|
Can also be bought
with these functions:
Billing, Trust, Ledger,
Payables or Payroll for $312.99
CaseLode is law office
management software that integrates all of the major office functions of
a typical law firm into a single, efficient system.
- CaseLode is truly
a multi-user software system. Any number of staff members in your
office can use CaseLode simultaneously. Yet
- CaseLode is
highly secure. Each user has his or her own level of entry, and
information meant to be private can be easily secured.
- CaseLode is
software that grows with you. CaseLode is flexible enough to
accommodate your present size and your future growth. Adding new
users is usually as simple as connecting more work stations and
printers and adding the new user to the database.
- CaseLode is a
software system with a proven track record. Law firms around the
country depend on CaseLode...a system which is continuously enhanced
and upgraded to keep in step with evolving technology, changing
legal trends and customer needs.
- CaseLode is very
powerful, yet easily learned. Despite CaseLode's power and
sophistication, it can be learned with a minimal amount of training.
With the in-house support and instruction by law office automation
experts, your staff can be up and running with CaseLode in a matter
of hours.
- CaseLode is a
recognized leader in the field. CaseLode was one of the first
multi-user systems approved by the ABA. In other words, CaseLode has
passed the toughest tests and has proven, again and again, it can do
the job.
Time and
Billing
For any law office,
time is truly money. But money means billing, a function that for
many firms is a necessary, ponderous task. It's often time-consuming
and inefficient.
For example, to
obtain a current case status may involve many steps and hours of
staff time. To process a client's fees? It can take days. To access
a case history? Don't ask.
Not so with
CaseLode.
Our Time & Billing
system allows you to see an up-to-the-minute status of a bill at any
time, and you can see it in seconds with the touch of a key. All
entries into Time & Billing are immediate, which means that batch
posting and processing are eliminated. And any staff member with the
appropriate security clearance can enter or review billing
information from any workstation.
With CaseLode, the
system is not only current but also live. That means time and
charges are captured now rather than later. Better still, everything
bookkeeping posts can be generated immediately in a document--plus
all data in the system can be revised or changed.
Everybody makes
mistakes, and CaseLode is programmed to take that into
consideration...then do something about it.
And the variety of
options...with CaseLode you have a number of statement formats and
many flexible methods of computing fees for invoicing. Very simply,
for any situation, for any billing dilemma, CaseLode has an answer.
Because Time &
Billing is integrated with the other CaseLode modules, you only need
a single entry. There is no need to duplicate your efforts. And
CaseLode's flexibility provides a variety of management modules you
may add to Time & Billing allowing you essentially to design
CaseLode to fit the specific needs of you firm.
CONFLICT
AVOIDANCE
No longer a
day-long affair, CaseLode allows anyone with the proper user
clearance to check potential conflicts with the touch of a key.
The thoroughness of
CaseLode provides you with every detail of the case. And you can do
a complete name check--even if you cannot remember the spelling.
Just enter a couple of the letters in the name, and CaseLode does a
thorough search of your files
TICKLER SYSTEM
Because CaseLode is
fully integrated, you have access to complete calendar information.
And because the calendar is firm-wide, you have quick access to
scheduling information, like who is available to cover for a sick
attorney, who is in court or who is in a meeting out of town.
MANAGEMENT
REPORTING
From simple client
rosters to complicated profitability reports, CaseLode features a
sophisticated reporting module that covers a wide range of
information. It provides the firm with its own optimized reporting
system in three areas:
Management Reports
– that track productivity and profitability of individual
timekeepers and profit centers in the firm.
Financial Reports – that provide account status information,
month-end balancing tools...virtually all concerns of the firm's
financial condition.
Client Reports – that offer quick access to information like client
rosters, conflict reports and case summary reports.
Some of the reports
available are: Case Summaries, Daily Journal, Account Aging,
Billings Outstanding, Cost Advanced Balance Report, Credit Summary,
Fee Distribution, Fee Analysis, Practice Analysis, Fee Summary,
Billing Attorney Case Report, Open Item Statements and many other
useful management reports.
And like all the
CaseLode software, you can protect confidential files because you
decide the security level of your information.
COST TRACKING &
RECOVERY
You make several
long distance phone calls. A hundred photo copies. You mail some
material...all on your client's behalf. Now the question becomes:
how do you recoup these expenses?
Traditionally,
recovering these costs required manual logs and transaction entries,
involving hours and hours of accounting time for you or your staff.
And, naturally, many of these costs seemed to slip through the
cracks. Just disappear. They became, in a sense, out-of-pocket
expenses for you.
CaseLode changes
all that. Through intensive research and testing, we've developed
the methods that allow our system to interface with the most common
cost tracking devices. Telephones, copiers, postage meters, fax
machine... the costs you incur on these machines for your clients
can be processed directly into their files for billing.
Trust
Accounting
For those firms who
must maintain client Trust Accounts, the accuracy of that record
keeping is of the utmost importance. All that one has to do is to
read some of the Bar journals in order to see how seriously the
State Bar Associations take this issue.
Our Trust
Accounting System allows you to maintain an unlimited number of bank
accounts and offers up to the minute reconciliation for each of
those accounts. The entire system is "driven" from the entry of
receipts and disbursements, and it tracks each of these transactions
providing any type of reporting that your firm or the auditors may
require. We offer any type of client master list, individual client
account activity ledgers, subsidiary account ledgers (all activity
within a given bank account), checks, check registers, payee
reports, purpose code reports, etc., etc. If desired, you may also
integrate your Trust Accounting System with our General Ledger
System which will show the asset and liability accounts for the
Trust funds you have custody of.
If you are also
using our Time Accounting & Billing module, your clients are already
there for you. Trust Accounting shares the common client/matter
database with the Time Accounting & Billing System. Any information
that you need is always at your fingertips. All information is
maintained in the system until "you" decide to purge it out. This
means that you can print or reprint detail activity from a year ago
if you decide to retain it that long. In other words, you are in
total control of all your records.
Accounts
Payable
To maximize
profits, you must keep a tight rein and a careful eye on the firm's
cash flow. Tracking client costs advanced, then getting that money
into the firm, is one of the most time-consuming, work-intensive
tasks in your office. CaseLode is going to streamline that process
for you.
Our Accounts
Payable module gives you complete control over cash flow, while
keeping check writing and record keeping efforts to a minimum. You
can write checks on demand. You can quickly do a complete check
reconciliation. You can tailor Accounts Payable to the specific
needs of your firm, giving it exactly the features you require to
monitor your cash flow.
Accounts Payable
allows you to:
Effortlessly review
the complete invoice history of a selected vendor. You will quickly
know when the vendor was paid, from which account, even the check
number.
Interface automatically with the Time & Billing and General Ledger.
For example, costs posted in Accounts Payable can simultaneously be
posted to the appropriate client account in Time & Billing and
General Ledger, eliminating duplication of effort.
Write checks on demand or use a batch mode of check writing to pay
vendors from a particular checking account.
Grant access to check writing only to those with the proper
password.
Many reporting options are available, such as Vendor Listings,
Transaction Entry Edit Reports, Report of Checks To Be Printed,
Laser Checks in varying styles, General Ledger Distribution Reports,
Time & Billing Distribution Reports (for client cost advances),
Vendor 1099 forms and more.
General
Ledger
A key to your
firm's success is the ability to address financial analysis and cash
disbursement activities in all your departments. To accomplish this
used to require a mountain of paperwork and hours of labor. CaseLode
is going to change all that.
The CaseLode
General Ledger is designed to give you complete flexibility in the
setup and structure of your General Ledger accounts from Time &
Billing and Accounts Payable to the General Ledger. You can set up
your account numbering schemes to match how you do business.
Simply, the
software is so flexible, you do not have to redesign your office to
fit our system.
General Ledger also
allows you to monitor your account balances with on-line inquiry
features. You can produce financial statements in several formats,
including one that gives you prior year comparisons and budgets.
And like all the
CaseLode modules, General Ledger is accessible only for authorized
users with the proper security clearance.
Sound
comprehensive? It is. But there are a couple of features that make
General Ledger truly unique. Like the ability to interface
automatically with Time & Billing, Accounts Payable and Payroll.
Your entries into these modules are simultaneously logged for
posting into General Ledger.
This saves you and
your office enormous amounts of time...and money.
Payroll
Think about it!
CaseLode operates on a very basic premise: the more our software
does for you, the more it saves you time and money.
So we design each
module to conserve your efforts. And with our Payroll system, you
can see how we have taken over the tedious task of calculating and
processing your firm's payroll and reports, reducing it to a few
keystrokes.
The CaseLode
Payroll system is comprehensive because it offers you a wide variety
of features, and it has been designed specifically for today's law
firms.
One of the
outstanding features is the unique Time/Pay Input screen that
immediately calculates all pay, voluntary deductions, tax
withholdings and net pay. The benefit of this is immediate over-ride
of any information and instant verification for complete accuracy.
All default
information is retrieved, and the time entry is computed
automatically. The system allows you to approve the individual's
complete pay detail. If you approve what you see on the screen, you
simply accept it; and it is done, instantly.
Payroll is flexible
enough to handle any unusual pay situation that might occur. Let us
say you want to give an employee a large bonus but prevent excessive
tax deductions. Our Payroll system allows you to change the pay
frequency, to reduce the amount of tax, or to calculate manually and
enter the chosen tax deduction amounts.
You can easily
generate, modify or delete check records for both salaried and
hourly employees. And you can maintain and modify state and federal
tax tables.
Naturally, the
system retains a detailed record of every check written to every
employee, not just summary totals. This detail may be recalled in
inquiry or report form on demand.
Additional
Features
In addition to our
standard products as listed elsewhere on this site, we also offer
additional products and features as listed below:
Remote/Batch Time
Entry - A module which allows the user to key time and expenses on
any computer and then post it to the host computer at a future time.
Cost Recovery Interface - A module which allows the user to import
charges for copies, telephone calls, facsimile charges and any other
type of charge for which they can create an ASCII file to import to
the host system.
Electronic Billing - Some of the formats currently supported include
LEDES1998B, LEDES 2000, Liberty Mutual, Nationwide, Penn National,
Reliance, Great American, Royal SunAlliance, Chubb, ITT Hartford,
TyMetrix, Litigation Advisor and many others. Should you have an
interest in a format not listed here, please contact us.
Data Export Feature - Our base product includes a feature which
allows the user to design customized data sets (any field(s) from
any tables) and export that data (all or based upon a selection
criteria) in many different output formats for use in other
products. This powerful feature gives the user total access to their
data.
Minimum
Requirements:
- All products
require Windows 95, 98, NT, XP, 2000 or ME. Networks supported
are Windows, Novell, NT and other networks that are Net Bios
compatible.
- All products
are network ready, allowing simultaneous access.
We recommend 128mb RAM per workstation as a minimum.
- We also
recommend that your workstations be of Pentium quality running
at least 500 Mhz and contain a CD Rom. Additionally, monitors
should be capable of displaying 600 x 800 resolution. We
recommend a minimum size of 17” for monitors.
- We recommend
four gigabytes of disk space, but this can vary with the size of
the firm and the length of time you desire to retain historical
data.
- We also
recommend that you have a PC with a ZIP drive (100 or 250
megabytes) or a CD Writer.
- We recommend a
Windows compatible laser printer for both reports and checks.
|
