introducing attorney' back office - a web-based bilingual (english and spanish) law practice...

Introducing

CALBAR Provider Number: 17255. ©2014. Attorney´s Back Office, Inc.

All Rights Reserved. All trademarks displayed in this presentation are the exclusive property of the respective holders.

• About Attorney’s Back Office

• How Attorney’s Back Office Helps Law Firms

• Benefits of Using Attorney’s Back Office Application

• Main Features and Functions of Attorney’s Back Office



Table of Content

About Attorney’s Back Office

Attorney’s Back Office™ – the only all-in-one web-based bilingual (English and Spanish) law practice & case management software application – an affordable complete software solution for solo practitioners, paralegals, small and mid-size law firms to handle different tasks, manage matters, staff, financials, accounting, calendaring, marketing, etc.

All-in-one, easy to use, ready to go - Attorney’s Back Office™



Benefits of Using Attorney’s Back Office

1. Convenience and affordability – no need to travel to the office and meet in person to discuss “non-emergency” matters, meeting clients’ needs faster and at a fraction of the cost

2. Clients’ ability to securely communicate with attorneys/paralegals via a Client Portal to check on their matters at any time – documents sharing clients, handling invoices, payments for legal services, etc.

3. Offering limited legal services/work, i.e. helping clients with drafting a legal document and the ability to expand the client base beyond law firm’s local area

4. Collaborating with other attorneys statewide, nationwide, and even internationally to deliver legal services to clients on-line within multiple jurisdictions

5. Providing services to individuals in remote (rural) areas that have no access to traditional law offices



How Attorney’s Back Office Helps Law Firms

1. Helps to keep the costs low and improves the cash flow

2. Provides a centralized repository and access of records, data consolidation and accuracy, and conforms with the established and used standards and formats of data and record handling

3. Offers accuracy based on the entries made by the individual that updates the record(s) last

4. Organizes and relates data, records and information by the specific interconnected modules, provides an accurate time tracking, accounting, invoicing, billing, calendaring, matter info, etc.

5. Eliminates the need to spend time switching between different non-compatible operating systems, programs, spreadsheets, e-mail applications, or moving data and information from one program to another



Application’s Main Features & Functions • Matters Management – Litigation and Non-Litigation Matters

• Client Information Management – Client Accounts and Contacts

• Opposing Party and Attorney Information Management

• Time & Billing Management – Timecontrol, Invoicing & Time Reporting

• Accounting – Firm & Trust Accounting

• Events Management – Calendaring and Tasking

• Integrated E-mail Client – IMAP, Gmail or Yahoo e-mail account setup

• Firm Staff Management – Human Resources modules

• Document Management – Store, manage and share files and documents

• Bilingual Client Portal – Secure Portal to share info & documents with your clients

• Reports – View your data in reports designed to your specifications

• Vendors, Services, Products, Sales & Purchase Orders, Dashboard, Internal Messages, Recycle Bin, SSL Encryption, Multi-user Access much-much more, over 100 different customizable modules.



Client Accounts



Contacts Management



Litigation Matters Management



Opposing Attorney Information



Opposing Party Information



Timecontrol



Billing



Invoicing



Accounting



Document Management



Document Assembly



Email Manager



Calendaring



Tasking



Human Resources



Performance Analysis & Reporting



Client Portal



introducing attorney' back office - a web-based bilingual (english and spanish) law practice...

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