From capturing time and expense to matter management to client invoicing, LexisNexis Firm Manager® provides attorneys’ with the tools needed to easily manage their practice. With the Firm Manager MS Office 365 App, users may now attach documents to clients and matters and save them directly to Firm Manager.
The core Firm Manager application supports essential practice management functions in a simple and intuitive design:
Matter Management: View all matters, search by key words, practice area, name and more, drill into matter details, and attach documents and records to a matter with unlimited online storage.
Time & Billing: Easily capture time and expense, create invoices and manage trust accounts, and use the Money Finder feature to ensure all time and expenses are billed.
Document Management: Unlimited online storage to securely access, edit and save Microsoft® 0ffice 365 documents to Firm Manager. Simple drag & drop uploading lets you add files to matters and makes them searchable, sharable and centralized.
Security: Trust your data to an industry leader. LexisNexis uses U.S.-based servers and enterprise-level encryption to keep your data safe, secure and automatically backed up so you’re protected against localized hacking or data loss.
Conflict Of Interest Checks: Use Firm Manager’s patented search that locates records and finds mentions of an individual or topic, then date stamps and stores the result giving you a defendable decision for future reference.
This application requires an active Firm Manager subscription, please see http://firmmanager.com/ for plans and pricing.