still an added value in the sense that it makes it possible for other departments to place requests, freeing its resources and time.

              This access is configured by you, entity by entity, determining the type of information that you will allow to be accessed.


                Your personal assistant, in digital format

                The JurisFlow offers an Agenda for each employee. Already the Resource Schedules or Generic are unlimited.

                What you need most in order to organise themselves decently?

                This System of Schedules allows you to:

                ‣ Determine the degree of Privacy of each agenda
                ‣ View Public Holidays/non working days
                ‣ View all Planned Tasks, by overlapping with the personal Schedule
                ‣ Distinguish the various markings, by TYPE
                ‣ Control the Deadlines for each Task, in addition to the date of implementation planned
                ‣ Set Reminders of proximity warning of a marking