Our electronic Client/Case “new” file setup distributes the workload for setting up files to the attorney’s Secretary. The proforma information entered remains pending until reviewed by the new file clerk or supervisor.

Our Cash in Bank Statement provides up-to-the-minute status for the selected bank for daily and month-to-date activity.

Full multi-branch General Ledger that includes financial statements and selective history inquiries/reports.

Our Software provides a complete Bank Reconciliation and check verification system for multiple banks. It produces a reconciled bank statement summary and detailed information.

This software will provide an Attorney’s Commission and Reporting System for new business brought into the Firm.

Our Conflict Name software is integrated into the System at the Client and Case levels. Unlimited names can be entered and are immediately available for Inquiry.

Inquiries are designed for easy access of information that can lead to greater detail. The following include a small sample of our inquiry capabilities:

· Client Name Inquiry
· Conflict Name Inquiry
· Client/Case Inquiries
· Billing Memo History Inquiry
· Check Disbursements History Inquiry
· Cash Receipts History
· Vendor Information
· G/L Information

Management Reports are sub-divided into categories. These report categories include:

· Client Status Reports
· Case Status Reports
· Staff Status Reports
· Work-in-Process Reports
· Production Reports
· Statistical Reports
· Billing Analysis Reports
· Fee Allocation Reports
· Bills Outstanding (A/R) Reports
· Unbilled Reports
· Trust Reports
· Write-off Reports

Our write-off processing can occur before items are billed, during pre-bill modifications or after the bills are finalized.

Statistical information is accumulated for management. Summary and detail reporting of write-offs by Branch, Billing Attorney, Producing Attorney, and Clients is provided.

Completion of the Billing Cycle will automatically create allocation of fees by billing and producing attorneys. After cash receipts are posted they are automatically reconciled with their respective attorneys by Case and invoice number.

Fees Received reports are available by Client/Case and Attorneys. The Revenue Comparison report can be selected by dates for comparison, lead-billing attorney, producing attorneys, and other options.

The Client/Vendor Exceptions feature will identify Vendor(s) that the Client should not be charged for their products and/or services.

Specific billing arrangements made with Clients could have exclusions based on Vendors that provide products and/or services.

During the Disbursements entry process the Client/Vendor Exception File is checked. If a Vendor being paid and charged to a Clients Case has been excluded the user will be notified.

Client/Attorney Information

The Client/Attorney Information feature is designed to capture pertinent billing information associated with a Client and to increase staff efficiency retrieving that information.

A Client can have special requirements and/or billing rates that impact each Case associated with that Client. This Client/Attorney Information feature will provide a centralized database for this unique information and make it available to Users.

Client/Attorney Information is free-form text that can be associated with an effective date. This feature can be used to:

· Track memos received from attorneys about the Client
· Indicate changes that take place with the Client and/or Cases
· A place to log pending information that applies to Client Cases.

Billing Reports

Management information is available as a result of billing. Information is available by Client, Case, Billing Attorney, and Producing Attorney within date ranges.

Task Billing

Task Billing is an option built into our software. This billing standard is implemented for a Client and automatically applies to associated Cases.

When Task Billing is “turned on” for a Client the appropriate UTBMS (Uniform Task Based Management System) requirements for “L”, “A” and “E” codes are automatically implemented.

There are a variety of Task Billing formats being used in the Legal Industry today. Some Clients have established a hybrid of Industry standards. Task Billing formats can be used for electronic billing or hard copy bills.

We support the LEDES (Legal Electronic Data Exchange Standard) file format originally developed by PricewaterhouseCoopers and now a leading electronic exchange format.

Specifically, we have tailored our software to utilize Task Billing for the following companies:

· Hartford Insurance
· General Accident Insurance
· Nationwide Insurance
· Scottsdale Insurance
· Travelers Insurance
· Zurich Insurance
· Commercial General Union
· Westfield Group
· Liberty Mutual

Client Billing

The selection criteria for billing includes Clients, Cases, Billing Attorney, Branch, Billing Frequency (monthly, quarterly, etc.) and/or for bills that exceed a specified amount.

A typical billing cycle would consist of:
· Printing pre-bills
· Attorney review of pre-bills for correction
· Pre-bill modifications, and
· Final bills

Task Billing Clients will automatically create the electronic billing formats.

Final bills can be reprinted, voided and re-billed as needed.

Statements itemizing outstanding bills can be printed on demand.