Legal practice management software

Streamline your law firm processes from intake assessment to revenue recognition without missing any billable minute.

project and resource management

Law Firms

It’s all about clients and matters

The intake process for obtaining new clients or matters involves regulatory requirements such as Know Your Client (KYC) and Conflict of Interest (COI). Having it as an initial, integrated part of the client and matter management helps ensure full compliance and audit trail of the decisions made.  ​

Time entry is a challenge since lawyers usually work on multiple cases simultaneously, mainly on minute-wise intervals which need to be registered. A time tracker that requires minimal clicks is key for not missing time spent on matters. Long descriptions often require a different way of viewing and editing. Predefined descriptions and description rules are an effective approach to standardise and quality-assure time descriptions, while minimising the time required to create value-adding texts.  ​

Invoicing is often done in a collaborative workflow process where the amount to be invoiced usually needs to be re-evaluated and distributed between resources based on their success and contributions to the matter.​

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Digitalised intake assessment process in ONE single practice management system instead of split manual processesFrom the client onboarding to the ongoing due diligence, as an integral part of your client and matter intake process, you achieve full traceability for regulatory compliance. All completed assessments are kept for later verification of compliance.   ​

Client intake made easy. Designed to integrate with any Know your Client (KYC) software, or to be manually processed. ​

Quickly check for Conflicts of Interest (COI). Search on any data and get a list of potential COIs based on all your business data and possible associations. Easily check and update each record before making your final assessment.

Quick and easy matter setup in less than a minute. Creating a matter is time-consuming and cannot be done without an approval process related to Know-Your-Client and Conflict-of-Interest.     ​

​Matter creation as simple as ABC, done by anyone. Creating a matter is time-consuming because there’re several things that need to be considered such as PEPPOL-based task structure, pricing, client and matter acquirers, deadlines, and associations. This usually requires support from the Finance team even when they should be able to focus on their core responsibilities.

Having a time tracker that is easy to use and requires minimal clicks is essential to ensure that lawyers are accurately tracking their time spent on different matters.​​ Quickly and easily log time up to the second.

Timesheets can also be updated with booked tasks in just one click. Never miss time entries again! Easily capture and record time as work is completed with automatically generated time records. No matter how many parallel assignments lawyers have been working on. ​​

Alternatively input time directly in Outlook to submit the completed assignments or rather receive briefing emails with the current timesheet status for effortless review and prompt submission.      ​​

Provide a more detailed account of the work performed by using pre-defined descriptions and description rules for your invoice specifications.

Streamline value-based invoicing in a standardised collaborative process. Billing matters often involves manual processes such as manual data entry making it time-consuming and prone to error. Free up resources that could otherwise be spent on billable client work.    ​

Pre-defined descriptions, and approvals for more straightforward invoicing to ensure quality assurance. Reduce the time span you now use for manually controlling and adjusting the extensive number of entries and long descriptions.   ​

Pro-rated calculation and re-evaluation based on performance.  Apart from invoicing matters according to time and expense entry, sometimes you need to adjust the invoiced amount. The resulting amount has to be distributed among the contributing resources while ensuring that each resource is billed correctly for the time and effort they have put into a matter.​

Calculate WIP and post it to G/L in a click for correct income statement. Get a detailed WIP report for full audit trail.   

Full access to detailed and trustful data from ONE source. Working with different systems or even with bridging Excel spreadsheets means that your law firm data is spread all over. This makes it almost impossible to have an overall view and identify areas of improvement to help you streamline your operations.  ​

Multiple on-demand drill-down data visualisation options for better analytics and reporting. With Power BI, get as many dashboards as you need to get full business insights into your law firm.

Client funds
Fee earners

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A legal practice management software is designed specifically for use by law firms and legal professionals. It is used to manage and automate various aspects of the legal practice, such as client intake, case management, billing and invoicing. This software can also be integrated with other tools like e-signature, document management, KYC software, etc. It helps in streamlining the workflow and in managing the law firm more efficiently. ​

Basically, automation frees up time for legal professionals for completing billable tasks. Automation can help you streamline repetitive tasks reducing the amount of time and effort required to complete them. Automation can also help reduce data errors and compliance risks that may occur when done manually. By eliminating Excel spreadsheets and outdated legal software, you can get more done in less time. This can help your law firm be more efficient in terms of time and costs.  ​

Implementing a legal practice management software that will help you automate repetitive tasks such as matter setup, client intake, matter invoicing, etc.

With a cloud-based law firm software, you can access your data and applications from anywhere and from any device with an internet connection, allowing your team to work remotely. Additionally, they are highly scalable, which means that they can easily accommodate changes in the size and needs of your law firm. On top of that, cloud-based business management systems are automatically updated and backed up, so that your data is safe and secure. Last but not least, cloud-based software is often more cost-effective than on-premises solutions.

A subscription-based legal practice management software can vary depending on a number of factors, such as the features and functionality included, the number of users, and the pricing model. A subscription-based model (SaaS- Software as a service) can cost anywhere from a few dollars per user per month to several hundred depending on the features and functionality. ​

The client intake in a law firm is the process of obtaining and collecting information from a potential client and determining whether to take on the client’s case. This process is usually the first step in the legal representation process. Automated client intake will help your law firm be more efficient through eliminating manual data entry. With pryme Matters you can manage the full client journey from intake through invoice to reporting and analytics.​

In the context of law firms, COI stands for “Conflict of Interest.” A conflict of interest occurs when a lawyer or law firm’s obligations to one client may conflict with their obligations to another client or their own interests.
A COI check is conducted by law firms to identify and assess any potential conflicts of interest before taking on a new client or representing existing clients in new matters. This process is essential to ensure that the law firm can provide unbiased and loyal representation to its clients and maintain ethical standards. COI checks are built-in within pryme Matters for full audit trail.

KYC stands for “Know Your Customer” and refers to the process of verifying the identity of a client. KYC software is designed to assist you by automating the collection and verification of client information. ​

In order to bill their clients accurately and efficiently lawyers typically track their time. There are several ways that lawyers can track their time such as manual time entries, standalone time tracking software or apps, or built-in time trackers within the legal practice management software, being the latter the most efficient one when integrated within the accounting system.

Billing in 6-minute increments aka six-minute units is a widely accepted practice in the legal industry. This practice is believed to have originated in the late 19th century. Since 6 minutes is considered a “round” number, it was an easy way to divide time spent on cases or matters. Now it allows to bill for smaller amounts of time, which can be beneficial when working on matters that require a lot of small but important steps. Instead of manually recording time, a legal practice management software like pryme Matters will help you seamlessly bill up to the minute. ​

There are a variety of business insights that can be used to measure the performance of your law firm. A few examples: revenue, utilisation rate, and realisation rate. ​

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