InteliDoc for Law Office
InteliDoc for Law Office is practice management solution. This world leading software provides a comfortable, familiar environment for day to day work operations.
You will not have to change the way you already work on cases, InteliDoc is designed to work like lawyers usually do. It also helps you organize and store all important data in a safe manner.A wealth of functionality is integrated into a single, lawyer-friendly system. Integration has so many benefits, from natural workflow to re-using information, enhancing teamwork and capturing more billable time. It will increase the organization of your firm and allow you to practice more efficiently.
All information is instantly accessible
Client matters - Cases are the building blocks of your practice. You open a Case for each. Everything you do and everything you bill revolves around these files. InteliDoc works this way. It makes all your files and all the file content instantly accessible, better organized and much easier to use.
By just clicking on a Case you can see all the associated people, appointments, tasks, documents, research, time spent, emails, phone calls and more - or a complete chronology of everything. Draft documents. Plan the next steps. Review the history. Report to your client. Quickly check statuses of Cases without creating reports. All in Real Time. You can even customize fields with your own information to track whatever you need in your practice. You can link events according to the legal rules and InteliDoc will warn you on recurring events and dates. Everything is at your fingertips.
Keep track of the people in your practice
The people module is a truly flexible and powerful contact manager and Customer Relationship Management - CRM tool that stores information about all of the people and companies you interact with in your practice.
For each person and company you can see complete contact information including lists of events, communications, files, documents, relationships and more. Start a phone call or a letter, send an email or go to a web page with one click of the mouse.
Stay in touch with clients easily with valuable business development tools and reminders.
Calendar will help you manage your day
The Calendar in InteliDoc provides comprehensive scheduling that works the way you do. Manage appointments, tasks, deadlines (and more) for yourself, everyone in your workgroup or your entire firm.
The Calendar is flexible and allows you to display your information in a wide variety of formats. Create and save customized calendar profiles, identify and schedule shared resources. Link events for rescheduling together. Automate your court docketing. Convenient group scheduling allows for easy identification and scheduling of everyone’s calendars.
Flexible and automated appointment reminders make sure you never miss an appointment. Email notification of new and changed events means that nothing slips though the cracks.
Create, store and archive your documents
InteliDoc is dynamically linked to the applications in Microsoft® Office and OpenOffice. You can create documents from templates and InteliDoc will transfer all important data to your documents automatically. At the same time, documents will be filed in proper Case and safely stored in companies server. You can stop thinking if your data is safely stored. It is. Users of InteliDoc never lost a document in 5 years of heavy production use. You have a year lasting undo function even you purposely delete a document. Even courts use our storing technology.
Integrated Imaging module
Even now, in modern computer era, a lot of correspondence arrive in plain paper. Creating a complete file requires the imaging process to be taken. InteliDoc has an embeded simpe to use imaging module, that enables you to scan and store documents in a standard PDF format. Documents are automatically filed in proper Case files and ready to be read on site or over a secure encrypted connection over the Internet.
Anywhere, anytime
InteliDoc lets you work anywhere. Take your practice information with you, use it at home or access it across the Internet. It’s your choice. Log in from any desk in your office. Take a notebook “offline” and work disconnected or connect and work across the Internet. With InteliDoc, you are not tied to a place or a machine. Work where and when you choose. And if you get an unexpected call on an urgent matter – wherever you are – all your vital practice information is at hand.
References:
Hypo Alpe-Adria-Bank d.d. - http://www.hypo-alpe-adria.si