Client Management offers law firms the option to organize cases under each client. This function becomes extremely useful when a client has an ongoing business relation or has several on-going cases which can all be accessed in one location.
The Case Management is considered the core of the e-AF. Other than its user-friendly design for case handling, the briefcase function in case management allows you to input or upload files such as judgments, memos, investigations, and other relevant documents; in all the most commonly used format of WORD, PDF, IMAGE and AUDIO. Being the core of e-AF every other function such as billing, history log, client, and forms are all interconnected to Case Management so that what is done on one end will also show up in the core.
You can request any legal forms which you would like to be added into your system and we will customize it for you and add it into your system. Form Management controls all the court forms you customized and allows you to review the previous filled forms.
All the forms have functions such as online filling, edit, view, preview, save & save as, print, etc. You can also edit and modify the database forms.
Duplicating a case could not be made any easier than with the transfer functions. Form to form, case to case; with a simple name and address change, the entire package is complete and ready to be sent.
You can send the forms of the case to your client(s) through the e-AF as well. They can print out and sign their names, and return it to you.
After creating a file for your client, filling out their basic info, attorney info, court info, plaintiff or defendant, case number, etc, the file’s information can be automatically transferred into whichever corresponding forms. Moreover, if the client is to change one of their basic information, such as their address, instead of having to go through all the forms and correct it, e-AF allows you to simply change it on the basic client’s information form and transfer that to all the forms directly.
Since different users have different authorities and functions assigned to them, they cannot all view the same data. Therefore, the sharing function is needed in cases where multiple users need the same information, and especially if the data set is large.
Having hundreds of forms to choose from, this function enables you to set a number of them in a separate category to make life more convenient.
All the billing records are kept in this file. The system will collect all the billing information, inputted by separate accountants, and put into one document for organization purposes. Lawyers can keep a track record of the charges made, or the billings still left unpaid. This function has been designed by accountants so that the financial department can record their results for the attorneys to view. Moreover, this billing management allows the bills to be directly sent through email to your clients, which serve as an invoice or work report.
Internal Message is simply a quick email system within the company. The Bulletin is like an announcement platform for the administrator to post any news for the whole company to see. Mailbox of each personnel will automatically notify when there is a new unread message.
Only the administrator can setup the automatic functions of the system such as database backup, company default currency.